Planfix runs equipment orders, warranty, and logistics in one live system so you capture every request, protect margin, and keep customers supplied.
You coordinate orders, returns, and warranty claims across many channels and systems. Planfix gives you one configurable workspace with email to ticket, Planner boards, and shared views, while Data tags and Project Totals reveal true margins by product line and customer.
Start by capturing every request into Planfix as a task. Connect email, telephony, and chat so each call and message becomes a structured case with a responsible person, due date, and status you can monitor in real time.
You stop losing orders and claims because every channel lands as a task. Planner keeps warehouse and logistics focused on what to pick or ship next. Data tags, Project Totals, and the Client Dashboard show costs and keep accounts informed.
Your order desk, logistics, and warranty teams share the same live picture of every request. Each case has an owner, deadline, and traceable history. Margin losses become visible early, so you adjust rules, discounts, and processes using real data.
Planfix sits around your existing ERP and warehouse tools, capturing communication and decisions without heavy integration projects. You start with email to ticket and simple Planner boards, while roles, status sets, and the Client Dashboard keep control of sensitive data.
Integrate channels, telephony, storage, and calendars so orders, warranty, and logistics work from the same live system.