Power up your workflow

Features

Ditch the chaos of scattered tools and disconnected systems. With PlanMee, you get a powerful, unified platform that keeps your team aligned, your tasks on track and your business moving forward.

Everything in one place.

Unify your workflows, team tasks, and data on a single platform. Eliminate scattered tools, break down operational silos, and gain full visibility across your entire organization.

  • Manage internal tasks, customer requests and project issues from a single place. Plan, prioritize and monitor every ticket while keeping deadlines.

    • Kanban workflow
    • Priority & progress
    • Client & budget info
    • Custom statuses
    • Real-time collaboration
    • Advanced filtering
    Tickets
  • Manage issued and received invoices, automate data extraction, track payment status and access detailed financial information whenever you need it.

    • Invoices management
    • Auto-data extraction
    • Payment & due dates
    • Multi-type support
    • Detailed financial data
    • Statistics & overview
    Invoices
  • Keep employee records, contracts, certifications, salaries and availability organized while giving managers instant access to everything they need.

    • Centralized directory
    • Contracts & HR records
    • Salary & payroll info
    • Skills & qualifications
    • Availability & calendars
    • Workforce management
    Employees
  • Write reports for jobs, meetings and audits in a modern block editor. Attach files, share them with the right people and export a polished PDF in one click.

    • Modern block editor
    • Tables & task lists
    • Autosave & version history
    • Categories & sharing
    • PDF export
    • Unread status tracking
  • Keep every client in one place with billing details, contacts, linked jobs and full history. See how each relationship develops and never lose context between teams.

    • Complete client profiles
    • Contacts & tags
    • Linked jobs & invoices
    • Editable spreadsheet view
    • Client statistics
    • Connected to Sales
  • Track costs, revenue and profit across all your companies in one financial report. Import bank statements, approve documents and see which jobs really make money.

    • Costs & revenue overview
    • Bank statement import
    • Two-stage approvals
    • Payment batches & exports
    • Month locking
    • Profitability statistics
  • Know who is working, where and for how long. Record attendance and work hours per job, plan around absences and have timesheets ready for payroll at month end.

    • Site check-in
    • Work hours per job
    • Overtime tracking
    • Leave & absence requests
    • Excel timesheet export
    • Full change history
  • Ask about your projects, finances or team in plain language and get answers in seconds. The assistant finds information, explains your data and even creates tickets for you.

    • Plain-language questions
    • Smart semantic search
    • Summaries & project updates
    • Tickets created from chat
    • AI ticket insights
    • Charts & tables explained
  • Follow the numbers that drive your business in real time. Set KPIs for people and companies, watch trends on clear dashboards and spot problems before they grow.

    • Real-time KPI dashboard
    • Trend & gauge charts
    • Year-over-year comparison
    • KPIs per employee
    • Multi-company evaluation
    • Detailed metric pages
  • Keep materials, tools and equipment under control. See what is available, who has what and when the next inspection is due, with a full history for every item.

    • Stock & equipment records
    • Employee assignments
    • Availability status
    • Inspections & revisions
    • Automatic reminders
    • Item activity log
  • Plan meetings, deadlines, site visits and inspections on one shared timeline. Everyone sees what is coming up, so your team and partners show up at the right time.

    • Day, week & year views
    • Event list overview
    • Participants & priority
    • Employee calendars
    • Task deadlines synced
    • Scheduled sales calls
  • Store contracts, plans, certificates and project files where your team expects them. Track expiry dates, plan renewals and control who can see every document.

    • Job & employee documents
    • Nested categories
    • Expiry date tracking
    • Renewal reminders
    • Internal documents
    • In-app preview
Contact

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