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
![customer-portal_left-menu](https://business.plannit.io/hubfs/WebP/customer-portal_left-menu.webp)
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.
![online quotes](https://business.plannit.io/hubfs/WebP/customer-portal_quote-actions.webp)
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.
![online-payment-solution](https://www.plannit.io/hubfs/WebP/online-payment-solution.webp)
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.
![online-booking-form](https://www.plannit.io/hubfs/WebP/online-booking-form.webp)
An easy-to-use customer portal will make your home service company stand out
> Get started with the free version