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Plannit is a comprehensive, cloud-based business management application specifically built for home service companies such as plumbers, electricians, HVAC technicians, cleaners, and landscapers. It serves as a central operating system, integrating key functions into a single platform accessible on PCs and mobile devices. Core features include customer and lead management (CRM), scheduling and dispatching with drag-and-drop calendars, optimized routing with GPS integration, quoting and invoicing, job tracking from assignment to completion, team management tools, payment processing, and seamless QuickBooks integration for accounting. By putting customer relations and operat... Plannit is designed for owners, managers, and dispatchers of small to medium...
Plannit is designed for owners, managers, and dispatchers of small to medium-sized home service and field service businesses. It is ideal for tradespeople and service providers who need an all-in-one tool to manage appointments, crews, customer communication, billing, and routing, replacing a jumble of separate apps, notebooks, and spreadsheets.
Plannit successfully addresses the unique operational chaos common in home services. Its strength is in its holistic integration of CRM, scheduling, dispatch, and invoicing—the very core of a service business. The mobile accessibility ensures managers and technicians in the field stay connected. For a home service company looking to professionalize its operations, improve customer service, and save administrative time, Plannit offers a tailored, practical,...
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Plannit is designed for owners, managers, and dispatchers of small to medium-sized home service and field service businesses. It is ideal for tradespeople and service providers who need an all-in-one tool to manage appointments, crews, customer communication, billing, and routing, replacing a jumble of separate apps, notebooks, and spreadsheets.
These are common features buyers compare in Scheduling Software. Product-specific availability should be confirmed with the vendor.
In-system alerts and automated notifications to keep users informed of updates.
Facilitate the booking of consultations or meetings through an integrated calendar.
Generate schedules automatically by matching business needs with staff availability and skills.
Observe and examine availability concerns to inform the design and planning of service availability enhancements.
Administer the lifecycle of travel bookings, itineraries, and reservations.
Develop, maintain, and synchronize multiple schedules and calendars.
Integrate with various calendars to display shared availability and schedules.
Organize and book dates for both virtual and physical educational sessions.
Allocate work shifts to staff members.
Organize and book physical spaces such as arenas, conference halls, and event sites.
Automatically identifies shared available meeting times across several calendars for group scheduling.
Utilize the platform features from any location using smartphones or tablets.
Pricing model: Per User
Pricing can change. Confirm current plans and terms with the vendor.
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