Moving off spreadsheets

Off the whiteboard, without losing a thing.

The spreadsheet and whiteboard work until the job that falls through the gap. Plana keeps the same simple list of jobs, and adds the bits a spreadsheet can't: the emails, the proofs, and what each job really made.

The jobs list in Plana, grouped by status, with each job's customer, due date and value

Which one fits your business?

Spreadsheets is made for
  • Free, and everyone already knows how to use it
  • Fine for a handful of jobs and one person keeping it up
  • Doesn't know about your emails, artwork or costs
Plana is made for
  • Fills itself in from your inbox, so nobody has to type it up
  • The whole team sees the same thing, in the office or on site
  • Proofs, artwork and photos on the job
  • Free for your first job, so you can try it on real work

Your first job in Plana

  1. 1
    Start a job

    Pick the customer and add what you're making.

    See how
  2. 2
    Add the signs

    Each with its size, material and price.

    See how
  3. 3
    Link the client's spreadsheet

    If the customer sends a list of signs in Google Sheets or Excel, link it and apply their changes to the job.

    See how
  4. 4
    Check Home each morning

    What needs you today, in one list.

    See how

Questions

Can we import our spreadsheet?
Get in touch and we'll bring your jobs and customers across. A customer's own list of signs can be linked to a job and kept in step.
What does it cost?
One job is free, with every feature. Pro covers the whole business; see the pricing page.

Related

Try it on your next job, free.