Compare Plannit vs. The Customer Factor

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.

Always keep tabs on your clientele! Our system will automatically notify you when it's time for their next service. You can choose from a variety of calendar views, complete with color coding, job totals, and options for printing or exporting. Thanks to our broad customization features, you can design invoices that perfectly fit your style and easily send them via email or print. We also offer seamless integration with two different credit card processors, allowing payments to be made by you or your customers directly. Additionally, a wide range of reports is at your disposal, including insights into sales, profit and loss, sales taxes, expenses, employee hours and pay, as well as income forecasting to help guide your business decisions. This comprehensive system ensures that you have all the tools you need to manage your operations efficiently and effectively.