Throughout August and September, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user experience. Stay tuned for the latest updates! Here's what's…
A 1.5-minute video and steps: automate commercial proposals in Planfix, number deals automatically on a Kanban board and generate documents in one click.
Choosing the right online accounting software is crucial for business success in 2025. With the shift from manual bookkeeping to cloud-based financial management…
Modern accounting practices require more than just technical expertise – they demand effective client relationship management, streamlined operations, and strategic…
When it's time to prepare a contract, teams often spend way too much time on repetitive manual work. This can include everything from opening an old file, copying…
We’ve already used the humble light bulb to show how everything connects in Planfix. Now it’s time to go a little deeper and look at how the setup actually works. This…
If you're just getting started with Planfix, terms like "data tags," "objects," and "directories" might sound better suited to accountants, system administrators, or…
A 2-minute video and steps to automate project management in Planfix: project document folders, planned vs actual reports, and project templates.
A 48-second video and steps: reply to a comment in a Planfix task, quote part of a message and use Quote+ to keep context in long discussions.
Excel makes it easy to store business data, but a spreadsheet full of numbers is not always easy to present. When you're preparing a report, you often need a way to show…
Manage tasks from your phone: a 1.5-minute video and steps show how to capture ideas by voice in the Planfix mobile app, delegate tasks and check updates.
A 2-minute video and steps: visualize projects and tasks on the Planfix Whiteboard, connect blocks, turn them into tasks and navigate your workflow.