Plannit

Caroline Pelletier

Plannit IT

Patrick Poirier

Find answers about Jobs, Quotes, Invoices, Routes, Contacts and more!

Contact us to reach the customer success, technical support or administration team.

How to contact us ?

How can I view my Plannit conversations or support tickets ?

System requirements and Internet package to use Plannit.

Are there any system or Internet requirements ?

Is Plannit accessible in all countries?

I have a "403 Forbidden - This request was blocked by the security rules" error, what should I do ?

What are Plannit's tax numbers ?

Where can I find the releases notes ?

Can I Use the Plannit Logo?

General

Can I copy a quote ?

Can I offer several payment options on the same quote ?

Can I send a quote without the Plannit payment option ?

What is the legal value of accepting a quote in Plannit?

Configure your Plannit account to require an electronic signature from your clients when they accept a quote.

Enable and request a signature on your Plannit quotes

Brigitte Chouinard

Quotes

You've voided an invoice but want to copy the information to a new invoice without having to do it all over again.

Can I revive a voided invoice?

How to recuperate and activate an invoice, quote, job or contact deleted by mistake.

Recover a deleted invoice, quote,  job, contact or visit

Can I increase the font size on an invoice ?

Invoices

Experience the convenience and ease of use of payment integration in Plannit for both you and your clients and get paid faster.

How Plannit Pay works for you!

How does online payment work with Plannit Pay?

Can I speed up payments from my clients ?

Customer portal payment process with Plannit Pay.

How do customers pay with Plannit Pay ?

How long does it take to receive money in my account ?

Is Plannit Pay secure ?

What are your payment processing rates?

What payment methods are included in Plannit Pay?

Do you offer pre-authorized payments ?

Can I change the phone number associated with my 2-factor authentication (2FA) in Stripe ?

Can I connect Plannit to an existing Stripe account ?

List of documents accepted by Stripe for creating an account

What documents does Stripe accept for account creation or verification?

You have questions about your Stripe account or need to provide Stripe with documents for online payment ?

How can I contact Stripe ?

Can I refund a client through Plannit Pay who has paid their invoice?

Deactivate pre-authorized bill payments

Can the "Pay" button be removed from the customer portal?

Link is a fast checkout solution by Stripe that allows customers to save their payment information once and complete future purchases in seconds on compatible websites, reducing friction and cart…

What Is Link Payment?

If you change your business name while keeping the same Plannit account, here's what you need to do to update your Stripe account for online payments

Changes to make to your Stripe account if your business changes its business name

Payments

Plannit lets you chat and send documents to your customers by SMS if that is their preferred communication method. Here's how it works !

How does Plannit SMS work ?

How can I calculate commission payment for my technicians?

In Plannit, the profit percentage shown is your true profit margin, calculated based on the selling price.

How does Plannit calculate profit?

Oliver Hoffmann

Reports

How to manage your users' (employees') access in Plannit

Deleting or setting a user inactive, which is the best option?

To allow a user to access two Plannit accounts using the same email address, follow the steps below.

Give access to a second Plannit license with the same user

Resources

Print a route or run for employees who don't have access to Plannit

How to print a route or run?

Routes

Integrations

Which accounting systems can Plannit integrate with?

When deleting an invoice in Plannit does it delete it in Quickbooks ?

Accounting system

Can I redirect my phone bot to an international number?

Frequently Asked Questions about Plannit Phone Integration

Identify the source of your calls and measure campaign performance directly in Google Analytics 4 using dynamic number pools.

Track the source of your calls using Plannit number pools in Google Analytics 4

Telephony

Redirect all your web requests/leads into Plannit to convert them into sales faster.

How does web integration work?

Home services network

For businesses

Find answers and get help from Intercom Support and Community Experts

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