SolutionsSolutions

CEO / Business owner

Your whole business, one clear picture. Projects, finances, clients and team in one platform. Make decisions on real numbers, not last month's spreadsheets.

  • The business on one screen

    Projects, money and people in one place, always up to date.

  • Cash flow under control

    Know what's paid, what's due and what each project really earns.

  • Grows with your business

    Start free and scale to hundreds of users on one platform, with no tool switching.

PlanMee dashboard overview
Profit
Profit rate 7%
Current18,584 $
Target20,000 $
2520151050
JanuaryFebruaryMarch
Tasks in progress14
+4Compared to last month
Features

Everything in one place.

PlanMee serves every role on your team — from the office to the job site.

Your business at a glance

Business dashboard

Start every day with the numbers that matter: revenue, open invoices, active projects and your team.

  • Key numbers updated in real time
  • Projects, finances and team in one view
  • No more waiting for weekly reports
Business dashboard
Know where the money is

Financial health

Track revenue, outstanding invoices and profitability in real time, so you always know your cash position.

  • Paid, due and overdue invoices at a glance
  • Profitability per project and client
  • Revenue compared month over month
Financial health
Win more work

Sales pipeline

See every quote you've sent, which ones are still waiting and which clients bring the most business.

  • Quote status from sent to accepted
  • Accepted quotes turned into invoices in one click
  • Key clients and their projects in one place
Sales pipeline
Answers, not exports

AI assistant

Ask PlanMee about your projects, finances or team in plain language and get answers in seconds.

  • Plain-language questions, instant answers
  • Insights drawn from your own business data
  • Available on Max and Enterprise plans
AI assistant
Know your people

Team overview

See your whole workforce in one place, with contracts, attendance and availability across every site.

  • Headcount and contracts always up to date
  • Attendance and leave across the company
  • Team performance in hours and output
Team overview

...and much more

  • AI assistant

    Generate reports, summaries and project updates instantly.

  • Documents

    Keep contracts, drawings and specifications together.

  • Reports

    Instant reporting for jobs, meetings and audits, with attachments included.

  • Invoices

    Create and send invoices straight from project data, without re-entering numbers.

  • Employees

    One database of workers, hourly rates and contracts, always up to date.

  • Clients

    Every client, order and conversation in one place — nothing lost between handoffs.

  • Attendance

    See who checked in, where, and for how long — without chasing timesheets.

  • Calendar

    All deadlines, site visits and meetings on one shared timeline.

  • Tickets

    Log and resolve issues from the field without a separate tool.

Contact

Still looking for an answer?

Tell us how your company runs today and we will tell you honestly whether Planmee fits.

Ready to replace spreadsheet chaos with one unified system?

Create your first project in minutes and see how Planmee brings your projects, team and budget together.

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