PlanningPortal

Planning Portal is the complete operations platform for service businesses - facilities management, construction, cleaning, property, hospitality, healthcare, education and IT services. Plan, scope, quote, schedule and deliver work, then invoice it, all from one app. TRY IT INSTANTLY No account? Tap "Try Interactive Demo" and explore a fully-populated sandbox tailored to your industry. WORK ORDERS, END TO END • Capture jobs in the field with photos, videos and voice-annotated footage • AI-assisted classification and smart scoping turn a fault description into a costed scope in minutes • Track status from received to completed, with SLA timers and escalations • Capture signatures, completion evidence and job costs on site SCHEDULING & DISPATCH • Role-aware schedules: technicians see their week, managers see team capacity, planners see the backlog • Dispatch board with drag-to-assign time slots • On-the-way notifications and online booking confirmations MONEY, HANDLED • Timers and materials feed job costing with live margin vs quote • One-tap invoicing from completed work, with card payment links • Purchase orders, goods receipt and low-stock reordering • Quotes: send scopes to vendors, compare responses, award work ASSETS & FIELD KNOWLEDGE • FieldWiki: your asset register with documents, photos, troubleshooting guides and full work-order history • Scan NFC tags or barcodes to identify assets and confirm site arrival • Preventive maintenance plans that generate due work automatically ISO 55000 ASSET MANAGEMENT • Condition and criticality capture in the field, grade 1–5 • A renewal rule engine builds a whole-of-life capital forecast • Bundle recommendations into business cases with delivery savings FOR YOUR WHOLE TEAM • Invite teammates with role-based access — admin, planner, estimator, viewer • Notifications by push and email, tuned per event type • Works with your subscription: Free to get started, Starter and Pro as you grow. Manage plans at planningportal.app. Planning Portal is the mobile companion to the Planning Portal web platform. An account created in the app or on the web works everywhere.