Planning Portal

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
• Create and track jobs from received through to completed
• Capture site photos and attach them to work orders
• Live job costing: labour timers, materials from your parts catalogue, margin against quote in real time

SCHEDULING & DISPATCH
• Role-aware schedules: technicians see their week, managers see team capacity, planners see the backlog
• Dispatch board with day-by-day technician assignment
• Customer booking requests with one-tap confirmation

MONEY, HANDLED
• Invoices with AR summary: outstanding, overdue, paid at a glance
• Purchase orders, goods receipt and low-stock auto-reordering
• Vendor quotes tracked from request to award

ASSETS & FIELD KNOWLEDGE
• FieldWiki: your asset register with condition, history and troubleshooting knowledge
• Scan barcodes or NFC tags to identify assets in the field
• ISO 55000 Asset Management Plan: renewal recommendations, risk profiling and a whole-of-life capital forecast

BUILT FOR YOUR TEAM
• Push notifications for assignments and SLA alerts
• Role-based access: admin, planner, estimator, viewer
• Free to get started; Starter and Pro plans as you grow

Planning Portal is the mobile companion to the Planning Portal web platform. An account created in the app or on the web works everywhere.