What makes Planfix a good fit for field research?

Planfix was built to support data-heavy operations. You can capture the brief, auto-route field tasks by city or supervisor, validate proof, and share only the final dataset with the client. Planner with conditional lists, location fields and client dashboards make it ideal for market research agencies.

Can external interviewers submit proof without full access?

Yes. External interviewers can work through a restricted mode or through a client-style dashboard. Their updates, photos, audio and clarifications are still written to the same task thread, so supervisors keep an auditable trail without giving away the whole system.

How do you keep data clean for reporting?

Automation, status sets, project templates and AI agents reduce manual cleanup. For example, Dataminer can extract values from calls or messages into fields. This keeps your reports clean and helps you react to quota gaps earlier.

How can we roll this out without overwhelming the team?

Start with email to task and a Planner view that mirrors your current spreadsheets. Then add location fields, validation statuses and client dashboards. Because Planfix is no code, you can grow from a simple intake setup to a governed research workspace without involving developers.

Market research agencies - field tasks & reporting

Why Your Field Teams Need This

Briefs, quotas, cities and interview artifacts arrive from different channels. Planfix turns them into structured tasks, drops them in the right queue on the first try, and keeps evidence ready for the client dashboard.

Email to task intake

Capture the Brief

Turn the client brief and clarifications into a task with fields for study name, sample and geography.

Distribute Fieldwork

Use Planner with conditional lists so tasks for a city, outlet or supervisor appear automatically.

Deliver Auditable Results

Report designer pulls only verified interviews and groups them the way the client requested.

Start with the Brief

Route every new research brief and every clarification into Planfix as a task. Use a template with client, study, sample, geography, deadline and reporting format. Email from the client becomes part of the same task, so the whole study lives in one place.

Use task templates

Work in Planner

Open Planner and see field tasks auto filled into lists by city, interviewer or status. Dragging tasks between conditional lists rewrites task fields, so mismatched quotas and wrong supervisors get fixed on the fly.

Planner in Planfix

Geography & Maps

Use location fields and map views so interviewers receive tasks with exact addresses.

One Task Thread

Comments from field teams become updates in the same task so nothing is scattered.

Client Dashboard

Show progress, proof and final files to clients without exposing internal work or drafts.

Support and Validate Fieldwork

Supervisors see tasks that need decisions in their Planner and can approve replacements. Status sets with transition rules ensure only tasks with proof can move to Verified. Project totals show completed versus required so you can fill gaps early.

Status sets and rules

Cleaner Reporting

Data tags, AI extraction and validation statuses make the dataset ready for reporting.

Audit Trail

See who validated, who rejected and why — useful for client escalations.

Faster Setup

Project templates already have statuses, fields and roles for field teams.

Deliver Reporting to the Client

AI agents such as Dataminer and Summarizer write structured values and short summaries into fields. Report designer pulls only verified interviews. The client dashboard shows progress, dataset and final files in a controlled way.

Reporting in Planfix