PlanIt Estimating · Settings, Branding & Account

Turn optional features on or off

What does this do?

Optional Features are extras that stay out of the way until you want them. Turning one on adds it to the sidebar; turning it off hides it again, and nothing you have entered is lost.

How to use it

  1. Open ⚙️ Settings from the sidebar.
  2. Choose the 🧩 Optional Features tab.
  3. Switch a feature on or off. 🧰 Stock is the one available today: rolls, remnants, sundries, minimum levels and job deductions.
  4. Look under More in the sidebar (or the More sheet on a phone) for the feature you turned on.
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Related guides

Turn on Stock

Stock is an optional module that is off until you want it. Turn it on and PlanIt tracks the materials you keep, rolls, remnants, packs and sundries, where each one lives, and what needs ordering.

Stock (optional)

Add a roll, remnant, pack or sundry to Stock

Record what you actually have and where it is kept. Flooring goes in as rolls, remnants or packs; gripper, underlay, adhesive and the rest go in as sundries with a quantity on hand.

Stock (optional)

Add your logo and brand colours

Your logo and colours go on every quote, fitter sheet, the login screen and every export. Pick a preset theme or your own colours, then save. Branding only sticks when you press Save Branding.

Settings, Branding & Account

Install PlanIt on your phone, tablet or computer

PlanIt installs from the browser as an app with its own icon. It then opens full screen, keeps working with no signal and can notify you when a customer accepts or pays. There is nothing to download from an app store.

Getting Started

Accept updated Terms & Conditions at sign-in

When PlanIt publishes a new version of its terms, you see an Updated Terms & Conditions screen the next time you sign in. Read what changed, agree, and carry on; it takes a few seconds and only happens when the terms actually change.

Settings, Branding & Account

Add bank details for deposits

Add your business bank details once and PlanIt shows them to the customer on the acceptance screen, together with the deposit amount and a payment reference. UK accounts use a sort code and account number; Irish and other euro-area accounts use an IBAN.

Settings, Branding & Account
Questions this guide answers
  • What are Optional Features?
  • How do I add or remove Stock from the sidebar?
  • Will I lose data if I turn a feature off?

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