Product
One record.
Five ways to work it.
Most platforms bolt separate products together and make you re-key between them. Planning Portal is one system presented as five workspaces, so a work order carries its scope, price, schedule, field evidence and invoice from first call to final payment.
Plan
Where work becomes a priced, defensible scope
Everything before a job is worth doing lives here: intake from email, forms or API, three-path classification, scoping against your norms, estimating, quoting and price comparison across vendors. Long-horizon asset planning turns inspection condition data into a funded works program over whatever horizon you choose.
Intake and classification
Work arrives by form, email, API or integration and is classified by service master lookup, keyword rules, or an optional AI pass, your key or ours.
Scoping and estimating
Build scopes from templates and norms, price against your rate structure, and compare vendor quotes line by line.
Quoting and approval
Quotes carry margins, terms and evidence. Approval chains route by value and category.
Long-term asset planning
Condition scores from the field roll into a prioritised, budget-constrained forward works program.
Schedule
Dispatch, capacity and jeopardy on one board
A field-service-grade schedule board: people and vendors on a weekly timeline with utilisation against capacity, SLA jeopardy surfaced worst-first, travel time between jobs, and a map that matches work to the regions your vendors actually cover, down to ABS SA2 statistical areas or your own drawn shapes.
Schedule board
Drag work from the unscheduled tray onto people or vendor lanes. Utilisation, leave and rostered shifts show inline.
SLA and jeopardy
Timers run from contract targets. At-risk and breached work floats to the top before it costs you.
Coverage mapping
Vendors declare service regions at any ABS level, or you import and draw your own. Dispatch suggestions rank by coverage, price and performance.
Rostering
Presence-based work too: recurring shift patterns, one-off shifts, open shifts staff can claim, and leave that blocks both roster and board.
Service
Field delivery, for your crew and your vendors
The doing workspace. Field workers and subcontractors see their day, capture photos, notes, forms and inspection results against the work order, and complete with a verified identity stamp. Vendors work the same jobs through their own portal or their own Planning Portal account.
My day
Each worker sees their run: jobs in order, travel between them, site and asset context, and offline-tolerant capture.
Inspections in the field
Work, site and estate inspections execute here, and their condition data feeds asset planning automatically.
Verified completion
Completion is stamped with a verified identity and can be gated on mandatory evidence: service reports, forms, photos, certificates or signatures, configurable per status transition.
Vendor delivery
Dispatched work mirrors into the vendor's own account. Their completion syncs back to yours with the evidence attached.
Field Wiki
The asset knowledge base your client can see
An optional workspace that turns your asset register into a living knowledge base: registers, site maps, plans, photos, manuals and history in one place, shareable with the customer as a read-only portal so they stop emailing you for the same PDF.
Asset registers
Assets with hierarchy, condition, criticality and full work history, bound per customer.
Site maps and plans
Geospatial capture, building footprints, and plan overlays with CAD and PDF extraction.
Client portal
Give a customer read access to their own slice: their sites, their assets, their reports, nothing else.
Knowledge articles
Procedures, standards and how-tos linked to the assets they apply to.
Admin
The business behind the work
Company settings, people and roles, customers and their bounds, billing, integrations and the vendor network. Roles decide who sees which workspaces; a field worker can live in a single-app view and never know the rest exists.
Roles and seats
Templates from admin to solo operator. Each role sees only its workspaces and functions, on web and both mobile apps.
Workflow and compliance
Configure which status moves are allowed, who can make them, and the documents each one demands. SLA policies drive the clocks.
Customers and bounding
Define the customers you service and bind assets, rules, contracts and billing to each, while scheduling and reporting still work across all of them.
Vendor network
Invite subcontractors, review their capability and pricing against benchmarks, then dispatch across company lines with completion syncing back.
Billing and plans
Stripe subscriptions, per-customer invoicing, and caps you can see before you hit them.
Functions travel with you
The same function shows a different face in each workspace. Switch workspace mid-task and you keep your place, the view changes, not the record.
Inspections
Planned maintenance
Work orders
Industry packs, not industry lock-in
Pick an industry at setup and the platform adjusts terminology, classification rules, compliance registers and demo data. Only your pack shows in the nav, the rest stay out of the way.
Healthcare
Essential services register against AS 1851 and AS 2896, infection control risk assessments, patient impact planning.
Education
Term calendars and exam blocks that steer disruptive works into holiday windows, campus registers.
Construction
Progress claims against a schedule of values, variations, defect registers and retention tracking.
Cleaning and hospitality
Rostered presence, site task plans and supplier terminology out of the box.
Property and FM
Maintenance request flows, lease-aware asset registers, planned maintenance regimes.
Fleet and equipment
Vehicle and plant registers, risk assessments and service scheduling, available to every industry.
See it with real data in it
The live demo drops you into a working company in your industry, as a planner, a scheduler, a field worker or a vendor.