Track client payments in Planfix: log receipts in tasks with data tags and build a report that groups them by project and shows the outstanding balance.
Open spaces have replaced traditional offices, but the need for private conversations remains. Today, meeting rooms have become the focal point of offices. We first…
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.
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…
Set up automated project reports in Planfix: total expenses from data tags, group them by project, add charts and email managers a link on a schedule.
Picture the scene: Your sales department is buzzing like a coffee-fueled beehive. Managers are chatting with clients, phones are ringing off the hook, and deals are…
Imagine for a minute that your team is running like clockwork. Tasks are not only completed on time, but no one has to chase after one another like they’re playing some…
Team efficiency is one of those things that can quietly make or break a business. This has left many business leaders wondering how to measure the productivity in a way…
Alright, today we’re going to talk about something we all care about: profitability. After all, every business owner, manager, and worker wants to ensure their hard work…
3-minute video + steps: set up income and expense accounting in Planfix — install the solution, fill the directories and read the payment report.
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.
2-minute video and steps: book a meeting room in Planfix with a booking data tag and an hourly calendar, so everyone sees when the room is free.
Throughout September and October, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user…
May's Planfix update is here, and we're excited to show you new features that will make your life easier and increase productivity. Keep reading for more - there's…
3-minute video plus steps: use FOREACH in Planfix to list every product or service from a field in the task description, one line per value.
One of the main goals of Planfix is to streamline routine tasks and operations. If something can be automated and simplified, it should be. This applies to planning…
We jazzed up the reports with a fresh, trendy design: — You can now tag people (@name) in the comments.— In the full comment form, we have added the ability to change…
Resource management involves effectively planning, organizing, and allocating a company's resources, such as finances, personnel, materials, and time. It is undoubtedly…
90-second video and steps: reserve time in a calendar in Planfix so no tasks are placed on breaks, shifts or flexible hours, and keep the slot booked.
3-minute video + steps: add charts to a Planfix report, pick the chart type and data, and change the grouping to see numbers by project or employee.
A 3-minute video + steps: create a data tag in Planfix, log expenses in a task comment and turn the entries into reports with tables and charts.
90-second video and steps: build an hourly schedule in Planfix that shows your team's day hour by hour, from data tags to quick filters by date.
A data tag is a small form employees fill in inside a task to record hours worked, an expense, a client payment or a room booking. Reports collect entries from many tasks and break them out by project or task. These articles show how to track time, costs and payments without a separate spreadsheet.
