Plannit 1.6.1

Plannit offers a comprehensive home services app designed to enhance the operational efficiency of professionals in the industry. This platform streamlines various aspects of service management including responding to job requests, creating quotes, scheduling and dispatching tasks, sending invoices, and facilitating payment collection all from a single interface.

Customer Service

• Efficiently track customer records and history.
• Centrally manage requests and calls to ease follow-ups.
• Inform customers via text message regarding your arrival time.
• Enable customer actions such as quote approvals, invoice payments, and new work bookings online.

Job Management

• Schedule and dispatch jobs rapidly.
• Monitor team progress and location effectively.
• Optimize routes with just a few clicks.
• Record time for each job or clock in to monitor daily hours.
• Incorporate checklists, zones, notes, and photos into online work orders.

Payment Processing

• Email or SMS invoices to customers for quicker payment processing.
• Create professional quotes that customers can approve online, thereby increasing contract acquisition.
• Facilitate deposit collection through quote approvals.

Designed for Small Businesses

The Plannit app is tailored specifically for small home service businesses and includes a completely FREE version to assist professionals in effectively managing customer relationships, work orders, quotes, invoices, and payment processes.

User Base

A diverse array of professionals including plumbers, electricians, carpet cleaners, handymen, HVAC technicians, landscapers, painters, pest control specialists, and window cleaners are utilizing Plannit both in the office and on-site to optimize their time management.

Support

The platform provides extensive online help resources and tutorials readily available for users. Additionally, the Customer Success Team offers assistance via phone, email, or chat to ensure user satisfaction.

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