Plannit management software helps snow removal businesses save time on planning, billing, contracts renewals - and get paid faster.
- Accelerate contract renewals and payment collection
- Clients can renew contracts and pay online via a customer portal
- Plan and optimize routes in just a few clicks
- Mobile app automatically records every visit to produce proof easily when needed
- Track employee time worked and export time sheets
- Automate notifications to customers to let them know that you're on your way
Plannit offers a complete toolkit to manage your business on your phone, tablet and desktop.
Test all of Plannit's features for free, with no risk and no obligation. No credit card required.
Plannit Puts Your Customers First
Plannit is snow removal software designed to save you time while putting your customers front and center. It helps you stay in touch, get the job done, and lock in more seasonal contracts—all in one easy-to-use app.
Plannit saves you time by streamlining communications with your customers, planning and paperwork.
Scheduling & Dispatching
Plannit includes a simple planning tool that integrates routing, your agenda, and dispatch functions. It allows you to organize schedules and create optimized routes in minutes.
- Easily plan, change and optimize recurring snow removal and sanding routes
- Add new customers to your routes in minutes and optimize itineraries in one click
- Plan routes by service type or by area
- GPS tracking automatically records every visit and address served to avoid disputes
- GPS locates drivers in real time.
Get all the tools you need to manage your employees in the field. Send and receive automatic confirmations when sanding or snow removal is completed to manage liability.
- Send automated "en route" messages to customers to remind them to move vehicles
- Time tracking records employee hours worked
- Attach quality checklists to any snow removal or sanding contract
- Track the progress of any route and locate each employee in real time
Quoting & Invoicing
Plannit includes quote and invoice templates that you can customize. In addition, clients can approve quotes online with one click.
- Quickly create seasonal contracts for new clients
- Customize quotes with flexible payment options and terms
- Collect payments faster through the integrated online payment solution
- Link payments to specific addresses or contracts, so you always know who paid for which locations, even on accounts with multiple addresses
- Connect Plannit to your accounting system, so all your finances stay in sync
Customer Relationship Management (CRM)
Keep everything you need to know about your customers in one easy-to-access place, including contact information, contracts, visit and payment history, and special instructions.
- Manage account details at multiple locations
- Attach detailed notes to contracts with your customer's special requests
- Centralized communication management
- Customer communication history is saved in their records
- Website chatbot and phone bot can pre-qualify prospects for you, answer common questions and take messages