How is Planfix different from standard project tools for POP and POS campaigns?

Planfix combines task tracker, CRM, and helpdesk in one system built for operational work. You manage orders, installs, proofs, and disputes in the same workspace instead of switching between spreadsheets, chat, and a generic CRM. Planner, tasks on a map, data tags, and Project Totals give a live picture of coverage, workloads, and margin so you can scale national POP and POS campaigns without losing control.

Can we start with one campaign and expand later?

Yes. Most teams start with one client or one flagship campaign. You configure a simple template, a Planner board, and a few reports, then add fields, tags, and dashboards as you learn. There is no need to migrate everything at once. Planfix captures new work from email and messengers while legacy projects finish in your old tools, so change feels gradual and safe for the team.

How do installers and subcontractors work in Planfix?

Installers and subcontractors receive clear tasks with routes, checklists, and file attachments. They upload photos and acceptance forms directly into the task so proof stays tied to the right store. You can invite key partners and clients as external users through the Client dashboard so they see only what you share. This keeps control of sensitive data while making field work and approvals faster and more transparent.

How does Planfix help with finance, invoicing, and disputes?

Time, travel, and extra work are logged as data tags on tasks so you see cost per store in real time. Project Totals roll these numbers up by campaign, region, or client. Reports show covered stores, proof, and exceptions so finance invoices confidently and handles disputes with facts. Clients can receive structured coverage reports or access a Client dashboard instead of long email threads and spreadsheets.

POP And POS Campaign Management Software

Run POP And POS Orders And Installations Without Disputes

Run national POP and POS campaigns from one configurable workspace. Standardize briefs with task templates and processes. Planner with conditional lists shows waves, regions, and crews on a single board. Tasks on a map, data tags, and Project Totals reveal coverage, exceptions, and margin in real time.

Task processes in Planfix

Capture Every Order And Brief In One Workspace

Capture every POP and POS order as a task from email and messengers so nothing is missed. Use templates with fields for client, brand, campaign, and store list. All clarifications, files, and decisions live in one task thread as your single source of truth.

Creating tasks by email

Plan Waves Routes And Crews Without Overlaps

Plan installation waves across regions in Planner. Conditional lists group store tasks by wave, chain, or status. Use the Location field and tasks on a map to cluster nearby sites, cut travel, and avoid crew overlaps or empty days.

Tasks on the map

Collect Photo Proof And Acceptance Forms For Every Site

Give installers clear tasks with checklists for fixtures, placements, and required photos. They attach photo proof and digital acceptance forms directly in the task. Every visit is documented, tied to the right store, and ready for clients and finance to review.

Checklists in Planfix

See The Full Financial Picture

Log time, travel, and extra work as data tags on tasks so you see true cost per store and per campaign. Use Project Totals and custom reports to track cost, completion, and margin. Finance gets clear numbers, faster invoices, and fewer disputes.

Revenue and expense tracking

If This Sounds Familiar

You Chase Proofs In Messengers

Installers send photos in many chats and you scroll at night to match proofs with stores.

You Guess On Coverage And Status

There is no live view by chain and store so every client status request feels risky.

You Lose Margin On Revisits

Missing photos, unclear scope, and late changes create unpaid trips and disputes with finance.

You Rely On Spreadsheets And Memory

Campaign history lives in files and minds instead of one system you can trust under pressure.

Capture Every Order

Enrich Briefs With AI Dataminer

Plan Waves Routes And Workloads

Protect Revenue And Margin

Capture Every Order

Capture every order as a task with templates and email to ticket so scope is clear from day one.

Keep client briefs, clarifications, and files in a single task thread instead of scattered chats.

Use simple fields for client, brand, campaign, and site list to support scheduling and reporting.

Creating tasks by email

Enrich Briefs With AI Dataminer

Use AI Dataminer to parse messy briefs into clean fields for brands, formats, and store lists.

Map extracted values to task fields so orders instantly feed planning, routing, and reporting.

Cut manual typing and reduce errors while you scale campaign volume with the same team.

Robots and AI agents

Plan Waves Routes And Workloads

Use Planner with conditional lists to group store tasks by wave, region, or crew.

Combine board, calendar, and map views to balance workloads and hit target dates.

Drag cards between lists so statuses, assignees, and dates update automatically.

Kanban and Planner boards

Protect Revenue And Margin

Log time, travel, and extra work as data tags during every visit across chains and regions.

Use Project Totals to watch cost and completion by campaign or client in real time.

Feed coverage and cost reports to clients and finance so invoices are justified and disputes rare.

Project reports in Planfix

Calm Coverage Checks

You feel calm when clients ask for coverage details because you answer from reports, not guesses.

Confident Commitments

You commit to timelines and pricing based on real completion and cost data instead of optimistic spreadsheets.

Controlled Crews And Partners

You stay in control of installers and subcontractors because every visit, proof, and exception lives in one system.

No Heavy Rollout Or Complex Setup

Start with one campaign space, simple statuses, and familiar boards. Capture new work from email, telephony, and cloud storage while legacy projects finish in old tools. Refine data tags, reports, and automation gradually so the team learns without a big rollout.

Workspaces in Planfix