How do we start if we only have email requests?

Start from the simplest step: connect email and let Planfix create tasks from incoming messages. Each task will already have the customer, site, and subject. After that, add directories for equipment and contracts, so dispatchers can identify devices in seconds. Finally, add Planner with conditional lists to see installations, warranty, and escalations side by side.

Can partners work in tasks without a full license?

Yes. Partners do not need a full Planfix license to update cases. You can issue a client dashboard or a restricted interface that shows only the tasks you share with them. They can attach photos, fill checklists, and change statuses right in the task. This keeps partner work in the same history that your reports use.

How do we force engineers to attach photos and documents?

Use status sets with transition rules. You can set up a script that checks whether photos, a completed checklist, or an act file are attached before the task can move to stages like On Site or Ready for Acceptance.Engineers see clear instructions inside the task on mobile, so they do not forget to document visits. Everything they attach becomes part of the device history.

What reports can management see?

Managers can see how many installations, warranty fixes, and partner cases you closed in a period. They can track SLA, first-time fix rate, time spent, parts used, and which partners delivered on time. Because time and parts are logged as data tags, reports stay accurate and comparable across customers, devices, and partner companies.

Medical equipment vendors - installations, warranty, partner support

Run Service in One Workspace

Planfix captures every installation, warranty, and partner escalation in one place. Signals from email, phone, messengers, and partners become tasks with device, site, and contract attached. Dispatch stays predictable from request to acceptance.

Email to task

Boards with Conditions

Build separate rule-based boards for installs, warranty, and partner escalations and see them in Planner.

Status Sets

Make engineers and partners follow the same steps with status sets and explicit transition rules.

Client and Partner Dashboards

Let customers and partners track their cases in external dashboards without full Planfix access.

Data Tags for Time and Parts

Log time, parts, and finance as data tags to build service and partner reports.

Full History Per Device

Every task stores device, site, files, and acceptance so future warranty cases stay connected.

Why It Matters

Service teams stop losing requests in chats and mailboxes. Checklists and site readiness live inside the task, so visits succeed more often. Partners work in the same task you report from, making accountability simple.

Automation for service

Every Request Is Captured

Capture all incoming service requests and auto-triage them to the right engineer, partner, or queue.

Fewer Failed Visits

Put visit checklists, site readiness, and required photos inside tasks so field work is done correctly.

Partner Accountability

Give partners restricted UI or external dashboards so they update the same task you report from.

Reportable Service

Time, parts, statuses, and files are logged as data, making installs and warranty fully auditable.

1. Capture and Create Task

2. Identify Device and Site

3. Schedule and Dispatch

4. Execute on Site

5. Close and Update History

1. Capture and Create Task

Turn emails, calls, messengers, and partner requests into tasks automatically.

Customer gets the task number and you see it on the board.

AI Dataminer can extract serials and site details from long letters.

Capture requests

2. Identify Device and Site

Pick equipment, contract, and address from directories.

See what is covered under warranty and where to go.

Keep full history per device and customer.

Use directories

3. Schedule and Dispatch

Use shared and personal calendars to avoid double booking.

Dispatch the right engineer or partner from Planner.

Customer is informed automatically.

Scheduling in Planfix

4. Execute on Site

Use mobile to attach photos, acts, and checklists.

Log time and parts as data tags for reporting.

Partners work in the same task.

Log time and parts

5. Close and Update History

Close with acceptance and required documents.

Update equipment record so future cases link back.

Reports show first-time fix and SLA.

Store documents

Features That Make This Work

Planner with conditional lists, status sets, client dashboards, and directories give you governed service flows. AI Dataminer helps extract serial numbers and site data from long customer messages.

Use AI agents

Planner with Conditional Lists

Move a card between lists and Planfix can change assignee, queue, or responsible team automatically.

Status Sets with Rules

Force engineers and partners to upload photos, acts, or files before the task can be closed.

Client Dashboard

Customers and partners see their tasks, comments, and files in a safe external dashboard.

Directories for Equipment

Pick devices, contracts, and parts from structured directories so performers choose the right item.

AI Dataminer

Extract serials, error codes, and site notes from long messages straight into task fields.

When It Is Working

Dispatch sees the whole day in Planner. Every task has device, site, performer, and proof. Management reads SLA, first-time fix, and partner performance from reports. Customers and partners work without a full license.

Service reports

Many Channels? One Board.

Email, messengers, telephony, and partners land in tasks instead of scattered chats and inboxes.

Partners Outside System

Give them external dashboards or restricted UI so they update tasks in your process.

Engineers Forget Files

Use templates, checklists, and status rules that require photos and documents before completion.

Need Management Visibility

Show installations, warranty fixes, and partner performance in one reportable view for leadership.

Integrations for service teams

Connect telephony, messengers, email, and calendars so all service signals land in tasks.

See all integrations

FAQ

Medical Equipment Vendors - Installations, Warranty, Partner Support

Run Service in One Workspace

Boards with Conditions

Status Sets

Client and Partner Dashboards

Data Tags for Time and Parts

Full History Per Device

Why It Matters

Every Request Is Captured

Fewer Failed Visits

Partner Accountability

Reportable Service

Core Actions

1. Capture and Create Task

2. Identify Device and Site

3. Schedule and Dispatch

4. Execute on Site

5. Close and Update History

Features That Make This Work

Planner with Conditional Lists

Status Sets with Rules

Client Dashboard

Directories for Equipment

AI Dataminer

When It Is Working

Many Channels? One Board.

Partners Outside System

Engineers Forget Files

Need Management Visibility

Integrations for service teams

How do we start if we only have email requests?

Can partners work in tasks without a full license?

How do we force engineers to attach photos and documents?

What reports can management see?

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