Homeowners 💙 Plannit’s self-service customer portal.
Everything is available right at their fingertips 24/7. There's no playing phone tag, delays or misunderstandings.
Customers can approve quotes with a single click
Send customers quotes for approval through the customer portal. They can review them and approve or request a change with a single click. Either response sends you an instant alert.
Check balances and pay bills
Your customers can view their outstanding balance and payment history anytime, anywhere. They can see details of any unpaid invoices and easily make a payment in just a few clicks. Integrated credit card processing and bank transfer options are available right in the app.