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One Platform. Every Stage Of The Job.

Run Your Whole Business With TeckNation Project Planner.

Run Your Whole Business With TeckNation Project Planner. — topic overview

Manage Bids, Plans, Projects, Dispatch, Invoices, People And Reports In One System, With TeckNation AI To Help Prepare Trade Drafts And Review Information. Explore What Each App Does Before You Log In. Choose A Section To See Its Tools And How To Get Started.

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Enterprise · Owner Activation

Company Payroll Preparation

Earnings worksheets, review, approval, activity history and CSV exports. Payroll processing is not connected.

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Enterprise AI & Advanced Workflows

Meet TeckNation AI

AI Markup, Trade Checklists, Pricing Drafts, Smart Routing, Receipt Review And Marketing Copy.

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Your Connected Company

TeckNation Teams · Video Meetings

Recorded Meetings, Screen Sharing, Background Effects And Saved Chat.

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Your Connected Company

Project Timeline

Calls, Messages, Bids, Acceptance, Parts, Scheduling And Completion.

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Your Connected Company

Company Clients

Your Company’s Client Directory, Sales Stages, Follow-Ups And Communication History.

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Your Connected Company

TeckNation AI Route Planner

Plan Jobs Around Appointments, Skills, Distance And Home Bases.

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Keep Your Company Connected

TeckNation Teams · Messages

Send Internal Messages, Follow Company Conversations And Catch Up On Unread Updates.

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From Print To Proposal

TeckNation Project Planner Workspace

Bring Drawings, Device Details, Labor Estimates And Customer Documents Together In One Workspace.

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From Opportunity To Proposal

Bid Central

A Dedicated Space For Contractors To Post Jobs, Invite Bidders, Review Plans And Prepare Proposals With TeckNation Project Planner.

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From Site Walk To Sign-Off

Project Management

Manage The Work Behind An Installation With Checklists, Labor Tracking, Schedules And Project Records.

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One Team. Every Type Of Field Work.

Service & Install Dispatch

Coordinate Service Calls And Installation Jobs In One Section. Log In, Then Choose Service Or Install.

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Your People. Your Records.

Company & HR

Manage Company Details, Employee Records, Licenses, Insurance And Onboarding Documents In One Account-Controlled Section.

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From Receipts To Review

Tax Records & Reporting

Organize Income, Expenses, Receipts And Job Labor Costs Into Reports You Can Review And Share With Your Tax Professional.

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Company Marketing

Create Email Campaigns, Edit Video Clips And Publish To Connected Social Accounts.

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Company Activity Log

Review Company Connections, Publishing, Messages And Ticket Activity.

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Technician Job Reports

Keep Work Performed, Parts, Testing, Evidence And Customer Sign-Off With Each Ticket.

Open Technician Job Reports ↗
BID

Bid Studio & Playbooks

Trade Proposal Kits, Readiness Checklists, Saved Revisions And Editable Registers.

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Current Capabilities & Access

Know What Your Package Includes.

Receive Customer Payments In Every Package. Essentials, Professional and Enterprise include invoicing, provider-hosted payment links, late-fee tools, recurring invoice drafts and automated document email delivery after review. Use your own approved Stripe, Square or PayPal account. Provider fees, availability and company billing permissions apply. Recurring drafts are generated manually; document emails require a verified sender and confirmation. Automatic onboarding and payouts for every company are not connected yet; TeckNation Project Planner is not an independent payment processor.

Enterprise Payroll Preparation

Prepare regular and overtime earnings, additional earnings and pay-period worksheets. Review and approve the worksheet, track its history and export CSV records.

Owner activation is required. Direct deposit, deductions, payroll tax calculations and filings are not connected.

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Connected Company Workflows

TeckNation Project Planner includes HR and tax records and reporting from Essentials. Enterprise adds TeckNation AI, proposal playbooks, smart routing, marketing tools, recorded calls and advanced company activity. Service connections and company permissions determine which external actions are available.

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View The Complete Capability Guide →