How does Planfix help high-volume staffing teams fill roles predictably?

Planfix centralizes intake, scheduling, and reporting in one place. You convert inbound messages into tasks, see every role and SLA on shared boards, and log interviews and outcomes as structured data. Project Totals and Data tags roll everything up into live KPIs, while Client Dashboards show customers exactly where each requisition stands without extra work from your team.

Will my team and clients struggle to adopt Planfix?

You can roll Planfix out gradually, starting with intake centralization and a simple Planner board. Recruiters keep using their existing channels while Planfix structures work in the background. Open API, imports, and Directories help you migrate core data from your ATS and spreadsheets. Granular roles, permissions, and external dashboards ensure clients and partners only see what they should.

Can Planfix work alongside our existing ATS or HR systems?

Planfix connects to email, messengers, telephony, calendars, and cloud storage, so you do not need to abandon your stack. Email to task, webhooks, and automation scripts let you orchestrate processes between Planfix and your ATS or HRIS. You decide which system remains the system of record while using Planfix to unify execution, SLAs, and reporting.

How does Planfix handle security and client-specific visibility?

Planfix provides granular roles and permissions, detailed audit logs, and secure external access for clients. You can segment data by client, team, or region, and control who can view or change sensitive information. External Client Dashboards and restricted interfaces allow customers and partners to see live status without exposing internal pipelines or unrelated accounts.

Staffing Software for High-Volume Agencies

One Controlled Workflow for Intake, Scheduling, and Reporting

Planfix captures every client request and candidate touchpoint from email, messengers, phone, and job boards into tasks. The Planner board, calendars, Data tags, Project Totals, and Client Dashboards give you one live view of requisitions, SLAs, and performance without extra spreadsheets.

Planner boards in Planfix

Intake Across Channels

Turn requisitions, candidates, and conversations from email, phone, messengers, and job boards into one structured workflow.

Protected Interview Capacity

Use shared calendars and Planned Work Time to keep slots visible, bookable, and honored for every interviewer.

Client-Grade Reporting

Make client-ready reports a byproduct of daily work with Data tags, Project Totals, and live dashboards.

Start With Candidate Intake Under Control

Planfix converts inbound messages into tasks with email to ticket and channel to task. An AI Dataminer agent reads resumes and messages, writing key fields into candidate records; you get one deduplicated list per role with source, status, and SLA.

Email to ticket and rules

Planner Pipeline for Your Team

Client Dashboards They Can Trust

Planner Pipeline for Your Team

See every role, candidate, and interview on one Planner board with conditional lists by client and stage.

Highlight SLA risk and priority with board filters instead of juggling static spreadsheets and tabs.

Let recruiters work from one prioritized list of next actions that updates automatically as work moves.

Use calendars and Planned Work Time beside the board to keep capacity and commitments aligned.

Planner and boards in Planfix

Client Dashboards They Can Trust

Share a live Client Dashboard that shows each customer their current pipeline and interview outcomes.

Expose only the roles, tasks, and reports each client should see with external access and restricted UI.

Walk into review calls with live numbers on submissions, interviews, offers, and hires instead of stitched slides.

Client Dashboards in Planfix

Capture Every Request

Route email, messengers, and telephony into one place so each candidate and requisition has a full, searchable history.

Triage and Prioritize

Work from filtered lists and Planner views so recruiters focus on candidates who can realistically be hired.

Protect Interview Capacity

Sync calendars, add Planned Work Time, and use reminders so no-shows, overlaps, and missed slots become rare exceptions.

Automate Reporting

Log interviews, outcomes, and calls with Data tags and Project Totals so client-ready reports build themselves.

What Your Operation Looks Like With Planfix

Intake, scheduling, and reporting feel predictable instead of reactive. Your team trusts the Planfix board more than spreadsheets and works from one shared reality. Clients see the same live pipeline and outcomes in dashboards that you see inside your workspace.