HoReCa / Retail Furniture Manufacturing - Projects, Site Surveys, Installation

Planfix gives you one system for intake, surveys, drawings, approvals, production, and installation. Every request becomes a task tied to the right contact and site. Planner boards, Location fields, and calendars show the real status for each site, while Data tags and Project Totals track time, costs, and margin. Instead of chasing updates in chats and spreadsheets, you see one live picture of work across all locations. That means fewer surprises near opening dates and faster recovery when issues appear on site.

Yes. Planfix is designed to wrap around existing habits rather than replace them overnight. Email to ticket and channel to task convert incoming messages from email, messengers, and social networks into structured tasks automatically. Replies stay linked to the same task, so people can answer from their inbox or phone while coordinators see a clean history. This reduces resistance to change while still giving managers a reliable, auditable system of record.

They can. Survey and installation tasks include checklists, required photos, files, and Location fields that crews access in the mobile app. You decide which fields are mandatory so important measurements and photos cannot be skipped. Issues and defects are logged as new tasks with pictures instead of disappearing in chat threads. Even if some workers never enter full Planfix, supervisors still see consistent data and a complete audit trail for every visit.

Most teams start with a very focused setup rather than a big bang. We recommend beginning with a project intake board, a survey task template, and a simple installation Planner. Once those pieces work, you can introduce automation, AI agents, and reports step by step. Because Planfix is no code and template driven, you adjust fields, statuses, and lists yourself while our support and partners help refine details. That way you see value in weeks, while deeper process changes follow at your pace.