Plannit

Whether you are a self-employed person or a manager of many teams, simplify and centralize all the communications required for the day-to-day management of your home service business: from customer's request to payment.

All-in-one tools that support customer communications, customer database, job-related information, internal communications, scheduling, billing and online payment.

Plannit is hosted in the cloud, so you can communicate and manage your business on any of your devices and from everywhere.

Use Plannit to:

Simplify your communications

- Automate most of your customer communications

- Centralize your exchanges with customers (text, email)

- Internal communication on each contract

- Solicit client review in one click

Respond to your clients’ requests

- Let the virtual assistant and the smart answering machine note your clients’ requests: on your website, your phone and your Facebook (coming soon).

- Send automatic and courteous responses to your clients

- Be informed in real time of all clients’ requests

Manage your appointments

- Send appointment confirmations in one click

- Automatically send appointment reminders to clients

- Inform your customers quickly of your impending arrival

- Build your customer list with contact details, features and related contracts

- Save the history of your communications, images and invoices as the work is done

Create the schedules of your teams

- Assign an employee to a task

- Give Plannit access to your employees to check their schedules and the details of their assignments

- Follow your employees in the field with Plannit

- Automatically record the hours made for each contract

Billing

- Create invoices and quotes to email

- Get your payments online quickly

- Transfer accounting information directly to your accounting system

- Produce contributions of all kinds: pending invoices, customer lists according to their characteristics, etc.

Do your marketing and promotions

- Gain visibility on the Internet

- Make contract reminders in a few clicks

- Simply manage marketing campaigns - Upcoming Support Services

Briefly, Plannit makes the day-to-day management of your home service business simple and more effective. You will gain the only thing that can’t be bought: time!

Sign up for free Plannit services. You'll have the tools you need to run your business at no cost. https://pro.plannit.io/signup

Do you have a larger team and want access to all Plannit features? Subscribe to the Premium service. https://pro.plannit.io/signup

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