Customer Experience Features

Keep Customers Happy and Coming Back

On the Job Features

Simplify planning, track job progress and locate teams in real time

Non-Billable Work Features

Save time and eliminate paperwork

Why Plannit

Learn how Plannit helps to solve your everyday challenges

  • Easily manage and answer every question
  • Plan, schedule and track jobs in minutes
  • Save hours every week on paperwork 
Our Customers

Plannit is designed for home services companies.

Find out more about the verticals we serve and what our customers have to say

Plannit Pro

One simple and affordable price plan gives you access to our full-featured solution.

Plannit also offers a Free Limited Version for start-ups and one-man operations. Learn more

FREE DOWNLOAD

Screen Shot 2021-04-27 at 9.52.37 AM

Get our Side-by-side Feature Comparison Chart (PDF) to compare our free version with Plannit Pro.

Resources
Academy 

Online knowledge base with articles and videos on how Plannit works - COMING SOON!

Blog - COMING SOON!

We’re working on creating some helpful tools and how-to content for you.

Subscribe to get our blog updates as soon as they’re ready

    About Us

    Learn about Plannit’s mission, our team, our culture and view open positions.

      Field Service Management Software

      What will you do with the hours you save with Plannit?

      How we help

      See how Plannit works

       
      Field Service Management Software

      "Our mission is to heighten your customer experience to new levels, and your success."

      Patrick Poirier, Founder 

       

       

      Watch our demo video to see how Plannit works 

      Plannit_home-page-video_EN

       

      Keep customers coming back again and again. Plannit has all the customer and business management tools you need in one simple app.

      Plannit goes beyond your typical home & field service management software. It puts your customer relations front and center. Our all-in-one web app helps you plan your days and manage your business, while the mobile app allows you and your crews to get work done while in the field.

      Let customers contact you any way they want. You receive everything and can reply from one central app.

      Electronic signature on work orders

      Complete customer relationship management and lead management, contract renewals, quoting, invoicing, payment processing, scheduling and dispatching, routes, and more...

      Home-3-phone

      Plannit offers complete customer and business management.

      icon_chat-bubbles

      Client Communications

      Never miss new business again and quickly prioritize customer requests. Follow-up is made easy for every web request, email, text, Facebook message, and phone call.

      icon_customers

      Customer & Lead Management (CRM)

      Finding anything you need to know, on any customer is a cinch. Get complete customer and lead histories right at your fingertips.

      icon_calendar

      Scheduling & Dispatching

      Plan your days and schedule new jobs fast. Get the status on any open job, live from the field.

      icon_pin

      Route Planning & GPS

      Save gas and get your routes done faster. Plannit generates optimized daily itineraries on demand. Know where your crew is at any time of the day.

      icon_invoice

      Quoting & Invoicing

      Power through paperwork with quick and straightforward quoting and invoicing tools. Free up hours of your time every week.

      icon_clipboard

      Job Tracking

      Track job progress, work orders, signatures, and recurring visits. All records are in one place. No printing necessary.

      icon_crew-management

      Team Management

      Find out where your work crews are and what they’re doing. Get instant updates on their progress, answer questions with in-app chat, and create task lists for better quality control.

      icon_payment

      Payment Processing

      Process payments right in the Plannit app. No external payment terminal is required, which means no terminal fees.

      icon_report

      Reporting

      You can plan your days’ work and follow-ups in minutes thanks to customizable lists and reports on customers, invoices, quotes, jobs, and visits.

      Quickbooks Integration

      Use our QuickBooks integration to sync invoices and payments.

      quickbooks
      Get a personalized demo

      All-in-One Customer Management for Every Home Service Company

      Plannit was designed from the ground up to simplify how home service companies work. It has complete tools and services for many different business types, including:

      • Pest Control
      • Installation and repairs
      • Pools and spas
      • Cleaning
      • Landscaping
      • Tree care
      • Snow removal 
      • And more...

      See how Plannit helps businesses like yours

      Mobile app for home service businesses