The product

From planning to aftercare, one workspace

See how the office, field teams and customers work together in PlannerPlatform.

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Planning board

Schedule projects and teams across a clear working week. See which tasks are planned for each day.

The fictional Demo company's planning board, with no projects scheduled this week.

Projects

Keep project information and progress together. Open the schedule and related documents from the project.

The fictional Demo company's project overview with project status and tasks.

Workday

Field teams view their workday on their phones. Tasks and practical project information are accessible on the move.

A fictional field worker's mobile workday with scheduled tasks.

Customer portal

Give customers their own place for their project. They can view the schedule and documents shared with them.

An example of the actual customer portal with fictional customer data, without a scheduled workday or documents.
Example with fictional data.

Quotes & invoices

Create quotes and follow the related invoices. Keep financial documents connected to the customer and project.

The fictional Demo company's quote overview, with no quotes.

Messages & notifications

Keep conversations about the work together. Notifications help team members find updates.

The fictional Demo company's message overview, with no conversations.

Evaluations & aftercare

Record feedback after the work is completed. Keep follow-up work and aftercare visible to the team.

The fictional Demo company's evaluation overview, with no evaluations.

AI daily briefing

View a daily briefing based on the available schedule. Use the overview to prepare and check the details in the project.

The fictional Demo company's AI daily briefing card, before a briefing has been requested.

Integrations

CRM connections and Google reviews are planned. These integrations are not yet available.

Coming soon