The smart, simple way to plan your business.

Don't second guess how much work your business can take on. Get full visibility of your scheduling and future-planning confidently with PlanRight - the powerful add-on for WorkFlowMax and Xero Practice Manager.

Try PlanRight for free

BENEFITS

Get a fresh perspective on capacity planning.

PlanRight enhances your ability to capacity plan - helping you to scale your offering, provide better service and become more profitable.

Full visibility

Get an instant view over all your projects - the tasks allocated to each person and when they are doing it. As well as seeing all work that's been scheduled, you'll also be able to track people's individual progress on projects.

Real-time insights

Avoid work flow surprises and give yourself the flexibility to accommodate work changes easily by seeing exactly who has capacity and who's overbooked - instantly.

Adaptable

Plans can change suddenly. People get sick, project timings get pushed out - clients need additional work. PlanRight can be updated and recalibrated in no time, so you can reconfigure the team's capacity and react instantly to any changes that come your way.

Simple to use

Bold graphics, multiple filters and easy-to-use 'drag and drop' management means everyone can get up and running quickly and simply.

Efficient

Scheduling in work becomes incredibly efficient with the clever dashboard showing you exactly who has, or hasn't, got capacity on a daily, weekly or monthly basis.

Improved communication

Letting your team know about workflow planning is straight forward and painless. Everyone simply logs into PlanRight for an instant snapshot of what's been allocated, removing any need to send additional emails or messages about workflow plans.

Features

See the big picture and the granular detail.

Give your team visibility and focus on their daily, weekly or monthly priorities.

Weekly Planning

See the gaps and fill them in. Prioritising work for the week is easy and efficient. A quick glance at the Capacity Bar shows you exactly how much work has been planned and completed.

  • Plan and visualise your week out to six weeks
  • Drag and drop to assign
  • Split tasks between people and timings
  • Heat map capacity graphs or amount of work planned and completed
  • Drill into daily planning or zoom out to six weeks
  • Drill into tasks for more information, logging time or setting reminders
  • Enter effort as hours or a percentage to allocate
  • Repeat tasks

Monthly Planning

See the bigger picture at a glance. Allocating work to staff and planning over a month, or the year, is straightforward with tasks clearly split into three different categories:

Ongoing (over a period), Fixed (must be done in a month), Variable (flexible timing over a period).

  • Great option for yearly planning
  • Work is split between fixed and variable
  • Know what work has flexibility of scheduling
  • 'Task List' helps manage type and status of work
  • Drag and drop to assign
  • Drill into tasks for more information, logging time or setting reminders
  • Heat map capacity graphs or amount of work planned and completed
  • Task defaults for scheduling in bulk
  • Compare staff capacity and re-allocate with ease

Progress Planning

Get an immediate visual on where things are at. Staff can easily record their progress on a project or task by logging time, adding notes and seting reminders. Enabling you to keep track of all jobs and tasks, from start to finish.

PACKAGEs

Everyone can PlanRight

Give your team visibility and focus on their daily, weekly or monthly priorities.

PlanRight Team

NZD$49 /month

Ideal for any number of users, PlanRight Team gives you a granular view of your scheduling and the ability to future-plan more confidently.

Includes first 5 Users
Sync with XPM & WFM
Track Capacity for Whole Team
Record Time, Notes & Status of Tasks
Automatic Task Reminder Emails
Try PlanRight for free

PlanRight Premium

NZD$149 /month

Well suited to larger organisations, PlanRight Premium includes everything from PlanRight Team along with three additional powerful features:

Includes first 5 Users
Sync with XPM & WFM
Track Capacity for Whole Team
Record Time, Notes & Status of Tasks
Automatic Task Reminder Emails
Rollover Jobs Monthly or Annually
Bookings Function
Skills Matrix

Rollover Jobs Monthly or Annually
Our Rollover page enables you to create duplicates of jobs for the following month or year in bulk. Ideal for businesses that repeat the same client work monthly or annually.

Skills Matrix
Custom skill groups and self selection mean staff can assign their own skillsets and level of experience to allow workflow planners to choose the right people for the tasks.

Bookings Function
Schedule bookings using job numbers and tasks that have been imported into PlanRight from WorkFlowMax and Xero Practice Manager - perfect for companies that need to book times and locations of jobs.

Try PlanRight for free

Additional Staff

NZD$50 /month for bands of 5 additional staff.
Need more Team Members? Please contact support@planrightapp.com.

Good to know

Made in New Zealand
PlanRight is created and supported by the innovative team at EndGame, so you'll always have timely access to support.

Per-person pricing
Both the people who schedule and the people who are being scheduled count towards per person pricing.

FAQ

Q.

Can I use PlanRight if I don't currently use WorkFlowMax or Xero Practice Manager?

A.

No. PlanRight is currently designed to only sync Job and task data from WorkFlowMax or Xero Practice Manager. However this means your workflow manager and job scheduling are seamlessly integrated.

Q.

Is there a limit to how many staff can be managed in PR?

A.

You can schedule 1 - 150 staff in PlanRight. Get in touch with us if you want to schedule more than that.

Q.

Does PlanRight have reporting?

A.

PlanRight has basic reporting functionality. Export the schedule to PDF or export the forecast to PDF or .csv.

Q.

Does PlanRight have a mobile app?

A.

No we don't yet have a mobile app. However we are cross-browser friendly including mobile browsers.

Q.

Is it possible to block out annual leave/weekends/public holidays?

A.

We suggest using a leave job to block out leave/non-standard non-working days.

Q.

Can we view by job/project instead of staff?

A.

Yes you can view by job on the schedule and also the forecast.

Have other questions that need answering?
Get in touch at support@planrightapp.com

Customers

Who's using PlanRight?

All sorts of businesses are already using PlanRight to plan and manage their projects and workflow.

“Accurate planning and management of project workflow in our busy studio has become an easier task since we subscribed to PlanRight. PlanRight is simple to use, and gives everyone visibility and focus on daily priorities. ”

Janine Bickerton
General Manager, Marx Design, New Zealand

“...now we can see when we need more staff or work ...which means happy staff and happy clients - more balance and fewer unplanned surprises.”

Lynda Henderson
CEO at BentoBox

“Just watched the demo - this is a game-changer! ...I'm really impressed with PlanRight. I see a lot of apps and it's not ofen I see one that I want to adopt into our tool-kit, so nice work.”

Will McTavish
Link Solutions, New Zealand

Ready to PlanRight?

Try it for free. The first 14 days are on us.
Use our demo data or your own to trial.
Sign up now
Like to find out more?
Get in touch at support@planrightapp.com