How is Planfix different from a generic helpdesk for facilities service

Planfix lets you standardize intake, enforce status sets, and give external contractors a Client Dashboard that shows only their tasks. You can route jobs by building, category, or vendor directory and capture photos, acts, and time as structured data tags. This helps you prove SLA performance to the business without gathering files from different folders.

Can I enforce the same intake and SLA rules for all buildings

Yes. You can turn every inbound channel into a task, make location and category required, and then use AI Dataminer to classify the request. Status sets with transition rules force vendors to pass through the right stages. As a result SLA timers start on time and managers see overdue tasks on Planner without manual checking.

How do external contractors work inside Planfix

Contractors do not need full access. You send a task or work order through Client Dashboard. They see only their assignments, upload photos, sign acts, and leave comments. All files, times, and costs stay in your task record so finance can bill or recharge with the exact data you need.

How do I report SLA and costs to management

Because you log location, building, and vendor at the task level, Planfix can build reports by building, floor, category, and contractor. Project Totals and the report designer let you show SLA compliance, overdue items, and cost data to management without exporting to Excel. You control access through roles so teams see only their sites.

Corporate facilities management - requests, contractors, SLAs

Standardize Intake Across All Buildings

Make every building, floor, and tenant log requests the same way. Keep location, asset, contractor, SLA, and proof of work in one record. Use directories, status sets, and Client Dashboard so even external vendors work in your format.

Configure the process

Turn Channels into Tasks

Email, messengers, and phone notes become tasks so dispatch never misses a request.

Show Everything on Planner

Dispatchers see all requests in conditional lists and work from one board.

Make Locations Required

Enforce building, room, and category fields so every task is ready for SLA.

Operational Views for Each Role

Dispatchers see new and in progress work. Engineers see tasks by building and criticality. Finance sees completed and billable jobs. Contractors receive a task link and report in your format. All replies stay in the task.

Client Dashboard

You Capture Every Request

Informal channels go away and every request is logged with full context.

You Follow SLAs

Tasks start timers on acceptance and status changes are tracked in the audit trail.

You Report in Seconds

Data is structured at the source so reports by building and vendor are instant.

Contractor Routing and Control

Pick the right vendor from the directory and send a work order through Client Dashboard. Enforce status sets so vendors pass through In work, For verification, and Done. Collect photos, acts, and time as data tags for billing.

Use data tags

SLA Monitoring and Reporting

Start SLA timers when the task is accepted, highlight overdue work on Planner, and escalate quickly. Aggregate by building or contractor with Project Totals so managers get live reporting without exports.

Reporting in Planfix