How is Planfix different from generic help desk or field service tools?

Most tools either track tickets or field work, not both. Planfix links incidents, locations, time, parts, and financial totals in one workflow. Planner, map views, data tags, and Project Totals give you live visibility into service load, margins, and penalty risk for every chain.

Can Planfix work with our existing monitoring systems and channels?

Yes. You can receive incidents from email, messengers, phone systems, and external monitoring platforms. Integration through email, telephony, webhooks, and automation services keeps signals flowing into Planfix as tasks. You keep existing systems while gaining a structured maintenance queue.

How long does it take to roll out Planfix to technicians and stores?

Teams often start by routing current channels into Planfix and building a simple Planner board for incidents. Technicians use checklists and mobile apps to close tasks with photos and readings. From there you add directories, reports, and automation. Rollout happens step by step, not as a risky big project.

Is Planfix secure enough for large retail chains and service partners?

Planfix uses strong encryption, access control, and detailed audit logs. You define which stores, chains, and external partners can see each task, document, or report. Custom roles and client dashboards let you give retailers transparency while keeping internal notes, costs, and diagnostics under tight control.

Retail Refrigerated Display Service Management

Keep Every Refrigerated Display Under Control

Keep every cabinet safe, available, and compliant while you protect margin. Planfix turns alarms, incidents, and warranty questions into structured tasks in one configurable workspace. Planner with conditional lists and map views shows every urgent cabinet and due visit on one live board.

Workspaces in Planfix

Fleet Inventory

Give each refrigerated display a structured record with location, model, install date, and service scope.

Contract Obligations

Track who owns each cabinet, what you owe under every contract, and renewal or penalty terms.

Warranty Coverage

Store warranty terms, models, and serial numbers so you know which failures vendors must cover.

Capture Every Signal In One Structured Queue

Turn calls, emails, messenger messages, and monitoring alerts into tasks with email to ticket, channel to task, and integrations. Conditional lists and alerts surface critical incidents so you protect product, respond faster, and cut time to repair across all stores.

Communication via different channels

Unify Intake

Live Service Board

Dispatch From A Live Map

Prove Work And Costs

Unify Intake

Point every store and alarm source to Planfix to build one maintenance queue.

Convert inbound emails and messages into tasks with rules instead of manual copying.

Give dispatchers a single place to see work instead of scattered chats and sheets.

Creating tasks by email

Live Service Board

Show every incident, preventive visit, and warranty case on one Planner board.

Use conditional lists so card moves rewrite assignees, priorities, and deadlines automatically.

Let teams share one real time picture of what matters today across all stores.

Planner in Planfix

Dispatch From A Live Map

See tasks as pins on a map so routes match real geography.

Group urgent incidents and due preventive visits into efficient loops for technicians.

Use the Location field to filter by chain, region, or store zone.

Tasks on the map

Prove Work And Costs

Close tasks with checklists, photos, readings, and structured time and parts records.

Feed invoices, warranty claims, and reports from the same trusted task data set.

Give clients and manufacturers evidence that stands up in reviews and audits.

Project documents

Prove Work, Costs, And Warranty Coverage

Technicians close tasks with structured checklists, photos, readings, and data tags for time and parts. This data flows into invoices, warranty claims, and reports without rework. Project Totals and reports highlight failure trends, cost per cabinet, and penalty risk by chain and region.

Document templates

Fewer Missed Incidents

Use reminders, alerts, and conditional lists so critical jobs stay visible until fully resolved.

Cleaner Evidence

Capture time, parts, photos, and readings once inside tasks so finance, clients, and vendors trust reports.

Smarter Maintenance

Use live totals and reports to adjust contracts, preventive intervals, and replacement plans with confidence.

If This Sounds Familiar

You chase the same cabinet failure across phone calls, messenger threads, and files just to understand events. Reports for clients and finance take evenings of exports and screenshots. Audits feel risky because evidence is scattered. Planfix brings work, history, and numbers into one reliable system.

How Planfix Supports The Service Lifecycle

Know Every Cabinet

Inventory and classify cabinets with custom fields and directories so you always know fleet size and scope.

Directories

Capture Every Signal

Turn incidents, alarms, and client requests into searchable tasks across email, messengers, and monitoring feeds.

Email integration

Plan And Route Work

Plan technician routes with Planner, calendars, and map views to cut travel time and protect SLAs.

Task calendar

Close Jobs Cleanly

Use checklists, photos, and data tags so every completed job supports invoices, claims, and future diagnostics.

Checklists

Let AI Handle The Busywork

Planfix AI agents keep data structured without extra typing. Dataminer reads technician notes and client emails, then fills fields such as cabinet ID, store, and failure type. Summarizer maintains a clear history of agreements and next steps in one dedicated field.

Robots and AI agents

Your Operation After Planfix

Refrigerated display maintenance runs from a single configurable workspace. Stores know where to send issues. Dispatchers see priorities, routes, and workloads in real time. Technicians arrive with context, parts, and clear checklists while finance and management see structured, defensible numbers.

Easy To Adapt And Roll Out

Model your own cabinet, store, and contract structures with objects, custom fields, and directories instead of code. Start by capturing work through the channels teams already use, then roll out Planner boards, checklists, and dashboards in stages without a big bang change.

Creating solutions