PlanE is the one plan your business runs on: quotes, jobs, invoices, payments, payroll and the books, in one place, set up and looked after by people you can call. Built for flooring and trade businesses.
Quote to payroll in one login. Nothing gets re-typed into a second app.
Enterprise
Real accounting, real payroll, roles and history. The tools big companies pay consultants for.
Every day
It works the morning you need it. We set it up, import your data and answer the phone.
That’s the plan. Plan E.
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Welcome back, Jordan7d30d90dCustomize
Active jobs18↗ 7 started in the last 30 days
Open quotes$84,250.00 6 awaiting a response · 9 sent in the last 30 days
Cash on hand$126,480.32↗ $18,940.50 net in the last 30 days
Receivables$41,880.00↘ 2 overdue · 11 open invoices
Cash flow
Net cash flow$18,940.50$64,212.00 received · $45,271.50 spent · vs $9,804.25 net in the prior 30 days
Sep 2Sep 8Sep 14Sep 20Sep 26Oct 1
Today
Replace rooftop HVAC unit8:00 AM – 12:00 PM · Marcus Reed
Kitchen drywall patch & paint1:00 PM – 4:30 PM · Jordan Lee
Fence post install – OakridgeAll day · Ana Kim
Next up
Water heater swapHillcrest Duplex RemodelTomorrow
Deck stainingMaple St. BackyardIn 2 days
Panel upgrade inspectionRiverside Office Fit-outIn 4 days
Out today: Priya Shah, Tom Becker
My todos
Add a todo…
Call Hillcrest about tile selection
Pull permit for panel upgradePanel upgrade inspection
Order 40 ft of cedar picketsFence post install – Oakridge
Send Q3 sales tax worksheet to Dana
My jobs
Replace rooftop HVAC unitRiverside Office Fit-out · Oct 2In progress
Water heater swapHillcrest Duplex Remodel · Oct 3Scheduled
Fence post install – OakridgeOakridge Fence Line · Oct 2Needs materials
Deck stainingMaple St. Backyard · Oct 4Planned
The PlanE dashboard. Jobs, quotes, cash flow, today’s schedule and payroll on one screen.Sample data
Why Plan E
Most software gives you one piece. You need the whole business to work.
Most flooring companies run on a quoting app, an invoicing app, a payroll service, a bookkeeper’s software and a group text for the schedule. PlanE replaces the stack, and we do the replacing.
01
Everything
Every record lives once. A quote becomes a job, the job becomes an invoice, the invoice lands in the books and the hours land in payroll.
Customers, quotes, jobs, schedule and invoices
Inventory, vendors and labor rates
Books, payroll, people, forms and files
02
Enterprise
The back office a big company has, sized for yours. Nothing to bolt on later.
Chart of accounts, P&L, balance sheet, cash flow
Pay runs, direct deposit and tax forms
Roles for owners, office and crews, with a full change history
03
Every day
Tech that works for you, not the other way round. You never read a setup guide.
We import your data and build your templates
We train the office in an afternoon
Phone and email support from people who know your account
The platform
Everything you run, in one place.
One login, one bill. Turn on what you need today, and when your business needs something new, we build it for you.
Customers and quotes
Every contact, quote and job on one record. Quotes use your work items, labor rates and flat fees.
Jobs and projects
Track each job from quoted to done, with materials, checklists and the people on it.
Schedule
Crews see the week on their phone. Move a job and everyone knows.
Invoices and payments
Send the invoice, get paid by card or bank, and let reminders chase the late ones.
Inventory and vendors
Products, stock on hand, locations and low-stock alerts, with vendor bills alongside.
Finance
Real books: chart of accounts, journal, bank transactions, P&L, balance sheet and cash flow.
Payroll
Pay runs on your schedule, direct deposit, overtime, garnishments and year-end forms.
People
Onboarding, I-9s, time entries and time off for employees and contractors.
Forms and e-sign
Site surveys, change orders and approvals signed on a phone and filed on the job.
Files
Photos, plans and documents attached where they belong, shared when they should be.
Workflows
Invoice reminders, funding alerts and follow-ups that run on their own.
Reports
Job costing, receivables and payroll summaries that match the books, because they are the books.
Need something that isn’t here? We build custom modules for your business, and they are part of your plan. Every module included in PlanE
Tailored managed service
Switching is our job, not yours.
You do not migrate to PlanE. We build your PlanE around how you already work, then hand you the keys.
Week1
We talk
A 30-minute call. What you sell, who does what, what the office hates doing. We write it down and come back with your setup plan.
Week2
We build it
We import your customers, open invoices, products and labor rates. We set up your quote templates, roles, pay schedule and chart of accounts.
Week3
You go live
We train the office in an afternoon. Crews get the schedule on their phones. We stay on the line through your first invoices and your first payroll.
Then∞
We keep building
Any feature you wish PlanE had, we build it for you at no extra cost. Your request goes on our roadmap, not into a ticket queue.
30-day money-back guarantee
If PlanE isn’t running your business better in 30 days, you don’t pay.
Use the whole platform for 30 days with our team doing the setup. If it isn’t working for you, tell us and we refund your first month in full. No forms, no exit interview, and we help you export your data.
Full refund of the first month, any reason
Your data exported and handed back
No long-term contract after the guarantee either
Pricing
One plan. Everything included.
Priced to your business, not per seat. We quote it on the first call and it does not go up when you turn on another module.
All twelve modules, plus the ones we build for you