What it does

The jobs Plana does for you.

Each one on its own, or all of them together on the job they belong to.

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

Plana reads your inbox, works out which job each email is about, and puts new enquiries in one queue, one click from becoming a job. Supplier invoices and newsletters stay out.

A job's artwork in Plana: each line with its customer artwork and print file

Artwork approvals

Send your customer one link to approve every proof on the job, ask for changes or upload their files, without an account or an email chain. Approvals land on the job straight away.

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

Quoting

Quote signage from your own materials and supplier prices, with your markup, so every banner is priced the same way and every job shows its margin.

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

Job tracking

See where every signage and event job is at: what's waiting on artwork, what's printing, what's due this week and what's ready to invoice.

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

Material costs

Plana keeps your materials, supplier prices and markup in one place, and shows every job's cost and margin before you invoice it.

Team chat

Every job in Plana has its own chat, and the whole team has #general. Mention a job to link it, and ask @Plana to answer from every job and email.

Moving off FileMaker

Plana was built with a sign shop moving off FileMaker. Bring your jobs, customers and job numbers across, and get your inbox, proofs and margins in the same place.