PlanIt EPOS · Diary & Fitting Teams

Add a fitting team

What does this do?

Fitting teams are your crews. Each team gets its own colour, and every fitting booked to that team shows in that colour on the Diary and the fitting calendar, so you can see who is out where.

How to use it

  1. From the ☰ menu choose Settings and scroll to Fitting teams.
  2. Type the team name in the box (for example the fitters' names).
  3. Tap one of the colour swatches to give the team its colour. There are eight; each team must have its own.
  4. Press Add team.
  5. The team now appears in every Fitting team dropdown: on the till, in Add to diary and on customer orders.
  6. To remove a team, press remove next to it. Existing bookings keep their colour.
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Related guides

See what's booked in the Diary

The Diary is a month calendar of every survey and fitting the shop has booked, with a Next 14 days list underneath so you can see at a glance who is going where, when and with which fitter.

Diary & Fitting Teams

Add a fitting date to a sale that had none

When flooring was sold without a fitting date and the customer rings back with one, you can book it straight onto the original sale. The booking goes in the Diary and Customer Orders and can email the customer their appointment.

Diary & Fitting Teams

Add the customer and job details to a sale

Customer & job details record who the sale is for, what the job is and when it is needed. A fitting date puts the job straight in the Diary; flooring with no date waits in Customer Orders.

Making a Sale

Invite a fitter to the fitter app

PlanIt Fitter is a free phone app for your fitters showing only the jobs you send them: address, fitting details, before and after photos and job completion. Fitters never see your till, prices, accounts or other customers.

Fitter App

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

Book a survey or fitting

Add to diary books a survey or a fitting by hand, with a date, a time slot and a fitting team. Use it for jobs that did not come through the till, such as a measure before you have quoted.

Diary & Fitting Teams
Questions this guide answers
  • How do I add a fitting team?
  • How do I colour code the diary by fitter?
  • Can I remove a team?

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