What makes this solution different from a regular help desk?

Planfix unifies intake, dispatch, field visits, and customer updates in one governed workspace. Conditional Planner boards, Location fields, and Client Dashboard make it a better fit for service teams than generic task or CRM tools.

Can we keep our current channels and still dispatch from Planfix?

Yes. You can capture cases from email, messengers, telephony, and external systems and still run dispatch and visits in the same task. Use scripts, buttons, or webhooks to route cases automatically and keep workloads balanced.

How do technicians work from mobile?

Technicians receive tasks with checklists, photos, and customer data on mobile. They can attach media, log time and materials, and trigger AI summaries. All of this is logged in the task so finance and customers can see what was done.

How do you protect customer and service data?

You control access with roles, permissions, and the Client Dashboard. Customers see only their own cases. Internal users see cases by department, territory, or role. Every change is logged, which simplifies audits and SLA reporting.

B2B equipment service centers - customer cases & site visits

Intake Every Service Signal

Turn calls, emails, messengers, and telephony events into tasks with customer data attached. Email to ticket and channel to task stop lost requests from day one.

Omnichannel intake

Dispatchers See Live Work

Planner boards with conditional lists show cases by SLA, territory, or status. Dragging a case rewrites fields, assigns the right technician, and keeps the board current.

Planner in Planfix

Customers See Progress

Client Dashboard shows case status, visit time, and comments in the same task. Customers reply without calling, and all communication stays auditable.

Client Dashboard

Capture and Enrich

Plan and Dispatch Visits

Execute and Prove

Capture and Enrich

Create a task from email, messenger, phone, or integration.

Link the customer, site, equipment, and SLA to the task.

Use AI Dataminer to write structured values into fields.

Automation

Plan and Dispatch Visits

Decide visit need and set the time window in the task.

Drag to the right Planner list to assign technician and status.

Respect calendars so there are no conflicts.

Calendars

Execute and Prove

Technicians follow checklists and attach photos from mobile.

Time and materials are logged as data tags for billing.

AI Summarizer writes the visit report for the customer.

Checklists

Faster Intake

Tasks are created from real channels so operators stop retyping data.

Faster Dispatch

Conditional Planner lists are always current and assignment is one drag.

Higher First Time Fix

Technicians see location, equipment, SLA, and checklists in one task.

Better Auditability

All comments, files, time, and transitions are logged for finance and QA.

Field Visit Scheduling with Maps

Use the Location field with Google Maps or OpenStreetMap to route technicians. Org and personal calendars prevent conflicts so visits stay tied to the case.

Tasks on the map

If This Sounds Familiar

Scattered channels

Operators work from email and messengers and data is retyped every time.

Unprepared visits

Technicians arrive without equipment context and you lose time onsite.

No proof of work

You cannot prove what was done and billing slows down or is disputed.

AI for Structured Service Data

AI Agents extract customer, site, and equipment data from messages, summarize visits, and write results into fields. Service reports stay uniform without extra labor.

AI agents in Planfix