Skip to the main content.

Join thousands of home services companies on Plannit

Graphic Rated Capterra EN

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

Chat+Menu

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

See the FAQ section to learn more

Vidéo_tracking_AdobeExpress

 

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

Dashboard - Calls (1)

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

Plannit Network - Search (3)

 

  • Promote your company

  • Simplify communications with your customers

  • Organize your job requests and follow-ups

Save time and improve customer satisfaction with Plannit 

FAQ

FAQ