What makes Planfix good for renovation teams?

Planfix is built for operational work. You get conditional boards, status rules, client dashboards, AI agents, and project totals in one place. That means intake, estimating, phasing, and client communication happen in the same workspace instead of across spreadsheets and chats.

Can I involve clients and subcontractors without giving full access?

Yes. Homeowners and subcontractors can work through a Client Dashboard or a restricted UI. They see only what you share with them, and all replies return to the renovation task. You keep a clean audit trail of approvals and changes.

How do I keep work from skipping steps?

Use Planner lists and status sets to define the renovation lifecycle: request, estimate, scheduled, in progress, completed. Moving a card can change assignee, dates, or status. You can also trigger scripts to create follow-up tasks or send notifications.

How do I track costs and profitability?

Renovation estimates, site photos, layouts, invoices, and approval messages stay in the same task or project. You can build reports on time, costs, and data tags to see profitability and overruns per renovation, per client, or per crew.

Residential renovation - requests, estimates & phases

Renovation Made Predictable

You want intake to land in the right flow the first time, estimates to match reality, and phases to appear on calendars. Planfix gives you conditional Planner boards, client dashboards, AI agents, and status sets that keep work from skipping steps.

Automation in Planfix

Start with Clean Intake

Turn calls, chats, and forms into tasks with contact, address, and object fields linked.

Show How Work Moves

Planner lists route tasks by rules. Homeowners see estimates in the same thread.

What You Get

Logged requests, linked estimates, visible phases, and approved changes that stay billable.

How the Flow Works in Planfix

Capture the request, collect site data, assemble and version the estimate, approve work, and run phases. Materials, subcontractors, and client communication sit in the same renovation project.

Project documents

Capture and Qualify

Estimate and Approve

Phase and Schedule

Track and Reconcile

Capture and Qualify

Turn every inbound message into a structured renovation task.

Link the homeowner, address, and object details immediately.

Let AI agents extract room data or deadlines from chat.

Omnichannel intake

Estimate and Approve

Assemble and version estimates inside the same renovation case.

Offer options without losing track of what was chosen.

Share through Client Dashboard so approval stays in thread.

Estimate templates

Phase and Schedule

Create phases as tasks with dates and responsible crews.

Use status sets and transitions to block early starts.

See work on calendars, planners, and Gantt views.

Status rules

Track and Reconcile

Log extras and changes so they stay billable.

Use Project Totals to see actuals and overruns.

Repeat the same flow on the next renovation.

Reporting

Planner, Dashboard, AI, Status Rules

Planner shows request, estimate, scheduled, in progress, and completed as conditional lists. Client Dashboard exposes only what the homeowner should see. AI agents write data into fields. Status sets keep crews from skipping rough work.

Planner in Planfix

If This Sounds Familiar

Details get lost

Homeowners write to different managers and scope is retyped from messengers.

Work starts too early

Status sets and approvals keep crews from starting before scope is confirmed.

You need proof

Time, approvals, and changes stay under the renovation task and are reportable.

Turn Channels into Tasks

Email, messengers, and web forms create tasks and link the client card automatically.

Keep Files Together

Store estimates, photos, and layouts under the same renovation case for the whole team.

Work with Externals

Give subcontractors restricted UI access and keep logs and approvals in Planfix.

Target State for Renovation Teams

Every renovation request arrives in Planfix and is qualified. The chosen estimate is approved and linked. Phases sit on the calendar with responsible crews. Managers see totals, overruns, and profitability.

Dashboards