Plannit

How to access the help and support you need to use Plannit.

Plannit application Help Center

Create tags to filter your business information.

How to use the filter options to access the information you need for your reports and/or planning.

How to include or exclude tags in a search with multiple tags.

How can i send attachments, documents, files, pictures to my clients

How to activate the GPS localisation on mobile device for my employees

Warn your customers who want to send you online requests that you will be closed. ie. Christmas vacations, summer vacations etc.

How can I print an invoice, a quote and a work order ?

How to charge clients the processing fees if they pay by credit card (if permitted in your state)?

See how Plannit's mobile punch allows you to easily track hours worked in a day with a few clicks.

Respond effectively to your customers and keep track of conversations to better manage requests and the customer experience.

How to send or create multiple invoices, plan visits, add/remove labels all at once with just a few clicks on all grids.

Stay on top of what's happening, receive customer notifications and internal messages on your mobile device.

Check if the barcodes are compatible for use with the scanner

How to print PDF quotes, invoices or purchase orders on macOS or Windows

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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