Is Plana a ServiceM8 replacement?

For a business that makes signs, prints and installs them, yes: quotes, jobs, artwork, proofs, purchase orders, installs and invoices are all in Plana. If most of your work is service call-outs, ServiceM8 is the better fit.

Does Plana work on a phone?

Yes. There's an iPhone and Android app, and installers get a page on their phone with everything they need for the day.

Does it connect to Xero?

Not yet. Plana makes your quotes and invoices; keep your accounting package for the books.

Plana

Plana vs ServiceM8

Built for the workshop, not the call-out.

ServiceM8 is made for trades who drive to a job, do the work and invoice on the spot. A sign or print job is made in the shop first, sign by sign, with artwork and proofs along the way. That's what Plana is built around.

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A job's items in Plana, grouped, with status, material, processes and sizes on each line

Which one fits your business?

ServiceM8 is made for

Booking and sending staff out to call-outs and service jobs
Job cards, forms and photos for work done on site
Quoting and invoicing straight from the van
Trades like plumbing, electrical and HVAC

Plana is made for

Jobs with many signs, each with its own material, size and sides
Artwork and proofs, approved by the customer in one link
Quotes priced from your boards, vinyls and supplier costs
Your Outlook inbox filed by job, with new work waiting in one place
Installs too: the installer gets one link with everything for the day

What stays the same

Plana makes the quotes and invoices, but it doesn't do your books. Keep Xero, MYOB or QuickBooks for that.

Moving a sign shop across

1
Connect your Outlook
New enquiries land in Incoming Requests, and every reply files itself against the job it's about.
See how
2
Add your materials
Import a supplier's price list once. Every quote after that is priced from what the board or vinyl really costs you.
See how
3
Start your next job in Plana
Add each sign as an item with its size and material, and the price works itself out.
See how
4
Share the job with your customer
One link, where they see every proof, approve it or ask for changes. No account needed.
See how

Questions

Is Plana a ServiceM8 replacement?: For a business that makes signs, prints and installs them, yes: quotes, jobs, artwork, proofs, purchase orders, installs and invoices are all in Plana. If most of your work is service call-outs, ServiceM8 is the better fit.
Does Plana work on a phone?: Yes. There's an iPhone and Android app, and installers get a page on their phone with everything they need for the day.
Does it connect to Xero?: Not yet. Plana makes your quotes and invoices; keep your accounting package for the books.

Sign shops

Run the sign shop from one place.

Quoting

Quote from what it really costs.

Artwork approvals

Proofs approved in one link.

Plana vs Tradify

Job management that knows what a sign is.