For sign shops
Run the sign shop from one place.
Enquiries, quotes, artwork, production and invoices, on the job they belong to. Built alongside a Sydney sign shop, for the way sign shops actually work.
Sound familiar?
- Jobs live in emails, a spreadsheet and the whiteboard, and nobody has the full picture.
- Proofs go back and forth by email until nobody's sure which one was approved.
- You find out a job lost money after it's been invoiced.
Every enquiry becomes a job in one click
Connect your Outlook inbox. Plana reads each email, works out which job it's about, and puts new work in Incoming Requests. Supplier invoices and newsletters stay out of the way.
Watch it done in the app, below.
Every sign on the job, with its material and size
Break a job into its items, each with its material, size, sides and the processes it goes through. Your team sees what's waiting on artwork, what's printing and what's ready.
Watch it done in the app, below.
Know the margin before you invoice
Your boards and vinyls are priced from your suppliers, with your markup. Each job shows what you charged, what it cost and what's left.
Your invoices go into Xero
Issue the invoice on the job and it's in Xero a moment later, under the same number. When the customer pays and it's marked in Xero, the job shows it's paid.
How Plana works with XeroMoving to Plana
Bring your jobs with you.
Keeping jobs in FileMaker, a spreadsheet, Asana, Trello or monday.com? Send us what you have and we'll bring your jobs, customers and job numbers across, so your history is there on day one and new jobs carry on from the last number.
Ask us to bring yours across
In FileMaker Pro now- Same job number, and new jobs carry on from it
- Bayside Brewing Co and Mia Chen saved as a customer
- Both signs on the job, with their sizes
- Where it was up to, so it lands in the right stage
Questions
- Can we bring our old jobs across?
- Yes. Plana was built alongside a sign shop moving off FileMaker, and brought across thousands of their past jobs, customers and job numbers, so the history is there on day one.
- Does it work with Outlook?
- Yes. Plana connects to Microsoft 365 mailboxes (Outlook), and reads what you send as well as what you receive.
- Do our 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 or ask for changes, they sign in with a free Plana account, which takes a minute.