Our Customers

Plannit was built for home services pros.

Find out more about the verticals we serve and see what our customers have to say

Download our side-by-side Feature Comparison Chart (PDF)

Compare our free version with Plannit Pro.

About Us

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

    Affordable Field Service Software

    Free Version

    Limited tool set great for startups
    and light use.

    $0

    per/mo

    1 user included

     

    Get the Free Version

    Add-ons


    Online payment processing
    starting at 2.9% + $0.30/transaction


    Two-way text messaging
    (up to 1,000 messages/mo.)

    $25
    per/mo


    Phone bot

    $50
    per/mo


    Routing with GPS tracking

     $50
    per/mo


    Quickbooks integration

    $25
    per/mo


    Plannit Pro

    Everything you need to manage your customers and your business.

    $45

    per/mo (annual plan)

    Monthly Plan: $59/mo

    3 users included

    $10 per additional user/mo.

     

    One-time $300 setup and onboarding fee

    Get Plannit Pro

    Add-ons


    Two-way text messaging
    (up to 1,000 messages/mo.)

    $25
    per/mo


    Phone bot

    $50
    per/mo


    Routing with GPS tracking

     $50
    per/mo


    Quickbooks integration

    $25
    per/mo


    Online payment processing
    starting at 2.9% + $0.30/transaction


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

    Features Comparison Chart

    Free Version Plannit Pro
    Pricing
    $ 0
    $ 0
    per/mo

    $ 45
    $ 7
    per/mo
    CRM & Customer Communications Management
    Customer database (CRM)
    Complete customer history including communications, billing, payments and jobs
    Standard website chatbot (no customization)
    Chatbot messages and inquiries are centralized in the Plannit app
    Customer portal
    Online portal where your customers can see their messages, quotes, invoices and payments to you
    Lead management
    Tag clients as prospects for follow-up
    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.
    Automatic “On my way” notifications to customers
    Plannit automatically prompts your team to let send notifications to customers to let them know that you're on your way. Notifications are customizable.
    Customer satisfaction surveys
    Upon completing a job, send an email to your customer to request feedback on the service provided.
    Customized website chatbot
    Add a customized chatbot to your website or your Facebook page to answer FAQs, pre-qualify leads, take messages and book appointments online.
    Centralization of messages from your website, Facebook, and emails
    Plannit's 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.
    Pre-programmed responses and snippets
    Save short text messages that you can use to save time answering FAQs.
    Create and save customized lists of customers
    Contract renewals
    Plannit Pro can help you streamline your contract renewals before your busy season and get paid faster.
    Manage Jobs and Daily Operations
    Drag & Drop 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 in only a few clicks.
    Job checklist
    Time sheets
    Log and track time spent for each visit or job by employee.
    Assign tasks
    File and photo attachments
    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.
    Administrative Features
    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.
    Quoting / Estimates
    Quotes and estimates can be customized with your company logo in the Plannit Pro version.
    Invoicing
    A Plannit Pro subscription allows you to customize invoices with your company logo. The free version provides a generic template.
    Add your logo and branding to invoices and estimates
    Automatic reminders for unpaid bills
    Schedule invoices for future dates
    Multiple billing options and payment schedules
    Manage users and access
    Plannit Support and Services
    Online support
    Phone support
    Account set-up, integrations and training
    $300

    Have questions?

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