PlanRight

Get full visibility of your scheduling and future-planning confidently with PlanRight – the powerful add-on for WorkFlowMax / Xero Practice Manager.

Get a fresh perspective on capacity planning.

PlanRight enhances your ability to capacity plan - helping you to scale your offering, provide better service and become more profitable.

Full visibility

Get an instant view over all your projects - the tasks allocated to each person and when they are doing it. As well as seeing all work that's been scheduled, you'll also be able to track people's individual progress on projects.

Real-time insights

Avoid work flow surprises and give yourself the flexibility to accommodate work changes easily by seeing exactly who has capacity and who's overbooked - instantly.

Adaptable

Plans can change suddenly. People get sick, project timings get pushed out - clients need additional work. PlanRight can be updated and recalibrated in no time, so you can reconfigure the team's capacity and react instantly to any changes that come your way.

Simple to use

Bold graphics, multiple filters and easy-to-use 'drag and drop' management means everyone can get up and running quickly and simply.

Efficient

Scheduling in work becomes incredibly efficient with the clever dashboard showing you exactly who has, or hasn't, got capacity on a daily, weekly or monthly basis.

Improved communication

Letting your team know about workflow planning is straight forward and painless. Everyone simply logs into PlanRight for an instant snapshot of what's been allocated, removing any need to send additional emails or messages about workflow plans.