4planning for companies

If your company uses 4planning for customers, quotes, projects and maintenance, the whole chain runs through one environment: a request comes in via your website, becomes a customer, then a quote, then a project with scheduling, and ends in a work order your customer signs on the spot. The hours from that same work order roll on into the timesheet for the office.

Are you in installation, landscaping or construction — or do you mainly run events and catering jobs? The write-ups per trade are at the bottom of this page.

What a company looks like in 4planning

• Lead inbox — the contact form on your website arrives as a request, not as a loose email someone forgets.
• Customers and quotes — a quote your customer views and approves online, drafted with Planny's help if you like.
• Projects and scheduling — who does what, when, with which materials.
• Work orders — fill in one line on site, the customer signs on the screen, PDF out.
• Timesheets — the same hours, but towards the office: submit, approve, export.
• Bouwjournaal — a photo timeline your customer can follow, saving a lot of "how's it going" phone calls.
• Maintenance contracts — recurring appointments that announce themselves.
• Staff — with their own permissions, a shared calendar and documents per role.

How to set it up

1. Add your staff and give them the right permissions.
2. Connect your website to the lead inbox, so requests don't get stuck in a mailbox.
3. Add your first customer — or turn a request into a customer.
4. Create a quote and see what your customer gets to see.
5. Turn the work into a project and schedule the appointments.
6. Switch on work orders; your engineers fill them in on site and have them signed.
7. Let staff submit their timesheet and approve them at the office.

Frequently asked questions

Does 4planning do payroll as well? No. You export the approved hours and enter them in your own payroll package.

Can a customer follow their project? Yes, with the Bouwjournaal they follow progress in photos without access to the rest of your administration.

Does a work order work without internet on site? Fill it in as soon as you have a connection; your customer signs on the screen of your phone or tablet.

Can we record recurring maintenance? Yes, with a maintenance contract you schedule the recurring visits ahead.