Plannit Discount - Up to 15% off

Home service software that helps pros manage their business and connect with customers more easily to win more business and save time.

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What is Plannit?


Plannit is an all-in-one home service management app designed to help professionals streamline their operations and enhance customer interactions. It centralizes job requests, client information, scheduling, billing, and payments, facilitating efficient follow-ups and organization. Key features include a customer portal for online approvals and payments, scheduling and dispatching tools, route optimization with GPS tracking, and integration with accounting systems like QuickBooks. Plannit offers a free version with essential functionalities, while advanced features are available through paid plans.

  1. Fast quote creation, invoicing, and billing
  2. Online payments with client self-service portal
  3. Scheduling, dispatching, and route optimization tools
  4. Mobile app for technicians in field
  5. Centralized client communication and job history
  6. Reporting, templates, and accounting integrations

Eligibility


Number of Seats/Users: Plannit offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Plannit that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Plannit. Plannit reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Plannit offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Plannit. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Plannit often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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Plannit - Up to 15% off

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Reviews


Here at Spendbase our internal data shows that Plannit delivers strong value for home service businesses, especially around billing, field coordination, and client communication.

From what our Spendbase clients share, the main benefits cluster into a few clear themes:

1) Time savings and efficiency
– Many clients report saving dozens of hours per month on:
– Invoicing and payments
– Reporting and admin follow‑ups
– Dispatching and routing technicians
– Several note that weekly billing work now takes “under 30 minutes,” which is a big ROI driver for smaller teams.

2) Professional image and client experience
– Centralized data: quotes, invoices, client history, and work orders in one place.
– Professional‑looking documents and streamlined communications, often sent automatically when a job is completed.
– Online customer portal and online payments make it easier for clients to approve work and pay quickly.

3) Strong support and product evolution
– Client success and support are repeatedly described as fast, flexible, and “solution‑oriented.”
– Our internal data shows that Plannit’s team is open to suggestions and often ships requested improvements, which lowers long‑term switching risk.

4) Features that get used the most
– Quotes & invoices
– Online payments
– Technician routing and scheduling
– Centralized work orders and client history
– Integration with QuickBooks for those using it

At the same time, Spendbase clients highlight some consistent gaps and friction points that are useful to know before you commit:

  • Billing flexibility:
  • Difficulty splitting a single quote into multiple invoices or multiple billing addresses.
  • Some limits in the versatility of the billing tab and client segmentation (by sector/category).

  • Scheduling & agenda:

  • Agenda can feel less intuitive for teams with complex availability or color‑coded needs.
  • Repeating routes and copying monthly schedules could be smoother.

  • Communication & payments:

  • Occasional issues with invoices landing in spam.
  • Intermittent card payment errors during peak periods.
  • Deposit payouts every 7 days feel slow to some cash‑sensitive teams.

  • Integrations & workflow:

  • Not yet compatible with all accounting tools (e.g., some Sage versions).
  • Some users wish they could create work orders without prices or have more powerful client grouping.

From a Spendbase discount perspective, this is a tool that pays off fastest for service companies that:
– Invoice frequently
– Have multiple technicians on the road
– Need to show a more professional, digital front to customers

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Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. What subscription options does Plannit offer?

Plannit offers Free, Pro, Premium, and Grow plans, each with varying features and user limits.

2. Can I customize Plannit's settings to fit my business needs?

Yes, Plannit allows customization of company information, user permissions, services, quotes, invoices, and more.

3. Does Plannit integrate with accounting systems?

Yes, Plannit integrates with QuickBooks, Acomba, and Sage 50 for seamless accounting synchronization.

4. Is there a mobile app for Plannit?

Yes, Plannit offers a mobile app for managing quotes, invoices, and customer interactions on the go.

5. How does Plannit handle customer communications?

Plannit provides two-way text messaging, automated reminders, and an online customer portal for efficient communication.

6. Can I manage job requests and scheduling with Plannit?

Yes, Plannit allows you to manage job requests, customer scheduling, and team dispatching efficiently.

7. What support is included with my Plannit subscription?

Plannit offers customer support to assist with any questions or issues related to your subscription.

8. Are there any add-ons available for Plannit plans?

Yes, Plannit offers add-ons like text messaging and phone services to enhance your plan's capabilities.

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