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?

No. They get one link to their job, where they can see every proof, approve it or ask for changes, and upload their own files.

Plana

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.

Get started Try the live demo

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

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.

Incoming Requests in Plana: emails that look like new work, each one click from becoming a job

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.

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

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.

A job's money in Plana: what was charged, what it cost and the margin

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?: No. They get one link to their job, where they can see every proof, approve it or ask for changes, and upload their own files.

Emails into jobs

Every enquiry, one click from a job.

Artwork approvals

Proofs approved in one link.

Quoting

Quote from what it really costs.

Moving off FileMaker

Keep the history. Lose the workarounds.