--- title: "Plannit Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Plannit Software - reviews, pricing plans, popular comparisons to other Customer Communications Management products and more." source_url: "https://www.capterra.com/p/228458/Plannit/" page_type: "product" language: "en" --- # Plannit Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 6, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Plannit ## What is Plannit? Plannit home service software helps pros manage their business and save time. Everything is organized in one place; including requests, jobs, clients, billing and payments, making it easy to follow-up. Our free forever version bridges the gap between pros who are in the field and their customers who are online, helping them connect more easily with an online customer portal. Advanced features are available as an upgrade: scheduling, route planning, GPS tracking, SMS and integrations. ## What is Plannit used for? [Customer Communications Management](https://www.capterra.com/customer-communications-management-software/)[Field Service Management](https://www.capterra.com/field-service-management-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/) Top alternative Featured Overall rating Based on 16 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Plannit?[Manage this product listing](https://www.g2.com/products/plannit-ai-plannit-ai/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Plannit 4.6 (16) VS. [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $49 Flat Rate, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (16) Ease Of Use 4.6 (1,446) Value For Money 4.7 (16) Value For Money 4.4 (1,249) Customer Service 4.6 (16) Customer Service 4.6 (1,399) ## Plannit alternatives Highest Rated [4.7 (2,747)](https://www.capterra.com/p/140363/HouseCall-Pro/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.6 (498)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [3.6 (115)](https://www.capterra.com/p/183679/ServiceWorks/reviews/) Starting price $948.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 58% of reviewers rated it above 4 stars [4.3 (341)](https://www.capterra.com/p/150053/ServiceTitan/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars ## FAQs about Plannit Overview ### Which roles and teams benefit most from Plannit? Plannit is most used by business owners, executive leaders, and administrative teams that need to organize daily operations efficiently. Owners and presidents rely on it to oversee scheduling, customer management, and business performance, while assistants, directors, and operations managers use it to coordinate appointments, streamline workflows, and keep teams aligned. Answer based on 16 reviews Overview ### What company size and specific industries is Plannit built for? Plannit is designed for home service businesses of all sizes, including small and mid-sized companies in pest control, lawn care, installation and repair, snow removal, plumbing, electrical, roofing, HVAC, pool service, cleaning, and arborist services. Features and Usability ### What are the key features of Plannit? Plannit offers scheduling and booking tools like appointment management, online booking, recurring appointments, and calendar management. It also includes CRM and contact management, work order creation and dispatch management, invoicing and payment processing, plus reporting, access controls/permissions, and API integrations. Pricing ### How much does it cost and what fees or limitations are included? Plannit starts at Free with a free version and free trial, then costs $49 per month for Basic, $109 for Premium, and $169 for Grow. Basic, Premium, and Grow each include 5 users, with additional users priced at $10 per month. The Free plan supports up to 5 users. Integrations ### Which third-party tools and platforms does Plannit integrate with? Plannit integrates with 2 third-party tools: Google Maps for location data and Stripe for payment processing. These catalog integrations cover mapping and transactions, giving Plannit connections to core services used for scheduling, route context, and online payments. Getting Started and Support ### What training and onboarding options does Plannit offer? Plannit provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, videos offer visual walkthroughs, and documentation gives written reference material for setup and feature review. Getting Started and Support ### What customer support options does Plannit offer? Plannit offers Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. These channels give users multiple ways to find answers or contact support, though no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 4,384 Customer Communications Management reviews Capterra data shows that buyers of Customer Communications Management rank the following features as their top priorities: - **SMS Messaging** (**57%** of reviewers rated this feature as critical) - **Chat/Messaging** (**42%**) - **Multi-Channel Communication** (**34%**) Plannit supports all three of the features reviewers value most: **SMS Messaging**, **Chat/Messaging**, and **Multi-Channel Communication**. Together, these capabilities help businesses manage customer conversations across channels, respond quickly through text and chat, and maintain more consistent communication, allowing teams to improve responsiveness and deliver a better customer experience. Billing & Invoicing 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Contact Database 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Integration Integrate with a third-party accounting system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Plannit 156 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Autoresponders: Create and automatically send premade copy in response to customer messages - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Batch Communications: Send messages, notifications, or documents to an entire customer base at the same time - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Portal: Gateway through which end users can view past bills and pay current invoices - Booking Management: Create, update, and manage bookings, itineraries, and reservations - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Chat/Messaging: Communicate using direct chat or messages within the system - Chemical Usage Tracking: Schedule, track and record applications of chemicals such as fertilizers, pesticides or herbicides - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication: Communciates results to employees in the form of mass messages if there has been an illness outbreak within the workplace - Communications Management: Record and track all relevant internal and external communications - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Cost Tracking: Process to track, record, and analyze expenses that occurred over the entire duration of a given project - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integrations: Integrates with CRM software to monitor all aspects of the customer relationship. - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Debit/Credit Card Processing: Accept and process credit/debit card transactions - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Driver Management: Track all personnel who operate company vehicles - Electronic Forms: Digital forms that are shared and accessed online - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Scheduling: Assign working shifts or tasks to employees based on their availability - Estimating: Estimate expected cost based on various factors before a project begins - ETA: Ability to use historical tracking data and machine learning in order to accurately predict ETAs - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Storage: Store and access documents, forms, and photos in one centralized place - For Arborists: The software should specify that it caters to Arborists'/tree service professionals' needs - For Carpet Cleaners: Designed to be used by carpet cleaning businesses - For Field Service: Intended to be used by field service companies - For Handyman Industry: Serves handyman professionals - For HVAC Companies: Software designed specifically for HVAC companies - For Lawn Care: Specifically designed to meet the needs of lawn care businesses - For Pest Control Companies: Intended to be used by pest control companies - For Small Businesses: Designed for small businesses - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Historical Reporting: Information, data and reports that are being tracked over time - Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis - Image Capture: Process images and automatically scan for data - Inbox Management: Organize, prioritize, and manage incoming communications - Inspection Checklists: Create checklists and to-do lists that can be marked during inspection - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Job Costing: Calculate total itemized costs, including initial costs and any changes - Job Management: Manage and track all job information and associated tasks - Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Live Chat: Ability to chat online in real time - Live Driver Tracking: Track driver locations on a map in real time - Location: Track asset locations using GIS and GPS technology. - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile App: Access the system via a mobile application - Mobile Payments: Clients can submit payments via mobile devices - Mobile Signature Capture: Capture signatures via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Language: Manage and support multiple languages - Multi-Location: Manage and support multiple locations - Online Booking: Book meetings and appointments through a website or digital platform - Online Invoicing: Create, send, and view electronic invoices - Online Payments: Accept and process online payment transactions - Online Time Clock: Track/log the amount of time employees worked per job using a timer - Payment Collection in the Field: Swipe a credit card or manually process payments while with the customer in the field - Payment Processing: Accept, record, and reconcile financial transactions - Pest Activity Tracking: Manage inventory based on different requirements of individual work orders - Pesticide Usage Tracking: Track the amount of pesticide inventory used on jobs - Photo Capture: Capture photos for any type of use case - Photos/Images: Photos/Images - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - QuickBooks Integration: Integrates with QuickBooks - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-time Scheduling: Based on availability, instantly confirm or deny a request when a new booking is made - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring Appointments: Schedule repeating appointments based on a duration of time - Recurring Invoicing: Generate recurring invoices - Recurring Orders: Managing orders that a customer purchases repeatedly and regularly - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reports: Delivers insights into charger performance, energy consumption, revenue, and usage trends to optimize operations and maximize utilization. - Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets - Route Optimization: Finding the most optimal routes for drivers based on various factors and constraints - Routing: Plan daily routes to optimize employee scheduling and provide directions - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service History: Track work performed and resources used for past customers, sites, or assets - SMS Messaging: Send messages via SMS - Status Tracking: Track the status over time for a request, process, asset, or transaction - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Team Management: Organizing a group of people to accomplish a task - Technician Management: Oversee technicians and track their assigned work orders - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timesheet Management: Track the amount of time spent on a job or task - Warranty Tracking: Track the duration and expiration of warranty as well as any obligations under that warranty - Website Integration: Seamlessly integrates with 3rd party websites - Work Order Creation: Create a new work order - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (16) 4.3 Based on 16 reviews ## Pricing Value for money 4.7 (16) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/228458/Plannit/pricing/) Free plan $0.00 It includes: - Up to 5 users - Manage job requests and customers - Job scheduling - Job tracking and work orders - Manage quotes, invoicing and online payments - Online customer portal - Mobile punch & timesheets Basic $49.00 Flat Rate,Per Month It includes: - Includes 5 users. Add users $10/mo. - Team scheduling and dispatch - Manage team access and app permissions - Work order signatures - File and photo attachments - Automated billing, payment reminders and follow-ups Premium plan $109.00 Flat Rate,Per Month It includes: - Includes 5 users. Add users $10/mo. - Sync with Quickbooks or other accounting system - Routes & GPS - Custom fields - Contract renewals & batch invoicing - Google reviews integration - Job checklists - Automatic employee time tracking - Chemical product tracking and reports Grow $169.00 Flat Rate,Per Month It includes: - Includes 5 users. Add users $10/mo. - Smart call answering system - Call & campaign tracking - API & integrations Two-way text messaging (Add-on to any package) $25.00 Usage Based,Per Month Call redirection (Add-on to any plan) $50.00 Flat Rate,Per Month Value for money 4.7 (16) 4.7 Based on 16 reviews ## Integrations [ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Google Maps](https://www.capterra.com/p/227511/Google-Maps/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (16) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (16) 4.6 Based on 16 reviews ## User reviews Overall rating 4.6 Based on 16 reviews Filter by rating 5(10) 4(6) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MS Martin S. Owner Construction ### "Nice app for everykind of bussiness, frequet improvement, excellent customer services" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 14, 2022 Save lot of time, easier to manage the quote , the bills and the payment. Help to offer a professional service to the customer Pros \- The ease of building a quote and the possibility of create a template - The communication and payment platforms - They improve the application frequently Cons \-Cannot create work order without the price Reasons for choosing Plannit Monthly plan insteat of buying the software Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 22, 2022 Martin - thank you for sharing your experience with Plannit. We're glad that you like using our quotes and payments! AD Alex D. Director Individual & Family Services ### "Bon logiciel" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 March 27, 2022 Très bonne expérience, rien à dire. Pros En tout points, ce logiciel est performant et simple d'utilisation. Cons Rien de particulier, quelques fonctionnalités ou modules seront à intégrer prochainement. Switched from [FieldRoutes](https://www.capterra.com/p/146076/FieldRoutes/) Servsuite est un logiciel contruit sur une structure remplie d'erreurs. Reasons for choosing Plannit Simple d'utilisation, bilingue, gestion des routes, récurrences, facturations, comptes payables etc Tout est intégrer et cela facilite la gestion et sauve du temps. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 28, 2022 Thank you for taking time to share your thoughts on Plannit. We're delighted to hear that you're liking the app and find its features easy to use. // Merci d'avoir pris le temps de partager votre avis sur Plannit! Nous sommes ravis de savoir que vous aimez l'app et que vous le trouvez simple a utiliser. Notre mission est de simplifier votre gestion administrative au quotidien. PM Pamela M. Présidente Real Estate ### "Satisfaite a 100%" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 10, 2021 Pros Nous sommes plus que satisfaits d'utiliser le logiciel de service que nous offre Plannit . Maintenant tout peut être géré aux mêmes endroits; Facture & Soumission Prise de rendez-vous en ligne Fiche client avec suivi de toutes les visites Echange avec nos clients directement sur l'application Paiement en ligne Registre de nos produits chimiques Horaire personnalisé selon le technicien Donc aucune visite ou suivi peut-être oublier sur un bout de papier ;) et aucun paiement non plus Sérieusement j'adore ;) Présidente Extermination Insecta Inc Cons la seule chose que je trouve un peu long le faite que les dépôts sont effectuer au 7 jours Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 12, 2021 Thank you for taking the time to share your experience with Plannit. We are so happy to hear that Plannit is helping you organize follow-ups, visits, billing and payments. JM julie M. propriétaire Design ### "Utilisation de Plannit" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 27, 2021 Nous aimons beaucoup. Notre but est de l'utiliser plus. Pros J'aime beaucoup utiliser la facturation, je trouve que le tout envoie un document professionnel à nos clients Cons Nous n'arrivons pas à utiliser au maximum l'agenda. Mais je comprends que nous avons plusieurs particularités à répondre et Plannit n'est pas fait pour cela. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor May 31, 2021 Thank you for taking time to share your thoughts on Plannit. We're delighted to hear that you're liking the app and the billing features. // Merci d'avoir pris le temps de partager votre avis sur Plannit! Nous sommes ravis de savoir que vous aimez l'app et plus particulierement l'outil de facturation. KB Karine B. Designer co-propriétaire Design ### "Karine" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 May 18, 2021 Outil facile et bien monter pour facturation, soumission. De notre coté il faudrait ajouter crédit et offre de services Pros contacts clients/soumission/factures tous au même endroit avec consultation facile en archive Cons L'agenda pour ma part est moins pratique puisque mes dispos sont en conflit avec mon associé, code de couleurs pour différents plages horaire/catégories ne sont pas disponible je crois. Bref je ne l'utilise pas assez et j,aimerais le faire Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor May 19, 2021 Merci d'avoir pris le temps de partager votre avis de Plannit! Nous sommes ravis de voir que Plannit vous aide a centraliser et retrouver facilement toutes les infos sur vos clients, factures et soumissions. Notre equipe de service client vous contactera au sujet de l'agenda pour vous montrer les differentes possibilites et optimiser l'utilisation pour votre entreprise. Si vous avez d'autres questions, n'hesitez pas a nous contacter, notre equipe de service est la pour vous accompagner. // Thank you for taking the time to share your review of Plannit! We're glad to see that Plannit is helping you centralize and easily find information on your customers, invoices and estimates. Our customer service team will contact you to help you optimize the way that you use the scheduling features and show you different possibilities. If you have any further questions, please do not hesitate to contact us, our service team is here to assist you. CH Christopher H. Propriétaire Environmental Services ### "Plannit, un changement majeur pour notre entreprise !" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 10, 2021 Gagner du temps en ce qui concerne les tâches de gestion. Professionnalisme de nos communications avec les clients. Dispatch des employés sur les ''jobs'' Factures et Paiements faciles et efficaces Pros Tout d'abord, le professionnalisme déployé par le système donne une crédibilité de plus à notre entreprise. Le service à la clientèle danse avec la perfection. C'est même surprenant de voir à quel point l'équipe est dédiée et que jamais vous ne vous casserez la tête. Ils ont une solution pour tout. Pour ce qui est de l'agenda et le processus des ''jobs'' à effectuer, tout est très clair et ''user friendly''. Tout se fait à l'intérieur de quelques clics, autant pour nous que du côté du client. Les factures et paiments nous prenaient beaucoup trop de temps avant Plannit, maintenant je prends moins de 30 minutes par semaine pour les factures et paiements. La communication avec les clients est fait à même le logiciel, tout est centralisé. Et le dernier point fort est vraiment les rapports. Plusieurs fonctions disponibles et rapides à produire. Serieusement, Plannit est un coup de coeur. Très heureux d'avoir pris la décision d'aller de l'avant. Cons Il n'y a pas eu de négatif, car à chaque fois que j'avais une question ou un problème, il était réglé le lendemain matin. C'est ce qui fait la force de Plannit. Leur flexibilité et leur communication est un leur point fort ! Switched from [Jobber](https://www.capterra.com/p/127994/Jobber/) [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Langage limitée Manque de support client Peu de flexibilité Alternatives considered [Jobber](https://www.capterra.com/p/127994/Jobber/) [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Reasons for choosing Plannit Bas prix Assitance et communication efficace dès le début Le demo démontrait à quel point le système pouvait être efficace. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor May 12, 2021 Thank you so much for taking the time to share your review of Plannit! We are very proud to know how much time Plannit helps you save in your daily administrative tasks and helps to improve your image and customer service. Our customer success team remains available for any questions you may have, so please do not hesitate to contact us. // Merci beaucoup d'avoir pris le temps de partager votre avis de Plannit! Nous sommes tres fiers de savoir a quel point Plannit vous aide dans votre gestion au quotidien et a ameliorer votre image et votre service a la clientele. Notre equipe de service client demeure disponible pour toute question, n'hesitez pas a nous contacter. IB Isabelle B. Gestionnaire d'entreprise Construction ### "Appréciation de Plannit " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 10, 2021 Les factures sont envoyés plus rapidement Nous savons quel technicien est sur quel appel Nous avons des suivis des bons de travail imprimés Pros \-Les clients reçoivent leur facture dès que le technicien part de chez-lui. La facturation se fait donc beaucoup plus rapidement. -Les techniciens sur la route utilisent plannit, cela nous facilite beaucoup de facturation. -Les bon de travails restent dans le système des années. Cela nous permet donc de retrouver les anciens bons de travail attribué aux cleint tres rapidement et de n'importe quel bureau ,au lieu de chercher dans nos archives. Cons Les factures envoyés par Plannit se retrouvent TRÈS souvent dans les courriels indésirables des clients et cela fait en sorte que nous recevons des courriels disant : Je n'ai pas recu ma facture je ne peux pas vous payez. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor May 12, 2021 Thank you for taking the time to publish a review of Plannit! We are thrilled to know that Plannit makes it easy to invoice, track your jobs and organize work orders. We have recently implemented changes to our invoicing email templates to increase deliverability. That being said, there are several factors that can affect email delivery. If the problem persists, please contact our customer service department for more information on best practices in email delivery. // Merci d'avoir pris le temps de partager votre avis de Plannit! Nous sommes ravis de savoir que Plannit facilite la facturation, le suivi de vos travaux et l'organisation des bons de travail. Nous avons recemment deploye des changements au niveau des envois de factures afin d'augmenter la livraison. Ceci etant dit plusieurs facteurs peuvent influencer la livraison. Si le probleme persiste, veuillez contacter notre service client pour plus d'infos sur les meilleures pratiques en envoi de courriel. AC Annabel C. Vice présidente Consumer Services ### "Annick Cousineau" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 7, 2021 Les informations sont plus faciles d'accès pour nos techniciens sur la route et accessible en tout temps. On aimerait que ce soit plus facile de copier une route d'un mois à un autre exemple: 12 clients mensuels que nous facturons au même montant chaque mois sur une période d'un an. Nous aimerions que les factures sois copier sans que le technicien suive et sans devoir rentrer les clients individuellements. Pros Facilité d'utilisation des itinéraires paiement de factures simple pour l'administration interface simple et complète accès facile à l'informations sur une même page Cons difficulté pour les usagés de trouver la facture par l'option courriel/communiquez avec nous certains clients (surtout en Mars/Avril) avaient de la difficulté à effectuer les paiements par carte de crédit (erreur\_) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor May 10, 2021 Thank you for taking the time to share your review of Plannit. We are thrilled to know that you like the ease of use of the routes, and the online payments. Thank you for your suggestions on routes and invoices, as you know the application is constantly evolving and your feedback has been shared with our product management team. // Merci d'avoir pris le temps de partager votre avis de Plannit. Nous sommes ravis de savoir que vous aimez la simplicite d'utilisation des itineraires, et les paiements en ligne. Merci pour vos suggestions sur les routes et factures, comme vous le savez, l'application est en evolution constante et vos commentaires ont ete partages avec notre equipe de gestion du produit. LS Laurie S. adjointe Environmental Services ### "Plannit" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 5, 2021 Pros Le service à la clientèle super et la rapidité de réponse. Cons C'est sur qu'il y a quelques point à amélioré, mais l'équipe est tellement à l'écoute des besoins de leurs clients, que c'est bien comme ça. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor May 6, 2021 Thank you for taking the time to share your review of Plannit. We are thrilled to know that we are meeting expectations and that you are satisfied with the customer service! // Merci d'avoir pris le temps de partager votre avis de Plannit. Nous sommes ravis de savoir que nous repondons aux attentes et que vous soyez satisfaits du service a la clientele! MC Marie-Claude C. Copropriétaire- dir adm Construction ### "Marie-Claude Côté" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 5, 2021 Nous sommes vraiment heureux d'avoir misé sur Plannit. Tout le processus de suivi du client est amélioré. Pros Amélioration de la gestion entre nos équipes sur la route et l'administration. Accès direct sur les tablettes de nos contremaîtres avec tout les détails pertinents du clients et des travaux à effectuer. Fini les documents papier. Cons Ce qui est bien c'est que Plannit s'ajuste à nos besoins, nous avons constaté une grande ouverture de la part des gestionnaire Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor May 6, 2021 Thank you for taking the time to share your opinion of Plannit, and how the application helps you in your daily management. We are always keen to hear your suggestions, please do not hesitate to contact our customer service team. // Merci d'avoir pris le temps de partager votre avis de Plannit, et comment l'application vous aide dans votre gestion au quotidien. Nous demeurons a l'ecoute si vous avez des suggestions, n'hesitez pas a communiquer avec notre equipe de service a la clientele. 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