PlanaJobs
Client's spreadsheet and proposal
Lots of clients keep their own list of signs in Google Sheets or Excel, and change it as the job goes. Link it to the job and Plana checks it through the day: every 10 minutes in work hours, hourly otherwise. What changed waits on the job for you to apply or dismiss. Nothing on the job changes until you say so. The proposal deck you pitched with lives beside it, ready to play.
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Good to know
- Check now, in a link's menu, looks at the spreadsheet straight away.
- A blank cell in the client's sheet never clears anything on the job.
- Asana and Monday project links can be kept on a job too. Plana doesn't read them yet.
Plana is job management for signage, print and events.
Every job, email, proof and invoice in one place.