My favorite features are the chemical product tracking, scheduling options, and text notifications to advise clients that we're on our way.
Plannit pest control software makes managing your customers and your business easy. It handles the busy work, so you can get more done and get paid faster.
Plannit is available as a mobile app for when you’re in the field and as a full desktop app back at the office.
- Streamline customer communications and automatically log every message in CRM
- Easily track and report on pesticide use
- Automate your quoting, billing and payment collection process to shorten your days
- Plan recurring visits in one click
What will you do with the hours you save with Plannit?
Plannit Puts Your Customers First
Plannit is pest control software built from the ground up to manage customers better.
It offers all the tools you need to attract more customers, manage jobs and invoicing, and get paid without hassles.
Respond to every client request and manage your operations using a single application.
Plannit puts a professional face on your customer interactions, while helping you run your business smoothly behind the scenes.
Scheduling & Dispatching
Plannit features an intuitive drag-and-drop agenda that allows you to organize even your busiest days in minutes and track everything you need to know about your jobs.
- Create and modify work orders for your teams
- See all scheduled jobs for each of your technicians in an easy-to-read calendar
- Schedule recurring visits and generate invoices with a single click
- Log products used in each visit
- Get optimized driving routes and GPS directions
- Easily schedule urgent appointments
Customer Relationship Management (CRM)
Keep track of everything you need to know about your customers in an organized, searchable format.
- Complete customer records and history all in one place
- Use web chatbots and phone bots to answer routine customer questions while you’re in the field
- Redirect all messages into Plannit’s central communication hub
- Link customer communications with their records for quick reference
- Attach custom notes and photos to customer records
- Quickly send emails and texts to customers right through the Plannit app
Chemical Tracking & Reporting
Plannit offers real-time pesticide use recording, so you’re always ready for an audit. You’re always able to pull up a log of which chemicals you used on which jobs. Detailed use records also help you plan seasonal purchasing since it tracks which products you use the most every month.
- Sort, filter, and create detailed chemical reports
- Automate time-consuming record keeping for audits
- Connect chemical records to customer records
- Send pest control checklists and forms to work crews in the field
Quoting & Billing
Easily send quotes and invoices right from the Plannit app. Plannit makes it easy to get new work booked and get paid when the job is done.
- Save quote templates for standard job types
- Customers can approve work with a single click
- Plannit offers easy in-person or online payments so your customers can pay how they prefer
- Configure automated recurring invoices weekly, monthly, or on any schedule you choose
- Connect Plannit to QuickBooks, so all your finances stay synced