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Step-by-step guides for PlanIt Estimating and PlanIt EPOS. Type what you're trying to do.
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PlanIt Estimating
112 guides
- Getting Started
- Customers & Job Details
- Adding Rooms & Measurements
- Products & Pricing
- Floor Preparation & Extras
- Calculate, Roll Optimisation & Cutting Plans
- Customer Quotes
- Profit Check
- Sending Quotes & Getting Paid
- CRM, Jobs & Diary
- Stock (optional)
- Commercial Tenders & Bills of Quantities
- Settings, Branding & Account
PlanIt EPOS
161 guides
- Getting Started
- Making a Sale
- Payments & Deposits
- Quotes
- Invoices & Getting Paid
- Customer Orders
- Diary & Fitting Teams
- Trade Accounts
- CRM & Customers
- Stock Management
- Products, Suppliers & Price Lists
- Receipts, Refunds & History
- Reports & Cash Up
- Settings & Account
- Customer Portal
- Fitter App
New to PlanIt?
Start with the setup guides we attach to every welcome email — five minutes each.
Can't find it?
Ask PlanIt inside either app (the green chat button) knows every screen, or email support@planitflooring.com — a real person reads every one.