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Welcome,

The Plannit team proudly gets up every morning and works hard every day to find new ways to put time back into your day.

What will you do with the hours you save with Plannit?

Get started in 3 easy steps

  1. Complete your business profile and products and services catalog
  2. Configure invoice settings and reminders
  3. Activate payments to get paid faster

Why Plannit?

 

How Plannit solves these problems

icon_recurrencePlannit automatically

  • Creates contact records
  • Answers FAQs

icon_customer-portalCustomers can 

  • Book appointments online
  • Get answers to FAQs 24/7
  • View message history and documents
 

What you have to gain (Typical results from our customers)

A dozen

actions automatically
done for you

Countless

back and forth messages
eliminated

Zero

phone tag

 

 

See an example of a Customer Portal

->Check your inbox for an email called "Your quote" and click on "View quote" to see the Customer Portal. 

 

Why Plannit?

 

How Plannit solves these problems

icon_recurrencePlannit automatically

  • Sends reminders
  • Renews contracts
  • Create a work order for approved quotes

icon_customer-portalCustomers can 

  • Accept quotes online or request changes
  • Add or remove add-ons
  • Select payment terms
 

What you have to gain (Typical results from our customers)

6-8 actions

automatically done
for you per quote
or contract

Dozens

of back and forth messages
eliminated

Countless

hours of manual
work saved

 

See an example of a quote

 

Why Plannit?

 

How Plannit solves these problems

icon_recurrencePlannit automatically

  • Provides invoice status tracking
  • Takes care of auto-billing for recurring payments
  • Send reminders for outstanding invoices
  • Send a payment receipt

icon_customer-portalCustomers can 

  • Pay in-person, online or on the go
  • View contract, billing and transaction history
 

What you have to gain (Typical results from our customers)

Average time spent on an invoice goes from 25 minutes to 5 minutes

Follow-ups automatically done for you until you get paid

Many

back and forth messages eliminated

 

See an example of an invoice

 

Why Plannit?

 

How Plannit solves these problems

icon_recurrencePlannit automatically

  • Sync transactions to your accounting system
  • Sends payment reminders and payment receipts
  • Automatically charges customer credit cards on predetermined payment schedule

icon_customer-portalCustomers can 

  • Pay online, in-person or by automated bank transfer
 

What you have to gain (Typical results from our customers)

Get paid

automatically

Get paid in

48-72 hours

on average

~30 hours

of manual work saved each month

 

Start getting paid faster