Job sheets, multi-day fittings, jobs filed by address, and budget against actual
In short: eight changes to the flooring till in September, most of them asked for by shops that use it every day. A Home page that reads the day for you. Fittings that run over two or three days. A printed job sheet for the fitter. Jobs filed by the address, not the name. Colours under one product. A budget to measure the month against. Replies that go to the person who sent the quote. And Xero or QuickBooks Online connected, with payments coming back.
Three independent shops drove most of this: one whose fittings regularly run three days, one whose fitters wanted a piece of paper in their hand, and one that files every job by the property. Each ask was built and on their till within a day of the message, and because PlanIt EPOS updates itself, on every other till at the same time. This is what changed and where to find it.
Home: the day, read for you
The till now opens on a Home page for the owner (staff still land on the sale). It is the till's own figures, laid out as the questions you would otherwise walk round the shop to answer: money owed — overdue, due, all — with a click through to the invoices; today's fittings by team, including which day of a multi-day job each one is on; orders waiting; quotes going cold, with the follow-up due; the CRM tasks for today, with Done working from the card; and the sales tiles with profit and margin, and a chart over seven days, thirty days or twelve months.
The same margin logic is on the sale itself: a row under the basket shows the margin across the lines that carry a cost, green above 30% and red below, for the owner's eyes only.
Fittings over two or three days
A three-day fitting used to be one diary entry on day one and a note. Now every place that takes a fitting date — the checkout, Book fitting, Move fitting, Add to diary, and the order — has a Last day (optional) field. Give it the last day and the job is drawn on every day it covers, tagged 1/3, 2/3, 3/3, in the diary, the Next 14 days list and the Customer Orders calendar. The fitter's app shows "Day 2 of 3" on the card, puts the job in Today on each of those days, and only calls it overdue after the last one. The booking confirmation email quotes the range.
One rule: the last day only counts when it is after the first. Same day, earlier, or blank, and the job is a single day exactly as before.
A job sheet the fitter can hold
Open a booking in the Diary or the Move fitting dialog and press Print job sheet. It prints the customer, the address, the dates and team, the goods with their colour and width taken from the receipt lines, and the job description — and no prices, because it is going to site. Deposits were already on the invoice: Raise invoice asks "Taking money now?" and the invoice shows the deposit taken, the balance due and the due date from the terms.
Jobs filed by the address
Some shops know a job by the property, not the person: 14 Station Road is the job, whoever answers the door. The till labelled every booking by name and refused one without it. Settings → Diary shows now offers name or address. With address chosen, the month grid, Home's fittings list and the fitter's app lead with the first line of the address (the name is a hover away), a booking can be made with an address and no name, and the guard asks for whichever the shop books by. The Next 14 days list and the printed job sheet always show both.
Colours under one product
A supplier's price sheet prices the range — one product for the whole of an LVT design — and the colour had nowhere to live. Now a product can carry its colours. Goods in and Adjust ask which colour arrived, so stock is recorded by colour as it lands; the till asks which colour is being sold and deducts that one; a refund puts it back where it came from. The stock row shows the colours and their quantities under the range.
Budget against actual
Under Reports → Budget vs actual the owner types a monthly turnover and a monthly profit — or a margin percentage, and the profit is worked out — for any month of this year, last year or next, with "rest of year" to copy a figure down. The report draws budget against actual for each month as bars, dashed for budget and solid for actual, green where the month made it and red where it did not, with year-to-date tiles above. Home gains a "This month vs budget" card: two progress bars with a marker at today's date and "£x ahead of pace" or "behind pace" underneath. Actuals are the same net-of-VAT sales and profit as the Sales tiles, so the two never disagree.
Replies go to whoever sent it
Each till operator can now have an email address next to their four-digit login, under Settings. When that person sends a quote, an invoice or a booking confirmation, the customer's reply comes back to them rather than to the shop's general inbox; the sending address stays the shop's, so nothing changes about deliverability. Automatic sends — the invoice chaser, follow-ups — keep the business email.
Xero Connect and QuickBooks Online
Connect your own Xero or QuickBooks Online under Integrations, map your sales, takings and VAT accounts once, and the till does the bookkeeping: invoices, payments, refunds, credit notes and voids post themselves within minutes, and a payment made in the accounts package marks the invoice paid on the till. A reconciliation view shows every document against its total in Xero or QuickBooks, and a quote from the estimator can be sent straight in as an invoice. It is a monthly add-on on top of the plan. The Xero CSV export under Reports, and the payment-terms picker on invoices, stay in every plan.
Every one of these has a guide
The Help Centre has a step-by-step article for each: multi-day fittings, the job sheet, Diary shows, colours, budget vs actual, operator email, and connecting Xero or QuickBooks.
Open the Help CentreIf you are choosing a till
Every one of these came from a working shop describing a real morning, not from a feature list. If you are weighing up a flooring EPOS, the guide to what a carpet retailer actually needs from a till is the place to start, and the PlanIt EPOS page has the plan: Business from £99 a site a month, three seats and one till included.
Frequently asked questions
How do I book a fitting over more than one day?
Fill in "Last day (optional)" wherever you set the fitting date. The job appears on every day it covers, tagged 1/3, 2/3, 3/3; the fitter's app says Day 2 of 3. Leave it blank for a single day.
Can I print a job sheet for the fitter?
Yes — Print job sheet from the Diary booking or the Move fitting dialog. Customer, address, dates, team, goods with colour and width, notes; no prices.
Can the diary show the address instead of the name?
Yes — Settings → Diary shows. The grid, the fittings list and the fitter's app lead with the address; the job sheet shows both.
Does PlanIt EPOS connect to Xero or QuickBooks?
Both, under Integrations. Invoices, payments, refunds, credit notes and voids post themselves; payments made there come back. A monthly add-on; the Xero CSV export stays free.
Do I need to do anything to get these?
No. The till updates itself, and waits until nobody is mid-sale to do it.