Frequently Asked Questions

Yes. Planar connects with the tools you already use through native integrations and our API. We integrate directly with popular accounting software like QuickBooks and Xero, calendar apps like Google Calendar and Outlook, communication platforms like Slack, and file storage services like Google Drive and Dropbox. You can see the full list of integrations in our Help Center.

If we don't have a pre-built integration for a tool you need, our API lets you build custom connections or use automation platforms like Zapier to bridge the gap. Many of our customers sync data between Planar and their specialized industry tools this way. We're always adding new integrations based on customer requests, so if there's something specific you need, let us know and we'll consider it for our roadmap.

Absolutely. Planar is built for teams. You can add as many users as your plan allows, and each person gets their own login with customizable permissions. You control who sees what—some team members might need full access to financials and client data, while others only need to view their own projects and tasks.

Your data belongs to you, period. If you cancel, you'll have full access to export everything before your account closes. We provide straightforward export options for all your information—clients, projects, invoices, files, everything. You can download it in standard formats like CSV and PDF that work with other tools.

After cancellation, we keep your data for 60 days in case you change your mind or need to retrieve something you forgot to export. After that grace period, we permanently delete all your information from our servers. If you need your data after the 60 days, we can't recover it—so make sure you export what you need. We'll send you reminders before your account closes and before the final deletion happens.

Yes. Planar adapts to how you work, not the other way around. You can customize fields, create custom statuses for projects and tasks, build your own pipeline stages, and design forms that collect exactly the information you need from clients.

Your dashboard is fully customizable—pin the widgets that matter to you and hide what you don't use.

Yes. We have native mobile apps for iOS and Android. The mobile app gives you access to everything you need when you're away from your desk—check schedules, update project status, log time, send invoices, communicate with clients, and review documents. You get push notifications for important updates so you stay in the loop.

The mobile experience is designed for what you actually do on the go, not just a cramped version of the desktop interface. You can take photos on job sites and attach them directly to projects, capture expenses in real-time, and approve time-off requests from anywhere. Everything syncs instantly with the web app, so your team always sees the latest information no matter what device they're using.

The client portal eliminates the endless email chains. Instead of sending invoice PDFs back and forth, clients log in and pay directly through their portal. They can see project progress, review timelines, download deliverables, and message your team all in one place. It's branded to your business, so clients see your logo and colors—not ours. This makes you look more professional and organized, and it keeps all client interactions tracked and searchable in one system.

Our support team typically responds within 2-4 hours during business hours (Monday-Friday, 9am-6pm EST). For urgent issues that affect your ability to use Planar—like login problems or system errors—we prioritize those and usually respond within an hour. After hours and on weekends, responses take a bit longer, but we monitor for critical issues that need immediate attention.

Yes. Every new account gets access to our onboarding resources including video tutorials, setup guides, and email walkthroughs. These cover everything from adding your first client to setting up invoicing and project workflows. Most customers are up and running within a day or two following these materials.

Professional and Enterprise customers get personalized onboarding calls with our team. We'll walk through your specific business needs, help configure your account, import your data, train your team, and answer questions in real-time. We've onboarded everyone from solo consultants to 50-person agencies, so we know where people get stuck and how to get you past those points quickly. The goal is to make you productive immediately, not in three months after you've figured everything out the hard way.

Report it and we'll investigate immediately. Bugs get priority attention because they affect your ability to work. You can report issues through email, live chat, or our in-app feedback tool. Include as much detail as you can—what you were doing, what happened, any error messages—and screenshots help tremendously.

Yes. We provide training resources and can arrange live training sessions for your team. All customers get access to our knowledge base, video library, and interactive tutorials. These cover both basic features and advanced workflows, so new team members can get up to speed and experienced users can level up their skills.

Phone support is available for Enterprise customers who need it. Most support happens via email and live chat because it's faster and gives you a written record of the solution. When you email or chat, we can see your account details, share screenshots and links, and you have the conversation saved for reference later.

That said, some situations are easier to handle with a real-time conversation—complex technical issues, workflow consulting, or when you just need to talk through a problem with someone. Enterprise customers get a dedicated support line with priority response. If you're on a different plan and have an urgent issue that really needs a phone conversation, reach out and we'll make it happen. We're not rigid about this—we just want to help you in whatever way actually works.

We maintain 99.9% uptime, which is our target and what we consistently deliver. Our infrastructure runs on redundant systems across multiple data centers, so if one fails, traffic automatically routes to another. We monitor the platform 24/7 and have automated alerts for any performance issues.