Join thousands of home services companies on Plannit
Simplify communications when you're in the field
The customer portal enables your customers to:
-
View the history of messages with your company, quotes, invoices and payments made, as well as upcoming payments
-
Approve quotes and renew contracts online in 1 click
-
Pay invoices and deposits online
Centralize your web requests to simplify follow-ups
-
All your requests from the network are recorded in Plannit to simplify follow-ups
-
Redirect requests from your Facebook page, website and email to save time
Redirect your calls* so you don't miss a beat
All your calls and voice messages recorded in Plannit
Calls are associated with the customer record in Plannit's CRM
Simplify follow-up by centralizing everything in one place
*Option offered as an upgrade. Create a free account to start a free 30-day trial
Make it easy for homeowners to find and contact your business online
-
Personalized company listing with a professional image on plannit.io
-
Visibility in web search results for your region
-
Promote your company
-
Simplify communications with your customers
-
Organize your job requests and follow-ups
Save time and improve customer satisfaction with Plannit
FAQ
-
How do I add my company profile to the plannit.io network?
1. Create your free account
2. Go to the settings in the Plannit app and fill in your company details.
3. Your listing will be published on plannit.io automatically.
If you need help completing your business listing, consult our online help guide or contact us via the in-app chat. -
Does it cost anything to join the Plannit.io network and receive new job requests?
NO - $0 FOREVER --
Publishing your merchant listing on Plannit's Home Services Network is absolutely FREE - forever.
There are no fees when you receive requests.
There is no charge to respond to and manage your new job requests in the app.
And there's no cost to consumers either.
Our mission is to simplify communications between homeowners and pros in the field. To achieve this, this service will remain free forever. -
How will I receive job requests from the plannit.io network?
You will be notified of new job requests by e-mail and/or via a notification on your cell phone if you have downloaded the mobile application.
The message will contain a link to the request, which will be saved in your Plannit account, where you can reply and manage your follow-ups. -
What can my customers see or do in the Customer Portal?
You can see an overview of your customer area from the settings in the Plannit application.
Your customers can:-
View message history with your company, quotes, invoices, and payments made as well as upcoming payments
-
Approve quotes and renew contracts online in 1 click
-
Pay invoices and deposits online
-
Publish a review of your services
-
-
Are there any costs for the Customer Portal?
NO - $0 FOREVER --
The customer area is absolutely FREE - for you and your customers.
Our mission is to simplify communications between consumers and pros in the field. To achieve this, this service will remain free forever.
FAQ
-
How can my customers access the Customer Portal? Do they need a password?
There are two ways for your customers to access it:
-
When you send a message, quote or invoice to a customer via Plannit, they will receive an e-mail or SMS with a link to the customer area and the messages/documents sent.
-
Via a Plannit button you can add to your website (see the How to add a button help guide)
In all cases, it is not necessary to create a customer account with a password.
Secure access is possible via a link provided either by a communication sent from Plannit, or by requesting a link via the Login button in the Customer Portal of your website once integrated. -
-
How do I redirect requests from my Facebook page to Plannit?
By linking Plannit's customer portal to your Facebook page, you'll give your customers easy access to contact you with any new requests, questions, approvals, payments, etc.
You can follow the instructions below, according to your preferences: -
How can I redirect requests from my website to Plannit?
To redirect your web requests to Plannit, simply add Plannit buttons to your website.
Not an expert with code?
Go to the application settings to send the link with instructions to your webmaster so they can integrate the buttons into your website.
You can also ask our team for help via our in-app chat or support@plannit.io. -
How do I redirect my emails in Plannit?
If you wish to connect an account to which you receive requests in Plannit, simply send us the email address via our in-app chat or via support@plannit.io.
To find out more, see the online help article. -
How do I redirect my calls in Plannit?
If you would like to redirect your calls to Plannit, please contact us via our in-app chat or support@plannit.io.