FAQ

Questions

What people ask before they start. Tap a question to see the answer.

Plana

What is Plana?

Job management for businesses that make and install signage, print and event graphics. Every job, email, proof, material and invoice lives in one place, from the first plan to the packdown.

Who is it for?

Sign shops, large format printers, event graphics companies, installers, exhibition builders and event producers. It was built alongside a Sydney sign shop, for the way that work really runs.

Does it work on a phone?

Yes. Plana works in a phone's browser, and you can text the assistant to ask where a job is at or what's on this week.

Can we bring our old jobs across?

Plana's first customer came across from FileMaker with thousands of past jobs, customers and job numbers. Get in touch and we'll look at your data.

Email and customers

Which email does it work with?

Microsoft 365 (Outlook) and Gmail, including Google Workspace. Each person can connect their own mailbox, and Plana reads what you send as well as what you receive.

Does Plana send emails on its own?

No. Anything going to a customer or supplier waits for someone on your team to approve it.

Do my customers need an account to approve proofs?

A free one, so you always know who said yes. They get one link to their job, where they can see every proof and upload their own files without one. To approve a proof, ask for changes or comment, they sign in with a free Plana account, which takes a minute.

Your team and your data

Who can see prices and margins?

Owners and admins. Members see the work without the money.

Where is our data kept?

In Sydney, Australia.

Does it connect to Xero?

Yes, on every plan, at no extra cost. Each invoice you issue goes into Xero under the same number, money marked paid in Xero shows as paid on the job, and arrived purchase orders can go in as draft bills. MYOB and QuickBooks aren't connected yet.

Can I use Plana from Claude or ChatGPT?

Yes. Connect Plana to Claude or ChatGPT and ask about your jobs from there. It acts as you, and anything it would send still waits for approval.

Pricing

Is quoting free?

Yes. Enquiries, quotes and sending them are free, as many as you like, with every feature and your whole team. You pay for a job once it goes ahead. No card is needed to sign up or to quote.

How much is a job?

US$5 a job (US$2 until 31 December 2026, while you help us shape Plana), with no monthly fee. A job is paid for once, when it goes ahead: into In progress, or straight to To invoice or later, however it gets there (you move it on, your customer accepts the quote, or you invoice it). A quote you lose costs nothing, and finished jobs stay in Plana to look back on.

Are there bundles for busy shops?

Yes, if you do a lot of jobs, for less than US$5 a job. US$50 a month includes 15 jobs a month (save US$25 a month, US$3.33 a job), US$100 includes 30 (save US$50 a month, US$3.33 a job), and US$1,000 covers as many as you like (worth it past 200 jobs a month). Past a bundle's jobs, each is the usual job price. The count starts again on the 1st of each month, and you can change or drop a bundle whenever you like.

Do prices include GST?

No. Prices are before tax. Australian businesses pay in Australian dollars, the same numbers, with 10% GST added. Everyone else pays in US dollars, with any tax worked out from the business's address.

When do we need a card?

When your first job goes ahead. Plana asks for one then, and charges nothing until there's a job on the bill. If a customer accepts a quote online before you've added a card, the job still goes ahead, and goes on your first bill.

We started a job by mistake. Do we pay for it?

Not if you move it back to a quote the same day. Jobs go on the bill once a night (Sydney time), and one that's back to a quote, or deleted, by then isn't charged.

What does the AI cost?

Each plan comes with some AI each month, for your assistant, chats, @Plana, setting artwork up for print and Plana's other extra work: US$1 before you add a card, US$5 on pay as you go, US$15 on Shop, US$30 on Workshop and US$300 on Factory. When the month's is used up it starts again on the 1st, or move up a plan. Plan & billing shows what you've used, in dollars or credits (a credit is 1 US cent), by person, chat and job. Coming soon: sign in with ChatGPT or Claude, and chats and artwork use your own subscription instead.

What counts towards our files?

Everything Plana keeps for you: artwork and print files with every version, photos, documents, and email attachments. 10 GB before you add a card, 100 GB on pay as you go and Shop, 1 TB on Workshop and 5 TB on Factory. Removed files and the sample job don't count. When you're full, removing files you don't need makes room straight away. Email attachments and files from your synced folders that arrive while you're full wait, listed where they belong, and Plana fetches them as soon as there's room. What customers and installers send is always kept.

How big can one file be?

Up to 10 GB once you've added a card, so a big print-ready PDF for a wall graphic goes straight onto its line. Before that, one file can be up to 100 MB. What customers and installers send from their links is held to the same size as yours, and Home tells you if one of them tried to send something bigger. Big files go up a piece at a time with a progress bar, and keep going on a slow connection. Anything bigger can go on the job as a Dropbox, Google Drive or OneDrive link.

What if we stay full?

Nothing is locked and nothing is deleted. Plana tells you on Home when your files are nearly full and when files start waiting, everything you've kept stays as it is, and you can keep working. New email attachments and synced files simply wait until there's room.

Do we pay for each person?

No. Every plan has unlimited people: the office, the floor, installers and your customers.

Can we share one login?

It's easier not to. Everything records who did it, and jobs and alerts go to a person. People are free to add, so each person gets their own login.

Is there a setup fee?

No. Setting up is free, and we'll help you get going. If you'd like something built around your shop, like jobs going straight to your printers or your old system brought over, ask us through the custom setup form on the pricing page and we'll tell you what it costs before any work starts.