Customer Experience Features

Keep Customers Happy and Coming Back

On the Job Features

Simplify planning, track job progress and locate teams in real time

Non-Billable Work Features

Save time and eliminate paperwork

Why Plannit

Learn how Plannit helps to solve your everyday challenges

  • Easily manage and answer every question
  • Plan, schedule and track jobs in minutes
  • Save hours every week on paperwork 
Our Customers

Plannit is designed for home services companies.

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

Plannit Pro

One simple and affordable price plan gives you access to our full-featured solution.

Plannit also offers a Free Limited Version for start-ups and one-man operations. Learn more

FREE DOWNLOAD

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Get our Side-by-side Feature Comparison Chart (PDF) to compare our free version with Plannit Pro.

Resources
Academy 

Online knowledge base with articles and videos on how Plannit works - COMING SOON!

Blog - COMING SOON!

We’re working on creating some helpful tools and how-to content for you.

Subscribe to get our blog updates as soon as they’re ready

    About Us

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

      Affordable Field Service Software

      One simple price plan gives you access to our full-featured Plannit Pro version

      Only pay for the number of additional users and add-on options that you need
      No hidden fees or complex calculations
      Billed Annually
      Billed Monthly

      Plan

      $45

      $59

      per month

      3 users included

      $10 per additional user

       

      One-time $300 setup and onboarding fee

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

      Get a quote for Plannit Pro

      Overview of Plannit Pro features

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      Client Communications

      Never miss new business again. Follow up the instant a web request, email, text, Facebook message, any contact comes in.

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      Customer & Lead Management (CRM)

      Quickly prioritize every customer request. Get complete customer and lead histories right at your fingertips.

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      Scheduling & Dispatching

      Schedule new jobs fast. Get the status on any open job, live from the field.

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      Routing & GPS

      Save gas and get your routes done faster. Plannit can generate optimized daily itineraries on demand. Manually add and update routes whenever you need.

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      Quoting & Invoicing

      Power through paperwork with automated quoting and invoicing. Free up hours of your time every week.

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      Job Tracking

      Track everything from customers, to your crews, to payments. All records are in one place. No printing necessary.

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      Team Management

      Find out where your work crews are and what they’re doing. Get instant updates on their progress, answer questions, and create task lists for better quality control.

      Learn more

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      Reporting

      Plan your days, keep everything in check, and simplify follow-ups using our custom list filters and create reports for customers, invoices, quotes, jobs and visits.

      Optional add-ons

      text-messaging

       Two-way text messaging

      $25/month

      Redirect text messages into your Centralized message center in the Plannit app to keep all of your communications organized. Send quotes and invoices to customers via SMS directly within Plannit.

      Learn more

      smart phone bot

      Phone bot

      $50/month

      Never miss another phone call or opportunity to win more business. Our phone bot will answer basic questions about your services so that your customers get answers when they need them. Also takes messages for you, so that you know who you need to follow-up with and when.

      Learn more

       

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      Quickbooks Integration

      $25/month

      Use our QuickBooks integration to sync invoices and payments.

      Learn more

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      Payment Processing

      starting at 2.9% + $0.30

      per transaction

      Process payments right in the Plannit app, with no terminal fees.

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      Time Clocking

      $2/month/user

      Time clocking users can access the app to punch in and out, automatically recording time at work. These users can also view information they need on customers and jobs while in the field.

      Try our limited Free Plan 

      Includes 1 user with a limited feature set:

      • Single user
      • Customer database and lead management
      • Client Hub
      • Drag & drop agenda
      • Manage jobs and visits
      • Generic invoicing and quoting (no branding)
      • Mobile app
      Sign up for the Free Version now