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WrightPlan

WrightPlan

What Is WrightPlan?

Streamline and centralize your workflow with a single, web-based system for seamless management of customer & vendor contacts, quotes, jobs, schedules, invoices, assets, and more.

Whether in the office or the field, WrightPlan fleet management software optimizes operations, reduces costs, and enhances safety with real-time data and analytics.

Who Uses WrightPlan?

Small, medium, and enterprise-level Industrial Services and Heavy Lift businesses. Typical users include owners, operations managers, dispatchers, estimators, sales managers, and company admin.

WrightPlan Software - Customer Relationship Management: From storing contact information to tracking follow-up tasks, meeting notes, and activities, WrightPlan's one-stop CRM module keeps your customer data organized & accessible.
WrightPlan Software - Estimating and Quoting: Reduce misquoting & losses and make quoting-by-hand a thing of the past with user-configured pricing lists for labor, equipment, materials & more.
WrightPlan Software - Job Creation: Have information from quotes feed directly into Job and Schedule creation. Browse quoted labor and equipment for quicker, more accurate scheduling of demand.
WrightPlan Software - Scheduling and Dispatching: Stop wasting time trying to get the right people, equipment, and dates booked for each Job. Whether you’re scheduling months ahead, the night before, or the day of, WrightPlan can help you accommodate your customers better.
WrightPlan Software - Invoicing: Save time on billing with automated invoice hard copies that are configurable to meet your needs. Preview, download, or reassign drafts to team members, and when you’re ready to finalize, use the in-system emailing function.

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