PlanIt EPOS · Getting Started

Add a member of staff (invite users to your account)

What does this do?

Invite colleagues to your PlanIt account by email as Staff or Super Admin. They sign in with their own login on any till, the estimator or the portal.

How to use it

  1. Sign in as a Super Admin, press ☰ and choose Users.
  2. In Users & access, type the person's email address and choose Staff or Super Admin.
  3. Press Add & send invite. They receive an email, set a password and sign in at epos.planitflooring.com.
  4. To change someone's role later, press Make Staff or Make Super Admin next to their name. Press Remove to take their access away.
  5. Ask each new person for a PIN as well (Settings → Operators & PINs) so their sales carry their name.
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Related guides

Add operators and PINs (who is standing at the till)

Each person who serves at the counter gets a name and a 4-digit PIN. They enter it before a sale, so every receipt records who processed it.

Getting Started

Sign in to the till (or create your account)

One PlanIt login opens the till, the estimator and the customer portal. Sign in on any till device with your email and password, or create an account if you are new.

Getting Started

Invite a fitter and set the job portal rules

Fitters — job portal is where you invite each fitter to their own phone app and set the rules for everyone: whether after photos are needed before a job can be completed, and the list of job statuses in the order fitters work through them.

Settings & Account

See your sales and profit

Reports shows sales, cost and profit for any period, broken down by product, supplier, category, operative, payment method and customer type, with a list of ready-made tables you can print or export. It is for the owner: only a Super Admin can open it.

Reports & Cash UpEstimating

Create your PlanIt account

Set up a PlanIt login so your estimates, customers and quotes are saved to your account and follow you onto every device. Every new account starts on a full Professional trial with no card needed.

Getting Started

Cloud sync, working offline and running two tills

Cloud sync backs up every sale, keeps products, prices and settings the same on every till, and powers the customer portal. The till carries on working offline and catches up when it reconnects.

Getting Started
Questions this guide answers
  • How do I give a colleague access to the till?
  • What is the difference between Staff and Super Admin?
  • How do I remove someone's access?
  • Can staff change products or settings?

Last updated 2026-09-03 · Direct link for this feature