Field Service CRM

Frequently Asked Questions

• Can I have multiple contacts for a single location?

  Yes, it's possible to add multiple contacts for a single location or client. For example, you may need to have a contact for billing, and a different contact for job details. 

• Can I customize my CRM lists?

  Plannit offers several options to customize your contact list view and make it easy to search and find customers. 
  
  Choose which data columns to display in your default view, and filter or sort on any search criteria. 
  
  You can also manage employee access to your CRM by user.

• Where can I use Plannit?

  Plannit is available on your phone, tablet, or computer anywhere you have a WiFi or cell connection. Plannit uses the world’s most reliable cloud platform with 99.99% availability.
  
  Your work crew can be anywhere and quickly check job details for any customer, message you with any questions, and confirm all customer paperwork is in order with your office manager.

• Can I import my customer files in Plannit?

  Yes, absolutely. Plannit’s Customer Success team can help import your customer records into the app for a minimal fee. See the pricing page for details.

  You’ll have access to everything and control over which files each different team member sees.

• What are my subscription options?

  Plannit's CRM features are available in the free version.
  
  Advanced features are available in paid plans. Compare our plans on the pricing page

• What is a field service CRM?

  CRM is software that helps you manage your customer files, and ensure customer satisfaction. Field Service CRM is a CRM software specifically designed for field service businesses. 

• Why is a CRM important for field service management?

  The fact is that forgetting to call customers back, even for one day, means you're missing out on new business opportunities. You may be missing these opportunities because of disorganization, lost paperwork, misplaced notes on the job, or technicians in the field not having access to vital, job-related information.

• What are the benefits of our field service management CRM?

  Plannit is a different kind of field service management software that puts your customer satisfaction front and center.

  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.

  • 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 book more jobs.