Plannit tracks all of your customer information and provides the tools to help you run your pool business more efficiently.

  • Automate contract renewals 
  • Schedule visits and optimize recurring routes in just a few clicks
  • Respond to inquiries faster
  • Accelerate paperwork and payment collection to improve cash flow
  • Allow customers to book an appointment online even when you’re out and about
With Plannit, we've improved our customer service tenfold. We're able to get back to customers quickly with answers, and schedule urgent jobs in a cinch.

Isabelle Brisebois
Administration - Nautic'eau Pools and Spas

All the tools you need to improve customer service and run your pool service business efficiently.

Pool Service CRM

Customer management made easy. Track everything you need to know about your clients.

  • Offer clients access to quotes, invoices, messages and more with the Client Portal
  • Keep notes for client preferences and seasonal service reminders
  • Easily track and report on services rendered and chemicals used
  • Attach photos, property notes, and other documents to client files
  • Get service call requests from your clients with online booking

Pool Service Scheduling

Manage jobs and easily schedule and dispatch to your team in with our unique Planner.


Quoting & Invoicing

Plannit makes it easy to quote, invoice and get paid for everything from urgent treatment jobs to routine recurring work.

  • Customize payment terms, options or a payment plan
  • Use quote templates for your most common service types to save time
  • Customers can approve work online 
  • Integrated payment processing makes it easy to get paid
  • Send contract renewals with a single click
  • Connect Plannit to QuickBooks to keep all your financial records synced
pool service quoting app

Job & Time Tracking

  • Job checklists ensure the correct pool service and chemical treatments are applied for each customer
  • Add custom notes to work orders with special instructions 
  • Built-in GPS tracking ensures you always know where your workers are
  • Mobile punch clock makes it easy to track employee hours worked

Plannit Puts Your Customers First

Plannit has many great tools to help you run your pool service business, but all of those tools are brought together in a way that makes your customers matter most.

Frequently Asked Questions

What pool service business owners want to know.