HVAC Contractor Software
Book more work and get paid faster with Plannit HVAC business software
Job Scheduling & Dispatching
- You organize your day in minutes thanks to Plannit’s intuitive drag-and-drop scheduling calendar
- See daily itineraries for each technician
- Check the status of every appointment at a glance
- Schedule weekly, seasonal, or other recurring jobs on whatever schedule your customers need
Employee Management & Job Checklists
- The Plannit mobile app allows you to enter custom notes and create job checklists, so your employees have all the necessary information to get the work done right the first time.
- Easily track employee time-on-job with mobile time-clocking and built-in GPS tools. You’ll know when employees arrived on the job, how long they were there, and when they left.
Customer Management
Track everything about your customers in easily searchable records. Everything is organized and findable whenever you need it.
- Complete customer work histories right at your fingertips
- Manage complex customers with multiple addresses, like commercial properties or industrial parks
- Search up special requests or notes on previous work orders
- See your complete communication history
Estimates & Invoicing
- Send quotes to your customers online for speedy approvals or revision requests with a single click
- Schedule recurring work or ongoing contracts too
- Or set flexible payment terms on whatever schedule your customers’ need
- Plannit offers quote and invoice templates to help you look even more professional
- Easily eliminate manual data entry by syncing Plannit to your QuickBooks account
Plannit Puts Your Customers First
Plannit is HVAC software built from the ground up for contractors, small businesses, and other professionals who want to offer the best possible customer service. Treat your customers right from initial contact all the way to payment processing.
