Check out our Getting Started Guide for a walk-through of how to get your planning underway with PlanRight.
PlanRight is a powerful add-on for WorkflowMax and Xero Practice Manager. It makes managing workload for you and your staff a breeze.
Find out more about PlanRight on our blog.
Who is PlanRight for?
PlanRight is an add-on for WorkflowMax (which is also called Xero Practice Manager), so you need to be using WorkflowMax before you can use PlanRight.
WorkflowMax is a great tool for managing quotes, jobs and invoices and PlanRight is an add-on that helps with scheduling the work among your teams.
It's great for administrators, project managers, team leads and individual team members to get visibility of what is being worked on and when.
How do I have a look?
You can have a play with PlanRight for free for two weeks by signing up from our website
After you signup, you'll be able to connect to your WorkflowMax account and your jobs will be downloaded so you can start planning.
PlanRight includes the following features:
- Automatic sync with XPM and WFM
- Schedule tasks for your team on a calendar
- Track capacity for your whole team
- Record time, notes and status of tasks
- Automatic task reminder emails
- Rollover jobs monthly or annually