Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection Planfix CRM and Project Management System

Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Run routes, incidents, and cash collection in one live system so you keep machines profitable, clients calm, and cash under control.

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Keep Every Machine Under Control From Route To Reconciliation — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Keep Every Machine Under Control From Route To Reconciliation

Your job is to keep machines stocked, working, and profitable across many locations. Planfix centralizes incidents, route tasks, cash logs, and client communication in one workspace. Planner boards, map views, Data Tags, and Project Totals turn work into predictable flow.

Tasks On The Map

From Alerts To Reconciliation In One System

From Alerts To Reconciliation In One System — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Live Machine View

See which machines and clients need attention now instead of hunting through notes, chats, and inboxes.
From Alerts To Reconciliation In One System — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Route Optimisation

Build efficient routes that respect geography, priority, and SLAs so drivers stop wasting kilometers and fuel.
From Alerts To Reconciliation In One System — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Structured Field Work Logs

Log refills, incidents, photos, and stock changes in structured fields instead of unreadable paper or random spreadsheets.
From Alerts To Reconciliation In One System — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Clean Cash Reconciliation

Reconcile collections against counters, routes, and visits with clear reports that expose gaps and suspicious discrepancies fast.
Start With One Simple Change — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Start With One Simple Change

Start with a Planner board that lists every machine needing a visit. Feed it from email to ticket and channel to task. Each visit becomes a task with a Location field and checklist so drivers see a clear daily plan.

Planner Boards In Planfix

Planner In Motion

Map And Territory

Planner In Motion — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Planner In Motion

Watch tasks move from Needs Visit to Serviced as statuses and counters change in real time.
Filter by route, machine type, or client portfolio to see exactly where teams should focus next.
Drag cards between conditional lists so field assignments and SLA priorities update without extra clicks.
Boards And Planners
Map And Territory — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Map And Territory

Open a map view of all machines needing service and group them into efficient geographic clusters.
Switch filters by driver, route, or SLA to rebalance workloads when delays or urgent incidents appear.
Use the Location field to keep site addresses, coordinates, and routing data consistent across the workspace.
Tasks On The Map

What You Gain With Planfix

What You Gain With Planfix — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Fewer Blind Spots

Cut blind spots on machines needing service by centralizing incidents, alerts, and client messages in one workspace.
What You Gain With Planfix — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Lean, Efficient Routes

Reduce wasted kilometers with Planner and Location fields that group visits into efficient routes by area and priority.
What You Gain With Planfix — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Cash Under Control

Protect cash with Data Tags that log collections, counters, and discrepancies per machine, per route, and per day.
What You Gain With Planfix — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Auditable Performance

Prove uptime, visit quality, and route margin with reports and Project Totals that withstand client or internal audits.
When Operations Feel Out Of Control — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

When Operations Feel Out Of Control

When the week starts, you are not sure which machines are empty, blocked, or offline. Information is scattered across calls, chats, and paper notes. Cash and stock feel like rumors, and recurring incidents resurface without clear ownership or resolution.

No Clear Picture On Monday

You start the week unsure which machines are empty, blocked, or offline and where issues are growing.

Chaos Across Channels

You juggle calls, messenger chats, and paper notes just to decide where to send drivers first.

Doubts About Cash And Stock

You feel constant doubt about shrinkage after busy periods because collections, counters, and refills never fully match.

Pressure From Demanding Clients

You face recurring incidents and tough questions on uptime without clean evidence of visits, actions, and root causes.

See Everything That Needs Attention

Plan And Run Efficient Routes

Service Machines And Log Reality

Control Cash And Prove Performance

See Everything That Needs Attention — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

See Everything That Needs Attention

Turn every client call, email, and messenger thread into a task with email to ticket and channel to task.
Use AI Dataminer agents to read free form messages and write machine ID, location, and problem type into fields.
Build conditional lists in Planner that collect all machines needing refill, incident checks, or cash collection.
Add map views using the Location field so you see incident clusters and service gaps by area.
Unify Channels In Planfix
Plan And Run Efficient Routes — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Plan And Run Efficient Routes

Group tasks by route, priority, and SLA in Planner and drag cards between lists to reassign owners.
Use Planned Work Time and calendars so every visit has a clear slot that respects driver schedules.
Share mobile friendly checklists for each machine so drivers know exactly what to do on site.
Replan routes fast when a driver is late or a new incident appears, without losing the audit trail.
Schedules And Calendars
Service Machines And Log Reality — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Service Machines And Log Reality

Let drivers tick checklists for refill, cleaning, and basic maintenance while they stand at the machine.
Capture meter readings, stock changes, and photos into structured fields and Data Tags on every visit.
Create separate tasks for deeper technical incidents that need specialists and track them through custom status sets.
Use telephony integrated workflows so call recordings and notes sit beside the same tasks as actions.
Checklists In Planfix
Control Cash And Prove Performance — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Control Cash And Prove Performance

Log cash collected per machine and route as finance Data Tags that roll up into Project Totals.
Reconcile collections against counters and visits with ready made reports and dashboards built in the report designer.
Share a Client Dashboard that shows visits, incidents, and uptime metrics for each client without exposing internal chaos.
Analyze performance by machine, route, and product mix to improve placements and assortments with real numbers.
Reporting In Planfix
What Your Day Looks Like With Planfix — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

What Your Day Looks Like With Planfix

You run routes with a clear head instead of juggling emergencies. You see issues before clients do, and you close each day with clean reconciliation. Numbers match reality, so there is no guessing or awkward explanations.

Confident Mornings

You open your dashboards and boards knowing exactly which machines, routes, and clients need attention today.

Calm Client Calls

When key clients call, you share visit history, uptime, and cash numbers with confidence instead of excuses.

Controlled Route Changes

You adjust routes mid-day and instantly see workload, schedule, and margin impact instead of hoping things work out.

Your New Normal

Your New Normal — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Predictable, Profitable Routes

You run predictable, profitable routes guided by live boards and maps instead of scattered chats and guesswork.
Your New Normal — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Incidents With Owners

Every alert becomes a tracked task with a clear owner and deadline, so incidents stop slipping through cracks.
Your New Normal — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Cash And Stock As Data

Cash and stock sit in structured logs and Project Totals, ready for any internal or client audit.
Address Common Concerns — Vending & Coffee Machine Operators - Routes, Incidents, Cash Collection

Address Common Concerns

You may worry about driver adoption, configuration effort, or connecting every channel at once. Planfix is introduced in stages with simple mobile tasks, ready-made templates, and gradual channel onboarding so teams see quick wins without disruption.

Will Drivers Handle Another App

Drivers see simple mobile tasks and checklists instead of a complex system, so adoption feels natural and quick.

Will Setup Take Months

Start from ready-made templates, then adjust fields, statuses, and boards step by step without code or consultants.

Do We Need Every Channel Now

Begin with email to ticket and one messenger, then connect telephony and other channels as your team is ready.

Replace Spreadsheets And Paper

Swap route sheets and spreadsheets for live Planner boards, calendars, and automatic route tasks that stay up to date.

Replace Chat Groups And Calls

Move work from chat groups into tasks where every message, file, and decision stays tied to machines and routes.

Replace Generic Field Service Tools

Use Data Tags, Project Totals, and Client Dashboards to connect incidents, routes, and cash in one auditable system.

Run Predictable Vending Routes With Planfix

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Planfix Integrations For Route And Cash Control

Connect channels, calendars, storage, and telephony so vending operations stay in one system instead of many tools.

Telegram
Google drive
Gmail
Google Maps
Make
Twilio
VirtualPBX
WhatsApp
Zapier
OneDrive
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