Field service management software for small businesses

We help home service pros stay on top of requests, work orders, scheduling, billing and payments - without giving up evenings and weekends.

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Reduce the number of messages that you send manually on a daily basis.

Reduce time spent on scheduling & dispatching jobs.

Save 40+ hours each month on admin work and collections.

Track new job requests and respond faster

Organize and follow up on all of your job requests in one place by bringing emails, website inquiries, phone calls, text messages and Facebook messages into a single message center.

Schedule and assign jobs in seconds

Our unique job scheduling tools combine your team calendar, jobs, and routes in a single view to streamline the way you plan your days, dispatch work, and save you time.

Get paid faster

Save time on quotes, billing, payments, and accounting.

A self-service Customer Portal allows customers to access message history and files like quotes, contracts, bills and payment history 24/7.

Respond to all requests from a single app

Plannit makes it easy for you to follow-up with every customer by bringing all of your messages into a single message center; emails, website inquiries, phone calls, text messages and Facebook messages.

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Plan your days in minutes, not hours

Our unique Planner tool combines a team calendar, jobs, and routes in a single view to streamline the way you plan your days, dispatch work, and save you time.

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Eliminate the chase for info with team collaboration tools

Plannit allows you and your team to add notes to customer records, invoices, work orders, and jobs right in the app, so you can be more efficient and eliminate phone tag.

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Track and locate field workers in real time

GPS tracking allows you to locate your crews on the road and monitor job status in real time. The GPS feature also allows to automatically track time for field service employees and record completed visits.

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Reduce time spent on billing and payments

Admin staff saves time with Plannit's quoting, billing, embedded payments, and Quickbooks sync. A self-service Customer Portal allows customers to access message history and files like quotes, contracts, bills and payment history at any time.

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Mobile app for field employees

The mobile app lets field employees see planned visits, route, and clock time – all on a single screen. They also have access to customer files and can get quick answers using in-app team notifications.

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Thousands of home service pros manage their business with Plannit

My favorite features are the chemical product tracking, scheduling options, and text notifications to advise clients that we're on our way.

Jason Spencer
Owner - ONEX Extermination

Learn more

Home Service Software Reimagined

Plannit is designed from the ground up to simplify how home service companies work, all while putting customer service front and center.

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

Frequently Asked Questions

What is the best software for a service business?

Look For Field Service Management Software That Targets the Solutions You Need

Field service management software (FSM) can provide many different solutions for home and field service companies. It can be highly effective, which is why FSM software sales are growing at an annual rate of over 17 percent.

Not all FSM software is created equal. Each offers different capabilities. Instead of thinking about the technology first, we believe you should first think about the challenges you want to solve.

For example, let’s say you know your company’s biggest struggle is booking new customers because you’re never in the office long enough to handle the intake. Now imagine this scenario: you receive a job request, you send a quote, the customer approves it online, you then schedule the job, send an invoice, and get paid, all while you’re out on another call.

Keep reading on our blog:

Paper to Spreadsheets to CRMs: Adopting Technology to Grow
What is a field service management software?
Field Service Management Software is the same as FSM, and Home Service Management Software.

It is purpose-built for field service businesses. This is important because field service businesses are confronted with a range of unique challenges when dealing with multiple levels of coordination to get the job done and on time. It takes serious effort to process requests for services, schedule site visits, coordinate field assignments, plot the most efficient routes, and prepare the billing requirements. All this while handling more incoming requests.

There are many field service software vendors.

App features can change week to week, but app focus is consistent. For example, Plannit’s focus is on SMB home service companies.

Instead of comparing app features, research apps that fit the use case you need. Most home service apps fall into one of these three categories:
- Niche market apps
- Specialized apps
- All-in-one apps
Who uses fieldservice management?

Field service business owners use software to manage their business, paperwork and employees. Purpose-build field service apps help to streamline business processes, operations, track service history, and save time on paperwork.

Employees in the field can also use field service apps to help them execute their day more efficiently. service history, customer files and electronic work orders are all available on the mobile application.

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Field service management software for small businesses

We help home service pros stay on top of requests, work orders, scheduling, billing and payments - without giving up evenings and weekends.

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

Simplify and automate redundant tasks and messages