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.
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?
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.
While Plannit puts your customer first, it doesn’t neglect your other business operations. It has tools for:
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
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.
- Automatically optimize routes whenever you need
- Get more jobs scheduled in the day, especially during busy opening and closing seasons
- Easily schedule seasonal and recurring work, like cleanings and chemical treatments
- Optimized in-app GPS tracking allows to locate teams in real time and monitor the status of all jobs in progress
Quoting & Invoicing
Plannit makes it easy to quote and get paid for everything from urgent treatment jobs to routine recurring work.
- Customize your quotes and invoices with your business logo and terms
- Set flexible payment terms anytime you need
- Use quote templates for your most common service types to save time
- Customers can approve work online with a single click
- Integrated payment processing makes it easy to get paid, so you’re not chasing delinquent customers
- Send contract renewal documents with a single click
- Connect Plannit to QuickBooks to keep all your financial records synced
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.
- Generate quality control checklists to ensure the correct service and chemical treatments are applied for each customer
- Add custom notes to work orders with special instructions
- Built-in GPS tracking ensures you always know where your workers are
- Modify itineraries on the fly if weather or urgent requests force schedule changes
- Employees can ask questions of each other with in-app chat
Frequently Asked Questions
What pool service business owners want to know.
Why use pool service software?
Where can I use Plannit?
How does Plannit handle schedule changes for urgent issues?
Can I import my current business files in Plannit?
What are my subscription options?
What support is included with my Plannit subscription?
What third-party integrations does Plannit offer?