Affordable Field Service Software

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Pro

Streamline communications, planning and paperwork.

$45

per/mo (annual plan)

Monthly Plan: $59/mo

Up to 3 users

$10 per additional user/mo.


Includes:

  • CRM
  • Job tracking
  • Scheduling & dispatching
  • Time tracking
  • Quoting & invoicing
  • Online booking
  • Communications hub
  • Mobile app
  • Phone, email and online support

Premium

Automate time consuming tasks to save more time.

$99

per/mo (annual plan)

Monthly Plan: $125/mo

Up to 3 users

$10 per additional user/mo.

$300 onboarding fee


Everything in Pro PLUS:

  • Accounting integration
  • Route planning & dispatching
  • GPS tracking
  • Automated time tracking (GPS)
  • Two-way text messaging
  • Google reviews

Premium +

Premium + smart phone answering system.

$149

per/mo (annual plan)

Monthly Plan: $175/mo

Up to 3 users

$10 per additional user/mo.

$300 onboarding fee


Everything in Premium PLUS:

  • Smart phone answering system

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

Features Comparison Chart

Pro Premium Premium+
Pricing
$ $45
$ 0
per/mo

$ $99
$ 7
per/mo

$ $149
$ 29
per/mo
CRM & Communication Tools
Smart Phone Answering System
Our customizable phone answering system helps you make sure every customer gets answers to their questions when they need them - even when you're in the field.
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.
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.
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.
2.9% + $0.30
2.9% + $0.30
2.9% + $0.30
Plannit Support and Services
Onboarding service with a dedicated Customer Success Manager - $300 one-time fee
Our personalized onboarding service provides you with live, one-on-one meetings to help define your requirements, assist with account configuration, and training.
Optional
$300
$300
Standard data import (Client lists and product and services lists)
Standard data imports includes excel files with Plannit's standard data fields. Please contact our Customer Success Team to evaluate custom data imports.
$150
$150
$150
Phone support
Online support (email & chat)
Access to online knowledge base & videos

Frequently Asked Questions