What's included
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Manage job requests
Plannit brings all of your messages from your Facebook page, email, and website inquiries in a single place so that you can keep track of new requests and respond to customers directly from the app.
Never miss a new opportunity. Qualify new leads faster. Quickly prioritize new requests and follow-ups. -
Create and manage quotes
Save time creating quotes and estimates and win more business.
- Quickly create digital estimates and send them off to a customer in seconds.
- Customers can easily approve estimates online, or request changes
- Offer several options and add-ons that customers can select or remove to update their quote
- Offer different payment options and plans for customers to choose from
- Receive notifications when quotes are approved
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Invoicing
Free up hours of your time by automating paperwork and collections.
- Send invoices electronically so that customers can pay online quickly and easily
- Customizable payment terms.
- Accept deposits, partial payments, or any schedule of instalments
- Create professional-looking documents
- Customizable with your company logo and branding
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Get paid
Send invoices, accept payments, and get real-time notifications on payment statuses. Plannit saves you hours on bookkeeping by automatically matching payments to invoices.
- Customers can pay you online instantly
- Eliminate late payments, bounced cheques, and collections calls
- Get paid within days, not weeks
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24/7 online customer portal
A 24/7 self-serve portal where your customers can request work, approve quotes and pay invoices—all online. Eliminate back-and-forth messages and delays and get paid faster.
- View and approve quotes online
- Review appointment details
- Securely pay invoices online
- Get questions answered
- Book more work
Advanced Features
Manage your time - Get powerful add-ons that help you make more money in less time.
Automation & Accounting Integration
Save hours by eliminating everyday manual tasks.
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49$ /month
Save time and gain peace of mind. Let Plannit do it for you.
- Integrate with your accounting system
- Automate reminders and follow-ups
- Automate recurring billing and payments
- Power through paperwork with batch invoicing
Two-way text messaging
Send messages, quotes, and invoices to your customers via SMS.
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25$ /month
Receive and reply to your customers' text messages directly from Plannit's centralized message center.
Learn more about two-way text messaging >
*Includes 500 messages per mo. $25/mo. per additional block of 500 messages.
Need more? Contact us for a custom package.
Online Marketing
Add online marketing features to win more business.
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25$ /month
- Capture leads on your website and Facebook page
- Online booking >
- Automated Google reviews
Manage everything within Plannit. Get real-time notifications for new leads, reviews and appointments scheduled so that you can follow-up promptly.
Manage your team - Manage field employees more efficiently and grow your business.
Mobile Punch
Make it easy to track hours worked and produce timesheets with a single click.
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2$ /user/month
The time tracking feature in our mobile app makes it easy for employees to punch in and out on their mobile device, automatically logging hours worked throughout the day into Timesheets in Plannit.
Scheduling
+ Mobile punch
Easily plan your days, dispatch work and get real-time updates on jobs.
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12$ /user/month
- Schedule one-time jobs or recurring visits
- Drag and drop new jobs into your calendar
- Color-coded by employee and/or by type of service
- Let customers book appointments online
Routes & GPS
+ Scheduling & mobile punch
Save time on dispatching jobs by route, route optimization, and locating employees in the field with live GPS tracking
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19$ /user/month
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Built-in GPS tracking that lets you find drivers in real-time and find the closest technician to a new job request.
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Get paid faster with embedded payments
Available with every version
- Accept credit cards and bank transfers
- Accept online or in-person payments*
- Accept deposits and partial payments
- Automate scheduled and recurring payments (with the Automations add-on)
*Terminal cost is not included
Frequently Asked Questions
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How can I subscribe to paid options?
Create a free account. Once your account has been created, you can sign in and upgrade and add paid options at any time via your Account Settings.
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What forms of payment does Plannit accept?
Subscriptions to paid options are payable by credit card via your Plannit account.
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In what currency will I be charged for my subscription?
You will be charged in your local currency.
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How can I add users to my account?
You may users in your Plannit account settings.
You may have unlimited users with the free version.
With paid options per user, pay only for the number of users you need. You may add or subtract users at any time during your subscription.
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Can I upgrade or downgrade my account at any time?
You may upgrade or downgrade your account at any time via your Plannit account settings.
No refunds will be issued for the current month. See our Terms and Conditions page for details.
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What is your cancellation policy?
You may cancel your account at any time. Prepaid fees are not refundable. A 30-day notice is required to cancel a monthly subscription.
Simply send an email to support@plannit.io before the current subscription period expires and your account will be deactivated upon the next subscription period and under the conditions listed above.
See the Terms and Conditions page for more information
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What support is included with my Plannit subscription?
Access to the Knowledge Base, and online (email and chat) support are included with every plan.