Documentation
PlanMee Business Management System
Complete user documentation for managing projects, employees, clients, and finances
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Modules
Everything in one place.
Step-by-step guides for every part of PlanMee. Pick a module to get started.
AI AssistantAsk about your company data in plain language, search by meaning and connect AI tools like Claude Desktop over MCP.
JobsWorkers, hours, finance, invoices, documents, HSE and accommodation in one job detail, plus the job tracker.
Tickets & TasksKanban board with child tasks, checklists, time tracking, labels, templates and recurring tasks.
SalesLead database and pipeline with stages, offers and call reminders; a won deal becomes a job.
WorkersWorker records, wages, documents and credentials, contracts, portal access and questionnaires.- ClientsClient cards and spreadsheet view, contact persons with access control, documents and comments.
Financial ReportsCosts and revenues with verification and approval, payments, charts and statistics.- CashflowBalance outlook from documents, planned items and expected payments, with scenarios and indicators.
InvoicesReceived and issued invoices, recurring invoices, payments, reminders and sharing.
Document TemplatesEmployment document and Word templates, country sets, generation for workers and online signing.- Documents & CredentialsWorkers' certificates and documents with categories, planned renewals and reminders.
AttendanceAttendance and absences per worker, month locks, exports and import of attendance sheets.
CalendarShared calendar with events, absences, tasks and planned calls.
InventoryItems assigned to workers, inspections and service events with reminders, documents and history.- Reports & FilesReports in a collaborative block editor with version history, the file manager and the mail register.
- CollaborationChat with rooms and job chats, the whiteboard and company announcements.
- SubscriptionsYour PlanMee plan, users and storage, payments and invoices via Stripe.
Quick links
Guides for your role
For Project Managers
For HR / Worker Management
For Finance / Accounting
For Sales / Business Development
For Administrators
Key System Features
| Module | Key Capabilities |
|---|---|
| AI Assistant | Plain-language questions about your data, smart search, MCP connections |
| Jobs | Workers, hours, finance, invoices, documents, HSE, accommodation, job tracker |
| Tickets | Kanban board, child tasks, checklists, time tracking, templates, recurring tasks |
| Sales | Lead database, pipeline, offers, call reminders |
| Workers | Records, wages, documents & credentials, contracts, portal, questionnaires |
| Clients | Cards and spreadsheet view, contact persons, documents, comments |
| Finance | Financial reports, cashflow, invoices, bank statements, work hours |
| Documents | Document templates, online signing, contract documents, files, mail, reports |
| Organization | Calendar, attendance and attendance import, inventory, accommodation |
| Collaboration | Chat, whiteboard, announcements, notifications |
| Administration | Settings, users, access control, companies, deletion requests, audit log, KPI |
| Account | Subscriptions, billing, GDPR |
Need help?
Check the relevant module documentation, use the search, or contact your system administrator.