Security / Access Control Integrators - Projects, Service, Warranty

Planfix turns every project phase, service ticket, and warranty request into tasks inside one workspace. Planner boards with conditional lists show work by site, SLA, or contract, while Gantt charts help you manage timelines. Data tags and Project Totals roll up time, parts, and warranty load, giving you real margin for each contract. Client Dashboard lets customers see tickets and history without asking for spreadsheets, so everyone shares the same picture.

Yes. You can store contract types, SLAs, and site details as fields and data tags, then route incidents automatically. Auto triage rules and AI Dataminer classify requests based on content and fill in site, system, and urgency. Planner conditional lists use these fields to group tickets by SLA, client, or location. This gives you a single board where breaches are visible early and nothing slips through because it stayed in a mailbox.

Implementation can start very small. Many teams begin with a single support mailbox and basic service queue, then add sites, contracts, and reports later. You can import contacts and locations in batches, reuse existing identifiers in directories, and bring projects across when you are ready. Technicians can keep receiving tasks by email or mobile while you refine processes behind the scenes, so you improve control without stopping current work.

Planfix is built for field work. Planned Work Time blocks synchronize tasks with company and personal calendars, so visits appear as real bookings. Technicians receive clear tasks with checklists, files, and comments on web or mobile, and can add photos, notes, and time on site. Telephony, email, and messenger integrations capture calls and messages automatically, so you keep a full history of each site without extra paperwork.