Centralize all your requests in one place
With Plannit, no telephone or web request goes to waste, even when you're out of the office and on the job. Convert job requests into contracts faster than your competitors, and seize every opportunity.
Prepare estimates faster
Create bundled offers for the products and services you sell, so you can add them to your quotes faster.
Increase sales by offering add-on options
When your customers approve the quote, they'll be able to choose the additional options you offer, allowing them to personalize their project while boosting your sales.
Access schedules on employees' cell phones
Simplify job scheduling and allocate resources to each project according to their availability. Each resource has access to their schedule on the Plannit mobile application.
Measure job profitability in real time
Get a clear overview of each job's costs, expenses and profits. Our financial tracking solution lets you make informed decisions to optimize the profitability of your jobs.
Stop chasing timesheets
With our mobile punching system, you'll keep track of all the hours worked by your employees. What's more, you'll be able to easily see the labor cost for each job.
Automate invoicing and manage mailings according to your deadlines
With our invoicing software, you can manage your deposits to get projects off the ground faster, and release pre-produced invoices as work progresses.
Eliminate receivables with online payments
The Plannit customer portal lets customers pay invoices online with a single click. Receive your money within 24 to 48 hours!
Automate payment reminders
Adjust the payment automation parameters as you wish and let our software do the rest.
An e-mail will automatically be sent to your customer when a payment reminder is sent.
