How does Planfix help energy and telecom operations?

Planfix turns every subscriber signal into a task, adds context from contacts, and applies your routing rules. Dispatchers see all incidents on Planner boards and can group them by location, priority, or crew. Because every touch is logged in the task, you get audit-ready history and SLA reports without exporting data.

Can I route incidents to contractors and field crews?

Yes. You can invite contractors or field crews as external users and give them access only to the tasks they must perform. They can attach photos, voice notes, and documents from the field. Their activity is logged, and the subscriber can receive the final message on the same channel that started the request.

How do AI agents help with intake and closure?

AI agents help clean and structure requests. Dataminer extracts key values from free-text messages and writes them to task fields. Summarizer creates a concise service note at closure. This reduces back-and-forth with technicians and keeps your tasks consistent even when different agents process requests.

Is Planfix hard to roll out across different teams?

No. You can start by turning inbound channels into tasks and then add status sets per team. Task templates, required fields, and notifications help new agents work at the same quality level as experienced ones. You can expand to maps, dashboards, and AI later without changing tools.

Energy and Telecom Operations Software

Unify All Subscriber Signals

You need calls, messengers, email, and field notes to land in one workspace. Planfix auto triages them, applies status sets with rules, and sends each task to the right team or contractor while keeping the subscriber on the original channel.

Inbound channels in Planfix

Capture Every Signal

Turn email, messengers, PBX, and webforms into tasks so nothing is lost.

Route By Service And SLA

Use conditional Planner lists and status sets so tasks reach the right people.

Dispatch And Close Fast

Map views, calendars, and external dashboards keep crews and subscribers aligned.

Start With Inbound

Turn all inbound channels into tasks. When every signal becomes a task, reporting, routing, and SLAs become reliable. Agents stop copying data between systems and subscribers get consistent replies.

Turn channels into tasks

Planner For Incidents

Group incidents by location, priority, or crew and see workloads live.

Full Task Story

See subscriber history, photos, transcripts, and AI summaries in one thread.

Location-Aware Tasks

Use location fields and map views to schedule realistic visits and routing.

Operational Benefits

Channel to task removes copying and pasting. Conditional Planner lists change the assignee. Map-based tasks and calendars keep field work synchronized. The external dashboard closes the loop so subscribers do not call twice.

Reports and SLA

If This Sounds Familiar

Channels In Silos

Agents copy WhatsApp or Instagram data to other tools and lose context.

Teams Pass Requests

Requests are forwarded in chats and nobody knows who owns the incident.

SLA Pressure

Agents feel rushed, managers cannot see load, subscribers call twice about outages.

Missing Proof

Technicians do not send photos or notes from the field and tickets reopen.

No Live View

Managers cannot see what is in progress or where the bottleneck is.

Planfix Fixes This

One audit-ready task thread, clear statuses, reports, and subscriber-facing messages.

Capture Every Request

Route And Fulfill

Close And Audit

Capture Every Request

Turn email, messengers, webforms, and PBX into tasks so nothing is lost.

Identify the subscriber from CRM to add context immediately.

Normalize descriptions with required fields and AI Dataminer.

Check for a parent or mass incident to avoid duplicate dispatches.

Templates and intake

Route And Fulfill

Apply status sets and transition rules to each incident type.

Use conditional Planner lists so moving a card changes the assignee.

Add contractors or field crews as external users for task-level access.

Schedule visits with location fields and company calendars.

Automation and routing

Close And Audit

Technicians attach photos and voice notes from the field.

AI Summarizer writes the final resolution into a dedicated field.

Subscribers receive the final message on the same channel.

Reports show SLA, MTTR, and counts by service, region, and crew.

Reporting in Planfix

Result You Can Show

Intake is unified. Every incident is classified. Dispatches are scheduled. Subscribers are informed. Management sees load and bottlenecks, and audits pass because every touch is logged in the task.

Build SLA reports

Faster Resolution

The first task already has all subscriber data and clean input.

Fewer Callbacks

Subscribers see status and receive final messages on the same channel.

Real-Time Reporting

Report SLA, MTTR, and incident volumes without extra spreadsheets.

Easy To Roll Out

Many channels, different teams, and new agents are normal. Planfix uses task templates, required fields, AI helpers, and status sets per object so each team can follow its flow without losing central visibility.

Onboard agents faster