How does Planfix capture repair orders from different channels?

Planfix turns every inbound message into a task right away. You define rules by branch, repair type, or payer. The system classifies the task and drops it into a Planner board that fills itself. Media and approvals stay in the task, so you can prove what was done to any insurer or fleet later without searching across tools.

Can I give customers and insurers access without exposing internal work?

Yes. Use the Client Dashboard to show customers or insurers the exact order, files, and status you see. You can keep internal comments hidden and still provide real time progress. This drops the pressure on the front desk because people do not have to call to ask for updates.

How do we keep labor and parts catalogs in sync?

Store labor, parts, and programs in Directories. There is one source of truth for all branches. You can set field level access so only authorized users update pricing or part lists. Technicians and advisors only pick from approved values, which keeps estimates and invoices aligned.

What is the simplest way to start with Planfix for repairs?

You can start with intake rules, one Planner board, and a basic status set. Map your current channels to task creation, add the Client Dashboard, and then publish directories. When the flow is stable you add reports for claims, unpaid invoices, and branch comparison.

Auto repair chains - orders, work breakdown & claims

Reliable Intake from Every Channel

Turn channel to task on and every call, email, messenger thread, or insurer message becomes a structured task on the first try. Tasks land in the right branch and specialist so media, approvals, and billing stay in one place.

Channel to task intake

Conditional Planner Boards

Boards fill themselves based on rules. Moving a card updates fields for the new list.

Status Sets and Rules

Define one repair process and keep staff in it with transition rules on statuses.

Client Dashboard

Share the same order, files, and status with customers and insurers without extra typing.

Directories for Labor and Parts

Use one source of truth for catalogs. Control field level access for branches.

Data Tags for Time and Finance

Log labor, parts, and approvals on the task and build branch level reports.

Capture and Route Repair Orders

Break Work into Operations

Execute, Prove, and Close

Bill and Analyze Claims

Capture and Route Repair Orders

Channel to task keeps calls, emails, and messengers as tasks.

Classification by branch and repair type is automatic.

Status rules guide teams through the same workflow.

Intake rules

Break Work into Operations

Task templates and subtasks give repeatable estimates.

Directories give the same labor and parts pricing.

Approvals stay on the task so work is always authorized.

Task templates

Execute, Prove, and Close

Technicians move tasks through stages for real time visibility.

Time and finance tags collect actuals for reports.

QC checklist and delivery proof make handoff clean.

QC checklists

Bill and Analyze Claims

Invoices are built from the same order data.

Claim numbers and documents stay in one thread.

Dashboards show unpaid or rejected claims first.

Claims reporting

Show How It Works

Present a Planner board where rule based lists auto fill with repair tasks. Share a Client Dashboard with the insurer so they see the same photos, approvals, and status without calling your front desk.

Client Dashboard

Every Order Is Captured

Requests from all channels become tasks so intake is automatic and traceable.

Proof for Every Operation

Photos, scan of approval, and call analysis stay in one thread for audits.

Comparable Branches

Data tags and project totals let you compare branches and repair programs.

Easy to Start and Adapt

Keep your existing channels. Map each of them to task creation. Let branches work slightly differently with status sets and transition rules. Store labor and parts catalogs in directories and control who can edit them.

Workspace administration