HVAC Contractor Software

Job Scheduling & Dispatching

• You organize your day in minutes thanks to Plannit’s intuitive drag-and-drop scheduling calendar

• See daily routes for each technician

• Check the status of every work order at a glance

• Schedule weekly, seasonal, or other recurring jobs on whatever schedule your customers need

Employee Management & Job Checklists

• The 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