How does Planfix improve customs readiness for importers?

Planfix standardizes intake, checks packets, and enforces time-bound handoffs. You get one queue, clear ownership, and SLA visibility across shipments. Auto triage routes work by supplier, mode, or port. Checklists and approvals reduce errors, while reports show trends in penalties, rework, and demurrage so you fix the root causes fast.

What is the fastest way to get value from Planfix?

Start by converting email to tasks and grouping documents by shipment. Add basic triage and SLA timers. Introduce checklists for required documents and approvals. Then enable scripts and buttons for repetitive steps. This phased rollout takes hours to days, not months, and gives immediate visibility while you refine your process.

How does Planfix handle collaboration with brokers and forwarders?

Planfix supports roles, permissions, and audit logs across teams and partners. Use access controls to segment packets by supplier or country. Versioning preserves history. With integrations for mail and messaging, you keep brokers and forwarders in sync while maintaining a single source of truth for documents.

How is data protected and controlled in Planfix?

Security includes encrypted transit, granular permissions, and detailed activity history. Access rules restrict sensitive data to authorized roles. With alerts and scheduled reports, you monitor exceptions and SLA breaches before they turn into penalties or missed free time.

Can we tailor Planfix to our import workflow and metrics?

Yes. Planfix is a no-code platform. Add custom fields for HS data, permit numbers, and supplier references. Configure statuses, buttons, and scripts that match your workflow. Build reports that track first-pass clearance, cycle time, demurrage, and landed cost to guide decisions and continuous improvement.

Workflow Software for Importers

Deliver Predictably at Lower Cost

You clear customs on time and cut rework by standardizing intake and approvals. Use email to task, no-code workflows, auto triage, SLA timers, and checklists to shorten cycle time and reduce penalties without adding headcount.

Automation in Planfix

Start Fast

Live Visibility

Key Outcomes

Signs You Need This

Start Fast

Turn email and messages into tasks in minutes.

Pipe invoices, packing lists, and certificates into one queue.

Add auto triage and SLA timers to stop mismatches early.

Route by shipment, supplier, or port with rules.

Create tasks by email

Live Visibility

See document completeness and SLA health in real time.

Convert customs queries to tasks with owners and due times.

Use checklists to confirm required documents and steps.

Monitor workload and deadlines across teams and brokers.

Charts and graphs

Key Outcomes

First-pass clearance rate rises and penalties fall.

Document errors drop and rework time shrinks.

Demurrage and storage costs fall through faster handoffs.

Landed cost becomes predictable and finance closes faster.

Reporting in Planfix

Signs You Need This

Repeated customs queries on classification and valuation.

Shipments slip due to mismatches and missing approvals.

Scattered files and unclear ownership across teams.

No single source of truth or SLA accountability.

Smart search

Commercial Packet Reconciliation

Match invoice and packing list to the purchase order and surface variances before the vessel sails.

Broker Packet Assembly

Assemble packets with approvals and expiration checks to enable pre-filing and avoid last-minute surprises.

Exception Tracking

Track exceptions with SLAs and notifications to cut MTTR and protect free time at port.

Know What You Get Every Time

Every order follows a visible path from purchase order to archive. Documents match the purchase order. Clearance becomes routine. Landed cost stays on target and audits are simple, so finance closes faster with fewer surprises.

Report designer