| Free | Pro | Premium | Grow | |
|---|---|---|---|---|
| Manage job requests like a pro to win more business | ||||
| Two-way text messaging Communicate with your customers via text messages within the Plannit app. Send reply to inquiries, send appointment confirmations, work orders, estimates, and invoices. Includes 250 sms/mo. Additional sms may be purchased as needed. |
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| Call Centralisation Centralise all of your phone calls and messages in Plannit to automatically take messages, call back numbers and keep track of follow-ups easily. Includes 250 SMS and 250 call minutes per month. |
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Plans & Pricing
Get started for free - no hidden costs - no credit card required.
Billed monthly
Billed annually (Get 2 months free)
Free forever
Organize and manage everything related to every job - all in one place.
$0
$0
/mo.
- 2 users included
- Manage job requests and customers
- Scheduling
- Job tracking and work orders
- Quotes, invoicing and online payments
Pro
Manage your team + automate tasks, reminders and follow-ups to get more done in less time.
$59
$49
/mo.
Free plan +
- 5 users included. Additional users $10/mo./user
- Team scheduling and dispatch
- Automated reminders & follow-ups
- Manage team access and app permissions
Most Popular
Premium
Get advanced tools, customization and integrations to boost efficiency and profits.
$129
$109
/mo.
Pro plan +
- 5 users included. Add users for $10/mo./user
- Sync with Quickbooks or other accounting system
- Routes & GPS
- Custom fields
- Contract renewals & batch invoicing
Grow
Track where new customers are finding you and where to spend money to grow your business.
$199
$169
/mo.
Premium plan +
- 5 users included. Add users for $10/mo./user
- Smart call answering system
- Call & campaign tracking
- API & integrations
* Prices displayed in local currency. Does not include applicable taxes.
Enhance your plans with Plannit's à la carte add-ons
Add extra features to your paid plan starting at $25/month.
Text Messaging and Phone Add-Ons Now Available with Plannit
Stay in touch with your customers—right from the Plannit platform.
Choose the option that fits your business:
Text messaging only – Send up to 250 texts per month (max 250 characters per message) for $25/month*
Text + phone – Includes 250 call minutes and 250 texts per month for $49/month*
Need more flexibility?
Additional messages and minutes are charged at $0.08 each*
Add extra phone lines for $10/month per line*
* Prices displayed in local currency. Does not include applicable taxes.
** New options coming soon
Compare Plans
Add ressources to any paid plan for $10/ressource/mo.
| Free | Pro | Premium | Grow | |
|---|---|---|---|---|
| Manage job requests like a pro to win more business | ||||
| Online customer portal An online portal where your customers can send messages, approve quotes, and pay for invoices. |
||||
| Centralize messages from your website, Facebook, and emails Plannit centralizes messages from your web forms, Facebook Messenger, and email making it easy for you to stay on top of follow-ups and respond to new job requests faster. |
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| Customer & lead management (CRM) Complete customer history including communications, billing, payments and jobs. Tag clients as prospects for follow-up |
||||
| Customer satisfaction surveys Upon completing a job, send an email to your customer to request feedback on the service provided. |
||||
| Online appointment booking Let customers book an appointment with you from your website. Automatically updates your schedule in Plannit. |
||||
| Website chatbot Add a chatbot to your website or your Facebook page to answer FAQs, pre-qualify leads, take messages and book appointments online. Chatbot messages and inquiries are centralized in the Plannit app. |
||||
| Google reviews integration Automatically prompts customers to rate your service on Google once a job or visit is complete. Acquiring Google reviews helps you boost your business visibility in Google searches. |
||||
| Manage jobs and teams with ease | ||||
| Job tracking | 25 Jobs/mo. |
|||
| Scheduling & dispatching Color code by technician, or by type of service. Filter and sort on your list of contracts and simply drag and drop visits to plan your days and dispatch work in only a few clicks. |
||||
| Work orders | ||||
| Mobile app Plannit's mobile app is included and allows you to manage communications, jobs and access important information in Plannit while you're in field. |
||||
| Mobile punch & timesheets Employees can punch in and out using Plannit's mobile app. Helps produce time sheets to save time on payroll. |
||||
| In-app team messaging | ||||
| Schedule recurring visits Plannit makes it easy to schedule multiple visits associated with a contract of job. Automatically copy job checklists for each visit, and create invoices for each visit if needed, with a single click. |
||||
| Signatures Produce work orders in a cinch with the ability to have customers sign off directly within the app. This feature provides an electronic record of signed work orders that can instantly be sent to your billing department. |
||||
| File and photo attachments | ||||
| Job checklists | ||||
| Route planning & optimization Efficiently schedule and track jobs by route. Optimize daily routes and recurring visits in a few easy clicks. |
||||
| Automatic employee time tracking Make sure your employees are in the right place and on time with our GPS punch. Real time GPS tracking simplifies time tracking for employees on the road and to automate time sheets for payroll. |
||||
| GPS tracking Locate employees at any time and track progress with GPS tracking. |
||||
| Custom work orders Add custom fields to customize your work orders. |
||||
| Custom CRM fields Add custom fields to customize your customer records in Plannit's CRM. |
||||
| Custom quote and invoice fields | ||||
| Custom job forms | ||||
| Save time on managing your business | ||||
| Quoting | ||||
| Invoicing | ||||
| Schedule invoices for future dates | ||||
| Multiple billing options and payment schedules | ||||
| Automatic reminders for unpaid bills | ||||
| Manage app access and permissions per user | ||||
| Reporting & data exports Plannit offers full reporting capability, with sorting and data filters. You can also export lists of contacts, quotes, invoices and jobs. |
||||
| Chemical product tracking and reports | ||||
| Accounting interface (QuickBooks, Sage, Acomba) Automatically sync invoices and payments with your accounting systems to save time. |
||||
| Contract renewals and batch invoicing Streamline your contract renewals before your busy season and get paid faster. |
||||
| Campaign tracking and ROI | ||||
| API & integrations | ||||
| Online payment processing (no terminal required) Make payments fast and convenient for your customers. integrated credit card processing right in the app. No more late payments, bounced checks, or collections calls. Get paid faster, easier, and reliably. |
3.2% + $0.30 |
2.9% + $0.30 |
2.9% + $0.30 |
2.9% + $0.30 |
| Plannit Support and Services | ||||
| Online product support --chat, email, online help center | ||||
| Assisted onboarding, training and 1 to 1 support | N/A | $100/hr |
$100/hr |
$100/hr |
Frequently Asked Questions
-
Can I use the free version for as long as I'd like?
Yes. The free version can be used for as long as you'd like. We'll never force you to upgrade and pay to keep using Plannit.
-
Are there any other fees to consider?
Plannit has a NO HIDDEN FEES policy.
As described in the pricing table, Plannit offers optional add-ons to our plans:
- Add users if you need more than 5 for $10/user/mo.
- Add two-way text messaging for $25/mo.
- Online payment processing fees per your selected plan.
- Support services if you need ongoing training and help.
These are all optional and there are no other fees to consider.
-
How can I downgrade or cancel my account?
For all new account creations, it is possible to request a cancellation after a minimum of three (3) months. For all monthly plans, you may downgrade or cancel your account at any time up to 30 days prior to the monthly renewal date via your account settings in the app.
On an annual plan, you may downgrade or cancel your account up to 30 days prior to the annual renewal date. Yearly subscription fees are not refundable.
-
Is a credit card required to sign up?
A credit card is not required to sign up and create your account on the Free version.
You will however need to enter a credit card to unlock a free trial of any paid plans. If you cancel your trial before the end, your card will not be charged.
-
How can I upgrade my plan?
You can upgrade your plan at any time you'd like via your account settings in the app.