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.
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View and approve quotes online
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Review appointment details
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Securely pay invoices online
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Send messages and view message history
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Book more work or renew contracts
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.
Give customers an easy way to book more work
Customers can request new jobs from you right in the Plannit self-service portal. When a customer submits a request, you’ll receive an instant alert.
Customer service
Manage jobs
Get paid
About us
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