About
Plannit is an all-in-one CRM and operations platform purpose-built for home service and field service businesses. It eliminates the chaos of managing leads, schedules, and payments across disconnected apps by consolidating everything into one easy-to-use mobile-first solution. On the CRM side, Plannit captures every inbound lead — calls, texts, emails, and web inquiries — directly into the customer record, enabling faster response times and reportedly 30–40% better lead conversion. A built-in smart phone bot and two-way text messaging ensure no inquiry falls through the cracks. For day-to-day operations, Plannit offers job scheduling, dispatching, route planning with GPS, job tracking, time tracking, and real-time crew visibility. Clients automatically receive job status updates, reducing inbound 'Where's the truck?' calls and double-bookings. The back-office module streamlines billing with fast quote creation, instant invoicing upon job completion, and on-the-spot or online payment processing — with QuickBooks integration for seamless accounting. Chemical product tracking and contract renewal management round out the feature set for specialized trades. Plannit is designed for real-world professionals across industries including snow removal, lawn care, pool and spa service, pest control, roofing, HVAC, construction, plumbing, electrical, cleaning, painting, and handyman services. Its honest, small-business-friendly pricing model positions it as an accessible alternative to enterprise-level platforms.
Key Features
- CRM & Lead Management: Captures every call, text, email, and web inquiry into a unified customer record, enabling fast follow-up and up to 30–40% better lead conversion.
- Scheduling & Dispatching: Dispatch jobs in seconds, monitor crew progress in real time, and send automatic status updates to clients — eliminating double-bookings and missed jobs.
- Route Planning & GPS: Optimize field team routes with built-in GPS tracking so crews travel efficiently and managers always know where their team is.
- Billing & Payment Processing: Generate professional quotes quickly, send invoices the moment a job is done, and accept on-the-spot or online payments for faster cash flow.
- QuickBooks Integration: Syncs seamlessly with QuickBooks to eliminate manual data entry and keep accounting up to date without extra effort.
Use Cases
- An HVAC company uses Plannit to manage inbound service requests, dispatch technicians with GPS routing, and send invoices immediately after each job is completed.
- A lawn care business tracks recurring client contracts, schedules seasonal services, and automates payment collection through Plannit's billing module.
- A pest control operator uses Plannit's smart phone bot to capture after-hours leads, follow up via two-way text, and convert inquiries into booked jobs.
- A roofing contractor generates accurate quotes on-site from a mobile device, emails them to clients instantly, and tracks job progress from kickoff to final payment.
- A cleaning business owner uses Plannit to schedule multiple crews across different locations, monitor time tracking, and reconcile earnings with QuickBooks at month-end.
Pros
- True All-in-One Platform: Combines CRM, scheduling, dispatching, billing, and payments in a single app, eliminating the need to switch between multiple tools.
- Mobile-First Design: Built for field professionals who are rarely at a desk — the full feature set is accessible from any mobile device at any time.
- Industry-Specific Solutions: Tailored workflows and features for a wide range of home service verticals, from HVAC and plumbing to lawn care and snow removal.
- Easy to Use: Designed for tradespeople, not software engineers — if you can use a smartphone, you can use Plannit with minimal onboarding.
Cons
- Niche Industry Focus: Optimized specifically for home and field service businesses; less suitable for other service industries or office-based businesses.
- Limited Enterprise Scalability: Positioned for small to mid-sized service businesses, so very large enterprises may find advanced customization options lacking.
- Pricing Not Fully Transparent: Full pricing details require visiting the pricing page; plan tiers and feature limits are not immediately clear from the homepage.
Frequently Asked Questions
What types of businesses is Plannit designed for?
Plannit is built for home service and field service businesses, including HVAC, lawn care, pest control, plumbing, electrical, roofing, pool and spa, cleaning, snow removal, construction, painting, and handyman services.
Does Plannit work on mobile devices?
Yes — Plannit is mobile-first by design. The full platform is accessible from smartphones and tablets, making it ideal for field professionals who are constantly on the move.
Can Plannit integrate with my accounting software?
Plannit offers a native QuickBooks integration, allowing you to sync invoices, payments, and customer data directly with your accounting system without manual entry.
How does Plannit help with lead management?
Every inbound lead — whether via phone, text, email, or web form — is automatically captured into a unified customer record. The smart phone bot and two-way text messaging help you respond quickly and convert more leads.
Can my clients track their job status?
Yes. Plannit sends automatic status updates to clients as jobs progress, reducing inbound inquiries and improving the overall customer experience.
