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What is Plannit?

We support home service professionals in effectively managing requests, work orders, scheduling, billing, and payments, allowing them to savor their evenings and weekends. By significantly cutting down on the number of daily messages that require manual sending, you can greatly decrease the time dedicated to organizing schedules and dispatching jobs. This efficient method has the potential to save you over 40 hours each month, time that was once consumed by administrative duties and collections. All job requests are centralized in a single platform, which seamlessly integrates emails, website inquiries, phone calls, text messages, and Facebook messages into a user-friendly message center. Our advanced job scheduling tools bring together your team calendar, job lists, and routes into a unified view, streamlining the planning process for workdays and job dispatching, ultimately preserving your precious time. Customers also gain from a self-service portal that grants them 24/7 access to their message history and vital documents, such as quotes, contracts, bills, and payment details. Plannit is thoughtfully designed to improve the operational efficiency of home service providers while prioritizing outstanding customer support. By implementing our solutions, home service professionals can dedicate more time to their essential duties, alleviating the strain of administrative tasks. This shift not only enhances productivity but also contributes to higher customer satisfaction and loyalty.

What is BidClips?

BidClips enhances the experience for home service teams, enabling them to deliver superior customer interactions. With our interactive quote generator and automated follow-up system, impressing clients and expanding your business has never been simpler. Our customizable form builder ensures you gather all necessary details for each service you provide, including visuals and measurements. By using automated text and email follow-ups, you demonstrate your commitment to customer satisfaction, which can lead to increased business opportunities. Customers have the convenience of accepting, scheduling, or making downpayments on their estimates directly from their mobile devices. You can monitor the overall health of your business with real-time insights into daily jobs sold and average ticket values. To enhance your sales-to-service pipeline, leverage valuable metrics such as the ratio of bids to job closures and the percentage of requests that receive estimates. Furthermore, this data empowers you to evaluate your sales team's effectiveness, enabling you to make strategic decisions regarding staffing and training needs for optimal performance. By continuously analyzing these metrics, you can refine your approach and drive even greater success.

Media

Media

Integrations Supported

QuickBooks Online
Acomba
Facebook
Google Cloud Platform
Sage Accounting

Integrations Supported

QuickBooks Online
Authorize.Net
IntelliPay
Twilio

API Availability

API Availability

Pricing Information

$59 per month
Free Version
Free Trial Offered?

Pricing Information

$74 per month

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Plannit

Date Founded

2021

Company Location

Canada

Company Website

business.plannit.io

Company Facts

Organization Name

BidClips

Company Location

United States

Company Website

bidclips.com

Categories and Features

Appliance Repair

Not specified

Cleaning Services

Not specified

Home Services

Not specified

Landscape Management

Not specified

Lawn Care

Not specified

Pool Service

Not specified

Roofing

Not specified

Snow Removal

Not specified

Categories and Features

Glass

Not specified

Handyman

Not specified

Home Services

Not specified

Job Costing

Not specified

Landscape Management

Not specified

Lawn Care

Not specified

Pest Control

Not specified

Quoting

Not specified

Work Order

Not specified

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