How does Planfix work with our existing LIMS

Planfix connects to your LIMS rather than replacing it. Most labs start by using Planfix for intake, triage, and client communication while their LIMS stays the system of record for tests and results. You can send tasks to lab or quality teams by email, create tasks directly from LIMS notifications, or link tasks to records using IDs and file attachments. Over time you can add webhooks, directories, and automation to reduce retyping while keeping validation and compliance in your existing systems.

Is Planfix suitable for accredited and regulated labs

Planfix is built for teams that must show who did what and when. You control access with roles, teams, and granular permissions, and you can separate internal and client facing data with hidden comments and external dashboards. Every task stores a full history of status changes, field edits, comments, and file actions, and administrators can review security events in logs. Auditors see clear case timelines and linked documents, while management keeps wide access under control through central administration.

Who in the lab uses Planfix day to day

Frontline users often include sample reception, client service, quality teams, and technical managers. They work in Planner, calendars, and dashboards to capture requests, coordinate sampling and testing, and send results. Commercial and key account managers use the same workspace to track commitments, complaints, and follow up work. Management uses reports, data tags, and project totals to monitor incident trends and workload across clients and product lines. Everyone shares one conversation history instead of parallel spreadsheets and inboxes.

How long does it take to get started

Most labs start in weeks rather than months because you can begin with a single intake and incident workspace. You import key clients, define basic status sets, and configure a Planner board with severity and SLA lists. Next you connect shared mailboxes and telephony, then roll out simple automation, reminders, and data tags. Existing LIMS, spreadsheets, and file shares can stay as they are while the team learns the new flow. You expand step by step as confidence grows.

Food Testing Request And Incident Management Software

Handle Every Request and Incident in One Live System

Your lab juggles requests, complaints, and incidents across phones, mailboxes, and chats. Planfix turns every contact into a task with email to ticket and telephony integrated workflows. Planner centralizes cases, while AI Dataminer and data tags keep intake structured and audit ready.

Planner in Planfix

Fewer Missed Requests

Every email, call, and chat becomes a structured task so nothing important hides in personal inboxes or side conversations.

Faster Processing

Sampling, testing, and approvals move through shared Planner lists and calendars so handoffs stay clear for every team.

Stronger Client Trust

Clients track status, history, and files in the Client dashboard and see a clear path from incident to closure.

Better Decisions

Data tags and project totals show time, cost, and incident trends by client, product, or hazard for smarter choices.

Guessing What Is Still Open

You scan inboxes and chats each morning just to rebuild a list of open requests and incidents.

Spreadsheets for Critical Complaints

You keep a separate spreadsheet to track critical complaints, recalls, and follow ups outside any shared system.

Constant Low Level Anxiety

You feel constant low level anxiety that an urgent client or regulator issue is hiding in someone’s inbox.

Clients Chasing for Updates

Clients chase your team for updates you already sent because status exists in scattered chats and email threads.

Messy Case Histories During Audits

During audits you cannot quickly show a clean joined up case history with tasks, comments, and documents.

No Incident Trend Visibility

You lack clear views of which clients, products, or hazards generate the most incidents, rework, and margin leakage.

How Planfix helps you handle every request and incident

Capture and classify every request and incident

Email to ticket, channel to task, and telephony workflows create structured tasks for every client signal and sample.

Email to ticket

Orchestrate sampling testing and approvals

Planner shows each step with owners, deadlines, and SLA driven queues so lab teams move work in one flow.

Boards and Planner

Keep clients informed and audit trails complete

Clients see shared tasks, files, and comments in the Client dashboard while Chronicle records every change in a single history.

Client dashboard

Learn from incidents and improve service

Data tags and project totals show counts, lead times, and rework by client and product so improvement priorities are clear.

Data tags and reports

Planner for Lab Queues

AI Dataminer for Intake

Client Dashboard for Transparency

Data Tags and Project Totals

Planner for Lab Queues

Build conditional lists that group tasks by severity, product line, client, or SLA without manual tagging.

Drag cards between lists to change assignee, status, or priority and keep ownership obvious for the whole team.

Pin Planner to lab and quality workspaces so supervisors always see current workload and deadlines.

Planner in Planfix

AI Dataminer for Intake

Dataminer reads long client messages and extracts product, batch, matrix, hazard, and urgency into structured fields.

Standardize intake quality across teams while reducing manual typing for coordinators and quality managers.

Use Dataminer on comments, emails, or call transcripts so late information still lands in the right fields.

Robots and AI

Client Dashboard for Transparency

Give key clients a clear dashboard where they see shared tasks, files, and reports for their active cases.

Reduce status calls and email threads because clients can check progress and history in one place.

Offer advanced restricted access for partner labs or key accounts that work almost like internal teams.

Client dashboard

Data Tags and Project Totals

Log time, costs, and incident events as data tags on tasks and projects for accurate reporting.

Use project totals to see live margins, incident counts, and rework across clients, products, or programs.

Feed data tags into dashboards and charts so leadership sees trends without exporting spreadsheets.

Charts and reports

Replace Manual Lists and Inboxes

Shared inboxes and spreadsheets become structured tasks, queues, and dashboards so workload and deadlines stay visible to everyone.

Reflect Real Lab Workflows

Helpdesk style intake, Planner, and lab objects keep sales, operations, and quality aligned on the same client and product records.

Adapt Fast When Things Change

No code configuration, automation scripts, and reusable templates let you respond quickly when regulations or client demands shift.

FAQ

Private Food Testing Labs - Requests & Incidents

Handle Every Request and Incident in One Live System

Capture and Triage in One Inbox

Incidents Auto Sorted on Planner

Client Dashboard for Open Cases

Fewer Missed Requests

Faster Processing

Stronger Client Trust

Better Decisions

Guessing What Is Still Open

Spreadsheets for Critical Complaints

Constant Low Level Anxiety

Clients Chasing for Updates

Messy Case Histories During Audits

No Incident Trend Visibility

How Planfix helps you handle every request and incident

Capture and classify every request and incident

Orchestrate sampling testing and approvals

Keep clients informed and audit trails complete

Learn from incidents and improve service

Planner for Lab Queues

AI Dataminer for Intake

Client Dashboard for Transparency

Data Tags and Project Totals

What Your Lab Looks Like with Planfix

Move Forward without Disruption

Replace Manual Lists and Inboxes

Reflect Real Lab Workflows

Adapt Fast When Things Change

Let Automation AI and Planner Carry the Admin Load

Run every food testing request in one Planfix workspace

Planfix integrations for food testing labs

How does Planfix work with our existing LIMS

Is Planfix suitable for accredited and regulated labs

Who in the lab uses Planfix day to day

How long does it take to get started

Use all of Planfix's features for 14 days, completely free of charge