How is Planfix different from typical ticket or CRM tools for subscriber service?

Planfix combines task management, CRM, help desk, and field routing in one configurable system. Planner boards with conditional lists show live workload by district. Tasks on the map rely on a dedicated Location field so you route crews by territory. Data tags and Project Totals turn every visit, hour, and cost into real time metrics without extra spreadsheets or tools. External dashboards for clients and regulators provide transparent histories of incidents without exporting data or rebuilding reports.

Do we need developers or a long IT project to set up Planfix?

You do not need developers to start. Planfix is configured with fields, rules, and status sets rather than code. You can mirror existing processes with task templates, Planner boards, and automation scripts, then refine them over time. IT teams stay involved for governance and integrations, but day to day adjustments are handled by operations leads who understand the work. Training materials, presets, and cloning of existing configurations help you roll out new districts or crews without starting again.

How does Planfix handle contractors and external crews?

Contractors and external crews work inside your Planfix account using secure external access. You can give them an advanced restricted interface that shows only their tasks, routes, comments, and files. Their time tags, photos, and materials stay in your system, not in separate portals or chats. That means contractor work counts in your SLAs, dashboards, and audits without manual consolidation. You can also share selected data through client dashboards for cities, enterprises, or regulators when needed.

What integrations support subscriber requests and field visits in Planfix?

Planfix connects to the tools you already rely on. Telephony integrations log calls and create tasks directly from your PBX. Email and messenger integrations capture messages from subscribers into tasks while keeping reply threads in one place. Calendar and map integrations support scheduling and routing from real geography. Automation platforms like Zapier and Make, plus open API and webhooks, help you bridge billing, engineering, or GIS systems without abandoning existing investments.

Subscriber Request And Field Service Management Software

Run Subscriber Requests and Field Visits in One System

You handle a constant flow of subscriber issues, field visits, and contractor work. Planfix turns every inbound contact into a task and connects visits, costs, and communication in one real time workspace.

Capture Every Request

Collect calls, emails, messengers, and web forms in one queue so the same incident never lives in many tools.

Bundle Field Work

Group incidents by district, crew, and deadline on one Planner board and plan visits as efficient runs, not random trips.

Record Visit Results

Log results, photos, materials, and messages in tasks so billing, audits, and SLA checks use ready data, not scattered notes.

Start with One Clear Improvement

Pull every subscriber request into one Planner board with auto triage. Use conditional lists so incidents, planned work, and contractor tickets land in the right columns without anyone copying between systems.

Unified Incident Planner

AI Dataminer on Messy Requests

Unified Incident Planner

New calls, emails, and chats create tasks from your channels, so nothing stays locked in inboxes.

Conditional lists organize incidents by district, urgency, and type instead of manual sorting and copying.

Dispatchers see real time workload by crew and territory on one board before assigning visits.

Map views highlight hotspots so you can bundle nearby incidents into efficient routes.

Planner Chronicle

AI Dataminer on Messy Requests

Dispatcher opens a raw message with address, comments, and attachments from a subscriber or contractor.

AI Dataminer reads the text and fills structured fields like problem type, location, and account number.

Dispatcher checks the suggested fields, fixes edge cases, and starts planning the visit immediately.

Structured data feeds maps, reports, and automation so planning is faster and less error prone.

Robots in Planfix

See the Results in Your Numbers

Cut lost or duplicated requests by keeping one live log of demand. Reduce truck rolls by routing from a map based Planner and protect margin by tracking time, materials, and contractor work with data tags.

Calls, emails, messengers, and contractor portals all hold different pieces of the same incident history.

Each outage turns into a manual scramble across spreadsheets, chats, and paper logs for basic answers.

You feel behind before the day starts and cannot be sure every request is captured and routed.

Requests slip between call center, operations, and contractors because no one sees one shared queue.

Field work, materials, and SLAs are hard to reconcile for billing, regulators, and city leadership.

How Planfix supports your end to end flow

Capture and triage

Capture and triage every subscriber request in one Planner board so you stop losing incidents by district.

Planner board

Schedule visits smartly

Bundle and schedule field visits from map views so crews drive less and reach urgent work on time.

Tasks on the map

Equip crews and contractors

Give crews and contractors clear work orders with tasks, locations, and files so they arrive prepared.

Task chat

Record results once

Record photos, readings, time tags, and materials so billing and contractor invoices match the work.

Data tags

Track SLAs and patterns

Use dashboards on Project Totals and data tags to track SLAs, repeat visits, and leak patterns.

Dashboards and reports

Rollout and Adoption without the Drama

Planfix is configured with no code using fields, rules, and Planner boards. Operations teams shape workflows with light IT support, while crews and contractors use a focused mobile and restricted interface that shows only their tasks.

Why Not Stay with Current Tools

Email and spreadsheets hide incidents in personal inboxes and files. Generic CRM or ticket tools ignore routes, crews, and visits. Planfix combines CRM, help desk, Planner, and maps so subscriber history links directly to field work.

FAQ

Water Utilities & Contractors - Subscriber Requests & Field Visits

Run Subscriber Requests and Field Visits in One System

Capture Every Request

Bundle Field Work

Record Visit Results

Start with One Clear Improvement

Unified Incident Planner

AI Dataminer on Messy Requests

See the Results in Your Numbers

How Planfix supports your end to end flow

Capture and triage

Schedule visits smartly

Equip crews and contractors

Record results once

Track SLAs and patterns

What Your Operation Looks Like with Planfix

Rollout and Adoption without the Drama

Why Not Stay with Current Tools

Connect Planfix to your channels and field tools

Start Running Subscriber Requests And Field Visits In Planfix

How is Planfix different from typical ticket or CRM tools for subscriber service?

Do we need developers or a long IT project to set up Planfix?

How does Planfix handle contractors and external crews?

What integrations support subscriber requests and field visits in Planfix?

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