Dental Labs - Clinic Orders, Job Status, Logistics Planfix CRM and Project Management System

Dental Labs - Clinic Orders, Job Status, Logistics

Planfix captures each case from every clinic, routes it to the right performer, and shows clinics what was done. You get one governed system for intake, production, and delivery.

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Keep Clinic Work Predictable — Dental Labs - Clinic Orders, Job Status, Logistics

Keep Clinic Work Predictable

You want every order to land in the same flow the first time. Planfix gives you Planner with conditional lists, status sets with transition rules, and Client Dashboard so clinics see progress without calling.

Planner in Planfix

Intake

Turn emails and messengers into tasks with clinic, patient, and due date in fields.

Production

Move cases across lists. Status rules keep stages clean and predictable.

Delivery

Keep courier, waybill, and delivery time in the task to prove dispatch.

Intake That Never Loses An Order — Dental Labs - Clinic Orders, Job Status, Logistics

Intake That Never Loses An Order

Every clinic email or messenger request becomes a task. Planfix adds clinic, patient, case type, due date, and files to fields and drops the task onto a Planner board with conditional lists so the right technician gets it.

Email and channel to task
Production That Moves Stage by Stage — Dental Labs - Clinic Orders, Job Status, Logistics

Production That Moves Stage by Stage

Technicians drag a case to the next list in Planner and Planfix updates performer, status, and deadlines in one move. Status sets with transition rules make sure milling, finishing, and QC stay in order.

Stage-by-stage execution
Delivery with Evidence — Dental Labs - Clinic Orders, Job Status, Logistics

Delivery with Evidence

Courier, waybill, and delivery time live in the task. Planfix sends notifications when a case is ready or shipped. Linked tasks for remakes and issues help you measure remake rate by clinic.

Delivery notifications

For Intake

For Production

For Logistics

For Management

For Intake — Dental Labs - Clinic Orders, Job Status, Logistics

For Intake

Every channel becomes a task so no clinic order is lost.
AI Dataminer can write case data into fields from messages.
Directories keep clinic names and price lists consistent.
Data tags in Planfix
For Production — Dental Labs - Clinic Orders, Job Status, Logistics

For Production

Planner with conditional lists balances workload by stage.
Status sets and transition rules define how lab work moves.
Time and finance data tags show effort per case type.
Status sets
For Logistics — Dental Labs - Clinic Orders, Job Status, Logistics

For Logistics

Delivery data sits in the task for fast proof of dispatch.
Notifications reach clinics when cases are ready.
Linked tasks track remakes and issues per clinic.
Automate delivery
For Management — Dental Labs - Clinic Orders, Job Status, Logistics

For Management

Project Totals and reports show which clinics overload the lab.
Dashboards highlight stages that slow orders down.
Everything runs on one governed system.
Reports in Planfix

Many Channels

Email to task and channel to task capture all clinic orders.

Technicians Forget

Drag and drop in Planner updates field values for them.

Clinics Keep Asking

Client Dashboard shows only their cases, not the entire lab.

How Planfix Covers the Flow — Dental Labs - Clinic Orders, Job Status, Logistics

How Planfix Covers the Flow

Capture and normalize clinic orders, orchestrate production by stage and performer, then deliver and confirm. Directories, AI Dataminer, and automation keep clinic data clean and make billing and reporting easier.

Use directories

Spreadsheets

Replaced with conditional boards, proper fields, and reports.

Messengers

Replaced with one task thread per case and automatic capture.

Generic CRM

Replaced with lab friendly stages, delivery data, and dashboards.

Connect clinics and delivery tools

Unify email, messengers, telephony, and cloud files so each order stays in one task.

Telegram
Google drive
Google calendar
Gmail
VirtualPBX
WhatsApp
Zapier
See all integrations

Run your dental lab on one governed workspace

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