Modules / Features

As more information arrives, it’s easy to file it correctly. One action updates the whole system for everyone, wherever they are. Everything to do with that job is all in one place - drawings, photographs, specifications, images, certificates, health and safety requirements, costings, quotations, email and all other correspondence is organised for instant retrieval.

See our Auto Folder Structure

Outgoing Document Management
Your logo is embedded within Planability and the use of templates and standard words/phrases reduces the time taken to respond to enquiries - by as much as 75% according to one Planability ETI user. Quotations and all other documentation can be quickly and accurately generated, with a consistently professional look.

See our Document Examples

CRM - Customer Relationship Management
Customer addresses, contact details, account status, success rate, etc - Planability provides the essentials. This area is enhanced in the "Service" module.

Planned Vs Actual Costings
You took on the job in the belief that it would yield a profit but what actually happened ? Using this on-screen comparison, you can determine where the profit came from and where it was lost, what extras were supplied, which type of contract is most profitable and anything else you need to know.

See our Act Costs

Purchasing and Supplier Management
Raise Purchase Orders on-the-fly or from system records with price tables and alternative suppliers. Keep records as detailed as you need, measure supplier performance and plan improvements.

Task Management System
Plan, communicate and co-ordinate everything that contributes to a well-run, profitable project - site visits, subcontractor activity, health and safety instructions, etc. Planability’s traffic light system warns if things are going off-track and automatic escalation rules make sure nothing is missed.

See our Tasks Example

Visual Review
Planability’s Project Picture presents a snapshot of the whole business making it easy to identify opportunities and bottlenecks.

See our Service Scheduler

Key Performance Indicators
Some of your KPI’s are common and others may be unique. Planability ETI helps you focus where it matters most. For example, when the sales team open their system, display how many quotations need follow-up, highlighting the most valuable, the oldest or the most profitable – whatever you need.

Management Reports
Standard reports show exceptions such as bottlenecks, overdue tasks and sales/financial projections. Bespoke reports are created as required and data may be exported to a spreadsheet or database for further manipulation.

See our Delivery Example

Remote Connection
Access your Planability system when on the move or at home. For example, you can generate quotations and email them out when you are overseas or review/update your task diary This is a highly effective remote desktop.
 
See our Multi Stage Invoice

Interface To Accounts
As required by your existing accounts package.