Skip to main content
All CollectionsWhy Plannit?
A new way to manage quotes
A new way to manage quotes
Brigitte Chouinard avatar
Written by Brigitte Chouinard
Updated over a year ago

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.

Did this answer your question?