PlanIt Estimating guides
112 step-by-step guides, one for every feature. Pick a topic or search across both products. Looking for the till? PlanIt EPOS guides.
Getting Started
Your account, the Home screen, installing the app and the guided New Estimate flow.
- Auto-save and syncing between devices
- Contact PlanIt support
- Create an estimate
- Create your PlanIt account
- Find your way around the Home screen
- Get help inside the app with Ask PlanIt
- Install PlanIt on your phone, tablet or computer
- Log out or switch to a different account
- Reset your password
- Send a Quick Quote (agreed price, no measuring)
- Sign in to PlanIt
- The 7 steps of an estimate explained
- Turn on notifications for opened, accepted and paid quotes
- Use the Getting Started checklist and Setup Wizard
Customers & Job Details
Step 1 — who the job is for, the site survey, photos, CIS and reverse charge.
Adding Rooms & Measurements
Step 2 — rooms by hand, stairs, voice, sketch, photo or PDF floor plan.
- Add a room by typing its measurements
- Add stairs (steps, winders and landings)
- Bulk import rooms from a spreadsheet (CSV)
- Choose a room shape (L-shape, corridor, landing, irregular)
- Choose the flooring type for a room
- Continue an older estimate as a new quote
- Edit, delete or clear rooms
- Import rooms from a sketch or photo
- Scan a PDF floor plan
- Set pile direction, pattern repeat, waste, doors and joins on a room
- Speak a room's measurements
- Two carpets (or two vinyls) on one job
Products & Pricing
Step 3 — products, roll widths, underlay, gripper, rates and margins.
- Add door bars and other accessories to a quote
- Add gripper rod and work out how much you need
- Add underlay to a quote (including a custom underlay)
- Ask for a deposit on the quote (percentage or fixed)
- Choose the roll width (auto or forced)
- Import a product CSV
- Pick a product from your EPOS catalogue
- Set fitting prices (what you charge and what the fitter costs)
- Set the default waste allowance and pattern repeat
- Set the product and prices for each flooring type
- Turn VAT on or off and set the rate
- Your standard rates are remembered for every new job
Floor Preparation & Extras
Plywood, latex, screed, adhesive, feather finish, uplift and subcontract fitting.
Calculate, Roll Optimisation & Cutting Plans
Step 4 — the optimiser, waste, roll widths, cutting plan and fitter sheet.
Customer Quotes
Step 5 — detailed or manual quotes, hiding measurements, deposits, PDF and Xero.
Profit Check
Step 6 — margin, what-if, history and the management dashboard.
Sending Quotes & Getting Paid
Step 7 — email, WhatsApp, the online accept link, deposits and Sync to EPOS.
CRM, Jobs & Diary
Estimates, the job pipeline, the schedule, orders and the marketing library.
- Book a survey or fitting date in the diary
- Find, continue or delete an estimate
- Mark a quote as rejected, archive it or bring it back
- Record the customer's sign-off and issue a completion certificate
- Request, receive or record a deposit on a job
- See today's work and pipeline value on the CRM dashboard
- See what materials to order for each job
- Share before and after photos of a job
- Start a new estimate for the next customer
- Track a job from lead to aftercare
Stock (optional)
Rolls, remnants and sundries you keep — switched on in Optional Features.
Commercial Tenders & Bills of Quantities
Multi-option tendering, value engineering, BoQ build-ups and the tender scanner.
- Check profit per option and pick the winner
- Compare tender options side by side
- Paste a bill from Excel
- Price a bill of quantities item by item
- Price a commercial tender with options A, B, C
- Scan a tender pack and let PlanIt do the take-off
- Switch to Commercial Mode for tenders
- Value engineer an option by swapping products
Settings, Branding & Account
Company info, white label, units, region, payments, notifications, plan and billing.
- Accept updated Terms & Conditions at sign-in
- Add bank details for deposits
- Add your logo and brand colours
- Add your social media links
- Change VAT / tax rate, currency and country
- Lock settings for retailers with Distributor / Franchise Mode
- Switch between metric and imperial
- Take card deposits with Stripe
- Turn optional features on or off
- Update your company details on quotes
- Upgrade, change or cancel your plan
- Your plan, free trial and what happens after