All the answers to your questions about our software
Planisfaire is an online customer management and route optimization software program dedicated mainly to craftsmen, servicing, maintenance and after-sales service companies.
Planisfaire mainly includes 6 features that are essential to these professions:
- Managing the customer portfolio (research, contact details, date and history of the last interventions, remarks, visual checks, attachments, etc.)
- The schedule of customer meetings with optimization of journeys (fuel economy).
- Sending reminders by email and SMS at the end of the interviews and the creation of targeted customer reminder campaigns (eg: activity relaunch in off-peak periods).
- Geolocation of customers (quick search, search for customers in a specific area).
- The creation and sending by email of intervention certificates to customers with digital signature.
- The creation and sending by email of invoices and quotes.
In order to meet your mobility. Planisfaire is accessible from all platforms: PC, Mac, smartphones and tablets (iPhone, iPad and Android).
Planisfaire is aimed mainly at craftsmen, maintenance and after-sales service companies such as:
- Chimney sweeps.
- Heating engineers.
- Domestic fuel and firewood delivery companies.
- Green Areas companies.
- Fire extinguisher inspection companies.
- Sanitation companies.
- Swimming pool specialists.
- Refrigeration engineers.
- And to all VSEs, SMEs looking for a simple and effective CRM to monitor all the activity of their customers on a daily basis.
Planifaire is accessible directly from Internet. This means that your data is centralized and can be accessed from anywhere and offers you many advantages over a simple Excel file:
- Your PC crashes? Goodbye your customer Excel file!
With Planisfaire, connect from any other PC, tablet or mobile. We make sure that your data is always accessible and secure 7 days a week, 24 hours a day. - No more problems keeping your customer file up to date. With Planisfaire, do it directly with your customers and avoid overtime spent in the office.
- Keep a complete history of the interventions carried out on your customers' premises and save time during your next interventions.
Planisfaire includes a schedule updated in real time and accessible directly from your mobile!
- Are you a team? No more scheduling problems. Each resource has real-time access to their appointment schedule directly from their mobile.
- Do you waste too much time on the road?
With Planisfaire, optimize your planning by geolocation of your customers and save fuel. Tap directly on the customer's address to launch your route on Google Maps, Waze or Apple Maps. - Do you want to centralize appointment scheduling from a secretariat?
With Planisfaire, your secretariat can easily plan your appointments remotely, and you can now focus on interventions with your clients. Your schedule will be automatically updated!
Planning simplifies your invoicing:
- Automatic calculation of prices excluding taxes and all taxes included.
- Creation and customization of invoices.
- Sending invoices to the customer by email in 1 click.
- Taking multiple VAT into account in the same invoice.
- Creation of accounting reports in Excel.
- Creation and sending of quotes.
And of course, all of these features are accessible from any platform including a mobile or tablet.
Does Planisfaire allow the creation of intervention certificates (eg: chimney sweeping certificate)?
Forget paper-based intervention certificates from now on!
Create your intervention certificates directly in Planisfaire, have them sign them by your customers on their mobile phones and send them by email.
Some of your customers don't have an email? No problem, print them directly from your mobile at the customer.
And of course, all intervention certificates are saved in Planisfaire. You can quickly access it at any time (ex: in case of problems with insurance).
Do you frequently contact your customers during off-peak periods or at each maintenance deadline?
Stop wasting time, let Planisfaire call your customers back:
- Create your customer reminders campaign by email and SMS directly in Planisfaire in a few clicks!
- Create scheduled reminders so that your customers are automatically notified of the next maintenance deadline.
- Relaunch your activity during off-peak periods: Create a tailor-made reminder campaign (ex: promotions) and optimize your activity during these periods.
From now on, your customers will call you back at the right time and not the other way around.
Planisfaire is 100% mobile and accessible on all existing platforms (PC, Mac, iPad, iPhone and Android).
And unlike other software, our application is the same whether you use it on PC, tablet or mobile.
For you, that means easier learning and the assurance that all features are available regardless of the platform.
Yes, Planisfaire allows simultaneous access and modifications.
You can also define different rights for each of your contributors so that they cannot modify everything or only access certain functionalities.
Planisfaire is fully customizable: Additional fields for customers and interventions, invoices, intervention certificates, integration of your company logo, planning, customer reminder templates, etc.
You don't need to go through us to customize Planisfy. You can do everything yourself from our secure interface.
OTHER QUESTIONS THAT COME UP OFTEN
Planisfaire was designed and developed in partnership with chimney sweeping craftsmen. Their first request was for maximum ease of use.
Even before being marketed, Planisfaire has been tested for more than 2 years with them so that the software is as simple and efficient as possible.
Do you know how to use a smartphone or a tablet? You will know how to use Planisfaire.
If you are, for example, a self-employed chimney sweep, Planisfaire will cost you around the price of one chimney sweep per month.
For this price, we can already assure you that your subscription to Planisfaire will be 100% profitable ! (See next point)
Still not convinced? Ok, here are some figures with the example of a chimney sweep who has been using Planisfaire for more than 2 years now:
- All customer details in 3 seconds. I now know all the details of the equipment installed at the customer's premises and can more efficiently prepare my equipment and the labor required for each intervention. 30 minutes gained each day.
- Simplified routes to go to my clients: From now on, I press on my appointment and press on the client's address. My route is automatically planned on my phone. No need to type in the customer's address on each trip. Time saved per day: between 20 to 30 minutes.
- No more intervention certificates to be done by hand every day. Time saved per day: 30 minutes
No more time wasted looking for certificates in case of insurance problems.
No more buying certificate books every year at my supplier: 800 euros saved per year.
More positive customer feedback and a much more professional image of my activity. - Use of the centralized planning under Planisfaire: Before we used a paper diary to be shared between the participants. It was absolutely unmanageable.
From now on, we schedule an appointment in 2 clicks, including outside the office.
The time saved is counted in several hours a week and above all I spend a lot less time in the evening at the office calling my clients back and planning my next appointments. - Search for geographically optimized time slots: We saved several liters of gasoline per week, but above all it saved us time and allowed us to schedule 1 to 2 more interventions each day.
- Customer reminders: From March (start of the off-peak period), I had to call back my customers to fill my schedule. From now on, I can create geographically targeted campaigns by email or SMS in just 3 clicks. Several hours saved per week and part of my activity moving during this period.
I also use scheduled customer reminders, which allows me to smooth out the interventions over the entire period. 'year. I now turn down fewer clients in winter and work more the rest of the year! - Invoicing and quotes integrated with Planisfaire: Time saving during creation and sending to the customer. Excel reports for my accountant generated in 2 seconds. Several hours saved that I spent at the office after my working day.
PRICES AND GENERAL INFORMATION
You pay a subscription to use Planisfaire. The price applies according to the number of people who use it, the options to which you wish to subscribe, as well as your commitment period.
Access to the Planisfaire software is unlimited and therefore does not change the price.
Payment is to be made in one go for the chosen period.
There are several options:
- Volumetry for attachments: The volume is used to integrate attachments in the interventions of your customers: for example photos of non-compliance or documents Word, Excel, etc.
Without this additional volume, you will not be able to add attachments in Plan. - SMS reminders: By default, you will only be able to create customer email reminders in Planisfaire. If you want to send SMS reminders, you will need to purchase SMS packs. The customer return rate of SMS reminders are typically 30% more effective than email reminders.
- Access to Planisfaire APIs : If you want to interface Planisfaire with another software. You can opt for this option which will give you full access to the APIs of Planisfaire.
Generate a quote directly from our site and send it to us signed by email.
Once this quote has been received, you will receive an invoice to pay either by bank transfer or online depending on the type of payment you have chosen.