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.
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.
Send your customer one link to see every proof on the job and upload their files. They sign in free to approve or ask for changes, so every approval has a name on it and lands on the job straight away.
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.
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.
Plana keeps your materials, supplier prices and markup in one place, and shows every job's cost and margin before you invoice it.
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.
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.