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…