Features that replace spreadsheet chaos
PlanDrive is modular where you need flexibility and connected where you need accuracy. Explore each area, then book a demo to see your workflows mapped.
Job management
- Centralize every work order with customer history, assets, and attachments technicians need on site.
- Statuses, checklists, and internal notes keep office and field aligned without phone tag.
- Roll jobs into recurring maintenance programs so nothing slips through the cracks.
Field operations
- Native mobile workflows for clock-in, parts, photos, and customer signatures—even offline.
- Dispatchers see live progress and can reassign or split crews when emergencies stack up.
- Safety and compliance checklists are enforced before jobs can close.
Quoting
- Template libraries with labor, materials, and equipment so estimators move faster with fewer errors.
- Approvals and margin guardrails help leadership trust what sales promises in the field.
- Accepted quotes convert to scheduled work with one click—no re-keying.
Scheduling
- Board and calendar views tuned for dispatchers managing dozens of techs and territories.
- Skills, certifications, and travel time factor into suggestions so the right person shows up.
- Customer notifications and ETAs reduce no-shows and inbound “where’s my tech?” calls.
Invoicing
- Turn completed work into invoices with line items pulled from the job—no spreadsheet exports.
- Deposits, progress billing, and change orders stay tied to the original quote for clean audits.
- Payment links and accounting integrations shorten days sales outstanding.
Reporting
- Margin, utilization, and first-time fix dashboards your leadership team can filter by branch or crew.
- Scheduled exports to finance systems mean month-end isn’t a fire drill.
- Role-based access so techs see what they need and executives see the rollup.
PlanDrive vs spreadsheets & legacy tools
Mid-market teams usually stitch together tools that were never meant for dispatch. Here is how PlanDrive compares at a glance.
| Aspect | Spreadsheets | Legacy FSM | PlanDrive |
|---|---|---|---|
| Single source of truth | Fragmented tabs | Siloed modules | Jobs → field → billing |
| Mobile-first | Not built for crews | Clunky or bolt-on apps | Offline-ready native apps |
| Change orders | Manual reconciliation | Email approvals | Tied to jobs & invoices |
| Time to train a tech | High—error prone | Weeks of classroom time | Days with guided flows |