From job to real margin, step by step

Five steps that connect what happens in the field with real control over every job. Call it a site, an installation or a service call: the flow is the same.

Creating jobs in Planixia
1

Create the job

Set up the job (site, installation, service call or project) with its budget, tasks and cost codes. From that moment on, everything logged in the field is allocated where it belongs.

  • Budget and line items per job
  • Reusable tasks and cost codes
  • Documents and client data in one place
Planning and team assignment in Planixia
2

Assign crew and equipment

Plan who works, where and with which resources. Your team sees it in their calendar, with no calls or scattered messages.

  • Visual planning by job and by day
  • Staff and machinery assignment
  • Alert if required documents are missing or expired
Logging hours from mobile in Planixia
3

Your team logs hours from mobile

Quick clock in, break and clock out, or hours allocated per task. With photo, note and location when you need it.

  • Clock in with two taps, nothing to install
  • Hours allocated to job and task, not to one big bucket
  • Photos, issues and optional geolocation
Reviewing and approving hours in Planixia
4

Review and approve the hours

Every entry comes in as pending. The manager or foreman checks that the hours are correct, that there are no duplicates and that the task is the right one, then approves or rejects. From that point they stop being a draft: they are the job's official data for payroll, legal compliance, invoicing and productivity analysis.

  • Hour statuses: pending, approved or rejected
  • Foremen with permission to review and correct
  • Validation of working day, task and legal compliance
  • Monthly timesheet signature by employee and company
  • Optional daily work report, as PDF and signed by the client
Cost and margin control per job in Planixia
5

See cost variance and margin

In parallel you record the job's costs: materials, machinery, subcontractors, expenses and, if you want to allocate it, labour. You compare them against the budget and spot the deviation while you can still fix it, not when the project closes.

  • Real cost vs. budget per job
  • Labour can be allocated as cost if you record it
  • Margin per project and per client
  • Alerts when a job goes off budget

And how do you get there?

Setup happens once and there is nothing to install.

Account sign-up in Planixia
Step 1

Create your account

Pick a plan, fill in your company details and start your 14-day trial.

Guided company setup in Planixia
Step 2

Set up the basics

A wizard guides you through adding jobs, employees, tasks and cost codes.

Team invitation in Planixia
Step 3

Invite your team

Each person gets access based on their role and signs in from their mobile browser.

No installs, no servers. Just a browser.

Try the full flow with a real job

Load a job, log a few hours and look at the margin. In 14 days you will know if it fits.

14 days free • Credit card required