All Collections
Product sections
Plannit application Help Center
Tips and tricks for multi-tag filters
Using filters in the grids
Print several invoices or quotes in a batch
Send attachments
Activate GPS tracking on mobile phones
Managing labels / tags
Managing pre-programmed messages
Add a message on the Web bot
Print an invoice, quote or work order
Offer cash discounts
Tracking total hours worked in a day (mobile punch)
Plannit's client message centre
Create a visit / work order
Create recurring visits
How to add a run to a work order / visit
Make visit notes visible to multiple employees
Create a visit from a client request in your dashboard
Add internal notes to my documents
Add a signature on a work order / visit
Manage an unfinished visit for follow-up at a later date
Display quote items on a work order - purchase order, without prices
Add notes on the tiles of the visit
Add an attachment to a work order / visit
How to insert documents in a work order / visit
Overview of the customer portal after receipt of a work order - Pest control
Field descriptions for invoices
Create an invoice
Create an invoice template
Cancel an invoice
Delete an invoice
Create payment schedules for invoices
Send invoices or quotes in batches
Automate invoice and/or quote reminders
Send an invoice in PDF
Adjustment to a paid invoice with the Quickbooks integration
Create a statement of account
Add a discount to an invoice or quote
Export a list of invoices
Invoicing a customer who doesn't show up for an appointment
Adjust the sequence / numbering of my invoices
Add my tax numbers to my invoices
Add an invoice from a Work order / Visit
Send an invoice only to the billing contact
Billing by quantity
Record payments manually
Make a partial payment
Void a payment applied to the wrong invoice
Process a payment received, that is greater than the invoice amount
Change the payment method for an invoice or quote
Pre-authorized payments for recurring invoices
See the payment method used to pay an invoice
Payment cancellation or refund with QuickBooks online integration
How to create clients / contacts
How to add multiple job site addresses to the same contact
Geo-locate the address of a contact
Changing the geolocation marker on an address
Set the language preference for my contacts / clients
Link my contact to a master / billing contact
Send a promotional mass mailing to my Plannit contacts
Add an apartment number to a contact's address
Description of the contact fields
Start a route on desktop and mobile app
Recurring routes
Create your daily routes
Add an internal note, audio or written, to an address on a route
Add a note on a run
Dynamic snow alerts on a route
Track the progress of jobs on a route
Quickly identify and add the addresses/contacts not assigned to a route
How to modify the departure address on a route on desktop
How to add addresses on a Run