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Submitted URL: https://business.plannit.io/
Effective URL: https://business.plannit.io/en/
Submission: On December 23 via manual from TH — Scanned from DE
Effective URL: https://business.plannit.io/en/
Submission: On December 23 via manual from TH — Scanned from DE
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</form>Text Content
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* Features
CUSTOMER SERVICE
* Self-service portal
* Centralize requests
* Call tracking
* Online booking
* CRM
* Two-way text messaging
* Smart phone answering solution
MANAGE JOBS
* Sales Pipeline Management
* Scheduling & dispatching
* Route planning
* Job tracking & work orders
* Time tracking
* Chemical product tracking
* GPS tracking
GET PAID
* Contract renewals
* Quoting
* Billing
* Online payments
* Accounting system integration
* Customer & Lead Management (CRM)
* Call Tracking
* Client Communications
* Smart Phone Bot
* Two-Way Text Messaging
* Sales Pipeline
* Scheduling & Dispatching
* Route Planning & GPS
* Job Tracking
* Time Tracking
* Billing
* Job Quoting
* Contract Management
* Payment Processing
* Quickbooks Integration
* Solutions
BY INDUSTRY
* Cleaning business
* Lawn care and landscaping
* Pest control
* Snow removal
* Pool & spa services
* Arborist / Tree care
* HVAC
* Construction
* Handyman
* Electrician
* Plumbing
* Painting business
* Roofing
HOW WE HELP
* Manage teams
* Automate tasks & follow-ups
* Get paid faster
* Impress customers
* Free business listing on our Network
* Snow Removal
* Lawn Care
* Pest Control
* Pool & Spa Service
* Cleaning Business
* Arborist
* Roofing
* Plumber
* Electrician
* Painting Business
* HVAC
* Construction
* Handyman
* Pricing
* Resources
RESOURCES
* Blog
* Field Service Software Comparison
* Why Plannit
* Free Guide: How to go from pen & paper to an app
ONLINE HELP
* Support center
* Blog
* Find a Pro
* English
* Français
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* English
* Français
Search
Toggle Menu
Get Plannit for free Log in
* Features
CUSTOMER SERVICE
* Self-service portal
* Centralize requests
* Call tracking
* Online booking
* CRM
* Two-way text messaging
* Smart phone answering solution
MANAGE JOBS
* Sales Pipeline Management
* Scheduling & dispatching
* Route planning
* Job tracking & work orders
* Time tracking
* Chemical product tracking
* GPS tracking
GET PAID
* Contract renewals
* Quoting
* Billing
* Online payments
* Accounting system integration
* Customer & Lead Management (CRM)
* Call Tracking
* Client Communications
* Smart Phone Bot
* Two-Way Text Messaging
* Sales Pipeline
* Scheduling & Dispatching
* Route Planning & GPS
* Job Tracking
* Time Tracking
* Billing
* Job Quoting
* Contract Management
* Payment Processing
* Quickbooks Integration
* Solutions
BY INDUSTRY
* Cleaning business
* Lawn care and landscaping
* Pest control
* Snow removal
* Pool & spa services
* Arborist / Tree care
* HVAC
* Construction
* Handyman
* Electrician
* Plumbing
* Painting business
* Roofing
HOW WE HELP
* Manage teams
* Automate tasks & follow-ups
* Get paid faster
* Impress customers
* Free business listing on our Network
* Snow Removal
* Lawn Care
* Pest Control
* Pool & Spa Service
* Cleaning Business
* Arborist
* Roofing
* Plumber
* Electrician
* Painting Business
* HVAC
* Construction
* Handyman
* Pricing
* Resources
RESOURCES
* Blog
* Field Service Software Comparison
* Why Plannit
* Free Guide: How to go from pen & paper to an app
ONLINE HELP
* Support center
* Blog
* Find a Pro
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* Testing 2
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FIELD SERVICE MANAGEMENT SOFTWARE FOR SMALL BUSINESSES
WE HELP HOME SERVICE PROS STAY ON TOP OF REQUESTS, WORK ORDERS, SCHEDULING,
BILLING AND PAYMENTS - WITHOUT GIVING UP EVENINGS AND WEEKENDS.
Lead status
utm_ campaign
utm_medium
utm_source
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WHAT WILL YOU DO WITH THE HOURS
YOU SAVE WITH PLANNIT?
Reduce the number of messages that you send manually on a daily basis.
Reduce time spent on scheduling & dispatching jobs.
Save 40+ hours each month on admin work and collections.
SIMPLIFY AND AUTOMATE REDUNDANT TASKS AND MESSAGES
TRACK NEW JOB REQUESTS AND RESPOND FASTER
Organize and follow up on all of your job requests in one place by bringing
emails, website inquiries, phone calls, text messages and Facebook messages into
a single message center.
SCHEDULE AND ASSIGN JOBS IN SECONDS
Our unique job scheduling tools combine your team calendar, jobs, and routes in
a single view to streamline the way you plan your days, dispatch work, and save
you time.
GET PAID FASTER
Save time on quotes, billing, payments, and accounting.
A self-service Customer Portal allows customers to access message history and
files like quotes, contracts, bills and payment history 24/7.
RESPOND TO ALL REQUESTS FROM A SINGLE APP
Plannit makes it easy for you to follow-up with every customer by bringing all
of your messages into a single message center; emails, website inquiries, phone
calls, text messages and Facebook messages.
PLAN YOUR DAYS IN MINUTES, NOT HOURS
Our unique Planner tool combines a team calendar, jobs, and routes in a single
view to streamline the way you plan your days, dispatch work, and save you time.
ELIMINATE THE CHASE FOR INFO WITH TEAM COLLABORATION TOOLS
Plannit allows you and your team to add notes to customer records, invoices,
work orders, and jobs right in the app, so you can be more efficient and
eliminate phone tag.
TRACK AND LOCATE FIELD WORKERS IN REAL TIME
GPS tracking allows you to locate your crews on the road and monitor job status
in real time. The GPS feature also allows to automatically track time for field
service employees and record completed visits.
REDUCE TIME SPENT ON BILLING AND PAYMENTS
Admin staff saves time with Plannit's quoting, billing, embedded payments, and
Quickbooks sync. A self-service Customer Portal allows customers to access
message history and files like quotes, contracts, bills and payment history at
any time.
MOBILE APP FOR FIELD EMPLOYEES
The mobile app lets field employees see planned visits, route, and clock time –
all on a single screen. They also have access to customer files and can get
quick answers using in-app team notifications.
THOUSANDS OF HOME SERVICE PROS MANAGE THEIR BUSINESS WITH PLANNIT
> My favorite features are the chemical product tracking, scheduling options,
> and text notifications to advise clients that we're on our way.
Jason Spencer
Owner - ONEX Extermination
Learn more
> The customer service is great and the team is quick to respond and attentive
> to the needs of their customers.
Laurie Schneider
Assistant - A. Isabel Landscaping
Learn more
> With Plannit's chatbot, I've been able to respond quickly to all incoming
> inquiries. I'm completely booked - after only a few months in business, I need
> to hire staff!
Martin Cater
Owner - Uni-K Salubrity Solutions
Learn more
> 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
Learn more
> I am very satisfied with Plannit. It has made sending quotes and planning a
> day's work so much easier.
Sylvie Horth
General Manager - Arborist Experts
Learn more
HOME SERVICE SOFTWARE REIMAGINED
Plannit is designed from the ground up to simplify how home service companies
work, all while putting customer service front and center.
It has many great tools to help you run your business, and all of those tools
are brought together in a way that makes your customers matter most.
FREQUENTLY ASKED QUESTIONS
* WHAT IS THE BEST SOFTWARE FOR A SERVICE BUSINESS?
LOOK FOR FIELD SERVICE MANAGEMENT SOFTWARE THAT TARGETS THE SOLUTIONS YOU
NEED
Field service management software (FSM) can provide many different solutions
for home and field service companies. It can be highly effective, which is
why FSM software sales are growing at an annual rate of over 17 percent.
Not all FSM software is created equal. Each offers different capabilities.
Instead of thinking about the technology first, we believe you should first
think about the challenges you want to solve.
For example, let’s say you know your company’s biggest struggle is booking
new customers because you’re never in the office long enough to handle the
intake. Now imagine this scenario: you receive a job request, you send a
quote, the customer approves it online, you then schedule the job, send an
invoice, and get paid, all while you’re out on another call.
Keep reading on our blog:
Paper to Spreadsheets to CRMs: Adopting Technology to Grow
* WHAT IS A FIELD SERVICE MANAGEMENT SOFTWARE?
Field Service Management Software is the same as FSM, and Home Service
Management Software.
It is purpose-built for field service businesses. This is important because
field service businesses are confronted with a range of unique challenges
when dealing with multiple levels of coordination to get the job done and on
time. It takes serious effort to process requests for services, schedule site
visits, coordinate field assignments, plot the most efficient routes, and
prepare the billing requirements. All this while handling more incoming
requests.
There are many field service software vendors.
App features can change week to week, but app focus is consistent. For
example, Plannit’s focus is on SMB home service companies.
Instead of comparing app features, research apps that fit the use case you
need. Most home service apps fall into one of these three categories:
* Niche market apps
* Specialized apps
* All-in-one apps
* WHO USES FIELDSERVICE MANAGEMENT?
Field service business owners use software to manage their business,
paperwork and employees. Purpose-build field service apps help to streamline
business processes, operations, track service history, and save time on
paperwork.
Employees in the field can also use field service apps to help them execute
their day more efficiently. service history, customer files and electronic
work orders are all available on the mobile application.
CUSTOMER SERVICE
Customer service
* Job request tracking
* Customer portal
* Text messaging
* CRM
* Online booking
* Smart call answering service
MANAGE JOBS
Manage jobs
* Scheduling & dispatching
* Work order management
* Team management
* Time tracking and timesheets
* Route planning
* GPS tracking
* Chemical tracking
GET PAID
Get paid
* Job quoting
* Invoicing
* Contract management
* Online payments
* Quickbooks sync
ABOUT US
About us
* Our mission
* Why Plannit
* Plans & pricing
* Our customers
* Contact us
* Blog
* Legal Stuff
* Privacy Policy
© 2024 Plannit Inc.
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