Manage Engineering Service Projects
Run every HVAC and water treatment job in one place. Planfix captures the request, routes it to the team that can do the work, and proves you met the SLA.
Run every HVAC and water treatment job in one place. Planfix captures the request, routes it to the team that can do the work, and proves you met the SLA.
You need every email, call, and form to become a structured task and land in the correct queue on the first try. Planfix gives you intake, Planner with conditional lists, client dashboards, status sets with transition rules, and reports that stand in front of the customer.
Connect email, telephony, or a webform to Planfix and let every signal become a task with client, site, and SLA prefilled. From that moment nothing is lost and coordination is traceable.
Operations work on a Planner board that builds itself from rules so coordinators do not drag cards between boards. Clients receive a dashboard with tickets, work done, and comments in one place.
Capture every signal as a task with client and site prefilled. Classify by type and SLA with status sets and transition rules. Dispatch by location and calendar so technicians see the job in the mobile app at the right time.
Apply project templates with design, procurement, installation, and commissioning so no step is skipped. Visualize work in Gantt and Planner, share selected tasks through Client Dashboard, and use Project Totals to track margin and overdue tasks.
Keep all comments and documents in the task so you get a full chronicle for audits. Let clients answer by email and keep the thread. Give key accounts a free dashboard and support load goes down.
Intake is unified and every job has an owner. Dispatch is calendar based. Site photos, readings, and reports sit inside the task. Clients can see their work without calling. Management sees SLA, time, and materials in dashboards.
Connect telephony, email, calendars, and messaging for unified intake and dispatch.
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