How do I work with partners who do not want a new system?

Yes. Many partner networks do not want another complex tool. Planfix lets you share just the task and related files through an external dashboard or a restricted interface. Partners work in your context, upload proof, and see deadlines without accessing the whole account.

Can I run installation and warranty flows in one account?

You can. Installation and warranty repair often have different steps, proof requirements, and SLAs. In Planfix you set up separate status sets, templates, and checklists inside the same account. Dispatchers still see one board, but each job follows its own lifecycle.

How does Planfix help finance and warranty staff get proof?

Tasks collect photos, comments, timestamps, and who performed the job. Status transitions can require proof before the task is closed. When you move a task to Approved, finance already has what it needs. This reduces payout delays and prevents disputes with dealers.

What can I report on in an installation and warranty network?

The report designer lets you build views per partner, per region, per model, and per SLA stage. Because jobs start when they are assigned, you can compare partners on equal terms. You can also show recurring defects and underused partners to management.

Installation and Warranty Service Management Software

Capture Every Request

Planfix turns requests from email, messengers, distributors, and dealer forms into monitored tasks. The requester is attached, SLA is set, and required fields appear automatically so dispatchers work from one queue and nothing is missed.

Channels to tasks

Assign the Right Partner

Use the Location field and a partner directory to see who can work in the territory. Share the task through an external dashboard including address, photos, model, serial, and deadline. SLA starts from assignment.

Partner directory

Control Execution and Proof

Partners post photos and comments from mobile into the task. Status sets and transition rules require proof before closing, so finance receives clean data. AI Summarizer keeps a current status field so managers see the latest state instantly.

Status rules

Keep Equipment History Clean

Link tasks to customers and to custom equipment objects. Next claims show what was done, when, and by whom. Update last service date and partner so you can report per partner, per model, and per region with confidence.

Equipment records

Planner for Dispatchers

One board with rule-based lists for new jobs, assigned work, parts, and proof.

Shared Tasks for Partners

Partners see address, photos, model, serial, and deadline in your context.

Smart Lists

Conditional lists update automatically; dragging a card rewrites fields to match rules.

Every Signal Is a Task

Nothing sits in inboxes; all channels end up in one monitored queue.

Territory Rules in System

Assignments follow partner directories, not dispatcher memory.

Proof Before Payout

Status sets and checklists make partners upload photos and comments.

SLA and Partner Reports

See SLA, partner performance, and recurring defects at network level.

If This Sounds Familiar

Lost threads

Partners reply in WhatsApp or email and the story splits across people.

Finance waits

Proof arrives late, payouts slow down, and partners get frustrated.

No SLA view

You cannot tell management what was missed and why it happened.

Reports, SLA, and Network Insight

Build reports per partner, per model, and per region. Compare SLA from assignment. Show management a single story per job with photos, comments, and timestamps. Improve the network instead of chasing missing proof.

Reporting in Planfix