Plancraft
By Plancraft
The typical implementation process for Plancraft:
Account Setup: Register online, select plan, and gain instant access to the platform—no installation required.
Data Import: Import master data, service lists, and material catalogs (GAEB, DATANORM, CSV) into Plancraft for a central starting point.
User & Team Onboarding: Add employees, assign permissions, and invite staff to download the Plancraft mobile app for field access.
Workflow Customization: Configure templates for offers, invoices, documentation, and automate work orders to fit business needs (can be refined as you use the platform).
Training & Go-Live: Self-serve guidance gets most users live in hours, while expert support is available for walk-throughs and best practice setup.
Plancraft allows significant operational adjustments to align with different business processes:
Custom Document Creation: Users can rapidly create professional offers, invoices, and work orders using a drag-and-drop interface. Document templates and report templates support customization, so businesses can produce documents that reflect their branding and compliance requirements.
Master Data Management: Companies can import and manage their own master data, such as customer records, service catalogs, and material lists. Integration with industry standards (like Datanorm and GAEB) means that material catalogs can be adapted for unique business requirements.
Project and Employee Configuration: The planning board, scheduling, and employee/crew management tools allow businesses to define their own job roles, assign staff to projects, and create custom groups or teams for more efficient coordination.
Business Structure Support: The platform is adaptable for solo entrepreneurs, small teams, and larger companies, with scalable features like project folders, dashboards, and post-calculation tools.
Discounts and Payments: Plancraft enables custom application of flat rate and cumulative discounts, both in the offer and invoice modules. This ensures pricing and billing can be adapted to preferred sales models or contract terms.
The software offers customizable process touchpoints:
Automated Work Orders and Instructions: Businesses can tailor the flow of information by creating custom work instructions and material lists for projects.
Notifications and Reminders: Automated notifications for project changes or work hour logging are configurable, allowing for workflow alignment with specific operational priorities.
Digital Time Tracking and Absence Management: The mobile app supports custom time categories, vacation tracking, and event-specific notes, so different types of labor and leave can be documented according to company-specific rules.
Exports and Accounting Integration: Financial data exports (including to DATEV) are configurable, simplifying integration with external accountants or industry-specific tax workflows.
User testimonials highlight tailored use cases:
Companies have transitioned from manual processes (Word/Excel) to customized digital workflows, drastically reducing time spent on documentation.
Features like custom checklists, report templates, and project folders have helped teams align the software with their unique job site and administrative processes.
Plancraft provides a range of support and training resources to ensure new users can start quickly and maximize the software's benefits.
Intuitive Onboarding: Plancraft emphasizes ease of use and an intuitive user interface, allowing most users to get started without extensive prior experience or specialized training. The software is specifically designed so that even users new to craft software can create accounts and begin using features like document and offer creation immediately.
Free Trial with Full Access: Everyone is encouraged to explore all features via a free 7-day trial, which comes with no obligation and does not require credit card information. During this period, users can access every tool, gaining hands-on experience at their own pace.
Personalized Onboarding Support: New users can receive extended trial periods and tailored assistance simply by requesting more time or additional guidance from the Plancraft team.
Direct Customer Service: Plancraft offers direct support by phone and email. The support team is available Monday to Friday, 9am–6pm, for personalized consultations and to answer technical questions
Responsive Consultation: For any complex onboarding needs—or if more time is needed to evaluate or deploy the platform—users can reach out for a non-binding, customized consultation and practical guidance from Plancraft advisers.
Positive User Community Feedback: The platform consistently receives high satisfaction ratings and positive feedback for its approachable support and regular product updates, as confirmed by hundreds of reviews on Capterra, Trustpilot, and the App Store.
Plancraft implements several security measures designed to protect user and business data throughout its cloud-based platform.
Plancraft operates entirely in the cloud, which provides robust protection frameworks and means data is accessible only through secure user accounts. This cloud architecture allows for real-time synchronization while maintaining data integrity and centralized management.
Centralized Master Data Management: All sensitive information—such as customer records, service catalogs, and project files—is stored in a secure system. Plancraft ensures easy access for authorized users while protecting it against unauthorized entry.
Granular Access Control: Features like project-based file storage and employee roles allow businesses to control which team members have access to specific records and documents, minimizing risks from inappropriate data exposure.
Digital Signatures: The platform enables secure, legally valid digital signature workflows for documents, agreements, and completion reports. This speeds up verification processes and significantly reduces risks associated with paper-based approval or forged documents.
Project-Based Chat: Communication is managed within the platform’s secure chat system, integrated directly into each project. Messages, updates, and files shared here are stored within the cloud platform—not exposed on external channels.
Secure Data Export: Financial data and working hours can be reliably exported for accounting and payroll through dedicated controls. Integrations, such as exports for DATEV, are designed to ensure only accurate, approved data is shared outside the core platform.
Access Logging: Real-time dashboards and project folders track all activity within the system, providing an auditable trail for all additions, changes, or exports of business information.
Regular Updates: Plancraft is maintained with regular software updates that consistently strengthen security and performance. User feedback directly influences feature enhancements, ensuring any newly identified risks or vulnerabilities are promptly addressed.
Plancraft releases updates on a continuous and frequent basis, demonstrating a commitment to keeping the software current, secure, and responsive to user feedback.
Constant Feature Improvements: Plancraft is described by real users and the company itself as software that receives constant updates and new features. This approach ensures the platform evolves rapidly and regularly incorporates enhancements—directly influenced by the needs and feedback of active users.
Active Development: The team behind Plancraft is proactive in making improvements, suggesting that users benefit from an agile and ongoing release cycle rather than infrequent or annual updates.
User-Focused Changes: Updates often include usability enhancements, additional features for processes like project management or time tracking, and improvements to reporting, documentation, and security functions. The cycle is driven partly by requests and suggestions from real tradespeople actively using the platform.
Seamless Delivery: Because Plancraft is cloud-based, updates are automatically applied across the entire platform without requiring manual intervention from customers. All customers always have access to the latest version and features as soon as they are released.
Transparent Communication: Plancraft communicates clearly about updates and new features through notifications and a strong customer support presence. This transparency makes it easy for users to stay informed about improvements or changes that affect their workflow.
No Service Disruption: Updates are managed in the background, preserving uninterrupted access to tools and minimizing workflow disruptions for end users.
Plancraft’s policy ensures that users maintain ownership of their data and can easily port it as needed for accounting or operational requirements.
User Control: Plancraft is designed for craftspeople and their businesses to organize and manage their master data, project files, offers, invoices, and documentation in a secure cloud system. All data input—such as customer details, material catalogs, and project documents—remains under the control of the user or business entity.
Access and Privacy: Users have exclusive access to their business information, and the platform provides secure access protocols to ensure privacy and ownership are preserved throughout the use of the software.
Seamless Export Features: Plancraft offers extensive data export options, enabling users to transfer working hours, invoices, reports, and financial data to their accountant or external platforms with ease. For example, the platform supports direct exports to DATEV, a widely used European accounting system, facilitating hassle-free movement of financial records.
No Vendor Lock-In: The export features ensure users are not locked into the platform. Businesses can take their project folders, calculation data, documentation, and financial records with them if they need to migrate to another accounting or enterprise system.
Easy Data Access: All files, photos, communication data, and master datasets are stored transparently in user-controlled file storage, making retrieval and exporting straightforward for users whenever needed.
Fair Cancellation Policy: Plancraft allows users to cancel their account with just one day’s notice, supporting smooth offboarding and ensuring continued access to their records for export and archival purposes.
Plancraft allows businesses to flexibly scale their subscriptions up or down as organizational needs evolve, with clear terms supporting both upgrades and downgrades.
Instant Upgrade: Teams can upgrade their subscription to higher tiers or add more users/employees as needs grow. The upgrade typically takes effect immediately, with any pricing adjustments applied at that time, so additional features or capacity are available right away.
Seamless Transition: Because Plancraft is cloud-based, upgrades or expansions do not disrupt ongoing projects or require complex technical interventions. All additional features or slots for new users become accessible without downtime.
Tailored for Growth: The platform supports a range of organizational sizes—from solo entrepreneurs to large teams—with pricing and features that automatically scale to fit the selected plan and the number of users or projects managed.
Flexible Downgrade Policy: Users can downgrade their plan if organizational needs decrease (e.g., fewer users or reduced feature requirements). The downgrade takes effect at the end of the current billing cycle, ensuring there is no loss of access or disruption to current operations until the cycle concludes.
Easy Plan Changes: Plan changes can be made via the customer portal or through direct contact with Plancraft support, allowing organizations to adjust and optimize their subscriptions as their requirements change over time.
Transparent Billing: Any price adjustments related to scaling are communicated with at least 30 days' notice, ensuring predictability for budgeting and planning.
Plancraft provides clear and flexible contract renewal and cancellation terms for its software subscriptions, prioritizing transparency and ease for businesses.
Automatic Renewal: Paid subscriptions are automatically renewed for the period initially selected (monthly or yearly), unless explicitly cancelled by the user before the renewal date.
Notification and Objection: Customers may object to changes in the terms or cancel the agreement before the renewal is processed. If no objection or cancellation is communicated, the new subscription period and any updated terms take effect.
Ongoing Access: The subscription is linked to a single account and, accordingly to the respective company, includes all features and data available throughout each renewal period.
Advance Notice: Users can cancel their subscription up to one day before the end of the current contract period (either monthly or yearly), and this deadline is inclusive of weekends and holidays.
Cancellation Channel: Cancellation requests must be submitted by email ([email protected]) or by letter. The request should include the user’s full name, registered email, and company address, and must be sent from the admin account’s email address for verification.
Late Cancellations: If the cancellation deadline is missed, the service is automatically extended for the following subscription cycle, with the cancellation only becoming effective at the end of that new period.
Provider-Initiated Termination: Plancraft may terminate the contract with 30 days' notice (for standard cases) or immediately for serious breaches of contract or improper use of the platform.
Extraordinary Termination: Rights to terminate without notice exist for cases of serious breach, but immediate customer termination is not available simply for temporary service withdrawal by the provider unless contractually specified.
Data Export: Upon cancellation, users can export essential data such as invoices and contacts anytime themselves. Plancraft also assists in transferring data to a format specified by the platform upon the user's request.
Plancraft software meets strict compliance standards, with a particular emphasis on GDPR compliance and data protection for EU users.
Plancraft is explicitly described as GDPR-compliant, ensuring the highest standards of data privacy and user protection for businesses operating in the European Union.
The software uses the latest encryption technologies to safeguard data from unauthorized access, supporting requirements for secure data management and privacy by design.
For any data transfers to the USA, Plancraft refers to EU Commission adequacy decisions (Article 45 GDPR), involving only companies certified in accordance with approved compliance frameworks.
All project data is hosted on secure servers, with strong protection measures that support compliance with relevant legal and data security requirements for business operations.
