Can Planfix handle both project work and service tickets for HVAC and water treatment?

Yes. Planfix was built to run structured service work and project delivery together. You can keep project tasks, service tickets, and maintenance jobs in the same workspace but give them different status sets and rules. That way dispatch stays fast and project managers keep their own lifecycle.

How does Planfix keep clients informed?

Planfix keeps every comment, document, and photo inside the task. Clients can reply by email and their responses stay in the thread. You can also share a Client Dashboard so key accounts see their tickets, work done, and timelines without calling your coordinators.

What does Planfix give to field technicians?

Field teams receive mobile tasks with instructions, SLA due times, and addresses. They can attach photos, readings, time, and materials as data tags right from site. Dispatchers see progress in real time and finance can invoice without collecting files from chats.

How do we start rolling this out?

You start with intake: connect email, telephony, or webforms so every signal becomes a task with prefilled client and site. Then you turn on Planner lists, calendars, and client dashboards. Most teams get from scattered tools to a governed workspace without writing code.

B2B engineering services (HVAC, water treatment) - projects & service

Why Service Teams Use This

You need every email, call, and form to become a structured task and land in the correct queue on the first try. Planfix gives you intake, Planner with conditional lists, client dashboards, status sets with transition rules, and reports that stand in front of the customer.

Intake in Planfix

One System for Every Job

Capture project, minor, warranty, and emergency jobs in one governed, auditable workspace for teams across sites.

Field Dispatch by Rules

Plan and dispatch field teams by location, skill, calendar, and SLA so technicians arrive prepared.

Onsite Execution

Execute onsite and log photos, readings, time, and materials straight into the task from mobile.

Close the Loop

Close the loop with client dashboards, shared comments, and reports that answer status questions fast.

Start with Intake

Connect email, telephony, or a webform to Planfix and let every signal become a task with client, site, and SLA prefilled. From that moment nothing is lost and coordination is traceable.

Connect channels

Show Operations and Clients the Value

Operations work on a Planner board that builds itself from rules so coordinators do not drag cards between boards. Clients receive a dashboard with tickets, work done, and comments in one place.

Planner in Planfix

Service Coordinators

Project Managers

Field Teams

Management

Service Coordinators

See all incoming requests in one list and prove response times.

Work from rule-based Planner lists without manual card moving.

Dispatch jobs by calendar and site without leaving the task.

Planner lists

Project Managers

Apply templates with design, installation, and commissioning steps.

Visualize dependencies in Gantt and Planner at the same time.

See project totals for margin, overdue tasks, and scope changes.

Project templates

Field Teams

Get mobile tasks with instructions, addresses, and SLA due times.

Attach photos, readings, and time from site as data tags.

Close tasks onsite so coordinators see progress immediately.

Log time and materials

Management

See real-time reports on load, SLA keeping, and profitability.

Prove work done to key accounts with shared dashboards.

Launch new services without buying another tool.

Reporting in Planfix

If This Sounds Familiar

Signals from everywhere

Service calls come from email, PBX, managers, and messengers and someone has to retype them.

Approvals in chats

Approvals are chased in chats and disappear, so no one can show who said yes and when.

Anxious status checks

A key client asks for a status update and the team rushes to collect tasks, photos, and reports.

Finance asks for T&M

Finance asks for time and materials for a job and the data is in photos, messengers, and notebooks.

Different tools

Engineers and sales use different tools and work is duplicated, so no one sees the full client story.

Service Intake and Dispatch in Planfix

Capture every signal as a task with client and site prefilled. Classify by type and SLA with status sets and transition rules. Dispatch by location and calendar so technicians see the job in the mobile app at the right time.

Status sets and rules

Project Delivery in Planfix

Apply project templates with design, procurement, installation, and commissioning so no step is skipped. Visualize work in Gantt and Planner, share selected tasks through Client Dashboard, and use Project Totals to track margin and overdue tasks.

Project views

Client Transparency

Keep all comments and documents in the task so you get a full chronicle for audits. Let clients answer by email and keep the thread. Give key accounts a free dashboard and support load goes down.

Client dashboard

What Your Operation Looks Like After

Intake is unified and every job has an owner. Dispatch is calendar based. Site photos, readings, and reports sit inside the task. Clients can see their work without calling. Management sees SLA, time, and materials in dashboards.

Dashboards