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What is Tradedocs?

Our home service software simplifies your workflow by eliminating the necessity for an app. With just a text or a phone call, you can see how our field service management tool removes the stress of creating work orders, invoices, and other vital documents. This solution caters to professionals in HVAC, plumbing, cleaning, electrical, and numerous other home service sectors. Designed specifically for tradespeople, our software allows for quick invoice creation, instant updates, and effortless task management. By adopting our app-free model, you can save precious time and focus on what you do best. Work orders can be generated and dispatched with a simple text or call, which not only enhances efficiency but also reduces the likelihood of errors. This software is ideal for any home service business aiming for swift and accurate documentation; it provides real-time updates on pricing, job status, and other important information that is easily accessible regardless of your method of contact. Setting up your profile is straightforward, enabling you to input essential business details such as services offered, pricing structures, and customer information seamlessly. Moreover, our efficient process allows you to start benefiting from the software almost immediately, thereby boosting your overall operational effectiveness and productivity. This innovative approach ensures that you remain competitive in a constantly evolving market.

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.

Media

Media

Integrations Supported

QuickBooks Online
Housecall Pro
Jobber
ServiceTitan

Integrations Supported

QuickBooks Online
Acomba
Facebook
Google Cloud Platform
Sage Accounting

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$59 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Tradedocs

Date Founded

2024

Company Location

United States

Company Website

www.tradedocs.ai/

Company Facts

Organization Name

Plannit

Date Founded

2021

Company Location

Canada

Company Website

business.plannit.io

Categories and Features

Carpet Cleaning

Not specified

Cleaning Services

Not specified

Electrical Contractor

Not specified

Flooring

Not specified

Home Services

Not specified

HVAC

Not specified

Lawn Care

Not specified

Pest Control

Not specified

Plumbing

Not specified

Pool Service

Not specified

Roofing

Not specified

Snow Removal

Not specified

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

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