Office Coffee / Water Service (OCS) - Requests, Routes, Inventory Planfix CRM and Project Management System

Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Run every request, route, and stock decision in one live system so offices never run dry, routes stay profitable, and you keep full control of margin.

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Keep Every Request, Route, And Inventory Move Under Control — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Keep Every Request, Route, And Inventory Move Under Control

Your job is to keep coffee and water flowing without panic calls, rush routes, or stockouts that erode trust and margin. Planfix unifies requests, routes, maps, and Data tags in one workspace, so every visit is visible and accountable.

Workspaces In Planfix

What Planfix Handles For You

What Planfix Handles For You — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

One Shared Queue

Capture every refill and service request in one shared queue, so your team starts each day with a clean list.
What Planfix Handles For You — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Smart Classification

Classify issues by client location, machine, and urgency automatically, so planners see risk, not noise.
What Planfix Handles For You — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Visit Decisions

Decide which sites need a visit today using real risk, SLA, and par levels, not gut feelings.
What Planfix Handles For You — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Aligned Numbers

Align routes, truck loads, and billing with inventory data, so stock, slips, and invoices finally match.
Get Control Of Scattered Requests — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Get Control Of Scattered Requests

Phones, email, and messengers all bring in refill and service requests, but no one trusts the list. Planfix turns every email or chat into a structured task and lets AI Dataminer fill in key fields, so nothing slips through.

Multichannel Capture

Email To Ticket

Forward client emails into Planfix so each message becomes a task with the right client and location.

Channel To Task

Connect WhatsApp, Telegram, and other messengers so inbound chats land in the same shared queue.

AI Dataminer

Use Dataminer agents to read unstructured messages and fill fields like site, machine type, and issue category.

See Your Operation Live On Boards And Maps — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

See Your Operation Live On Boards And Maps

Planner boards show all open coffee and water tickets as live cards grouped by route, driver, or service window. Switch to map view to see every stop, then drag cards between statuses and let Planfix update drivers, times, and fields.

Boards In Planfix

Planner Boards

Combine conditional lists, calendars, and schedules on one board so dispatch sees workload, deadlines, and gaps instantly.

Tasks On Map

Use Location fields and map views to group stops by route, zone, or driver territory for faster planning.

Smart Filters

Filter by SLA risk, product mix, or client tier, then save views so planners and managers share one picture.

Show Value To Clients And Owners — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Show Value To Clients And Owners

Your queue, routes, and inventory no longer live in scattered spreadsheets. Planfix keeps refills, machine issues, deliveries, and invoices in sync, so you can prove uptime, SLA hits, and margin by client with a few focused reports and dashboards.

Reporting In Planfix

Complete Request History

Capture every refill and machine issue in one place so your team never relies on memory or chats.

Risk-Based Routing

Prioritize visits by risk and SLA, not noise, so offices stay stocked without emergency routes and overtime.

Inventory And Margin In Sync

Use Data tags and Directories to keep inventory, deliveries, and invoices aligned, reducing disputes and protecting margin.

Client Dashboards

Share visit and delivery history through Client Dashboards so customers see uptime, not just invoices.

When The Work Is Harder Than It Should Be — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

When The Work Is Harder Than It Should Be

Many OCS teams run on phones, inboxes, and paper route books. Requests slip, stockouts surprise everyone, and managers fight nightly to understand routes and inventory. Planfix replaces that scramble with a shared, real-time picture of the operation.

Scattered Requests
Phones, email, and messengers all bring in tickets and no one fully trusts the master list.
Constant Pressure
You feel constant pressure that a key office will run out today and call in a panic.
No Single Picture
You cannot see one current view of routes, stock, and requests, only fragments across tools.
Reactive Runs
Drivers get sent on reactive emergency runs that burn fuel, time, and morale.
Billing Disputes
Billing, delivery slips, and route notes rarely match, so client arguments drag on and drain margin.

Capture And Structure Requests

Plan Routes And Inventory

Execute Visits In The Field

Reconcile And Improve

Capture And Structure Requests — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Capture And Structure Requests

Turn every refill or service email into a task with email to ticket and shared queues.
Bring WhatsApp and Telegram into the same flow so chats become trackable work, not side conversations.
Use templates, custom fields, and Dataminer to capture site, machine type, and urgency without extra typing.
Capture Requests
Plan Routes And Inventory — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Plan Routes And Inventory

Use conditional lists on Planner to group work by serve-by date, SLA risk, or client tier.
Store product catalogs and prices in Directories so warehouse teams see clear pick lists and reserved stock.
Combine Planner and map views to design efficient routes before trucks move, not while drivers are on the road.
Plan Routes
Execute Visits In The Field — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Execute Visits In The Field

Give drivers mobile tasks with simple buttons such as Loaded, On Site, and Completed for each stop.
Log delivered cases, meter readings, and photos as Data tags directly from the task on a phone or tablet.
Capture client confirmation in the task thread so office staff see what really happened, not handwritten notes.
Field Execution
Reconcile And Improve — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Reconcile And Improve

Use reports on Data tags and Project Totals to see consumption, route profitability, and SLA performance by client.
Compare planned versus delivered quantities to adjust par levels and visit frequency with facts, not hunches.
Export clean, structured data into accounting or BI tools so finance and operations finally share one version of truth.
Reporting And KPIs
What Success Looks Like With Planfix — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

What Success Looks Like With Planfix

With Planfix, you run a calm, predictable OCS operation. Requests land in one queue, routes follow clear priorities, and every delivery is traceable. Inventory, billing, and client promises match, so reports for owners and customers feel straightforward, not nightly homework.

What Success Feels Like

What Success Feels Like — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Confident Supply

You feel confident that offices will not run dry or call in a panic about empty machines.
What Success Feels Like — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Control Of Operations

You feel in control of routes, drivers, and stock levels instead of chasing problems all day.
What Success Feels Like — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Clear Story For Stakeholders

You feel proud presenting clear reports to owners and clients that show uptime, profit, and delivered value.
Make The Switch Without Disruption — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Make The Switch Without Disruption

You do not have to redesign everything on day one. Start with email to ticket and a basic Planner board, tailor simple workspaces for drivers and dispatch, and use Directories and bulk import to load clients and products quickly.

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Simple First Step

Begin with one shared inbox, a Planner board, and basic task templates before adding advanced automation.

Role-Based Workspaces

Give drivers, dispatch, and managers their own workspaces so each role sees only relevant tasks and boards.

Fast Data Migration

Use Directories and bulk imports to load clients, locations, and products from spreadsheets in a few steps.

Why Teams Switch To Planfix — Office Coffee / Water Service (OCS) - Requests, Routes, Inventory

Why Teams Switch To Planfix

Teams outgrow spreadsheets, wall boards, and generic CRM tools that ignore routes and inventory. Planfix combines Planner, Location fields, Data tags, and Project Totals in one system, so chats and notes become structured, shareable history for every client and site.

Solutions In Planfix

Replace Spreadsheets And Boards

Swap manual spreadsheets and whiteboards for Planner with conditional lists, calendars, and map views that stay current.

Upgrade From Generic CRM

Move from generic CRM tools to a workspace built around tasks, routes, Location fields, and Data tags.

Unify Client History

Replace scattered chats and phone notes with one history per client and site, shareable through Client Dashboards.

Run Your Office Coffee And Water Service In Planfix

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Integrations For Office Coffee And Water Service

Connect phones, email, messengers, maps, and finance tools so your OCS data flows into one Planfix workspace.

Telegram
Google drive
Google calendar
Gmail
MailChimp
Make
OpenStreetMap
VirtualPBX
WhatsApp
Zapier
See all integrations
Other Solutions For Small And Medium Business
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