Never miss new business again and quickly prioritize customer requests. Follow-up is made easy for every web request, email, text, Facebook message, and phone call.
Your customers want to reach you in a number of ways—phone, text, email, web form, messaging app. It doesn’t matter whether you’re on another job, on the road, or trying to power through paperwork.
Centralize all customer calls, emails and text messages in one application
Run your field service operations right from your laptop, phone or tablet
Your customers get a smoother experience, and you win more business
Plannit is designed for home service providers who want to stand out for their customer service. It collects every job request in one central place so that you can easily follow up on every message.
Complete customer histories right at your fingertips
No more digging through filing cabinets to find approvals, invoices, or work orders
Resolve issues and answer customer questions in seconds
Automate follow-up emails, instantly let customers know you’re en route, and
Make digital contract renewals a snap
Turn leads to customers faster.
Since we've been using Plannit, we've improved our customer service. Every customer feels unique and important. They feel like we know and remember who they are individually, amongst all of our clients.
Plannit helps you schedule the work week for you and your teams.
Easily create, move, and assign jobs.
Update assignments for your teams when you’re at the office or right from your phone when you’re in the field
Built-in mapping tools optimize workday routes to save time and fuel
Instantly see where each crew is located with GPS tracking
Create and save job checklists
Add notes to work orders and customer files
Track time on the job
Let your teams collaborate through in-app chat
One of the features I cannot go without is specific to our field. Plannit allows us to easily comply with government requirements on tracking the products we use. I also like the scheduling options, which allow me to text clients ahead of time to advise that we are on our way, instead of having to call them.
I like the invoicing tools in the platform because I no longer have the expenses associated with paper and mailing. It’s an environmentally friendly way to serve my clients.