Our Customers

Plannit was built for home services pros.

Find out more about the verticals we serve and see what our customers have to say

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About Us

Learn about Plannit’s mission, our team, our culture and view open positions.

    Pool Service Software

    Save hours every day on planning, admin work and managing follow-ups.

    reviews best home service software

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    With Plannit, we've improved our customer service tenfold. We're able to get back to customers quickly with answers, and schedule urgent jobs in a cinch.
    Isabelle Brisebois
    Administration - Nautic'eau Pools and Spas

    Plannit simplifies the most challenging aspects of running a busy pool service company, while tracking all of the information your business runs on; customer information, service history, billing, and more.

    • Automate contract renewals 
    • Schedule visits and optimize recurring routes in just a few clicks
    • Give customers the information they need, when they need it
    • Accelerate paperwork and payment collection to improve cash flow
    • Allow customers to book an appointment even when you’re out and about

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

     

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    Plannit Puts Your Customers First

    Plannit has many great tools to help you run your pool service business, but all of those tools are brought together in a way that makes your customers matter most.

    You can field questions from customers no matter whether they contact you by phone, email, or webform, any time, anywhere.

    Pool-service software

    While Plannit puts your customer first, it doesn’t neglect your other business operations. It has tools for:

    CRM for pool service

    Customer Relationship Management (CRM)

    Easily track everything you need to know about your clients; communication logs, contact information, work histories, special requests, and more in Plannit’s CRM tool.

    • Your customers can reach you 24/7 by phone, email, chatbot, Facebook, or text message, and it all shows up in a single organized communications hub
    • Set yourself apart from the competition by being the easiest pool service company to reach
    • Digital work orders, quotes and invoices mean that no paper forms or old records to go missing
    • Record notes on special requests and past repairs

    pool service scheduling app

    Scheduling & Dispatching

    Urgent requests don’t have to ruin your schedule. Plannit’s intuitive drag-and-drop agenda allows you to reorganize your days in seconds.

    pool service billing software

    Quoting & Invoicing

    Plannit makes it easy to quote and get paid for everything from urgent treatment jobs to routine recurring work.

    job tracking app

    Job & Employee Tracking

    Plannit helps ensure every employee gets the job done right the first time. Business owners can check in with teams in the field anytime they need. You can decide what information and tools each employee can access in Plannit.

    Frequently Asked Questions

    What pool service business owners want to know.

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