Our Customers

Plannit was built for home services pros.

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      About Us

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

        Affordable Field Service Software

        Start your free trial today. No credit card required. 

        Free

        $0

        per/mo

         

        1 user included

        Sign up

         


         

        Includes:

        • CRM
        • Agenda
        • Job tracking
        • Invoicing and quoting (no branding)
        • Online payment processing at 3.2% + $0.30
        • Mobile app
        • Academy (Online Knowledge Base)
        • Personalized training and onboarding: $300

        Pro

        $45

        per/mo (annual plan)

        Monthly Plan: $59/mo 

         

        Up to 3 users
        $10/month per additional user. Contact us for pricing on user bundles

        Free trial

         


         

        Includes everything in Free PLUS:

        • Scheduling & dispatching
        • Time tracking
        • Branded quoting & invoicing
        • Online booking
        • Communications hub
        • Online payment processing at 2.9% + $0.30
        • Phone and email support
        • Personalized training and onboarding: $300
         

        Premium

        $99

        per/mo (annual plan)

        Monthly Plan: $125/mo.

         

        Up to 3 users
        $10/month per additional user. Contact us for pricing on user bundles

        Free trial

         


         

        Includes everything in Pro PLUS:

        • QuickBooks sync
        • Route planning & dispatching
        • GPS tracking
        • Automated time tracking (GPS)
        • Two-way text messaging
        • Google reviews
        • Phone and email support
        • Personalized training and onboarding: $300

        * Prices displayed in local currency. Does not include applicable taxes.

        Feature Comparison Chart

        Free Pro Premium
        Pricing
        $ 0
        $ 0
        per/mo

        $ 45
        $ 7
        per/mo

        $ 99
        $ 29
        per/mo
        CRM & Communication Tools
        Two-way text messaging (1,000 messages/mo. included)
        Communicate with your customers via text messages within the Plannit app. Send reply to inquiries, send appointment confirmations, work orders, estimates, and invoices.
        Google reviews integration
        Automatically prompts customers to rate your service on Google once a job or visit is complete. Acquiring Google reviews helps you boost your business visibility in Google searches.
        Centralization of messages from your website, Facebook, and emails
        Plannit centralizes messages from your chatbot, phone bot, text messages, Facebook Messenger, and email making it easy for you to stay on top of follow-ups and answer every customer inquiry in a cinch.
        Website chatbot
        Add a chatbot to your website or your Facebook page to answer FAQs, pre-qualify leads, take messages and book appointments online. Chatbot messages and inquiries are centralized in the Plannit app
        Online appointment booking
        Let customers book an appointment with you from your website. Automatically updates your Plannit agenda.
        Customer satisfaction surveys
        Upon completing a job, send an email to your customer to request feedback on the service provided.
        Contract renewals
        Streamline your contract renewals before your busy season and get paid faster.
        Send “On my way” notifications to customers
        Plannit prompts your team to let send notifications to customers to let them know that you're on your way. Notifications are customizable.
        Pre-programmed responses and snippets
        Save responses and messages that you can reuse to save time answering FAQs.
        Customer & lead management (CRM)
        Complete customer history including communications, billing, payments and jobs. Tag clients as prospects for follow-up
        Customer portal
        Online portal where your customers can see their messages, quotes, invoices and payments to you
        Mobile app
        Plannit's mobile app is included and allows you to manage communications, jobs and access important information in Plannit while you're in field.
        Smart Phone Bot
        Our customizable phone bot helps you make sure every customer gets answers to their questions when they need them - even when you're in the field.
        N/A
        $50/mo.
        $50/mo.
        Simplify Job Tracking & Operations
        Route planning and dispatch with GPS tracking
        Efficiently schedule and track jobs by route. Optimize daily routes and recurring visits in a few easy clicks. Locate employees at any time and track progress with GPS tracking.
        Monitor your teams’ progress and location with built-in GPS tracking
        Automatically record each visit
        Automatic employee time tracking
        Make sure your employees are in the right place and on time with our GPS punch. Real time GPS tracking simplifies time tracking for employees on the road and to automate time sheets for payroll.
        Punch clock within mobile app
        Employees can punch in and out using Plannit's mobile app. Helps produce time sheets to save time on payroll.
        Planning and dispatching
        Schedule and manage recurring visits
        Plannit makes it easy to schedule multiple visits associated with a contract of job. Automatically copy job checklists for each visit, and create invoices for each visit if needed, with a single click.
        Track job progress in real time
        Your crew can update job status within the mobile app.
        Job forms and customer signatures
        Produce work orders in a cinch with the ability to have customers sign off directly within the app. This feature provides an electronic record of signed work orders that can instantly be sent to your billing department.
        Assign tasks
        File and photo attachments
        Job checklist
        Intuitive agenda
        Color code by technician, or by type of service. Filter and sort on your list of contracts and simply drag and drop visits to plan your days and dispatch work in only a few clicks.
        Administrative Features
        Accounting interface (QuickBooks, Sage, Acomba)
        Automatically sync invoices and payments with your accounting systems to save time.
        Add your logo and branding to invoices and quotes
        Automatic reminders for unpaid bills
        Schedule invoices for future dates
        Multiple billing options and payment schedules
        Manage users and access
        Time sheets
        Produce and export time sheets to save time on payroll. Log and track time spent for each visit or job by employee.
        Quoting & follow-ups
        Invoicing
        Reporting and data export
        Plannit offers full reporting capability, with sorting and data filters. You can also export lists of contacts, quotes, invoices and jobs.
        Online payment processing (no terminal required)
        Make payments fast and convenient for your customers. integrated credit card processing right in the app. No more late payments, bounced checks, or collections calls. Get paid faster, easier, and reliably.
        3.2% + $0.30
        2.9% + $0.30
        2.9% + $0.30
        Plannit Support and Services
        Account set-up, integration and onboarding services
        $300
        $300
        Phone and email support
        Academy (Online knowledge base)

        Have questions?

        Contact us using the form below or call us on 1-833-752-6648 to speak with a representative right away.