PlanSync Documentation
PlanSync helps construction and operations teams manage drawings, field workflows, proposals, and O&M in one workspace. This documentation is written for:- Customers using the app day to day
- Workspace admins configuring teams and permissions
- Client IT teams integrating PlanSync with internal systems
What you can do in PlanSync
- Manage workspaces, members, and projects
- Upload and organize drawings/files with version control
- Track issues, RFIs, punch lists, and field reports
- Create takeoffs and estimate proposals
- Run O&M workflows: assets, maintenance, inspections, work orders, occupant reporting
- Share client-facing and public token-based portals
Product areas
- Start with Getting Started
- Review construction modules in Features
- Review O&M in Operations & Maintenance
- Learn portal experiences in Portals
- Manage billing and permissions in Admin
Integration APIs
PlanSync exposes APIs under/api/v1 and /api/stripe.
- Most endpoints use authenticated user sessions (cookie-based Better Auth)
- Some endpoints are public but token-protected (proposal and occupant portals)
- Internal automation routes exist for your own infrastructure and should not be exposed to customer systems