Upgrade         days left in your free trial

 

Welcome,

Take a tour to see how Plannit helps to save time by improving and automating communications at every step of a job.

Get started in 3 easy steps

OR Connect to your Quickbooks Online account to get started 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

 

Set up your 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

 

Set up your Customer Portal >

 

Why Plannit?

 

How Plannit solves these problems

icon_recurrencePlannit automatically

  • Sends invoice upon completing a job
  • 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

 

Set up your Customer Portal >

 

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

 

Set up your Customer Portal >