Affordable Field Service Software
One simple price plan gives you access to our full-featured Plannit Pro version
Only pay for the number of additional users and add-on options that you need
No hidden fees or complex calculations
Overview of Plannit Pro features
Never miss new business again. Follow up the instant a web request, email, text, Facebook message, any contact comes in.
Customer & Lead Management (CRM)
Quickly prioritize every customer request. Get complete customer and lead histories right at your fingertips.
Routing & GPS
Save gas and get your routes done faster. Plannit can generate optimized daily itineraries on demand. Manually add and update routes whenever you need.
Quoting & Invoicing
Power through paperwork with automated quoting and invoicing. Free up hours of your time every week.
Find out where your work crews are and what they’re doing. Get instant updates on their progress, answer questions, and create task lists for better quality control.
Plan your days, keep everything in check, and simplify follow-ups using our custom list filters and create reports for customers, invoices, quotes, jobs and visits.
Two-way text messaging
Redirect text messages into your Centralized message center in the Plannit app to keep all of your communications organized. Send quotes and invoices to customers via SMS directly within Plannit.
Never miss another phone call or opportunity to win more business. Our phone bot will answer basic questions about your services so that your customers get answers when they need them. Also takes messages for you, so that you know who you need to follow-up with and when.
Use our QuickBooks integration to sync invoices and payments.
starting at 2.9% + $0.30
Process payments right in the Plannit app, with no terminal fees.
Time clocking users can access the app to punch in and out, automatically recording time at work. These users can also view information they need on customers and jobs while in the field.
Try our limited Free Plan
Includes 1 user with a limited feature set:
- Single user
- Customer database and lead management
- Client Hub
- Drag & drop agenda
- Manage jobs and visits
- Generic invoicing and quoting (no branding)
- Mobile app