💡 We made some improvements that will surely optimize the planning portion of your day
🚒 A few bugs have also been fixed.
⚙️ IMPROVEMENTS |
Integration with Avantage accounting system
🎉 Great news, Plannit now offers integration with Avantage!
Integrating Plannit with Avantage brings significant value by automating accounting tasks, improving accuracy, and streamlining financial operations. This leads to better financial oversight, increased efficiency, and more time for businesses to focus on growth.
To learn more consult: How Plannit's integration works
Purchase order Now Available
👉 New purchase order feature in Jobs and Work Order / Visit
We are excited to announce the introduction of the Purchase Order (PO) section in the Jobs and Work Order / Visit module of Plannit. This new feature enhances your workflow by allowing you to manage and track purchase orders directly from the Jobs and Work Order / Visit interface.
How to use the new purchase order section?
In Plannit, go to a Jobs or Work Order / Visit
In the Purchase order section of the Jobs or Work Order / Visit, click on the +
Click on Add an item, check ☑️ the item(s) and click on Select
What can I do now with the purchase orders?
💠 Print or send purchase order
Check the box to select all or certain items.
On the orange band, click on Print purchase order or Send purchase order, the purchase order will be sent to the contact of your choice!
💠 Generate invoice(s)
Check the box to select all items.
On the orange band, click on Create invoice, and the invoice can be sent to the contact of your choice!
💠 Other options
Select other actions by clicking on the 3 small dots, such as Associate with a work order and View history!
Complete redesign of Plannit's Reports
👉 New reports, redesigned interface and enhanced reporting!
This reports redesign gives you the tools to dig deeper into your data, make more informed decisions, and boost your business’s performance. Check it out today and see how the power of enhanced reporting can elevate your operations!
All reports are now displayed by topic :
🆕 All new reports such as,
Sales summary report *
Detailed sales report *
Sales report by product
Payments report *
Customer deposits report
Accounts receivable report
Collections report (open invoices)
Report of taxes payable
Report of operations without sales tax
* These reports are intended to replace the former Sales and Payments Report.
Customizable fence in Routes
👉 New and improved, fences are now customizable with polygonal shapes!
We’re excited to introduce a new and improved way to fence areas for your clients using customizable polygon forms in the Routes feature.
Gone are the days of simple circles! You can now use polygon shapes to precisely define and adjust the fenced area for each client. This update brings enhanced flexibility, allowing you to create more accurate and tailored route boundaries, making it easier than ever to manage service areas.
💡 The defined area also allows you to calculate the total area of the zone, this can be a great help when creating your quotes!
More flexible communications in Routes
👉 It's now possible to send communications to associated contacts for a customer in a Route!
Managing multiple addresses for a single customer just got easier!
We’re excited to introduce a new feature that allows you to send notifications to specific contacts associated with a customer, such as renters, property managers and or owners, directly from the Routes module. This update brings greater flexibility in communication, helping you keep the right people informed without confusion.
Open Route
Click on the address line
Check Send alerts to activate the sending of communications for this route
Enable or disable sending the same communication to associated contacts, or
Decide to send the communication ONLY to one or more associated contacts.
💡 Do you have a customer with an apartment building and want to notify all the tenants before you arrive?
Create a main contact for the apartment building, including the street address.
Create a contact for each tenant door:
Add e-mail address and/or cell phone number
Manage email and/or SMS communication preference
Associate this contact with the main contact.
In your route, for this building, you can manage who receives notifications and according to your preference:
🔧 FIXED BUGS |
We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.