Actions by bulk
In today's fast-paced business environment, efficiency and productivity are crucial for success. Plannit, offers the ability to perform multiple actions simultaneously, including generating invoices, planning visits, untagging labels to multiple contacts, and adding/removing associations to resources. This multi-action capability provides significant value to businesses. It enhances efficiency, accuracy, client management, resource allocation, scalability, and cost savings.
π All bulk action buttons are accessible once you select one or multiple documents on the grid on the orange band.
Here are some of the bulk actions you are able to do in all grids:
Jobs grid
Filter a list of Jobs
βClick at the top to select all jobs on the list ( make sure to modify the amount of items per page at the bottom if the number of jobs on the list is above 50 )
βOn the orange band select the action you would like to do:
βCreate visits
βAssociate these jobs to a route
βAdd/remove labels on jobs and contacts
βChange status
βAdd/remove resources associated to these jobs
βDelete by bulk
Quotes grid
Filter a list of Quotes
βClick at the top to select all quotes on the list ( make sure to modify the amount of items per page at the bottom if the number of quotes on the list is above 50 )
βOn the orange band select the action you would like to do:
βSend or Print more than one quote at a time
βRenew your quotes by bulk
βConsult: Do Mass contract or quote renewals
βUpdate the items on your quotes
βCreate visits
βAssociate these quotes to a route
βAdd/remove labels on quotes and contacts
βAdd/remove resources associated to these quotes
βModify Terms & conditions and Notes on all selected quotes
βDelete by bulk
Invoices grid
Filter a list of Invoices
βClick at the top to select all invoices on the list ( make sure to modify the amount of items per page at the bottom if the number of invoices on the list is above 50 )
βOn the orange band select the action you would like to do:
βSend or Print more than one invoice at a time
βCreate visits
βAssociate these invoices to a route
βAdd/remove labels on invoices and contacts
βAdd/remove resources associated to these invoices
βModify Terms & conditions and Notes on all selected invoices
βDelete by bulk
Contacts grid
Filter a list of Contacts
βClick at the top to select all contacts on the list ( make sure to modify the amount of items per page at the bottom if the number of contacts on the list is above 50 )
βOn the orange band select the action you would like to do:
βCreate quotes
βCreate visits
βAdd/remove labels on quotes and contacts
βDelete by bulk
Visits grid
Filter a list of Visits
βClick at the top to select all visits on the list ( make sure to modify the amount of items per page at the bottom if the number of visits on the list is above 50 )
βOn the orange band select the action you would like to do:
βPrint multiple work orders
βAdd/remove labels on visits and contacts
βChange status
βAdd/remove resource associated to this visit
βDelete by bulk