Planfix support

We love engaging with you and will respond to any questions you have about Planfix. If you already have an account for your company, feel free to ask our Support Team questions straight from Planfix.

We'll receive your question as a task in our Planfix account. Support can always link a specialist from another department to your task, so please ask any questions you may have.

Support Team standards

When communicating with clients, we stick to certain rules. These rules help us understand the problem at hand and quickly resolve it, and they also make communication easier:

• We maintain a professional tone.
• One question is one Support task.
• Task names should be descriptive. "Question," "Problem," or "Hello" are examples of weak task names — while something like "Script not running when task field is modified" would be much better.
• Task descriptions should include:
  • A thorough description of the problem
  • Detailed screenshots
  • A link to the task, contact, filters, or other Planfix object(s) where the problem has been identified, as well as the full name (or link to the user card) of the user who identified it. Don't delete Planfix items you've shared links to, or we won't be able identify the issue in our technical logs.
• Once communication is complete, ask a question or write a detailed outline of your idea for a potential solution to the problem.