Lots of missed calls and messages to keep track of while you're busy in the field during the day?
Centralize all of your calls and phone messages in Plannit to make follow-ups easier.
When you redirect your calls into Plannit, it records every incoming call and records the message when you cannot answer the phone.
It also keeps track of the status - whether it was a missed call, busy, or a call you took and whether that call turned into a new job request.
Calls are recorded and automatically associated with a customer record in the CRM for future reference.
You can even turn calls into a job request or work order in a few clicks.
Everything is organized in a single place in your dashboard so that you can keep track easily, and follow up quickly.