Find out more about PlanRight on our blog or watch our Introduction video here for an overview of how PlanRight works and the basics of scheduling.
Who is PlanRight for?
PlanRight is an add-on for WorkflowMax (which is also called Xero Practice Manager), so you need to be using WorkflowMax before you can use PlanRight.
WorkflowMax is a great tool for managing quotes, jobs and invoices and PlanRight is an add-on that helps with scheduling the work among your teams.
It's great for administrators, project managers, team leads and individual team members to get visibility of what is being worked on and when.
Getting Started
Watch our Introduction video here for an overview of how PlanRight works and the basics of scheduling.
Check out our Getting Started Guide for a walk-through of how to get your planning underway with PlanRight.
How do I have a look?
You can have a play with PlanRight for free for two weeks by signing up from our website
After you signup, you'll be able to connect to your WorkflowMax account and your jobs will be downloaded so you can start planning.
Features
PlanRight includes the following features:
- Automatic sync with XPM and WFM
- Schedule tasks for your team on a calendar
- Track capacity for your whole team
- Record time, notes and status of tasks
- Automatic task reminder emails
- Rollover jobs monthly or annually
