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!

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    About Us

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

      Why Plannit

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

      Best field service management software

       

      Plannit is home & field service management software that puts your customer relations front and center. You can respond to any client request and manage your operations all from a single application on PCs or mobile devices.

      Watch the Demo Video

      Customers Want More

      Your industry is changing, but keeping up is easier than you think. Your customers want to reach you in any 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. Plannit puts all those different communication lines in one application. And it provides everything else you need to run your home service company right from your laptop, phone or tablet.

      Your customers get a smoother experience, and you get the job done faster. It’s a win-win.

      plannit-centralized-message-center

      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.

      route planning in your pocket

      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

      customer management

      Customer & Lead Management (CRM)

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

      Learn more

      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
      Nautic-eau
      job checklist
      Pool service
      Woman-with-iPhone_FR
      Customer signature plumbing

      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

      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

      job tracking

      Job Tracking

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

      Learn more

      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

      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

      payment processing

      Payment Processing

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

      Learn more

      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.

       

      See Pricing