You’re making quoting and billing painless—for both you and your customers—with Plannit’s simple, all-in-one app:
- Quickly create digital estimates and send them off to a customer in seconds.
- Customers can easily approve estimates online.
- You see the response and can immediately start scheduling the job, all in the same app.
Plannit helps small home service business owners get out from under piles of paperwork with straightforward digital estimates and invoices. Your customers get the information they need to make a purchasing decision faster. You get to spend less time in the office and more time in front of customers. Or better yet, more time relaxing on the weekends.
- Create professional-looking documents
- Customizable with your company logo and branding
- Customizable payment schedules
- Quickly send electronic documents that customers can approve online
- Integrated payment processing means getting paid is fast and easy
Take back your time with efficient digital invoicing
Switching to all-in-one digital invoicing not only saves you time every week pushing paper but also eliminates storage and filing headaches. You can tie quote, approval, and invoicing records into your detailed customer histories, so you can see every activity and document for each customer in a single file.
- The Plannit app can automatically trigger invoices and work order creation when a customer OKs a quote
- Streamline contract renewals at the start of each season
- Take customer notes and add to work orders for your team members all in the same app
- Pull up a quote or invoice anytime, anywhere you need to answer questions
Keep everything from customer communication to invoices all in one place
Plannit keeps you organized by putting everything from communications to complete customer histories to invoicing and scheduling, all on one single platform. Invoices, jobs and visits are automatically saved to your customer histories so you can always see what happened when.
Go from invoicing to payment processing all in the same app
Plannit’s integrated payment processing platform allows you to get paid faster and considerably reduces collection activities. Sync transactions with your accounting system in real-time and avoid double entry.
- Flexible payment options and schedules
- Process payments via the app
- Sync transactions to your accounting system to eliminate double entry
- Easily track and send reminders for invoices not paid
Ditching paper invoices has never been easier
You don’t need to spend your nights and weekends trying to get ahead on paperwork. Plannit lets you handle all of your business transactions right in one simple app on your phone, tablet, or computer. Respond to a customer question over lunch, send them an invoice on your way to the car, and then issue the work order when you get to your next appointment.