Smart-home Installers - Projects & Service

Planfix unites projects, service, CRM, and telephony in one system built for real operations. You track installs and tickets on the same Planner board, not in separate tools. Data tags and Project Totals give live numbers on hours, cost, and margin. Client dashboards, Whiteboard, and AI agents help you communicate clearly and keep data structured. Instead of stitching five systems together, you configure one platform that adapts to your smart home workflow.

You start by capturing every inquiry in Planfix and using one simple Planner board. Email, chat, and calls create tasks automatically so nothing slips through. Once the team trusts the board, you add project templates, checklists, and Data tags. Later you introduce advanced pieces such as robots, scripts, and detailed reports. Implementation becomes a series of small wins instead of a risky big bang change.

Field technicians see only what they need on mobile devices. Each visit arrives as a clear task with address, checklist, photos, and contact details. They tap to mark steps done, add notes, and attach proof. Complex configuration, reports, and automation stay in manager workspaces. That split keeps the interface clean for crews while you still gain reliable data for planning and analysis.

Planfix uses granular roles and permissions so each user sees only relevant tasks, projects, and contacts. Company structure and access rules let you separate teams, clients, and regions. Audit trails record changes to tasks, files, and settings. You can restrict access by IP and secure logins with strong password policies and two factor authentication. This combination protects smart home client data while still supporting efficient collaboration.