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.
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.
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.
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.
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.
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.
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.
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.
Plannit comes with a complete administrative and billing suite.
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.