How is Planfix different from generic ticketing or booking tools for breweries?

Most tools stop at tickets or bookings. Planfix connects the whole brewery relationship in one system. You capture every request, plan routes and tours against capacity, guide field work with checklists and photos, and close the loop with partners and finance. Location fields, Data tags, and Client dashboards keep visits, issues, and margin visible by account. You see a real story of service and profit instead of isolated tickets and calendar entries.

Do I need technical staff to set this up for my brewery?

You do not need programmers to start. Planfix uses no code workflows, clear statuses, and drag and drop boards. You can launch with a shared inbox and one Planner board for tours and HoReCa and then add automation later. Templates, directories, and example processes help you adapt the system a little at a time. If you want help, Planfix support and partners can guide setup based on your current tools and volume.

Can Planfix handle both tours and HoReCa support in one account?

Yes. Tours, taproom work, merch, and HoReCa support live in one Planfix account. You configure task types, fields, and processes for each flow but run them on the same Planner boards, calendars, and reports. Location fields and Data tags keep execution details, time, and costs separate where needed. Client dashboards let partners see deliveries and support requests together. This way you manage one shared reality instead of switching between disconnected systems.

How quickly can our team see value after starting with Planfix?

Most breweries feel the first benefits as soon as they move requests into one shared inbox and board. You see the full load for the week, reduce missed messages, and bring calm to busy nights. Over the next few weeks you can add checklists, Data tags, and basic reports for key partners. As you refine processes, automation and AI Dataminer reduce manual work and help you grow direct revenue without adding chaos.

Brewery Software For Tours, Merch, And HoReCa Support

ONE CONTROLLED WORKFLOW

Run Tours, Merch, And HoReCa From One Place

Planfix turns every email, message, and call into a task you track. Planner keeps tours, merch, and support on one live board with conditional lists. Client dashboards and Data tags reveal tickets, costs, and margin by partner and route.

Email To Task In Planfix

Coordinate Every Tour And Partner Day

Capture Every Request

Capture every tour, merch, and HoReCa request in one shared list instead of scattered chats and inboxes.

Plan Capacity With Confidence

Plan tours, routes, and stock against real staff and inventory capacity so you avoid overload and cancellations.

Guide Field Execution

Give field teams clear checklists and photo proof so visits, tastings, and deliveries finish cleanly the first time.

Close The Day Cleanly

Close each day with reconciled sales, issues, and follow ups so nothing lingers unresolved for partners.

START WITH ONE SHARED INBOX

Start With One Shared Inbox

Centralize brewery requests without changing tools. Connect shared email and socials, then let Planfix convert each message into a task. In one day you replace scattered chats and personal inboxes with one structured, searchable queue.

Create Tasks From Email

SHOW THE NEW WAY OF WORKING

Give Your Team The Aha Moment

Bring the team into one view of the day. Planner shows tours, deliveries, and incidents on a single board with clear priorities. Client dashboards give key bars transparent access to tickets, history, and upcoming events in one secure place.

Planner Boards In Planfix

One Board For The Day

Show tours, deliveries, and bar incidents on one Planner board with auto triage and service timers.

Client Dashboards For Key Bars

Give bar managers a secure link where they see open tickets, past deliveries, and planned events.

Shared Understanding

Align tours, support, and merch teams around the same view so questions drop and focus returns.

MAKE THE VALUE VISIBLE

Make The Value Visible

Turn daily work into numbers you can explain. Planfix logs bookings, tours, support time, and settlements so you see which routes, partners, and merch lines grow profit and which only create noise and extra stress.

Reporting In Planfix

No Booking Left Behind

Capture every tour booking and partner request in one system so missed messages stop costing revenue.

Capacity-Based Scheduling

Schedule tours and deliveries against real staff, vehicles, and stock so you avoid overbooking and delays.

Evidence And Margins

Log issues, photos, time, and costs so reports show revenue, margin, and service levels for every partner.

Too Many Channels

You juggle tours, taproom work, and HoReCa support in chats and spreadsheets and want growth with less chaos.

Always In Reactive Mode

You react to last minute requests instead of working a clear, shared plan for tours and support.

Weekend Inbox Anxiety

You feel nervous opening messages after busy weekends because you expect missed requests and complaints.

Partners Lose Patience

Partners complain about slow responses or mixed messages because no one sees the full client history.

No Clear Story On Costs

You struggle to explain where money and time go because data sits in separate tools and files.

Capture Every Request

Plan Capacity And Routes

Execute Field Work With Proof

Close The Loop With Finance

Capture Every Request

Plug in email, socials, and telephony so every request lands as a structured task.

Use email to ticket and channel to task instead of hunting through personal inboxes.

Let AI Dataminer pull guest counts, dates, and partner details straight from long messages.

Stop losing tours and orders because someone missed a chat or call note.

Capture Omnichannel Requests

Plan Capacity And Routes

Group tasks by date, guide, driver, or region on a single Planner board.

Use Location fields and maps to see tours and deliveries across your territory.

Spot overloaded days and combine nearby visits into efficient routes before the week starts.

Protect staff and guest experience by planning against real capacity instead of guesswork.

Tasks On The Map

Execute Field Work With Proof

Attach checklists for setup, tasting, merch display, and bar staff handover to each task.

Log photos, notes, and Data tags for time and costs on phones while on site.

Track bar incidents as support tickets so response time and final fix stay visible.

Keep a clean trail of what was done, where, and by whom for every visit.

Checklists In Planfix

Close The Loop With Finance

Move tasks to resolution only when proof, notes, and partner confirmation are in place.

Use finance Data tags for volumes, discounts, and compensations tied to each visit or event.

Give partners client dashboards where they see what was delivered and when without spreadsheets.

Track SLA performance and MTTR across venues with reports built on live operational data.

Brewery Service Reports

ONE SHARED SYSTEM

Run Brewery Operations From One Shared System

Run tours, merch, and HoReCa support from one shared system instead of disconnected tools. Requests are structured, staff see their day before they arrive, and partners trust your timing. You see which offers lift profit and which only create noise.

Workspaces And Boards

Calm Starts To The Week

You feel calm starting the week because you see the full load across tours, merch, and support.

Confident Partner Conversations

You feel confident talking to bar managers because you have clear numbers on service levels and incidents.

Proud Guest Experiences

You feel proud of the guest experience during peak season because teams stay coordinated and prepared.

Tours That Sell Naturally

You run fully booked brewery tours with predictable flow, clear upsell moments, and smooth handoffs between teams.

Merch That Protects Margin

You grow merch sales on site and through partners with clean stock, pricing, and margin visibility.

Partners Who Stay Loyal

You give HoReCa partners fast, traceable support that strengthens long term relationships and repeat orders.

REMOVE BARRIERS TO CHANGE

Remove Barriers To Change

Make modern brewery operations feel manageable for every role. Planfix uses no code workflows, simple boards, and integrations that respect your existing tools so the team adopts the system step by step instead of all at once.

Configure Without Code

My Team Is Not Technical

Planfix uses clear statuses, buttons, and Planner views that feel like a simple board for the team.

I Have No Time To Implement

Start with one shared inbox and one Planner board, then add automation later when the team is ready.

Our Data Lives In Many Tools

Integrate email, telephony, and calendars and store beer lists and price books in Directories to avoid retyping.

From Spreadsheets And Chat Groups

Replace scattered files and threads with tasks, service timers, and one Planner board the whole team trusts.

From Generic Help Desk Tools

Combine help desk, task tracker, and CRM with Location fields, Data tags, and Client dashboards.

From Calendar-Only Booking Systems

Move past simple booking into execution, proof, partner history, and financial rollups in one system.

CRM For HoReCa Partners

Track bars, restaurants, and distributors in one CRM with full history, tasks, and basic financial data.

Project Management For Brewery Growth

Plan expansions, campaigns, and collaborations as projects with templates, Gantt timelines, budgets, and performance reports.

FAQ

Run Tours, Merch, And HoReCa From One Place

Coordinate Every Tour And Partner Day

Capture Every Request

Plan Capacity With Confidence

Guide Field Execution

Close The Day Cleanly

Start With One Shared Inbox

Give Your Team The Aha Moment

One Board For The Day

Client Dashboards For Key Bars

Shared Understanding

Make The Value Visible

No Booking Left Behind

Capacity-Based Scheduling

Evidence And Margins

Too Many Channels

Always In Reactive Mode

Weekend Inbox Anxiety

Partners Lose Patience

No Clear Story On Costs

Capture Every Request

Plan Capacity And Routes

Execute Field Work With Proof

Close The Loop With Finance

Run Brewery Operations From One Shared System

Calm Starts To The Week

Confident Partner Conversations

Proud Guest Experiences

Tours That Sell Naturally

Merch That Protects Margin

Partners Who Stay Loyal

Remove Barriers To Change

My Team Is Not Technical

I Have No Time To Implement

Our Data Lives In Many Tools

From Spreadsheets And Chat Groups

From Generic Help Desk Tools

From Calendar-Only Booking Systems

Run Brewery Tours, Merch, And HoReCa In One System

Integrations Breweries Depend On

CRM For HoReCa Partners

Project Management For Brewery Growth

How is Planfix different from generic ticketing or booking tools for breweries?

Do I need technical staff to set this up for my brewery?

Can Planfix handle both tours and HoReCa support in one account?

How quickly can our team see value after starting with Planfix?

Use all of Planfix's features for 14 days, completely free of charge