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What is fySales?

Converting your data into a digital format guarantees that your customer records are always within reach when you need them. By consolidating all customer and sales information into one central database, you can easily find any customer, order, or payment information at a moment's notice. Our software includes the core daily functions that many small businesses rely on, such as CRM, invoicing, accounting, reporting, point of sale, inventory management, order fulfillment, credit card processing, and customizable workflows. This integration of crucial features into a single solution eliminates the complexities of entering data across multiple systems and juggling various platforms at once. Not only does this consolidation help in cutting software costs, but it also greatly decreases the time spent on unnecessary data entry. Additionally, our integrated credit card processing allows you to utilize multiple virtual cash registers without the hassle of renting outdated credit card terminals or incurring charges for the necessary phone lines. Consequently, this streamlined approach fosters improved efficiency, resulting in significant cost savings for your business. Furthermore, the ease of access to real-time data empowers you to make informed decisions swiftly.

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

Acomba
Facebook
Google Cloud Platform
QuickBooks Online
Sage Accounting

Integrations Supported

Acomba
Facebook
Google Cloud Platform
QuickBooks Online
Sage Accounting

API Availability

Has API

API Availability

Has API

Pricing Information

$19.55 per month
Free Trial Offered?
Free Version

Pricing Information

$59 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

For Your Information Technologies

Date Founded

1987

Company Location

United States

Company Website

www.foryourinfotech.com

Company Facts

Organization Name

Plannit

Date Founded

2021

Company Location

Canada

Company Website

business.plannit.io

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Optometry

Appointment Management
Insurance Management
Inventory Management
Patient Records
Recall Tracking

Pool Service

Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

Categories and Features

Cleaning Services

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
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

Landscape Management

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Lawn Care

Billing & Invoicing
Contract Management
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Pool Service

Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

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