Knowledge Base

Both apps carry the same role-driven experience as the web: your workspaces, your functions, your terminology. A field w

Your role template decides which workspaces and functions appear, on the web and in the mobile apps. Templates range fro

Planning Portal runs the whole job on one record: intake, scoping, quoting, scheduling, field delivery, invoicing and lo

If a client dispatches you work through Planning Portal, you get a portal scoped to that client: your assigned work orde

Every asset carries its identity (type, location, serial), condition grade, criticality, documents, photos, troubleshoot

A work order moves through statuses: **Received, Classified, Scoped, Quoted, Awarded, Scheduled, In Progress, Complete**

The public live demo at planningportal.app/demo creates a disposable company loaded with realistic data for your industr