Feature
Deliveries
Log every hand-off of plans or comments: who it went to, how it was sent and the courier tracking number.
A delivery records one hand-off for a plan check: the recipient (a delivered-to option) and the way it was sent (a delivery method), both lists your organization keeps.
For courier deliveries, staff can enter a tracking number. It is shown on the delivery for reference; Plandata does not call any courier.
Deliveries after the latest verdict feed the plan check’s derived status.
More features
All features →- 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
Billing
Bill each plan check line by line and group the lines on invoices for the client.