How does Planfix keep workshop orders in sync?

Planfix puts intake, specs, production steps, and customer updates in one auditable task. You capture requests from email, messengers, or forms and immediately structure them with custom fields. Planner boards show where each order sits, and managers can read reports on load, overdue jobs, and external operations. Everyone works from the same source of truth.

Our team is not technical. Will they manage it?

Yes. Planfix uses visual boards, buttons, and clear status sets, so people on the shop floor drag orders across stages without touching complex settings. You can prebuild fields for wood or metal jobs and lock approved versions with transitions. That way the office sets the rules once and operators just execute the work.

Can we track time, materials, and extra operations?

You can track time, materials, external operations, and even delivery proof. Data tags and directories let you record actuals right in the task while the job is being done. These entries go straight into reports and project totals, so the owner sees margin, throughput, and rework without additional spreadsheets.

What tools can Planfix replace in our workshop?

Most workshops replace scattered chats, email threads, and shared spreadsheets first. Then they replace generic CRMs that don’t understand production stages. Planfix gives you Planner with conditional lists, status sets per object, AI agents that write into fields, and reporting over real shop data, so you run intake, production, and delivery in the same place.

Custom Workshop Management Software

Why You Need It

You bring in requests from different channels and keep sketches, drawings, and changes in many places. Planfix lands everything in one workspace, routes it to the right person, and closes the order with proof. Boards in Planner, status sets with transition rules, AI agents, and reports give you real workload visibility.

Capture channels in Planfix

Capture the Incoming Order

Connect email, messengers, or site forms so every new request becomes a task with a customer.

Turn Specs into a Package

Use custom fields for dimensions, materials, coating, install and attach drawings and photos.

Plan and Dispatch Work

Use Planner with conditional lists so moving cards across stages updates task fields automatically.

What It Looks Like

You work from a single Planner board where office, workshop, and installers see the same order status. Drag a card to the next stage and Planfix rewrites the fields to match. Production sees only its stage, while managers see load, overdue orders, and external operations in reports.

Status sets and rules

If This Sounds Familiar

Drawings in messengers

Customers send sketches to WhatsApp and you forward them manually to the foreman.

Uncertain versions

A worker asks for the latest door or railing version and nobody is fully sure.

Owner wants status

You get tense when the owner asks for order status 1453 right now.

Capture Every Order

Plan and Dispatch Work

Control and Update

Close and Report

Capture Every Order

Turn every email, messenger, or call into a task so no order is lost.

Use custom fields for workshop data so production works from structured inputs.

Attach drawings and photos so the shop floor has the latest version.

Lock the agreed version with statuses so changes are auditable.

Use status sets

Plan and Dispatch Work

Split the order into operations with owners and deadlines.

Use Planner conditional lists so moving a card updates fields.

Use calendars and planned work time so workers see today’s work.

Use directories for materials and services to price consistently.

Set up directories

Control and Update

Keep all comments and calls inside the order task.

Let AI Dataminer write changed dimensions into fields to reduce errors.

Trigger notifications when an order moves to production or delivery.

Notifications in Planfix

Close and Report

Add time and finance data tags so actuals are report-ready.

Use project totals to roll up margin and overdue count.

Pin dashboards to workspaces so managers watch the same KPIs.

Reporting in Planfix

What the End State Feels Like

Intake is clean, production sees only ready orders, external operations are visible, and deliveries have proof. Reports show throughput, rework, and margin. You can tell a customer exactly where their order is without calling the foreman.

Visualize performance

Common Concerns

Boards and status sets are visual, so non-technical staff can drag cards. Planfix works on mobile, so workers attach shop photos on the spot. You can add your own wood and metal attributes as no-code custom fields.

Configure for teams