Plannit

Plannit is a home service app designed to streamline the process of connecting homeowners with home service professionals. It is specifically tailored for small to medium-sized businesses in the home service industry, including cleaning businesses, lawn care and landscaping companies, pest control services, snow removal services, and pool & spa services.

Key Features

Customer service: According to the vendor, Plannit provides a 24/7 online customer portal that allows customers to access self-service options and manage job requests efficiently.

Online booking: The vendor states that Plannit's customer portal makes it easier for customers to book services, communicate with service professionals, approve quotes, and make payments, enhancing the overall customer experience.

CRM: Plannit's CRM allows service professionals to manage and track job requests, quotes, invoices, and payments, keeping all information organized in a single app, as claimed by the vendor.

Billing: The vendor claims that Plannit enables service professionals to generate and send invoices online, facilitating faster payment processing. It supports multiple payment methods, including credit cards, bank transfers, and in-person payments.

Manage jobs: Plannit provides tools for efficient scheduling, dispatching, and work order management, allowing service professionals to assign tasks, track progress, and ensure timely completion, according to the vendor.

Team management: According to the vendor, Plannit's team management feature enables service professionals to manage team assignments, facilitate communication, and encourage collaboration, all from a single app.

Time tracking and timesheets: The vendor states that Plannit allows service professionals to keep track of employee work hours and generate accurate timesheets for streamlined payroll processing.

Route planning: Plannit offers GPS tracking capabilities to optimize route planning, ensuring efficient travel between job locations. It also provides features to monitor and manage the use of chemicals during service operations, according to the vendor.

Get paid: The vendor claims that Plannit allows service professionals to create and send quotes, generate invoices, and manage contract renewals. It also supports online payments, including credit cards and bank transfers, and integrates with QuickBooks for seamless accounting processes.