Customer Portal Software

Make it easy for customers to engage with your business -

Whether it's booking your services, approving quotes or paying bills online

 

Start a free trial

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
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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.

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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.

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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.

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An easy-to-use customer portal will make your home service company stand out

 

Free trial