PlanaPlana

Moving off FileMaker or spreadsheets

Keep the history. Lose the workarounds.

Plana was built alongside a Sydney sign shop moving off FileMaker. Their jobs, customers and job numbers came with them.

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

Sound familiar?

  • The database only works on the office computer.
  • The person who built it left years ago.
  • Emails, artwork and prices all live somewhere else.

Your jobs and job numbers, brought across

Past jobs, customers and contacts come across with their numbers, and new jobs carry on the sequence.

Watch it done in the app, below.

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

Everything the old system couldn't do

Your inbox filed by job, proofs approved in one link, and a team chat on every job, on any computer or phone.

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

Questions

How long does the move take?
It depends on your data. Plana's first customer came across from FileMaker with thousands of past jobs; get in touch and we'll look at yours.
Do we lose anything?
No. What's imported is kept as it was, and new work carries on from it.

Related

Run your next job from one place.