PlanaGuides
How to use Plana
Short videos and step-by-step guides for the everyday things: jobs, items, products, materials and the people you work with.
Start here
How Plana works
Three simple ideas that everything in Plana is built on.
Basics
Everyday
Your assistant
Ask it anything, have it do the work, and hear from it when something needs you.
7 steps
Your Home page
What needs you today, shaped around the work you do.
5 steps
Calendar and due dates
See when jobs are due and installed, and change a date in a click.
4 steps
Team chat
Talk with your team about a job, or everyone at once, and see who needs you.
4 steps
Jobs
Finding and working on a job
Find a job, open it, and keep its status and dates up to date.
6 steps
Install details
Set when and where an install happens, and everything the installer needs on the day.
7 steps
The installer's page
Send whoever is doing the install one link with everything they need, on their phone.
6 steps
Starting a new job
Start a job for a customer and add what you're making.
5 steps
Items on a job
Add lines to a job, set their size, material and price, and track each one through the workshop.
6 steps
Incoming Requests
Turn an email that asks for work into a job, after checking what Plana read.
4 steps
Purchase orders
Order stock from your suppliers, send the order from your own Outlook, and track it until it arrives.
9 steps
Customers
Workshop
Catalogue
Products
Save the things you sell again and again, so a job takes a click.
4 steps
Product options
Sizes, sides and materials a product comes in, and what each one changes.
3 steps
Product prices
A product's standard price, and its own prices for particular customers.
3 steps
Add a product to a job
Put a product on a job at the customer's price, and see what came from it.
3 steps
Materials
Keep the things you print on, what they cost, and what you charge for them.
4 steps
Import a supplier price list
Add a supplier's whole price list at once, and update the prices when a new one comes in.
6 steps
Contacts
Plana is job management for signage, print and events.
Every job, email, proof and invoice in one place.