| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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 |
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| Online appointment booking Let customers book an appointment with you from your website. Automatically updates your Plannit agenda. |
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| Customer satisfaction surveys Upon completing a job, send an email to your customer to request feedback on the service provided. |
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| Contract renewals Streamline your contract renewals before your busy season and get paid faster. |
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| 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. |
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| Pre-programmed responses and snippets Save responses and messages that you can reuse to save time answering FAQs. |
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| Customer & lead management (CRM) Complete customer history including communications, billing, payments and jobs. Tag clients as prospects for follow-up |
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| Customer portal Online portal where your customers can see their messages, quotes, invoices and payments to you |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| Track job progress in real time Your crew can update job status within the mobile app. |
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| 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. |
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| 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. |
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| Administrative Features | |||
| Accounting interface (QuickBooks, Sage, Acomba) Automatically sync invoices and payments with your accounting systems to save time. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| Phone support | |||
| Online support (email & chat) | |||
| Access to online knowledge base & videos | |||
Affordable Field Service Software
Start your free trial today. No credit card required.
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
Frequently Asked Questions
-
How can I subscribe to a plan?
Create a free trial account by clicking here: https://pro.plannit.io/signup?lang=en
Once your account has been created, you can upgrade at any time within the 14-day free trial period via your Account Settings.
-
What forms of payment does Plannit accept?
Plan subscriptions are payable by credit card via your Plannit account.
-
In what currency will I be charged for my subscription?
You will be charged in your local currency.
-
How can I add users to my account?
Contact support@plannit.io to add users to your account.
You can add any number of users you like at a rate of $10 per month per user.
If you are on a monthly plan, the monthly cost will be added to your monthly charge.
If you are on an annual plan, the total cost for the additional users will be charged at a pro-rated rate for the remainder of your annual commitment.
-
Can I upgrade or downgrade my account at any time?
Upgrades
You may upgrade your plan at any time via your Plannit account settings.
Downgrades
On a monthly plan: you may downgrade at any time via your Plannit account settings.
On an annual plan: annual subscription fees are non-refundable. If you choose to downgrade your account before the subscription term, it will take effect in the new subscription period.
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What is your cancellation policy?
You may cancel your account at any time. Prepaid fee are not refundable. A 30-day notice is required to cancel a monthly subscription. For an annual subscription, cancellation is in effect when the subscription expires. Annual subscriptions are non-refundable.
Simply send an email to support@plannit.io before the current subscription period expires and your account will be deactivated upon the next subscription period and under the conditions listed above.
See the Terms and Conditions page for more information
-
What support is included with my Plannit subscription?
Access to the Knowledge Base, online (email and chat) support and phone support are included with every plan.
Onboarding services
On the Pro plan, onboarding services with a dedicated Customer Success Manager are optional.
Onboarding services are mandatory on the Premium and Premium+ plans.
Our personalized onboarding service provides you with live, one-on-one meetings to help define your requirements, assist with account configuration, and training.
Data imports
Standard data imports can be done for a fee, and include excel files with Plannit's standard data fields. Please contact our Customer Success Team to evaluate custom data imports.