PlanaJob tracking
Where's every job at? It's on one page.
Every job, grouped by where it's up to, with its customer, due date and value. Open one and every sign on it is there too.
Sound familiar?
- The whiteboard is the only place the job status lives.
- “Is that done?” is a question asked ten times a day.
- Jobs get finished and never invoiced.
Every job by status
Enquiry, quoting, in progress, to invoice: see the whole business at a glance, as a list, a board or a calendar.
Watch it done in the app, below.
Every sign on the job
Each item has its own status, so you know the job is waiting on one sign, and which one.
Watch it done in the app, below.
What changed today
Activity shows who did what, on which job, across the whole team.
Questions
- Can I set my own statuses?
- Yes. Jobs move through the stages your business uses.
- Is there a daily summary?
- Yes. A morning email lists what's in progress, what's due and what's waiting to be paid.