What Problem Does Planfix Solve for Install Teams

Planfix collects orders from sales, support, email, and messengers and turns them into uniform install tasks. Dispatch sees installs by crew, region, or date. Technicians work with mobile tasks and checklists. Managers have reports and totals ready for billing and support.

How Do Technicians Work from Mobile

Field crews receive a task with address, contact, checklist, and photos. They can update status, upload device IDs, and confirm completion from site. Status rules make sure they submit full documentation before closing. Office staff no longer calls to ask for missing data.

How Do We Stay Auditable for Customers

Every task has a full audit trail. You see when a task was created, who dispatched it, who completed it, and which files were added. Reports show completed installs, time, materials, and exceptions. You can give customers a dashboard so they see the same data.

Can We Start Small and Grow Later

You can start with intake from channels and a mobile checklist. Then you can add Planner, location fields, client dashboards, and Planfix AI agents. The system is no code and can match simple or advanced installation flows without new tools.

IoT and Security Field Operations Software

One Workspace for Every Install Order

Receive install orders from sales and support in one place. Channel to task, conditional boards, and status sets route work to the right crew without manual sorting. Everyone sees the same task data at once.

Create tasks from channels

Convert Channels to Tasks

Turn email and messengers into install tasks with SLA and crew.

Schedule on Map

Use location fields, calendar, and maps to plan routes faster.

Capture Proof on Site

Technicians add photos, device IDs, and customer signoff from mobile.

Dispatch on Planner

Planner shows installs as conditional lists by region, crew, or date. Moving a task to another list rewrites fields such as assignee or status. Dispatchers work from one screen and do not retype data.

Planner in Planfix

Mobile Checklists for Technicians

Technicians open the task on mobile, see the address on the map, run the install checklist, and upload photos. Status sets and transition rules make sure documentation is completed before closing.

Checklists in Planfix

Capture Work

Every install holds photos, serials, and customer name for audit.

Schedule Crews

Shared calendar and map reduce drive time and overbooking.

Clean Handover

Client dashboard gives the customer a shared view of the install.

1. Turn Request into a Task

2. Prepare and Schedule

3. Execute on Site

4. Handover and Close

1. Turn Request into a Task

Capture install request, customer, site, and SLA in one task.

Channel to task removes missing orders and messy inboxes.

Standard fields keep all installs consistent.

Task intake

2. Prepare and Schedule

Planner and calendars show installs by crew and region.

Location field puts tasks on the map for routing.

Dispatch plans a full day without calls to crews.

Tasks on map

3. Execute on Site

Technicians run mobile checklists and upload photos.

Status rules make sure steps are not skipped.

Device IDs and serials stay inside the task.

Mobile checklists

4. Handover and Close

Client dashboard or email gives a full summary.

Task closure updates reports and CRM records.

Billing and support can work on the same day.

Client view

Keep Field Operations Auditable

Auto triage, project totals, and exception tasks make installs traceable. Planfix AI agents can read comments, pull serial numbers, and write them into fields so reports stay complete without rework.

Automation in Planfix