Features
Features
Everything Plandata does, one page per area.
- 01
Plan check tracking
One record per plan check, from submittal to final approval, with its reviews, deliveries and billing attached.
- 02
Discipline reviews
Route each plan check to a plan checker per discipline, track review cycles and record the verdict.
- 03
Deliveries
Log every hand-off of plans or comments: who it went to, how it was sent and the courier tracking number.
- 04
Billing
Bill each plan check line by line and group the lines on invoices for the client.
- 05
Client portal
Invite people at a client firm to follow their own plan checks and message your staff.
- 06
Staff mobile app
Look up a plan check or a client from your phone.
- 07
Reference data
Keep the lists your plan checks point at: disciplines, plan checkers, delivery methods, delivered-to options and payment types.
- 08
Legacy import
Bring your history over from the Plandata MS Access app, with a report that accounts for every row.
- 09
Organizations, roles and audit
Every row belongs to one organization, every change is gated by a role and recorded as an audit event.
Get your plan checks out of a spreadsheet
Ask for access, bring your Access history over, and keep every plan check in one record.