Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We assist home service professionals in managing requests, work orders, scheduling, billing, and payments efficiently, ensuring they can enjoy their evenings and weekends. By minimizing the number of daily messages you need to send manually, you can significantly reduce the time spent on scheduling and dispatching jobs. This streamlined approach can save you over 40 hours each month previously spent on administrative tasks and collections. All your job requests can be organized and followed up on in a single platform that consolidates emails, website inquiries, phone calls, text messages, and Facebook messages into one easy-to-use message center. Our innovative job scheduling tools integrate your team calendar, job lists, and routes into a cohesive view, optimizing the planning of your workdays and job dispatching, ultimately saving you valuable time. Customers benefit from a self-service portal that provides them with 24/7 access to their message history and essential documents, including quotes, contracts, bills, and payment records. Plannit is meticulously crafted to enhance the operational efficiency of home service businesses while maintaining a strong emphasis on exceptional customer service. By adopting our solutions, home service pros can focus more on their core tasks and less on administrative burdens.
Description
ProLine is the ultimate CRM for roofers aiming to excel in their market while ensuring they make it home in time for dinner. This software consolidates all essential functions—such as engagement, quoting, selling, project management, communication, billing, payments, calendar management, reporting, and review generation—into one user-friendly platform specifically designed for residential roofing teams. Each feature is tailored to empower roofers to increase their sales, streamline their processes, and enhance their review generation efforts. With ProLine, users can personalize and manage roof quotes seamlessly, using ready-made templates, creating branded documents, uploading pricing information, and sending quotes directly from their mobile devices to maintain workflow momentum. Prioritizing communication, ProLine allows teams to call, text, and email potential clients within the CRM, equipped with dedicated business phone numbers, call recording capabilities, voicemail, email tracking, automated messaging sequences, and project-specific communication logs for enhanced collaboration. This comprehensive approach not only simplifies the roofing process but also fosters stronger relationships with clients and team members alike.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Acomba
Yes
Angi
No
CompanyCam
No
EagleView
No
Facebook
Yes
Google Cloud Platform
Yes
Hover
No
RelayCam
No
RoofScope
No
Integrations
QuickBooks Online
Yes
Acomba
No
Angi
Yes
CompanyCam
Yes
EagleView
Yes
Facebook
No
Google Cloud Platform
No
Hover
Yes
RelayCam
Yes
RoofScope
Yes
Pricing Details
$59 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$497 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Plannit
Founded
2021
Country
Canada
Website
business.plannit.io
Vendor Details
Company Name
ProLine
Founded
2021
Country
United States
Website
useproline.com
Product Features
Cleaning Services
Billing & Invoicing
No
Client Management
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Mobile Access
No
Payroll Management
No
Quotes / Estimates
No
Recurring Appointments
No
Routing
No
Scheduling
No
Service History Tracking
No
Work Order Management
No
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Landscape Management
Billing & Invoicing
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Groundskeeping
No
Inventory Control
No
Irrigation Tracking
No
Job Management
No
Landscape Design
No
Mobile Access
No
Payroll Management
No
Plant Database
No
Quotes / Estimates
No
Routing
No
Scheduling & Appointments
No
Work Order Management
No
Lawn Care
Billing & Invoicing
No
Contract Management
No
Customer Management
No
Employee Management
No
Equipment Management
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service Dispatch
No
Pool Service
Billing & Invoicing
No
Chemical Readings
No
Customer Management
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Work Order Management
No
Roofing
Aerial Measurement
No
Billing & Invoicing
No
Checklists & Inspections
No
Commercial / Industrial
No
Dispatch Management
No
Lead Management
No
Photo Capture
No
Quotes / Estimates
No
Scheduling
No
Work Order Management
No
Product Features
Roofing
Aerial Measurement
No
Billing & Invoicing
No
Checklists & Inspections
No
Commercial / Industrial
No
Dispatch Management
No
Lead Management
No
Photo Capture
No
Quotes / Estimates
No
Scheduling
No
Work Order Management
No