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What is Yardbook?

Effectively promote your services while managing customer data, generating quotes, organizing jobs, processing invoices, and much more. You have the flexibility to schedule appointments one at a time or set them to recur on a regular basis. Effortlessly keep customers informed and track the progress of jobs in real-time. With just a click, you can optimize your routes for efficiency. Build strong relationships that promote customer loyalty and direct your marketing efforts toward specific communities. Speed up payment processing by enabling credit card transactions and share referrals with other contractors. Offer seasonal promotions to draw in new clients. Cover everything from estimates to automated billing and enhance your lead generation and referral systems. Access vital features in minutes and simplify payments by accepting credit cards with ease. Furthermore, these tools not only help expand your business but also significantly enhance customer satisfaction, ensuring that your clients feel valued and appreciated. Ultimately, investing in these capabilities can lead to long-term success and sustained growth.

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

Integrations Supported

Acomba
Facebook
Google Cloud Platform
QuickBooks Online
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

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

Yardbook

Date Founded

2014

Company Location

United States

Company Website

www.yardbook.com

Company Facts

Organization Name

Plannit

Date Founded

2021

Company Location

Canada

Company Website

business.plannit.io

Categories and Features

Landscape Management

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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