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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 Field Promax?

Field Promax is tailored to streamline and integrate your operational tasks, enabling efficient management of your technician team, rapid communication with clients, electronic work order administration, and business expansion. Embrace a paperless approach, manage your responsibilities from anywhere, and reap the rewards from every job you complete! Our powerful scheduling capabilities simplify the handling of work orders, allowing you to create and dispatch orders, automatically set up recurring tasks, and transform service requests into work orders with ease. With compatibility across numerous systems and devices, Field Promax allows technicians to update their work status on-site while supervisors can keep track of technician performance in real-time. By refining your workflow, you can make the most of every asset, from enhancing technician productivity and saving time by going paperless to swiftly turning orders into payments, which maximizes your potential for profit. This groundbreaking platform not only aids in effective project management but also encourages growth and adaptability, ensuring you stay competitive in the market. Additionally, the user-friendly interface allows for quick onboarding, helping your team utilize its full potential without a steep learning curve.

Media

Media

Integrations Supported

QuickBooks Online
Acomba
Facebook
Google Cloud Platform
Sage Accounting

Integrations Supported

QuickBooks Online
AnswerForce
QuickBooks Online Advanced

API Availability

API Availability

Pricing Information

$59 per month
Free Version
Free Trial Offered?

Pricing Information

$29 per month
Free Trial Offered?

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
Online Training

Company Facts

Organization Name

Plannit

Date Founded

2021

Company Location

Canada

Company Website

business.plannit.io

Company Facts

Organization Name

Field Promax

Date Founded

2014

Company Location

United States

Company Website

fieldpromax.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

Appliance Repair

Not specified

Carpet Cleaning

Not specified

Cleaning Services

Billing & Invoicing
Dispatch Management
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Scheduling
Service History Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Job Management
Mobile Access
Quotes / Estimates
Scheduling
Technician Management
Work Order Management

Maintenance Management

Billing & Invoicing
Dispatch Management
Inventory Management
Mobile Access
Planning Calendar
Predictive Maintenance
Scheduling
Service History Tracking
Technician Management
Work Order Management

Paving and Asphalt

Not specified

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Job Management
Mobile Access
Quotes / Estimates
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Contract Management
Customer Database
Job Management
Job Tracking
Mobile Access
Scheduling
Service History Tracking
Technician Management
Work Order Management

Snow Removal

Not specified

Work Order

Contract Management
Customer Database
Dispatch Management
Job Management
Quotes / Estimates
Recurring Appointments
Scheduling

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