Client Communications
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.
Plannit gives you and your customers what you’re both looking for.
It’s easy to get up and running with Plannit field service software. Go completely paperless in a few hours. Everything you need moves onto a single app.
Use the same app on desktops, laptops, tablets, and phones. Plannit’s Customer Success Team is here to help you with email and phone support, and an online knowledge base with how-to articles and videos to help you get started.
Plannit is designed for home service providers who want to stand out for their customer service. It collects every incoming contact in one central location. You can easily follow up on any query.
You can automate follow-up emails, instantly let customers know you’re en route, and make digital contract renewals a snap.
Turn leads to customers faster.
Client Communications
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.
Customer & Lead Management (CRM)
Quickly prioritize every customer request. Get complete customers and lead histories instantly.
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 reassign jobs. Update assignments for your teams when you’re at the office or right from your phone when you’re in the field.
Scheduling & Dispatching
Schedule and update jobs quickly. Get the status on any open job, live from the field.
Route Planning & GPS
Save gas and get your routes done faster. Generate optimized daily itineraries on-demand or load your preferred, customized routes.
Job Tracking
Track everything related to jobs in one place. No printing necessary.
Team Management
Find out where your work crews are and what they’re doing. Get instant updates on their progress, answer questions, and create task lists.
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.
Plannit comes with a complete administrative and billing suite.
Quoting & Invoicing
Power through paperwork with automated quoting and invoicing. Free up hours of your time every week.
Payment Processing
Process payments right in the app, with no terminal fees.
Reporting
Sort, filter, and create reports for customers, invoices, quotes, jobs, and visits.
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, and has allowed me to gain their trust, especially during COVID, which they very much appreciated.
See Pricing
Field Service Management Software is built for field service businesses. This is important because field service pros are confronted with a range of unique challenges when dealing with multiple levels of coordination to get the job done and on time. It takes effort to process requests for services, schedule site visits, coordinate field assignments, plot the most efficient routes, and prepare the billing requirements. All this while handling more incoming requests.
There are many field service software vendors.
App features can change week to week, but app focus is consistent. For example, Plannit’s focus is on SMB home service companies.
Instead of comparing app features, research apps that fit the use case you need.
Software built for field service management can have a broad range of functionality, from CRM, to job tracking, work order management, scheduling, dispatching and billing.
Typically, most field service management software will require you to start with a service call, request or work order.
Once you've created a work order, you can associate a client record to it (or fill in customer details), schedule the job, and dispatch it to a technician. Once the work is complete, you can send an invoice and request payment, either right in the app, or not.
Using software field service management will help you save time on paperwork, planning your days, and organizing files.
Depending on what features are offered, you may also leverage tools to provide better service to your customers, improve response times, and win more business.