Centralize all your requests in one place
With Plannit, no telephone or web request goes to waste, even when you're out of the office and on the job. Convert job requests into contracts faster than your competitors, and seize every opportunity.
Prepare and win contracts faster
Our quoting software enables you to create professional invoices and quotes in seconds, and have them approved directly online in the customer portal.
Receive instant notifications so you don't miss a thing
Schedules accessible on employees' cell phones
Simplify job scheduling with our dedicated software. Create detailed schedules and allocate resources to each project according to their availability. Each resource has access to their schedule on the Plannit mobile application.
Communicate job specifications efficiently
Add details about the work to be done by adding custom fields to your work orders. With this feature, your employees will have access to detailed and specific instructions directly on their mobile device when they're out in the field.
Automatic recording of hours spent on each job site
With our mobile punch system, you'll keep track of all the hours worked by your employees on every job. What's more, you'll be able to easily see the labor cost for each project.
Measure profitability in real time
Get a clear overview of costs, expenses and profits for each job. Our financial tracking solution lets you make informed decisions to optimize the profitability of your jobs.
Easily track project milestones
Define the key stages of each project and assign distinctive colours for clear and quick visualization. By adopting this approach, you'll reduce the risk of unexpected expenses and keep your projects on track.
Automate invoicing and manage shipments according to your deadlines
With our invoicing software, you can manage your deposits to get projects off the ground faster, and release pre-produced invoices as work progresses.
Eliminate receivables with online payment
The Plannit customer portal lets customers pay invoices online with a single click. Receive your money within 24 to 48 hours!
Automate payment reminders
Adjust the payment automation parameters as you wish and let our software do the rest. An e-mail will automatically be sent to your customer when a payment reminder is sent.
