Business module

Customers, quotes, projects, maintenance and the Bouwjournaal — everything for companies using 4planning for business.

11 articles

Customers

Adding and managing a customer Create customers, keep their details up to date and grant customer portal access when needed — all from Customers.
Viewing customers on the map Besides the list, you can also view all your customers on a map — handy for planning your route.

Quotes

Creating and sending a quote Put together a quote with lines and prices, send it to your customer and track the status through to acceptance.
Creating a quote with Planny Describe the job in plain language and let Planny draft a quote concept with lines and prices, based on your previous qu…
What your customer sees for a quote Your customer doesn't need to log in to view and approve a quote — that happens via a personal link in the email.

Projects

Creating and managing a project A project is created automatically from an approved quote, or set one up manually yourself with tasks, materials and pla…

Bouwjournaal

Keeping the Bouwjournaal for your customer Post photos and updates from the job site, and let your customer follow along in a beautiful timeline — with or without …

Maintenance

Setting up a maintenance contract Record periodic maintenance per customer and have follow-up visits scheduled automatically as the date approaches.

Lead inbox

Staff

Managing staff Staff aren't a separate type of account, but a role on top of a regular member — with access to the staff dashboard.