Plannit

Customize all the settings

Connect Plannit to your My Google Business page to get more online reviews and improve your online reputation.

Increase the number of Google Reviews with Plannit

Add custom fields on work orders, invoices, quotes, contacts and jobs to capture information specific to your operations.

Customize fields on work orders, invoices, quotes, contacts and jobs

You can fill out your calendars faster for a selection of services using Plannit's online reservations.

Configure online reservations

There are certain steps you will need to do before deleting an employee in Plannit in order to prevent misplacing important information.

How to block an employee's access to Plannit

Brigitte Chouinard

Stella Marques

Settings

Update your Plannit user profile

Modify the language of my account

My Profile

Company settings

With Plannit, you can communicate with your client by email and or SMS depending on your plan and clients preference.

How to set or modify the communication method for a client

Company

How to manage user accounts and the access/permissions and notifications you would like to grant them.

Managing user accounts and permissions

Manage message notifications

How to give an employee access to these quotes and invoices only

Add and manage employee profiles in your account settings. Assign these resources to your projects and more

Add resources-employees-teams

Resources

Services settings

Services

Quote settings

Offer package deals to boost your sales, while giving your customers the freedom to choose the package that suits them best.

Products and services bundles

Quotes

Customize your invoice settings once and they will appear on all your invoice to save you time.

Invoice settings

Invoices

General visit settings, work order printing

Visites settings

Work orders / Visits

Products and services settings

Products and services

Managing chemical products

Chemicals

Home services network

For businesses

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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