Everything you need in one platform
Planixia includes all the tools needed to manage your projects and work teams efficiently and professionally
Job Management
Create, organize and oversee all your projects from one place. Complete control over every aspect of your jobs.
- Project/job creation and management
- Location assignment with geolocation
- Client linking to jobs
- Color system for visual identification
- Progress and advancement tracking per project
Employee Management
Manage all your team information centrally. Complete control of permissions and assignments.
- Complete employee database
- PIN system for quick clock-in
- Foreman control
- Granular roles and permissions system
- Simplified view for field employees
Scheduling & Calendar
Intuitive visual calendar to schedule jobs, assign teams and manage events with ease.
- Visual calendar with events and date ranges
- Team and employee assignment to events
- Equipment assignment to events
- Drag and drop simplicity, also on touch screens
- Multiple notes per event
- Flexible scheduling
It suggests the most suitable employees for each event based on availability, approved absences and accumulated workload, while the planner always keeps final control.
Timekeeping
Complete timekeeping system with automatic calculation of hours worked, overtime and breaks.
- Accurate recording of hours worked per employee and task
- Automatic calculation of duration and overtime
- Break/lunch management
- Entry statuses
- Excel export of hours worked
Reports & Analytics
Dashboard with key KPIs and detailed reports for informed decision-making.
- Reports of hours worked by project and employee
- Project progress tracking
- Financial reports and cost control
- Dashboard with key KPIs
Generate, with one click, a daily operations summary with the status of each job, progress, pending tasks, costs and other key data for the day.
Turn hours, costs, tasks and key dates into a professional progress report ready to review, customize and share with the client.
Document expiry control
Paperwork in order, with no surprises on site. Track expiry dates for people and equipment and avoid assignments with expired documents.
- Employees: contract, medical check, safety training, licences and issued PPE
- Equipment and vehicles: roadworthiness test, insurance, servicing and manuals
- Automatic reminders 60, 30 and 7 days before expiry
- Optional blocking of job assignment when a document has expired
Contract, medical check, safety training, licences and issued PPE with their expiry date.
Roadworthiness test, insurance, servicing and manuals for every vehicle or machine, always at hand.
Reminders at 60, 30 and 7 days and optional blocking of job assignment.
Personnel, equipment, hours, tasks and client details brought together automatically.
Add weather, completed work, incidents and photos from mobile or office.
Capture the client signature and automatically send the approved report as a PDF.
Daily job reports
Document every workday with resources, progress, incidents, photos and client signature in one report ready to share.
- Resources, hours and recorded work preloaded for the selected job and date
- Weather, completed work, incidents and photographic evidence
- Client or responsible person signature from mobile or tablet
- Official PDF ready to download, file or send to the client
Client Management
Complete client records with contact information and job linking.
Task Management
Custom tasks with cost codes and per-task targets (quantity and hours).
Crews
Create work teams and assign them to events with flexible member management.
Equipment
Equipment inventory with event assignment and usage tracking.
Expense Control
Expense recording and categorization by project. Compare budgets with actual costs and view deviations.
Job financial analysis
Review actual unit cost and recurring hour deviations to identify under-budgeted tasks and protect margin. Available from Professional.
Purchasing and suppliers
Registra pedidos, albaranes y facturas de proveedor, y conviértelos automáticamente en costes de cada trabajo. Sin ERP necesario. Disponible desde Professional.
Absence Management
7 absence types (vacation, sick leave, permits and more) with overlap control and automatic day calculation.
Proactive alerts
Receive alerts for budget overruns, jobs without logged hours and delayed tasks before they affect the outcome.
Progress billing and revenue control
Record billable progress, approved variations and projected collections against costs. Designed for companies that bill by progress. Available from Professional.
ERP Integrations
Connection with 6 ERP systems: SAP Business One, Dynamics 365 Business Central, Odoo, Holded, QuickBooks and Dolibarr. Available in the Business plan.
REST API
RESTful API with token authentication and granular permissions to integrate Planixia with your external systems.
Discover everything Planixia can do for you
Try all these features free for 14 days. No commitments.