Affordable Field Service Software

	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)

Customer Experience

On the Job

Non-Billable Work

Why Plannit

Our Customers

Featured Solutions

Resources

Free Guides for Home Service Pros

About Us

Affordable Field Service Software

Free

$0

Pro

$45

Premium

$99

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Customer Experience Features

On the Job Features

Non-Billable Work Features

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