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PinPlanner

Plans on a map, not a spreadsheet.

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Frequently asked questions

Everything about how PinPlanner works, what it costs, and where it fits.

Getting started

What is PinPlanner?

PinPlanner turns a list of addresses into a live map you can assign resources from, and export a ready-to-use schedule. You add a list of resources (engineers, depots, storage locations - anything with a location) and a list of sites or jobs, see them both plotted on one map, then assign resources to the sites they should cover.

Who is PinPlanner for?

Project managers, service managers, event planners, and resourcing/agency coordinators managing work nationwide across the UK - anyone who currently works out coverage by eye on a spreadsheet or by bulk-assigning postcode areas.

Do I have to give up my spreadsheet to use PinPlanner?

No. PinPlanner isn't a replacement for your existing process, it sits alongside it. Export your assignments back to Excel or CSV and pull them straight into whatever spreadsheet you already run.

Mapping and addressing

How accurate is the address search?

Every address is checked against Ordnance Survey data, the UK's authoritative address source, not guessed with a general-purpose geocoder.

Can I search by postcode only?

Yes. Free accounts search by postcode only. Standard accounts and above get full address search.

What happens if an address can't be verified?

PinPlanner flags it rather than silently guessing - you'll see the place marked as not found, moved, or a possible duplicate, so you can fix it or confirm it yourself before it's treated as a real location.

Organising places

What are Lists?

A List is a named, colour-coded group of places. Lists are either a 'from' list (your resources - engineers, depots, storage) or a 'to' list (your sites or jobs) - assignment always runs from one to the other.

What are Groups, and how are they different from Lists?

A List organises places by type (resources vs sites). A Group cuts across that - it lets you select just the places relevant to what you're focused on right now, across every list in the project at once, without deleting or moving anything.

Can I select or search multiple places at once?

Yes. You can search a whole list with multi-line text (paste a batch of names or references and select all matches at once), or draw a circle, rectangle, or polygon directly on the map to select everything inside it.

Coverage areas

What is a coverage area?

A user-defined radius drawn around a resource on the map, showing how far it can reasonably reach. It's there to help you judge coverage visually, instead of guessing distances from a spreadsheet.

How do coverage areas help reduce costs?

Seeing real coverage on a map, rather than assigning by postcode area, cuts down on engineers crossing paths or being sent further than necessary - which means less mileage, less travel time, and lower cost per job.

Assignment and scheduling

How does assignment work?

You assign 'from' places (resources) to 'to' places (sites). One resource can cover many sites, but each site is only ever assigned to one resource - so there's never ambiguity about who's covering what.

Can I export my schedule?

Yes. Export your assignments as CSV or Excel. Your chosen format is remembered, so repeat exports use the same one automatically. See the full feature list for how this fits with the rest of the workflow.

Collaboration and teams

Can I share a project with my team?

Pro and Team accounts can share their own projects with other team members, who get either read-only or edit access. Standard accounts can accept a shared project, but can't share their own.

What's the difference between a team and a shared project?

A team is a group of people who can be invited into your projects. A shared project is one specific project you've given a team member access to. Only Team accounts can invite new people into their own team; sharing projects is available from Pro upwards.

Can a read-only team member still assign places?

Yes - deliberately. Assigning resources to sites is treated separately from editing the underlying lists and places, so any invited member can assign or unassign regardless of their permission level.

Do changes show up for everyone in real time?

Yes. Lists and places update live for everyone with the project open. Your own personal view settings - which lists you've hidden, which places you've selected - stay private to you and aren't shared with the team.

Pricing and accounts

How much does PinPlanner cost?

Free, then £9.99/mo (Standard), £14.99/mo (Pro), or £29.99/mo (Team) - straightforward monthly pricing with no sales call. See the full pricing breakdown.

What's included in the Free plan?

One project, up to 50 places, postcode-only search. You can join someone else's team, but can't invite others or share your own projects.

How many places can I add?

50 on Free, 500 on Standard, 1,000 on Pro, 2,000 on Team.

Do I need approval from someone else to sign up?

No. PinPlanner is priced low enough to be a single coordinator's own call, not something that needs a procurement process.

Where PinPlanner fits

Is PinPlanner just a mapping tool?

No - a basic mapping tool shows you pins on a map, but leaves you to eyeball who covers what yourself. PinPlanner adds coverage areas and structured many-to-one assignment on top, built specifically for the assign-and-export workflow, not general-purpose pin dropping.

Is PinPlanner a full field-service or CRM platform?

No, and it isn't trying to be. PinPlanner sits deliberately in the middle - more capable than a simple mapping tool, but without the cost or complexity of an all-in-one platform bundling CRM, invoicing, and vehicle tracking you may not need. It's built for the mapping and assignment step specifically, not to replace your whole operation.

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