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About

We help home service pros stay on top of requests, work orders, scheduling, billing, and payments, without giving up evenings and weekends. Reduce the number of messages that you send manually on a daily basis. Reduce time spent on scheduling & dispatching jobs. Save 40+ hours each month on admin work and collections. Organize and follow up on all of your job requests in one place by bringing emails, website inquiries, phone calls, text messages, and Facebook messages into a single message center. Our unique job scheduling tools combine your team calendar, jobs, and routes in a single view to streamline the way you plan your days and dispatch work and save you time. A self-service customer portal allows customers to access message history and files like quotes, contracts, bills, and payment history 24/7. Plannit is designed from the ground up to simplify how home service companies work, all while putting customer service front and center.

About

Never lose track of your customers! We’ll even display when your customers are due for their next service…automatically! All Calendars available with many different “view” options, color coding, job totals, printing, exporting, and more! With our extensive customization capabilities, you’ll be able to create the perfect “look” to your invoices and easily email or print them. We are fully integrated with 2 credit card processors. You can make payment for the customer or they can pay themselves! Multiple Reports available such as Sales, Profit & Loss, Sales Taxes, Expenses, Employee Pay/hours, and Income Forecast.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Home services providers interested in a solution to manage their customers and businesses

Audience

Anyone in need of a Maid Service software

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$59 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 3.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Plannit
Founded: 2021
Canada
business.plannit.io

Company Information

The Customer Factor
Founded: 2004
United States
www.thecustomerfactor.com

Alternatives

Alternatives

BizScheduler

BizScheduler

Integrity Data Systems
Jobber

Jobber

Jobber Software
Fastrax

Fastrax

Ergos Software
The Service Program

The Service Program

Westrom Software

Categories

Categories

Cleaning Services Features

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

Integrations

Acomba
Facebook
Google Cloud Platform
QuickBooks Online
RealWork
Sage Accounting
Wufoo

Integrations

Acomba
Facebook
Google Cloud Platform
QuickBooks Online
RealWork
Sage Accounting
Wufoo
Claim Plannit and update features and information
Claim Plannit and update features and information
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Claim The Customer Factor and update features and information