PLANCRAI SUBSCRIBER PORTAL

One clean place to start, set up, and return to PlanCrAI.

Use this portal for account setup, onboarding, legal links, support, shared customer records, documents, team access, and integrations. It uses the same private company workspace as the iPad and iPhone app. The complete sales, scheduling, installation, accounting, and marketing workflows remain in the native app.

Sign in to your workspaceTry 2 weeks free

BUILT FOR SMALL SHOPS

Start with the business you have today.

Use your existing Gmail, iCloud, Microsoft 365, or other valid mailbox. Your PlanCrAI password is separate from your email password.

Just me / many hatsThe owner can work as administrator, salesperson, appointment setter, installer, and accounting.
No price book requiredCreate a quote with your own description, quantity, color, and price. No accounting system or SKU is required.
Grow without starting overAdd employees, PriceKit, or an uploaded price list later. Existing customers, quotes, orders, and campaigns remain in place. Add campaigns from Marketing, and new employees from Team Setup.
Open PlanCrAI WorkspaceSign in securely from a desktop, iPad, or phone.Open →Try 2 weeks freeOpen PlanCrAI in your browser, request Apple TestFlight, or choose both. No credit card required.Open →Review owner setupThe shortened required path from verified owner to PlanCrAI Workspace.Open →Financing setupChoose or verify outside lender options without blocking other payments.Open →SupportUse when a customer needs help, account changes, or setup guidance.Open →

SETUP FLOW

Keep customers moving in the right order.

The portal now reads like a launch path instead of a pile of disconnected boxes.

1

Create account

Start with the owner contact, business name, password, email confirmation, and required legal acknowledgement.

2

Choose plan

Pick the subscription and setup path. Live checkout stays off until the approved purchase path is ready.

3

Choose how you work

A solo owner can wear every hat and use manual pricing. Add employees, integrations, PriceKit, or an existing price list whenever you are ready.

4

Open workspace

Use the same account on desktop, iPad, and iPhone for sales, measurements, proposals, and job handoff.

PAYMENTS & FINANCING

Do not block the business because one payment path is unfinished.

Normal payments, accounting, and setup work stay separate from optional third-party financing.

Available nowRequest access, onboarding review, legal links, support, and setup planning.
Payment-safeCash, check, card, ACH, Stripe, PayPal, and accounting paths should stay available even if financing is unfinished.
Waiting on approvalPublic subscription checkout turns on after Apple confirms the production purchase path.

AVERY

Avery gives every subscriber a practical operations assistant from day one.

Avery keeps getting better as PlanCrAI adds more supported workflows, integrations, and role-safe automations.

Avery follows your company roles and permissions. She can open safe read-only information automatically, asks before customer-facing or record-changing actions, and blocks high-risk actions while driving.

Field day help

  • Open my next appointment
  • Give me directions
  • Read the job summary
  • Show open items
  • Tell me the next best action

Customer follow-up

  • Draft a customer text
  • Draft a customer email
  • Prepare tomorrow's reminders
  • Summarize a meeting
  • Recap customer objections

Sales coaching

  • Analyze my sales presentation
  • Check Good/Better/Best clarity
  • Review financing discussion
  • Confirm close attempt
  • Create an internal coaching note

Project records

  • Open the customer file
  • Show project photos
  • Check missing photos
  • Read material status
  • Check whether a PO exists

Safe automation

  • Close out an appointment
  • Mark arrived after confirmation
  • Add an internal note after confirmation
  • Queue PO review
  • Explain what requires approval

LEGAL & ACCOUNT LINKS

Keep these visible before payment, during setup, and from support.

Open the same legal documents used during onboarding, or download a copy for your records.