What makes Planfix a good fit for custom furniture orders?

Planfix was built for teams that run real work across many stages. You map your own statuses, add required fields, connect Planner, and give the client a dashboard. Your order flow becomes visible to sales, designers, production, and installers. You do not need a second portal to show status to the client.

Can field staff work in Planfix when they visit the site?

Yes. Field staff can open a task on mobile and fill in guided fields. You can make fields required so the task is not closed without photos and sizes. You can add AI Dataminer to read notes and push values into fields. Office teams receive full data without calling the measurer again.

Can I show order status to the client without calls?

The client dashboard shows only tasks you share with the client. The client can open the order, see the current stage, view drawings, and approve inside the thread. This lowers the load on your office and keeps approvals in one place for production to use. You decide what each client sees.

How do we start with Planfix for furniture orders?

Start with a simple flow. Create a measurement task type, add a Planner for measurers, and build a board for production. Then add client dashboard sharing and reporting. If you need help, invite your team to Planfix and use onboarding materials in the help center. You can register right now.

Custom furniture manufacturing - from measurement to install

Solutions For Custom Furniture Teams

Capture site measurements, build a client approved packet, move the order through production, and deliver on the promised day. Planfix joins tasks, Planner boards, AI agents, a client dashboard, and reporting in one system.

Workspace in Planfix

Capture And Confirm Measurements

Log every visit with fields, photos, and checklists so designers get full data.

Turn Packets Into Approvals

Share drawings with the client and collect approval inside the task thread.

Run Production To Install

Plan cutting, assembly, delivery, and install on one Planner board.

Start With Measurements

Create a measurement task type with required fields. Add a checklist for photos. Route the task to the measurer Planner so every visit is logged and ready for the designer.

Create visit flow

Linked Visit Tasks

Create the visit from the order so history stays tied to the client.

Required Fields

Room, sizes, obstacles, and photos are mandatory so nothing is missed.

AI Dataminer

Let the AI read notes and write values into structured fields.

Turn Measurements Into Client Approved Packet

Designers open the same task and see measurements, photos, and client notes. They upload drawings and specs so the order becomes a single source of truth. The client approves inside the dashboard and the task is locked for production.

Client dashboard

Designer Sees Everything

Task holds photos, measurements, and requirements so there is no chase.

Approval In Thread

Client receives the shared task and approves right in the conversation.

Status Sets And Rules

After approval the order moves to a stage that is ready for production.

Run Production, Delivery, And Install

Production sees all approved orders on one Planner. Cutting, edging, drilling, assembly, and finishing become task statuses. Data tags record time and cost so you can report by stage. Location fields and calendars help you schedule delivery and install teams.

Production calendar

Planner For Orders

Every order card is visible to production, logistics, and installers.

Data Tags

Record time and cost on each stage and send it to reports.

Location And Calendars

Book delivery and install teams on real calendars with addresses.

Remove Typical Barriers

Field staff can work in mobile tasks with required fields and photo upload. Orders do not jump between teams because conditional lists collect tasks by rule. Clients stop calling because the dashboard shows current status.

Show client status