How is Planfix different from a generic ticketing tool for labs?

Planfix converts every intake channel into a task and then enforces your lab rules on top of it. Conditional Planner lists, status sets, and automation replace manual dispatching. You get one workspace for research, service, and maintenance requests, and you can expose a Client Dashboard for external requesters without giving them access to your whole system.

Can I manage equipment and room bookings in the same workspace?

Yes. You can create directories for instruments, rooms, and specialized resources and then link laboratory tasks to those records. Planned work time and calendars help you see bookings and conflicts before work starts. Status sets and transition rules ensure staff does not skip acceptance, safety, or method checks during execution.

Can I adapt this workspace to our laboratory processes?

Most fields and processes are configurable without code. You can define your own request types, mandatory fields, lists of labs, and approval steps. Automation rules can set assignees, change statuses, or send reports to sponsors. If you need advanced logic, scripts and webhooks cover that without changing your core Planfix setup.

Will auditors and sponsors get the history they need?

Planfix keeps the full task history including comments, file versions, status changes, automation runs, and deliveries through the Client Dashboard. Reports are generated from the same task that recorded the work, so auditors and sponsors can see traceable data. Access is role based, and you can separate internal conversations from what external requesters can see.

Small research institutes / labs - requests, equipment & reporting

One Intake for All Lab Work

You need every incoming research, service, or maintenance request to become a structured task on the first try. Planfix gives channel to task intake, conditional Planner boards, status sets with rules, AI agents for data extraction, and client dashboards.

How solutions work

Structured Intake

Planned Execution

Reporting and Closure

Show the Automation

Structured Intake

Capture requests from email, forms, messengers, or telephony.

Validate mandatory fields before work starts.

Auto route to the right lab or PI.

Show status to the requester through Client Dashboard.

Intake channels

Planned Execution

Link tasks to instruments and rooms from directories.

Apply status sets and transition rules for lab work.

Create planned work time so calendars show bookings.

Log time, materials, and experiment data to data tags.

Lab directories

Reporting and Closure

Pull task data into document templates for lab reports.

Use an AI agent to summarize what was done.

Deliver through Client Dashboard or email from the task.

Move to final status to keep audit trails clean.

Document templates

Show the Automation

Moving a task between conditional lists updates assignee.

Status is set by list rules, not by manual clicks.

External requester sees only their items.

Automation in Planfix

If This Sounds Familiar

Unclear intake

Requests arrive by email and chat so context is lost and staff must ask again.

Equipment clashes

Rooms and instruments are booked in spreadsheets so overlaps are discovered too late.

Weak audit history

You cannot show auditors who did what and when for each laboratory request.

Structured Intake for Labs

Capture every request from email, forms, messengers, or telephony so nothing is lost. Validate required fields, auto route to the right lab or PI, and show status through the Client Dashboard to reduce status questions.

Client dashboards

Capture All Sources

Turn emails, web forms, chats, and calls into tasks in one workspace.

Classify and Validate

Enforce required fields so lab staff starts work only on complete requests.

Auto Route

Send requests to the right lab, PI, or role based on conditions in the list.

External Visibility

Give requesters a dashboard with only their items and keep the thread in one task.

Planned Execution with Equipment Control

Link tasks to instruments and rooms from directories so you always see who and what is booked. Apply status sets and transition rules so no one skips safety or method checks. Create planned work time so conflicts are visible.

Status sets

Equipment Directories

Store instruments and rooms as reference data and link them to tasks.

Calendars and Schedules

Planned work time appears in calendars so overlaps are seen early.

Data Tags for Lab Work

Log time, materials, and experiment data for reporting and billing.

Totals by Equipment

Get reports by instrument, by lab, by method, and by period from one place.

Reporting and Closure in the Same Place

Pull data from task fields into document templates so lab reports are accurate and repeatable. Let AI agents summarize what was done. Deliver by dashboard or email and close the request with a clean audit trail.

Build reports

Document Templates

Generate repeatable lab reports and certificates directly from task data.

AI Agents

Use AI Dataminer or Summarizer to keep stakeholders aligned on progress.

Logged Delivery

Send reports through Client Dashboard or email so delivery is recorded.

Final Status

Move to final status and keep a full audit trail for auditors and sponsors.

Target State for Your Lab

Your lab runs one controlled intake. Equipment is visible. Each request keeps its history. Reports are generated in the same place where work happened. Management sees totals by project, by instrument, and by period.

Workspaces in Planfix