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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
Transforming your data into a digital format ensures that your customer records are readily accessible whenever you need them. With all your customer and sales information centralized in a single database, you can effortlessly locate any customer, order, or payment details at any moment. Our software encompasses essential daily operations utilized by various small businesses, including CRM, invoicing, accounting, reporting, point of sale, inventory management, order fulfillment, credit card processing, and customizable workflows. By merging these vital features into one cohesive solution, you eliminate the hassle of entering data into multiple systems or managing numerous platforms simultaneously. This system consolidation not only reduces software expenses but also significantly minimizes the time wasted on redundant data entry. Moreover, with our integrated credit card processing feature, you can operate countless virtual cash registers, removing the need to rent outdated credit card machines or pay for the phone lines they require. Ultimately, this streamlining leads to greater efficiency and cost-effectiveness for your business.
API Access
Has API
API Access
Has API
Integrations
Acomba
Facebook
Google Cloud Platform
QuickBooks Online
Sage Accounting
Integrations
Acomba
Facebook
Google Cloud Platform
QuickBooks Online
Sage Accounting
Pricing Details
$59 per month
Free Trial
Free Version
Pricing Details
$19.55 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Plannit
Founded
2021
Country
Canada
Website
business.plannit.io
Vendor Details
Company Name
For Your Information Technologies
Founded
1987
Country
United States
Website
www.foryourinfotech.com
Product Features
Cleaning Services
Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Landscape Management
Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management
Lawn Care
Billing & Invoicing
Contract Management
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch
Pool Service
Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management
Roofing
Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
IT Service
Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management
Optometry
Appointment Management
Insurance Management
Inventory Management
Patient Records
Recall Tracking
Pool Service
Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management