The settings section allows you to customize the information needed for your operations. Here how to access it from your computer :
How to access it from your mobile device, click on the three menu lines at the top left :
There you will find a list of settings to customize in order to optimize the use of your Plannit license as follows.
Your Plannit subscription settings
Manage your subscription based on the evolution of your needs and/or your seasonality from this section (choice of packages, addition of paying options, change of credit card for your subscription, etc.).
Your profile settings
Personalize user info (language, avatar, email) from this section.
Company settings
Customize the information that will appear on your documents and/or on the merchant profile page visible in the customer area. See Manage company settings for more details.
User licences settings
This section allows you to manage your users (add/delete), their permissions and notifications to optimize your operations.
To add a new user, simply click on + Add at the top right.
Once activated you will be able to customize permissions and notifications. For a complete guide on how to manage user licences, click on Managing user accounts and permissions.
Services settings
Add services that will appear on your work orders/visits.
Categories of services you provide to your customers (e.g. installation, maintenance, inspections, etc.).
Tasks to be assigned to certain employees (e.g. bidding visit, site preparation, etc.).
To find out more about how to manage your services settings, refer to Services settings.
Quotes settings
Customize your quote template and automations to make your management easier and save time. To learn more, see Quote settings.
Invoice settings
Customize your invoice template and automations to make your management easier and save time. To learn more, see Invoice settings.
Accounting settings
Our integration allows you to link your accounting system to your Plannit license in order to avoid duplication of information in both systems. Once activated, this feature allows you to transfer all sales and payment transactions made in Plannit into your accounting system in real time (if you have Quickbooks online) or in batch (if you have Acomba or Sage 50).
This feature is available on PREMIUM packages. If you want to add this option, please refer to Your Plannit subscription above.
To synchronize Plannit with your accounting system, please select from the following:
How to integrate Plannit with Acomba
Payment settings
Plannit Pay allows you to offer your clients the convenience of 24/7 online payments which translates into greater impact on your cash flow. Connecting Plannit Pay allows you to:
Cut down on time spent on invoicing by 80% by doing it all in Plannit
Receive your money 75% faster
Eliminate reconciliation since payments are auto-matched to invoices.
To find out more on how to connect Plannit Pay in less than 2 minutes, refer to Activating online payments (Plannit Pay)
Website integration settings
Plannit makes it easy for customers to contact you when they land on your website through "buttons/widgets" that you can install on your website. Once the desired widgets are installed, each request will be routed through Plannit to allow you to respond more quickly and efficiently. Here are more details in Integration with your website.
Message settings
This section allows you to pre-program personalized messages to manage your customer communications more effectively. These can be courtesy responses to differentiate your customer experience or answers to frequently asked questions to save time. See Managing pre-programmed messages.
Labels settings
Tags allow you to categorize your information so that it is easier to filter for your daily management. Tags can be attached to your contacts, visits, submissions or invoices. See Managing labels/tags.
Products and services catalog settings
This section allows you to create your list of products and services that you can add to your quotes and invoices in one click. You can create:
Items for services charged per hour, per piece, per season etc.,
Products/parts, etc.
Items without price (ex.: "kit" names, section titles you want to appear on your quotes/invoice, services included without charge, etc. )
discount items
Refer to Managing your pricing catalog for more details.
Chemicals settings
This functionality section is available on the PREMIUM and PREMIUM + packages. It allows pest management specialists to track the use of chemicals or pesticides to produce your intervention reports and pesticide use reports for municipalities and/or other organizations.
For more information on how to create your chemicals, please refer to the "Managing chemical products.
Your web site settings
This option allows your customers to access the time slots available in your calendar to book your services more quickly. After subscribing to the PRO or PREMIUM packages, you will have access to this feature and you will be able to manage your online reservations by following the steps in "Manage online reservation settings".
To find out more about how to create and track your chemical products, please refer to Managing your online reservations settings.