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  • FEATURES

    Bizz Profile

    One hub for all consultant profiles
    Client cohesive offers and overview
    Share CVs online with clients
    Flexible profile presentation



     
    Read more about Bizz Profile

    Bizz Planner

    Get up to speed by better planning and overview for your business. It's key to secure long term growth. The module Bizz Planning is designed to help consultant businesses.
     
    By visualizing your business data, the consultant manager, management team, and sales can follow and filter to understand better where to focus their efforts.
     
    Read more about Bizz Planner

    Bizz Subcontractor

    Do you get more inquiries than you can handle and need to find more skilled consultants? A subcontractor network can be the solution. 
     
    Manage invited professional's profiles and respond to assignment requests with the subcontractors' profiles in your company's unique CV templates. 
     
    Read more about Bizz Subcontractor
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Support videos
Bizz Planner

Here you find support videos for Bizz Planner. 

Bizzcoo support button
Questions?
You can get support during office hours. Ask your question in the chatbot in the right bottom corner. 
HubSpot Video

 

How to...

How does Bizz Planner work
planner organization team utilization_rate filter

How does Bizz Planner work

In this video you get a short introduction and overview over the planning tool's main function the section called planner.

Statistics work in Bizz Planner
statistics reports kpi historic_data

How does statistics work in Bizz Planner

In this video we go trough the section Statistics. The aggregated statistics view for follow-up & reports provide an in-depth analysis of the status at your company. Choose what specifically you want to look into.

Use the dashboard
organization team consultant quick_view

How to use the Dashboard in Planner

In this video the dashboard section is presented with the most common measurements and quick views available.

How to monitor customers and assignments in Bizz Planner
customer assignments filter leads customer_responsible

How to monitor Customers and Assignments

Role: Team Manager & Company Owner

In this video we go through the assignment section in Bizz Planner. Easy to list assignments, customers or leads needed to be followed up.

How to Understand the utilization rate-thumb
utilization_rate planner

Understand the utilization rate

In this video we describe the utilization rate and how it works in Planner.

Find a consultant in Planner
planner consultant

How to find a consultant in Planner

Role: Team Manager & Company Owner

In this video you learn how to search and find consultants in Bizz Planner. Useful when needed to quickly check availability or add an assignment to a consultant.

HOW TO Navigate in your Organization in Planner
organization teamlead

How to navigate in your organization in Planner

Role: Team Manager & Company Owner

In this video we go through how easily you find the data that is most relevant for you as a teamlead through "My Organization".

How to download reports in Bizz Planner
reports statistics excel

How to download reports in Bizz Planner

Role: Team Manager & Company Owner

In this video we showcase the possibilities of downloading different reports under the statistics section. These reports allows for flexibility to work and sort in excel on a weekly basis aswell.

How to find or edit customer information
manage_customers customer_responsible

How to find or edit customer information

Role: Team Manager & Company Owner

In this video we go through how you manage your company's customers in Bizz Planner.

How to create a new customer
manage_customers CRM

How to add a customer in Bizz Planner

In this video we show how you add another customer to your company's customer list.

HOW TO Delete a customer
manage_customers CRM

How to delete a customer in Bizz Planner

In this video we show how you remove a customer on your company's customer list.

How to configure the basis for the utilization rate
utilization_rate company_settings

How to configure the basis for the utilization rate

Role: Team Manager & Company Owner

A company owner can decide whether the activities in planner should be included in the calculation for the utilization rate or not. This is how it can be done.

Exclude people in the utilization calculations
utilization_rate company_settings

How to exclude people in the utilization calculations

Role: Team Manager & Company Owner

In this video we go through where you can define and set the activities presented in Planner. If certain activities should be included in the calculation for utilization rate or not. Here you customize as you prefer such as name, color, etc. based on your ways of working.