1. Connect

2. Quote

3. Invoice

4. Get Paid

Why Plannit?How Plannit solves these problemsWhat you have to gain (Typical results from our customers)
Customers can

Book appointments online Get answers to FAQs 24/7 View message history and documents
Plannit automatically Creates contact records Answers FAQs
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
Customers can

Accept quotes online
or request changes
Add or remove add-ons Select payment terms
Plannit automatically Sends reminders

Renews contracts

Create a work order
for approved quotes
What you have to gain (Typical results from our customers)
View an example of a quote >
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 Sends invoice upon
completing a job
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)
 Click here to get a free demo
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