Everyday

Your Home page

Home is where Plana opens. It shows what needs you today: the jobs to quote, what's on the floor, what's due, and what's waiting to be billed.

0:00 / 1:19

Good to know

Change which Home you open on in Settings, under your profile.
On Install, each job shows where it goes, who to ring (tap the number to call them), the install notes, and the install documents to open on site. Add completed photos opens your phone's camera, and the photos go on the job and the customer's portal.
Click the coloured status on a job's card to move it on, or archive it, without opening the job.
Further down the Business view, two charts show the last 18 months: jobs taken on, and what was invoiced. Set a yearly turnover goal in Settings and the Invoiced chart shows whether the year is on pace.

Plana is job management for signage, print and events.

Every job, email, proof and invoice in one place.