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This week in Platy: the iPhone app, Jobber import, quoting with Claude

Platy teamPublished

A short video on what is new in Platy this week: the iPhone app on the App Store, bringing your clients over from Jobber, and quoting a job by talking to Claude. It also shows planning every crew's route with your phone turned sideways.

In this video

The iPhone app is on the App Store
Plan every crew's route sideways
Bring your clients over from Jobber
Quote a job by talking to Claude

What changed

  • Platy OS is on the App Store, free to download, and you log in with the account you already have
  • Turn your phone sideways on Today to see every crew's route, move stops between crews and set the best order
  • Bring your clients, properties, invoices and open quotes over from Jobber, and check it all before anything is saved
  • Connect Platy to Claude and build a quote by talking: it prices from your own numbers and saves a draft

Shipped this month

Coming next

  • Books upgrades

Plans, not promises. Things move as we learn.

Common questions

What is new in Platy OS this week?

The Platy OS iPhone app is on the App Store, you can bring your clients over from Jobber, and you can connect Platy to Claude and build a quote by talking.

Is the Platy OS iPhone app free to download?

Yes. Download Platy OS from the App Store and log in with the same account you use on the website.

Can I plan my crews' routes from my phone?

Yes. On Today, turn your phone sideways to see every crew's route on one map. Tap a stop to move it up or send it to another crew, or tap Best order to put a crew's stops in the shortest drive.

How do I move my clients from Jobber to Platy OS?

Open Settings › Import data and click Bring over from Jobber. Export your reports from Jobber, drop them in, and check everything before it is saved. Nothing is sent to your clients.

Related

On Platy OS

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