Plenix Documentation

First steps for new tenants — create your company, add your team, and understand how Plenix modules connect.

The screen you land on. Build it from widgets so the numbers you care about are the first thing you see each morning.

Track contacts, companies, deals, proposals, and campaigns through your full sales pipeline with activity timeline and analytics.

Create a form, embed it on your website, and have every submission arrive in Plenix as a lead automatically.

The chain that runs from an accepted proposal through stock, delivery and invoicing to recurring revenue — mostly on its own.

Manage support tickets end-to-end: create, assign, prioritise, escalate, resolve. Includes SLA tracking, a knowledge base, and a branded client portal.

Connect your mailbox so incoming email becomes tickets and replies go back out from the same conversation.

Create work orders, dispatch technicians from the schedule board, issue permits to work, and schedule preventive maintenance.

Project planning, task assignment, timesheet logging, budget tracking, resource allocation, contracts, and client onboarding checklists.

Create and send invoices, manage recurring billing plans, handle subscriptions, and accept payments via Stripe, GoCardless, PayPal, and BACS.

Bank reconciliation, VAT returns, journal entries, chart of accounts, credit notes, and multi-entity financial consolidation.

Find out which jobs, clients and contracts actually make money once time, parts and expenses are counted.

Real-time device health, CPU/memory/disk alerts, SSL certificate tracking, patch status overview, and interactive network topology maps.

Monitor your managed print fleet: toner levels, page counts, offline alerts, and automated billing. Requires the Plenix Gateway agent on the printer's network.

Remote Monitoring & Management: run scripts, deploy patches, open RDP sessions, manage automation policies, and execute remote commands on Windows devices.

Employee records, payroll runs, leave management, expense claims, shift scheduling, mileage tracking, overtime, and recruitment pipeline.

Build training courses, assign them to staff, and track who has completed what — including certifications that expire.

Set company goals and key results, then let Plenix update progress automatically from real data instead of manual check-ins.

Manage stock items, track quantities across multiple warehouses, run physical stock counts, and handle stock transfers between locations.

Raise purchase orders, receive goods, manage vendors, handle supplier quotes, and match invoices against delivery receipts (3-way matching).

Customer health scores, NPS survey campaigns, and structured onboarding checklists to guide new clients to value.

The client self-service portal — clients submit tickets, view invoices, accept proposals, browse devices, and access documents without contacting your team.

Document storage with version control, folder structure, and secure sharing. Files can be shared with clients via one-time access tokens.

Contract lifecycle management: create, track, and renew agreements. Separate from ticketing contracts — this covers all business contracts.

Send a document for signature and get it back signed, without paying for a separate e-signature service.

Encrypted credential vault — store client logins, API keys, and access details per company. Share securely via one-time access links.

Internal audits, incident logging with root cause analysis, live risk register, QHSE training management, and evidence tracking.

Matter management, court dates and hearing deadlines, conflict of interest checks, and billable time entries for legal billing.

Internal AI assistant for staff: summarise records, draft ticket replies, answer platform questions, and run semantic search across your data.

AI-driven ticket triage, diagnostic playbooks, and the policy engine that governs every autonomous action. Enterprise plan only.

Build no-code automation rules: define multi-condition triggers and actions across modules. Test with dry-run before activating.

Custom report builder, saved dashboards, scheduled report delivery, and profitability analysis across all modules.

Build a report from any data in Plenix, save it, schedule it, and have it emailed to whoever needs it.

Ready-made analytics and industry benchmarks so you can see how your business compares to similar companies.

Shared team calendar — view all scheduled work orders, court dates, leave, and project milestones in one place.

Bulk import contacts, companies, inventory items, and other data from CSV files. Preview and field-map before committing.

Connect Plenix to the tools you already use — accounting packages, Microsoft 365, Slack and more.

For your IT team: REST endpoints, API keys and webhooks for building your own integrations on top of Plenix.

Use Plenix from a phone or tablet — check today’s jobs, update tickets and log time while out on site.

Property management for letting agents and landlords: properties, tenancies, maintenance requests, and rent payment tracking.

Manufacturing and production: bills of materials, work centres, production orders, quality checks, and machine maintenance schedules.

Platform-level configuration: custom fields, email templates, workflow rules, announcements, and notification preferences.

Your own workspace settings: access roles and permissions, custom object types, integrations, mailboxes, and automation rules.