Plankmate

Demos

See Plankmate at Work

Short recordings of the real system, using demo companies. Narrated and captioned, with no sign-up. For a hands-on look, try the live demo.

A Day in Field Service

1 min 47 s

A customer asks for service from the booking page. The office drags the request onto a technician on the dispatch board, completes the job, then invoices it and records the payment.

  • Online booking, no account needed
  • Drag-and-drop dispatch with free technicians suggested
  • Invoice from the job, tax worked out for you

Residential Air Conditioner Repair

4 min 44 s

A homeowner whose air conditioner is blowing warm air asks for service in the customer portal. The office schedules a technician, who uses the phone app to see the customer’s unit, record what he found, add the parts he used and finish the visit.

  • Customer portal: a sign-in link by email and a service request
  • Technician phone app: the unit on file, findings and parts used
  • Parts come off the technician’s truck and are ready to bill

Facilities Maintenance

1 min 37 s

A facilities contractor works through client work orders: service-level targets, a map of the sites, the vendor and quote on each job, the margin, and vendor invoices checked before they are paid.

  • Work orders by status, priority and service level
  • Vendor quotes approved within the client’s limits
  • Vendor invoices checked against the quote

Building and Remodeling

1 min 28 s

A general contractor follows a kitchen remodel from the estimate to the final draw: the budget by cost code, the schedule, change orders, bids, subcontracts, progress draws with retainage, and daily logs.

  • Job cost by cost code, with overruns flagged
  • Bids compared and awarded to a subcontract
  • Progress draws with retainage held

Want to see something else, or a walk-through for your kind of business? Tell us.

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