System Features

By utilizing a web-based platform, powered by Daptiv, Plan-It Management, LLC provides a unique electronic management system that comprehensively addresses the administration needs of property professionals. The system provides tools for managing tasks, documents, and schedules and provides reporting within an easy to use system that is accessible from any location with an internet connection. 

The Plan-It Management team works with clients to analyze current and future data management needs in order to deliver a personalized system for each organization. In addition, personalized automatically generated reporting based on client needs allows the system to provide real-time data that is pertinent to the client’s organization.

Services include the initial analysis of a client’s needs, current systems and process along with analysis of the organization’s long range goals and objects. Based on this analysis the team designs a system to address the defined needs in a way that meets the client’s requirements for data management and review. In addition, the team works to streamline processes in order to save the client time and expense. The team then works with the client to implement the system and train staff on the daily use of the management system. The team also works with management staff to provide personalized reporting solutions based on the client’s specific requirements.

Additional report writing, ongoing system support and training are also available.

With a low initial startup cost that includes consulting, setup and training, the system is a cost effective solution. The system is unique in that there are no yearly licensing fees, no long term contracts and no fees to buy upgrades when a version changes. Since the system provides unlimited data resources with daily secure backups, clients no longer need to purchase costly computer hardware or spend precious staff hours in the management of their system.