Why Plannit

Plannit puts all of the tools you need to manage your customers and your home service business in one place

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Plannit is a different kind of home & field service management software that puts your customer relations front and center.

 

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Customers Want More

Your customers want to reach you in a number of ways—phone, text, email, web form, messaging app. It doesn’t matter whether you’re on another job, on the road, or trying to power through paperwork.

Plannit gives you and your customers what you’re both looking for.

  • Centralize all communication lines in one application.
  • Run your home service company right from your laptop, phone or tablet.
  • Your customers get a smoother experience, and you book more jobs.
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Going Digital with Plannit is Easier Than You Think

It’s easy to get up and running with Plannit. We help you go completely paperless in as little as 48 hours. We only need 90 minutes of your time. Everything you need moves onto a single app.

Use the same software on desktops, laptops, tablets, and phones. Plannit’s Customer Success Team will help you set up, import, and integrate everything you need.

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Complete business and customer management literally at your fingertips

 

Customer Experience Features

Keep Customers Coming Back Again and Again

Plannit is designed for home service providers who want to stand out for their customer service. It collects every incoming contact in one central location. You can easily follow up on any query. 

  • Complete customer histories right at your fingertips.
  • Everything you know about a customer is searchable and sortable.
  • No more digging through filing cabinets to find approvals, invoices, or critical job notes.
  • Resolve issues and answer customer questions in seconds.

You can automate follow-up emails, instantly let customers know you’re en route, and make digital contract renewals a snap.

Turn leads to customers faster.

Centralize communications

Client Communications

Never miss new business again and quickly prioritize customer requests. Follow-up is made easy for every web request, email, text, Facebook message, and phone call.

Learn more about communication tools

customer management

Customer & Lead Management (CRM)

Quickly prioritize every customer request. Get complete customers and lead histories instantly.

Learn more about CRM

Since we've been using Plannit, we've improved our customer service. Every customer feels unique and important. They feel like we know and remember who they are individually, amongst all of our clients.
Isabelle Brisebois
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On the Job Features

Track Job Progress and Locate Teams in Real Time

Plannit helps you schedule the work week for you and your teams. Easily create, move, and reassign jobs. Update assignments for your teams when you’re at the office or right from your phone when you’re in the field.

  • Built-in mapping tools to optimize workday routes to save time and fuel.
  • Instantly see where each crew is located with the integrated Google Maps tool.
  • Create and save checklists to automate quality control.
  • Add notes to work orders and customer files on the fly, so your teams provide that special touch that keeps customers coming back again and again.
  • Track time on the job and help your teams collaborate through in-app chat.
  • Share expertise and advice from anywhere in the field.
scheduling and dispatching

Scheduling & Dispatching

Schedule and update jobs quickly. Get the status on any open job, live from the field.

Learn more about scheduling and dispatching tools 

routes and GPS

Route Planning & GPS

Save gas and get your routes done faster. Generate optimized daily itineraries on-demand or load your preferred, customized routes.

Learn more about route planning tools

job tracking

Job Tracking

Track everything related to jobs in one place. No printing necessary.

Learn more about job management tools

team management

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.

Learn more collaboration tools

One of the features I cannot go without is specific to our field. Plannit allows us to easily comply with government requirements on tracking the products we use. I also like the scheduling options, which allow me to text clients ahead of time to advise that we are on our way, instead of having to call them.
Jason Spencer
Extermination ONEX

Non-Billable Work Features

Save Time on Paperwork

Plannit comes with a complete administrative and billing suite.

  • Generate quotes, work orders and process invoices and payments, all right in the app.
  • Manage timesheets right in the same mobile or web portal.
  • Convert inquiries into customer records and create work orders with a single click.
  • Integrate with QuickBooks to keep all of your finances in sync and organized.
  • Process invoices faster than you can by hand so you can get on with your day.
Manage invoices

Quoting & Invoicing

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

Learn more about quotes and billing tools

payment processing

Payment Processing

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

Learn more about online payments

field service business reporting

Reporting

Sort, filter, and create reports for customers, invoices, quotes, jobs, and visits.

I like the invoicing tools in the platform because I no longer have the expenses associated with paper and mailing. It’s an environmentally friendly way to serve my clients, and has allowed me to gain their trust, especially during COVID, which they very much appreciated.
José Rodriguez
Amad’Eau

Plannit’s simple price plan gives you access to our full-featured version, giving you the most value for your money.

 

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