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Any contractor managing service work and large, production jobs looking to streamline their business in a single system.
Not provided by vendor
They are super slick and the system walks everyone through it with out any issues. Customer service is awesome as well.
The program itself is not a simple program, report functions are poor, use for field tech poor.
We can recommend this product to roofing companies that appreciate the importance and value of accurate information management.
The inability to create custom templates without having to go thru the company and paying additional for these.
We like the versatility of the product as well as the ability to customize the menu options for more focused reporting.
It just didn’t function easily and was very difficult for employees to use.
The functionality is amazing, and the continued growth and development keeps up with technology and the demands of roofing contractors. The complete history kept in easy access.
My experience can not be taken as typical, as it was never truly implemented. Coming from a CRM and not getting hands on training, made it an uphill battle.
Overall, a great experience with Visual Planning. From implementation, to customization, training, support - it's all great and the platform helps us run much more efficiently than we were previously.
Limited functionality in automation and encountered glitches when deploying auto-email notifications.
We are pleased that what we thought we were buying is what we ended up with as our end product. Overall we are very pleased.
While it is a good thing, so an outsider/average user it can be confusing or intimidating.
Visual Planning is a perfect project management platform which helps to improve collaboration.
Initial setup and customization require a bit of time and effort which can be a hurdle for small businesses or teams with limited resources.
I like the flexibility, the level of customization, and the amazing customer service.
It isn't a 2 minute setup, which won't work too well for small businesses, as it front loads some of the costs.
Prioritize real-user-identified key features according to your needs to find your best fit.
Dataforma
Visual Planning
Top FeaturesDataforma
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Visual Planning
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