FORRETNINGSVÆRKTØJ

Ingen jobs falder igennem. Nogensinde

Kanban-board med træk og slip, inline-redigering, checklister, job-chat og efterkalkulation

Sikr din plads nu
INQUIRY1
Dr. Schulz Practice
Frosted glass film
GLAS
QUOTE2
BMW Branch Homburg
Storefront + Logo
GLAS
Restaurant Bella Vista
Illuminated letters
LICHT
PRODUCTION1
Autohaus Becker
12× Sprinter fleet wrap
FZG
INSTALLATION2
City Hall Saarbrücken
Wayfinding system 48 signs
SCHILD
Hotel Viktoria
Pylon + Entrance
LICHT
Job-Management Kanban
Uden PlotonIQ
  • Ordrer i Excel, WhatsApp og på sedler
  • Glemt job = tabt kunde
  • "Hvor er BMW-ordren?" — Intet svar
  • Ingen efterkalkulation — margin ukendt
  • Tjeklister i hovedet i stedet for i systemet
Med PlotonIQ
  • Ét kanban-board fra forespørgsel til faktura
  • Ingen ordre glider igennem
  • Hver status synlig i ét overblik
  • Budget/realiseret-sammenligning per job automatisk
  • Tjeklister forhindrer glemte trin

PROBLEMET

Ordrer i Excel, WhatsApp og på sedler

Forespørgsel per mail, godkendelse per WhatsApp, aftale i kalenderen, mål på sedlen. Ved 15 igangværende ordrer mister du overblikket. Et glemt job = en mistet kunde

Intet overblik, ingen efterkalkulation

LØSNINGEN

Ét board til den komplette livscyklus

Forespørgsel → Tilbud → Produktion → Montage → Faktura — på ét board

Inline-redigering, checklister og job-chat inkluderet

  • Kanban med træk og slip
  • Inline-redigering
  • Job-chat og checklister
  • Efterkalkulation (Plan/Faktisk)
  • Workflow-skabeloner

Sådan fungerer det

01

Opret ordre

Manuelt eller fra et tilbud

02

Flyt status

Med træk og slip

03

Koordinér team

Chat og checklister

04

Afregn

Faktura fra jobbet

A sign shop job goes through at least six stages — from inquiry to installation. When each stage means a different tool, oversight is lost. The PlotonIQ Job Management maps the complete lifecycle on one board

Jobs on one board

1

Create a new inquiry — via form, from a quote or directly from the client

2

Kanban board with drag & drop from inquiry to completed

3

Checklists per job: measurements, approval, production, installation — no step is forgotten

4

Create invoice directly from the job — all line items are transferred

DINE FORDELE

  • No job gets lost — all phases visible
  • Inline editing without opening separate forms
  • Job chat for communication and notes directly on the order
  • Checklists prevent forgotten steps
  • Direct link from job to quote and invoice

6

kanban columns

Drag & Drop

instead of clicks

Inline edit

no popups

Proof rounds

digital

Ofte stillede spørgsmål

How many jobs can I manage simultaneously?

No technical limit. The board stays organized through filters by status, client, due date and assignee

Can multiple employees work on a job?

Yes. Jobs can be assigned to team members. The job chat notifies all parties about changes

Is there a connection to the production module?

Yes. Jobs in the production stage automatically appear in the machine schedule of the production module

Can I define custom status labels?

The standard stages are predefined. Custom stages are planned for the Business plan

Prøv job-styring

9 €/måned · Betatester · 10 pladser per land

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