How to Optimize Contact Management in Planfix
2-minute video + steps: optimize contact management in Planfix with access levels, message history in one task, call reports and virtual PBX integration.
How to Set Up Income and Expense Accounting in Planfix
3-minute video + steps: set up income and expense accounting in Planfix — install the solution, fill the directories and read the payment report.
How to Set Task Reminders in Planfix and See Them All
A 1-minute video plus steps: how to set reminders in Planfix, choose the time and the recipients, and review every reminder in the Chronicle and calendar.
Thank you, 2024!
Wow, another great year is wrapping up! Whether you’re just starting with Planfix or it’s been your loyal companion for years, we'd like to thank you! Your trust…
Task Chat: Keep Work Conversations Out of Messengers
1.5-minute video + steps: use the task chat in Planfix instead of personal chats, so work messages, files and client replies stay with the task.
Enjoy Seamless Workflow with Temporary Replacements
Vacation time is essential for your team to recover and recharge, but ensuring the workflow continues smoothly when team members are out of office can be challenging…
The Ultimate Guide to Project Management Boards in Planfix: Tailored Solutions for Every Team
Managing projects can sometimes feel like juggling a hundred things at once. From deadlines to various tasks to meetings, the last thing you want to do is be the one to…
How to Calculate Project Work Hours in Planfix
2-minute video + steps: calculate project work hours in Planfix, set hourly rates in directories, log time with data tags and read labor cost in reports.
What’s New in Planfix: November 2024
Throughout November, 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…
How to Create a Document Template in Planfix
A 1.5-minute video and steps: create a document template in Planfix, add variables for customer data and set numbering, naming and file format.
How to Choose the Right Google Calendar for Syncing with Planfix
Managing your time and tasks in Planfix is like having a personal assistant on speed dial. The best part? This assistant never takes a break! With built-in calendars…
How to Set Up a Sales Funnel in Planfix: A Step-by-Step Guide
At first glance, setting up a custom sales funnel in Planfix might feel like putting together IKEA furniture without instructions. But don’t worry, we’ve got you…