How is Planfix different from generic ticket or task tools for distribution?

Planfix is built to handle complex, multi-party workflows like building materials distribution. You get Planner boards with conditional lists, tasks on a map, data tags, and Project Totals in one system. Orders, deliveries, incidents, and claims stay linked instead of scattered across tools.

Do we need to replace our ERP or accounting system to use Planfix?

You can start with a simple orders board and basic channels connected. Existing ERPs and accounting systems stay in place while Planfix orchestrates tasks, communication, and exceptions. Over time, you can sync data through email rules, webhooks, and APIs when you are ready.

How does Planfix help protect and grow our margin?

Planfix helps you capture every order and change from email, messengers, and phone logs, structure incidents and claims with photos and documents, and log time, costs, and penalties as data tags. Project Totals and reports then show live margin by customer, branch, and route for reviews.

How hard is it to roll Planfix out to dispatch and warehouse teams?

You can roll out Planfix gradually. Start with one region or customer segment, connect a few channels, and give dispatch and customer service focused workspaces. Training is short because most work happens in familiar boards and calendars. Our help center and support team assist with setups.

Building Materials Distribution Software

Run Orders, Claims And Logistics In One Place

You run a constant flow of building materials orders, delivery changes, and claims. Planfix keeps every order, load, delay, and claim in one configurable workspace so dispatch, warehouse, and customer service act from the same truth.

Boards For Orders And Claims

Planner Boards

Use conditional lists to see orders, deliveries, and claims by status, customer, branch, or route in one board.

Data Tags

Log time, costs, and penalties as data tags so you see real impact by project, route, and customer.

Tasks On A Map

Use Location fields and map views to manage deliveries by territory instead of scattered calls and chats.

See What Is Coming Before It Becomes Urgent

See upcoming demand and active orders in one shared Planner board. Demand, orders, and delivery commitments live in one place, so you stop planning blind and stop relying on scattered spreadsheets and people’s heads.

Schedule And Calendar Views

Capture Every Order Without Retyping

Capture every order and change from email, messengers, phone logs, and portal requests without retyping. Each message becomes a structured order task with customer, project, and site attached, which reduces missed details and disputes about what was agreed.

Communication In One Place

Email To Task

Turn every order email into a task with structured fields so no detail is lost or retyped.

Messengers And Channels

Connect messengers and chats so customer messages and changes land as tasks instead of screenshots.

AI Dataminer

Let AI read free text orders and fill fields, so your team spends less time retyping and fixing.

Track Incidents And Claims In A Clear Flow

Track delivery incidents and claims in a clear, auditable flow with all files and decisions linked to the right order and project. Incidents and claims become structured cases with photos, documents, and decisions ready for audits and lessons learned.

Comments And Evidence

Start With A Simple Orders Board

Start by turning every order and change request into a trackable task. Use a simple Planner with lists for new orders, orders under check, confirmed orders, and orders ready for loading so everyone sees what is coming and who owns it.

Orders As Tasks

Make Plan Changes Fast And Traceable

See Deliveries On A Live Map

Make Plan Changes Fast And Traceable

Use one Planner where lists are conditional and always show current orders, late trucks, and open claims.

Drag a card between lists and Planfix rewrites fields such as responsible branch, status, or delivery date.

Teams see that changing the plan is quick, controlled, and traceable instead of a chain of side messages.

Configuring Processes

See Deliveries On A Live Map

Open the map view to see pins for today’s loads, problem sites, and high value customers in real time.

Each delivery and incident has a Location field, so you route based on reality instead of outdated spreadsheets.

Click a pin, open the task, and assign a corrective delivery in seconds while everyone sees the same context.

Tasks On The Map

What You Gain

No More Blind Planning

Demand, orders, and delivery commitments live in one board, so plans match real capacity and constraints.

Reliable Order Capture

Orders and changes come from channels into tasks, reducing retyping, missed details, and arguments about promises.

Structured Incidents And Claims

Photos, documents, and decisions sit in one structured case so audits, reviews, and improvements become easier.

Real Margin Visibility

Costs and time roll up with Project Totals, so you see live margin by customer, project, branch, and route.

Project Reporting

Is This Your Day

You start the day chasing missing trucks, partial deliveries, and unclear promises across ERP screens, spreadsheets, messengers, and email. Claims, logistics costs, and incidents are scattered, so no one fully trusts the numbers or the story behind them.

See Demand Early And Adjust Capacity

Filter Planner views by customer, project, warehouse, and date to spot peaks early and plan capacity calmly.

Turn Orders Into Warehouse And Delivery Tasks

Break orders into executable tasks so warehouse and dispatch share priorities, deadlines, and special instructions.

See Margin And Performance In Real Time

Use data tags and Project Totals to track time, costs, and penalties and review routes based on facts.

Handle Execution, Incidents And Claims In One System

Monitor execution and handle incidents as structured tasks. Drivers call, send photos, or message once, and your team links each event to the right order, triggers corrective actions, and runs claims and returns with clear workflows and approvals.

Configure Claim Workflows

What Your Future State Looks Like

You feel in control of orders and deliveries instead of reacting to last-minute crises. You talk to customers with confidence because you see full history, decisions, and numbers. Month end is calmer because costs and claims are already logged and explained.