Plannit tracks all of your customer information and provides the tools to help you run your pool business more efficiently.
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.
Administration - Nautic'eau Pools and Spas
All the tools you need to improve customer service and run your pool service business efficiently.
Pool Service CRM
Customer management made easy. Track everything you need to know about your clients.
- Offer clients access to quotes, invoices, messages and more with the Client Portal
- Keep notes for client preferences and seasonal service reminders
- Easily track and report on services rendered and chemicals used
- Attach photos, property notes, and other documents to client files
- Get service call requests from your clients with online booking
Pool Service Scheduling
Manage jobs and easily schedule and dispatch to your team in with our unique Planner.
Quoting & Invoicing
Plannit makes it easy to quote, invoice and get paid for everything from urgent treatment jobs to routine recurring work.
- Customize payment terms, options or a payment plan
- Use quote templates for your most common service types to save time
- Customers can approve work online
- Integrated payment processing makes it easy to get paid
- Send contract renewals with a single click
- Connect Plannit to QuickBooks to keep all your financial records synced