Plannit’s self-service portal makes it easy for customers to work with you. Everything is available right at their fingertips. There is no playing phone tag to get a simple question answered or pay a bill.
- View and approve quotes online
- Review appointment details
- Securely pay invoices online
- Get questions answered
- Book more work
Customers can approve quotes with a single click
Send customers quotes for approval through the customer portal. They can review them and approve or request a change with a single click. Either response sends you an instant alert. You’ll be able to send an updated quote right away.
Check balances and pay bills
Your customers can view their outstanding balance and payment history anytime, anywhere. They can see details of any unpaid invoices and easily make a payment in just a few clicks. Integrated credit card processing and bank transfer options are available right in the app.
Give customers an easy way to book more work
Customers can request new jobs from you right in the Plannit self-service portal. When a customer submits a request, you’ll receive an instant alert in your Plannit message center. So even if you’re in the field, you can follow up to get the details you need to get the job quoted and scheduled.