In this guide, we'll walk you through how to create Plnar Pro projects from the Plnar Portal.
💻From the Plnar Portal:
Sign In & Create New Project
Log in to the Plnar Portal: https://portal.plnar.ai/#/login
After doing so, click the "New Project" button found at the top right of the Portal
Next, you'll see the "Create New Project" page.
Click on the "Create Snap Project" button at the bottom of that page to proceed with penciling in some details.
Enter Project Details
Type in the reference / claim number into the field shown below and click the "Continue" button. (You can enter the property address information and notes here as well.)
IMPORTANT - If you intend to sync with an estimates platform (Xactimate or CoreLogic) this reference number must match exactly how it appears in that platform.
Add Recipient's information and Send Project:
Add the First Name, Last Name, Mobile Number, & Email Address for the intended recipeint. Once you've done that, click "Send Project Link" to dispatch the text and email to the information provided.
And that's it!
The user will receive the SMS & Email project invite and can begin by tapping the link provided or entering the project code within the app.
Please feel free to use the chat icon found on this page to reach out to the Support Team if you have any questions.