With Plannit's chatbot, I've been able to respond quickly to all incoming inquiries. I'm completely booked - after only a few months in business, I need to hire staff!
Plannit helps cleaning businesses establish trust with their customers starting with the first interaction and throughout the entire customer experience.
- Easily schedule and manage recurring visits
- Flexible invoicing and payment options
- Track and renew annual contracts with a few clicks
- Ensure every work crew meets your customers’ unique needs with job checklists
- Improve the customer experience throughout every touch point
What will you do with the hours you save with Plannit?
Plannit Puts Your Customers First
Plannit was built from the ground up to put your customers front and center. It helps you stand out from the crowd with its leading communication and customer management toolkit.
Plannit’s communication hub collects every message, from phone calls to emails, webforms, and chatbot messages, so you never miss a customer question or new work request.
Plannit provides you with complete customer and business management in a single easy-to-use app.
Customer Relationship Management (CRM)
Plannit tracks everything you need to know about your clients. Make customer files accessible in the mobile app so your team can find what they need to know about your clients anytime, anywhere. It’s all in Plannit, organized and easily searchable.
- Track everything from contact information to special requests, billing and payment histories, and recurring contracts
- Field customer questions and convert leads even when you’re in the field
- Your customers can reach you 24/7 using whichever method they prefer, and you see everything in the central Plannit communication hub
- Setup chatbots and phone bots that allow customers to get answers to common questions and book more jobs
Employee Management & Time Tracking
Keep track of your employees and make sure they get every detail right with Plannit’s quality control tools. Business owners can check in with staff anytime they need to using in-app chat. Team members can ask each other questions about customers using the same tool. You control which files each employee can access.
- Add special instructions to scheduled visits that employees can call up on the job
- Save job checklists for each customer, so even brand new employees can get the job done right the first time
- Track time-on-the-job with time clocking features and in-app GPS that tells you when employees are in transit to each job, when they start, and when they finish
- Assign jobs on the fly and modify itineraries if appointments are canceled
Scheduling & Dispatching
Cancellations and urgent requests don’t need to ruin your schedule. Plannit includes an intuitive drag-and-drop scheduling tool that allows you to reorganize even your busiest days in minutes.
- Plannit automatically generates optimized itineraries according to criteria you set, like cleaning service type
- Rapid route planning enables you to get more done in a day
- Easily schedule recurring work like weekly, bi-weekly or seasonal cleanings
- Check the status of all open jobs at a glance
Estimates & Invoicing
Plannit makes managing paperwork a snap. Your customers can approve quotes online with a single click. You can also add payment processing to your Plannit subscription so your customers can pay you instantly.
- Send contract renewals with a single click
- Use quote and invoice templates to save time
- Synchronize Plannit with your QuickBooks account to organize all of your finances
- Send quotes and invoices via text or email and arrange payment even when you’re still on-site
- Set flexible payment terms for different customers or job types