How is Planfix different from CRM or field-service tools?

Planfix combines intake, routing, mobile procedures, SLAs, and evidence capture in one place. Field-service apps often focus on tickets alone; CRMs focus on deals. With Planfix, you guide crews with checklists, enforce timelines, and prove quality with photos and scorecards—without switching tools.

How do crews work on site?

Crews use the mobile app to check in, follow steps, and attach photos. Required fields ensure key steps are never skipped. In-task chat keeps questions and decisions in context with the work.

How does quality scoring and evidence capture work?

Checklists standardize steps. Scorecards provide objective criteria with labeled defects. Before and after photos are stored with timestamps in the task. Rework tasks are created automatically with SLAs, and MTTR is tracked in reports. Share concise photo reports with customers on completion.

What’s the fastest way to get value?

Start with creating tasks by email to centralize intake. Add checklists for standard work and buttons to enforce steps. Introduce routing using boards and schedules. Most teams see value within days because you keep current channels and layer structure over them.

Cleaning & Janitorial Operations Software

What You Deliver

Deliver scheduled cleaning on time, to standard, at target margin. Centralized intake and smart triage cut noise. Route boards, mobile checklists, and SLA timers keep crews on schedule and accountable from dispatch to sign-off.

Task calendar

Consolidated Intake

Quality and Recovery

Consolidated Intake

Email and chat become tasks with automatic triage.

Priority, site, and time window assigned on entry.

Nothing gets lost in WhatsApp or spreadsheets.

Rules route work to the right coordinator.

Email to ticket

Quality and Recovery

Mobile checklists require before and after photos.

Scorecards standardize audits across sites.

Defects auto-create rework tasks with SLA.

MTTR tracked to closure and reported.

Summary tasks

Start Here

Convert incoming email and messages to tasks with automatic triage. Add a checklist template, require before and after photos, and enforce SLA timers. Gain immediate control without changing channels or rebuilding processes.

Auto triage rules

See It in Action

A quality miss auto-creates a rework task with an SLA. MTTR and on-time arrival are tracked to closure and visible to operations and the customer.

Task lifecycle buttons

Fewer Missed Windows

Consolidated intake and reminders keep schedules tight and predictable across every site you serve.

Higher First-Time-Right

Standard operating checklists and evidence capture drive consistent quality and fewer callbacks.

Faster Recovery

Rework is auto-assigned with SLAs. MTTR is visible, measurable, and improved over time.

Common Signs You Need a Change

Weeklies Scattered Everywhere

Work sits across WhatsApp and spreadsheets. Teams chase details and miss critical steps.

Inconsistent Delivery

Sites vary in quality and timing. Growth demands more coordinators, not smarter workflows.

Approvals Stuck

Quotes and scope changes sit in email. Threads are lost and customers wait too long.

Reactive schedules

Stretched teams juggle last-minute changes and guesswork replaces clear plans and windows.

Limited Visibility

Uncertainty about what happened on site. Arrivals slip and customers call first.

Proof is scattered

Photos, notes, and audits live in folders. Quality feels subjective and hard to defend.

How Planfix Helps End to End

Capture orders without retyping. Plan realistic routes. Guide crews with offline checklists and geo check-in. Enforce SLAs, standardize audits, and create rework automatically. Share photo evidence and timelines. Report margin and quality by route and site.

Capture & Triage

Plan & Assign

Dispatch & Guide

Quality & Sign-off

Capture & Triage

Web forms and email-to-ticket centralize intake.

Automatic triage sets priority, site, and window.

Rules attach customer and contract context.

Triage rules

Plan & Assign

Drag routes; conflicts blocked automatically.

Skills, time windows, and SLAs respected.

Realistic time blocks reduce overruns.

Multi-list tools

Dispatch & Guide

Offline procedures and check-in per stop.

Timers and required photos enforce steps.

Chat in task keeps context in one thread.

Task chat

Quality & Sign-off

Scorecards standardize audits and labels defects.

Rework tasks with SLAs created automatically.

Digital sign-off and photo report shared instantly.

Reports and scorecards

The Outcome

One system of record. Routes run on schedule. Quality is visible and fair. Customers see proof, not promises. You scale sites without scaling chaos or headcount.

How You Will Feel

In control and calm about today’s schedule. Confident when customers ask for evidence. Proud that your teams deliver to standard every time.

Lower Barriers to Adoption

Start with email-to-ticket and a ready-made checklist. Add routes and quality control step by step. Mobile is simple: check in, follow steps, add photos.

Use templates