Why Plannit?
How Plannit solves these problems
Plannit automatically
- Creates contact records
- Answers FAQs
Customers 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
Plannit automatically
- Sends reminders
- Renews contracts
- Create a work order for approved quotes
Customers 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
Why Plannit?
How Plannit solves these problems
Plannit automatically
- Provides invoice status tracking
- Takes care of auto-billing for recurring payments
- Send reminders for outstanding invoices
- Send a payment receipt
Customers 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
Why Plannit?
How Plannit solves these problems
Plannit automatically
- Sync transactions to your accounting system
- Sends payment reminders and payment receipts
- Automatically charges customer credit cards on predetermined payment schedule
Customers 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