Does paperwork take up too much of your time?
We've learned that Home Service pros can spend up to 10 hours each week creating quotes, revising quotes, following up and chasing customers for approvals.
Plannit was built in a way that helps home service pros AND their customers save time on every step of the quoting process.
For Pros:
Save templates to save time on quotes
Simplify payments by adding payment schedules and automating deposit payments upon approval
24/7 self-serve customer portal speeds up approvals and revisions
Automated reminders to eliminate follow-ups
Invoices are automatically generated once approved
For Homeowners:
Receive quotes by SMS or email that can be approved online with a single click
Can request revisions online through the Customer Portal
Can add or remove optional items which updates the quote instantly
Your customers will love how easy it is to manage and approve quotes online without all of the back-and-forth messages and phone calls.
Win more contracts with less effort with Plannit quotes.