How does Planfix help manage parent inquiries and facilities requests across campuses?

Planfix turns every parent inquiry and facilities signal into a task with time, source, and assignee. Email to ticket, channel to task, and telephony integration capture messages and calls in one place. The Planner board gives you a live view by campus, risk, and owner. You can open any task and see comments, files, call recordings, and a short summary so you always know what is happening and what must happen next.

Will our staff need to learn a completely new system at once?

No. You can start with staff using the same email addresses and chats they use today. Planfix picks up messages with email to ticket and channel to task, then standardizes how work is tracked behind the scenes. Front office and facilities staff can join gradually through web or mobile. You control when to introduce boards, calendars, and dashboards so the change feels manageable, not overwhelming.

How does Planfix support safety, audits, and compliance?

Every request in Planfix has a complete audit trail. You see who created the task, how it was classified, which campus and room it relates to, who worked on it, and which messages and files were exchanged. Call recordings and transcripts attach directly to tasks. Statuses, priorities, and service levels are tracked in fields and reports. This makes it easier to show inspectors and leadership how you handled safety and comfort issues across the network.

How long does it take to launch Planfix in a school network?

Most school networks start with a single pilot campus. You connect one shared inbox, set up basic fields for campus, room, and issue type, and build a simple Planner board. Once the pilot team feels comfortable, you copy the configuration to other campuses and refine statuses and automation. You can grow into more advanced features like data tags, Project Totals, and AI agents later, without stopping daily work or launching a large IT project.

Parent Inquiry And Facilities Request Management For School Networks

Keep Every Parent And Facilities Request In One Place

You juggle parent calls, emails, messages, and walk ups across campuses. Planfix turns every contact into a task with email to ticket, channel to task, and telephony workflows that log calls and caller context. Planner conditional lists give you one live view by campus, owner, and response time.

Planner board in Planfix

Capture Every Signal

Capture every parent inquiry and facilities signal in one shared system instead of scattered inboxes and notes.

Route Work by Risk

Triage and route work by risk, campus, and owner so urgent issues reach the right person first.

Keep Parents Informed

Keep parents updated with clear status and closure notes so they trust that requests are handled properly.

Start Simple And Capture Every Signal

You do not need to replace your entire stack on day one. Connect school mailboxes, front desk email, and messengers with email to ticket and channel to task. Log calls from your virtual PBX as tasks with timestamps and recordings. Within days you see all open parent and facilities issues in one Planner board instead of hunting through inboxes and chats.

Multi channel communication in Planfix

Show The New Way Of Working

Make the new workflow visible to staff and leadership. Show a live Planner board with conditional lists for each campus and let people see ownership and status in real time. Open one parent task with comments, call recording, photos, and a short summary field filled by the Summarizer AI agent so everyone understands the case in seconds.

Planner and Chronicle in Planfix

When This Story Feels Like Yours

The Value You Get

What Your Day Looks Like With Planfix

Make Change Low Risk

When This Story Feels Like Yours

You juggle parent calls, emails, chats, and walk ups in separate tools and hope nothing important is missed.

You want parents to feel informed without constant manual follow ups from staff.

You feel on edge, reacting to the loudest parent or latest incident instead of clear priorities.

You cannot see everything happening across campuses in one live view.

You spend evenings chasing updates in chats, spreadsheets, and personal notes.

The Value You Get

Capture every signal from parents and staff with no manual copying between tools.

Resolve safety and comfort issues within clear, realistic service levels across campuses.

Give parents transparent updates so they stop chasing staff for answers.

Reveal network wide patterns in issues so you invest in the right long term fixes.

Reporting and analytics

What Your Day Looks Like With Planfix

You run parent inquiries and facilities requests calmly, not reactively, with one live board for all campuses.

You know what is open, who owns it, and when it will be done across the network.

Parents see transparent progress and stop escalating to the director with every delay.

You handle issues before they turn into crises and show leadership simple dashboards with real numbers.

Project level reports

Make Change Low Risk

Pilot one campus, one shared inbox, and one Planner board before you scale across the network.

Let staff keep using familiar email and messengers while Planfix standardizes the backend flow.

Use no code configuration to refine fields, statuses, and automation step by step as you learn.

Creating solutions in Planfix

Capture Every Signal

Email to ticket, channel to task, and telephony workflows log all contacts as tasks with time and source.

Clarify Every Case

AI Dataminer reads long messages and fills fields like campus, room, issue type, and risk level.

Triage and Route with Confidence

Planner conditional lists segment tasks by priority, campus, risk, and owner with clear SLA targets.

Schedule and Execute Work

Use the Location field, tasks on a map, checklists, and planned work time to plan visits around lessons.

Keep Parents Updated

Email templates and the Client Dashboard share clear status updates so parents see progress without chasing staff.

Learn from Every Case

Log time and costs as data tags, then use Project Totals and reports to see patterns and repeat issues.

Outcomes For You, Parents, And Leadership

For Operations

Feel calm because you see every request in one live board with clear ownership and due dates.

For Parents

Parents handle inquiries through one channel and receive consistent updates so they trust the process and your team.

For Leadership

Leadership sees simple dashboards with real numbers on service levels, risks, trends, and campus level patterns.

Pilot One Campus

Start with one campus, one shared inbox, and one Planner board, then copy the configuration to others.

Respect Existing Habits

Use email to ticket and channel to task so staff keep using email and chats while you standardize flows.

Refine Over Time

Use no code configuration so you evolve fields, statuses, and automation without heavy projects or downtime.

Why Planfix Instead Of Your Current Tools

Shared inboxes and spreadsheets work for one office but break at network scale. Generic IT ticketing tools focus on devices, not students, parents, and campuses. Chat based coordination is fast yet impossible to audit. Planfix gives you structured tasks, SLAs, and reports tied to real locations and people.

Structured reporting instead of spreadsheets