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.

      Payment Solutions for Home Services

      Contact us for more info

      Make payments fast and convenient for your customers

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      Plannit offers integrated credit card processing right in the app. No more late payments, bounced checks, or collections calls. Get paid faster, easier, and reliably. Integrating payment processing right into the app makes it easy to manage all of your business finances in one place with Plannit.

      Credit card processing and integrated payment options make your home services company look even more professional and allows you to stand out from the crowd. You keep all of your job-related finances in one place too, which makes it easy to stay organized. No more nights and weekends spent powering through paperwork.

      • Generate invoices automatically when a customer approves a quote
      • Let customers process credit card payments online as soon as a job is complete
      • Sync transactions with QuickBooks to keep all of your finances in one place and avoid double data entry
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      No external payment terminal required

      Plannit is an all-in-one home service business app with payment processing built right in. No more juggling a mix of payment services, planning apps and accounting systems. Like with your job management and communication, Plannit helps you keep everything organized in one place.

      • Online credit card processing integrated right into the app
      • No external terminal needed
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      The easy way to get paid quickly

      Use Plannit to make working with customers one seamless experience. Begin the conversation in Plannit’s communication hub and log essential details in the contact record. Clarify needs and send them a quote right from the app. When customers approve the work online, you can then send an invoice, and get right, all from a single application. Your job is handled, and your customer is happy.

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      The easy way to give your customers the options they want

      Smart home service business owners know that today’s customers want choices when it comes to paying. Offering integrated processing not only streamlines your accounting, but it also makes your customers happier. Today, app-based credit card processing is something many homeowner customers expect for convenience.

      • Save time
      • Reduce processing errors
      • Receive funds faster than checks
      • Reduce accounting needs
      Integrated payment solutions makes customers happy

      Anyone can get up and running with Plannit payment processing

      Integrated payment processing is within reach of any-sized home service company. One-person operations can look as professional as their large competitors when they offer electronic invoices with credit card processing included. It’s easier to get started than you think. Plannit’s business experts can help digitize everything you need in as little as 48 hours.

      • Download the Plannit app
      • Take a 30-minute planning call with us
      • Send us the document you need digitized
      • Complete an easy 60-minute training session

      Contact us for more info