What makes Planfix a good fit for VSaaS operations?

Planfix unites tickets, installations, and field work in one configurable platform. You capture signals from email, messengers, monitoring, and telephony as tasks with full history. Planner, Location fields, and Data tags give you control over SLAs, routes, and margins so you can run VSaaS operations without juggling point tools.

How hard is it to move our tickets and installs into Planfix?

You can start small. Many teams begin with one region or one key client and a single Planner board. Standard templates, status sets, and automations get you productive quickly. As your flows stabilize, you add fields, objects, and dashboards. There is no need for developers and no forced “big bang” cutover unless you choose it.

How does Planfix help field technicians day to day?

Technicians work from clear tasks with checklists, photos, and files in mobile apps. Planned Work Time blocks show realistic schedules instead of overfull calendars. Time and materials are logged as simple data tags, which feed payroll and billing. They spend less time on admin work and more time fixing issues on site.

Can Planfix support audits and strict SLA requirements?

Planfix logs every action and supports fine grained access control. You can separate internal notes from customer facing updates with hidden comments. Client Dashboards and reports show a complete, auditable history of incidents and installations per site. Speech recognition and call analysis help you preserve call records as searchable, structured data.

VSaaS Ticket and Installation Management Software

See Every Incident in One Queue

Bring incidents, service requests, and installations into one configurable workspace. Email to task, channel to task, and telephony workflows capture every contact with caller context. Planner, Location fields, calendars, and Project Totals keep SLAs, routes, and margins visible.

Email to task in Planfix

Incidents and Alerts

Log every outage, camera alert, or signal in one queue with full history and context.

Requests and Changes

Capture client requests, approvals, and scope changes as structured tasks linked to contracts and sites.

Installations and Rollouts

Track site installations, expansions, and migrations with tasks, checklists, and project-level oversight and clear responsibilities.

Capture Every Signal in One Place

Connect email, messengers, and telephony so every alert, call, or chat becomes a task. Speech recognition turns recordings into transcripts. The AI Dataminer agent reads messy messages and fills fields such as site, priority, and device for fast routing.

Channels in Planfix

Planner Board

Show tickets and installations by SLA, status, or region with conditional lists and no duplicates.

Client Dashboards

Let key clients see their tickets, installations, and shared documents without chasing your team for updates.

Fewer Missed Incidents

Faster Assignment and MTTR

Less Travel Waste

Reliable Billing and Margin Control

Fewer Missed Incidents

Every signal from monitoring, mail, or chat becomes a task with the right client and site.

Central queue replaces scattered inboxes so your team sees risk before customers escalate.

Caller context, history, and transcripts stay attached to each incident for future reviews.

Create tasks from signals

Faster Assignment and MTTR

Planner lists group work by priority, region, or skill so dispatch decisions stay clear.

Dragging a card between conditional lists updates fields such as assignee, status, or queue.

Automation rules handle standard routing and escalation, leaving engineers to solve edge cases.

Set up processes

Less Travel Waste

Location fields put tickets and installs on a map so dispatchers see true routes and clusters.

Company calendars and Planned Work Time blocks give technicians realistic, conflict free schedules.

You cut backtracking trips and idle gaps while still protecting response commitments.

Tasks on the map

Reliable Billing and Margin Control

Time and finance data tags capture travel, labor, and materials directly on tickets and installs.

Project Totals roll these entries into margins per client, contract, or site portfolio.

Reports and dashboards show profitability without exporting data to separate billing spreadsheets.

Track revenue and costs

Capture Every Signal

Route Work and Auto Triage

Plan and Execute Field Work

Document, Bill, and Review

Capture Every Signal

Connect email, messengers, and telephony so each contact becomes a task linked to client and site.

AI Dataminer fills key fields from free form messages so you can sort and route instantly.

Within days you move from scattered messages to one reliable operational queue.

Configure AI Dataminer

Route Work and Auto Triage

Planner lists group tasks by priority, region, engineer, or contract commitment in one place.

Dragging a card rewrites fields automatically so ownership, queue, and status always stay current.

Processes and scripts handle standard routing and escalation while you handle exceptions.

Build routing processes

Plan and Execute Field Work

Location fields put on site work on a map for clear clustering, routing, and coverage.

Org level calendars and Planned Work Time blocks create realistic, conflict free technician schedules.

Technicians see tasks, checklists, and files in mobile apps and log time as data tags.

Plan visits on a map

Document, Bill, and Review

Technicians add photos, drawings, and notes directly to each task from the field.

Time and materials are logged as data tags and roll into Project Totals automatically.

Client Dashboards show a clear history that is ready for audits, reviews, and renewals.

Project documents in Planfix

What Your Operations Look Like With Planfix

You run VSaaS operations from one live system. Tickets, installations, and expansions follow the same clear flow. Schedules stay realistic. Costs and margins are visible. Clients see a calm, predictable partner instead of a busy help desk.

Calm Incident Handling

You resolve incidents before cameras stay dark for long, with clean SLA metrics on dashboards.

Confident Reviews and Audits

You walk into client and regulator meetings with one workspace that shows history and quality.

Smooth Installations and Expansions

You deliver installations right the first time with photos, drawings, and acceptance records linked to clients and auditors.

Start Without Risky Big Bangs

Fit Your Unique Processes

Win Technicians Onboard

Start Without Risky Big Bangs

Pilot one region or one key client with Planner and simple automation rules first.

Keep existing tools in parallel while you refine workflows and data structures in Planfix.

Roll out to more regions once the team trusts the queue, dashboards, and reports.

Automate step by step

Fit Your Unique Processes

Use no code configuration to add fields, statuses, and objects for sites, racks, and devices.

Control status sets and transition rules so each flow reflects your real life VSaaS operations.

Adjust workflows without developers when monitoring, hardware, or client expectations change.

Create your solution

Win Technicians Onboard

Give technicians clear tasks, checklists, and photos in mobile apps instead of scattered chats.

Show personal calendars with realistic Planned Work Time blocks for each visit and duty.

Let them log time with simple data tags instead of separate time sheets or tools.

Time tracking in Planfix

Shared Inboxes and Threads

Centralize scattered emails and chats into tasks with history, files, and decisions in one queue.

Generic Ticketing Tools

Unite tickets and installs on Planner and maps instead of forcing VSaaS flows into simple queues.

Isolated Field Service Apps

Join CRM, help desk, and projects so clients see installations, tickets, and financials together in one trusted record.

FAQ

B2B Video Surveillance as a Service (VSaaS) - Tickets & Installations

See Every Incident in One Queue

Incidents and Alerts

Requests and Changes

Installations and Rollouts

Capture Every Signal in One Place

Planner Board

Client Dashboards

Fewer Missed Incidents

Faster Assignment and MTTR

Less Travel Waste

Reliable Billing and Margin Control

When This Feels Familiar

Capture Every Signal

Route Work and Auto Triage

Plan and Execute Field Work

Document, Bill, and Review

What Your Operations Look Like With Planfix

Calm Incident Handling

Confident Reviews and Audits

Smooth Installations and Expansions

Start Without Risky Big Bangs

Fit Your Unique Processes

Win Technicians Onboard

Shared Inboxes and Threads

Generic Ticketing Tools

Isolated Field Service Apps

Integrations That Power VSaaS Operations

Run VSaaS Tickets and Installations From One Live System

What makes Planfix a good fit for VSaaS operations?

How hard is it to move our tickets and installs into Planfix?

How does Planfix help field technicians day to day?

Can Planfix support audits and strict SLA requirements?

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