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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integrated credit card processing allows you to utilize multiple virtual cash registers without the hassle of renting outdated credit card terminals or incurring charges for the necessary phone lines.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

Integrations Supported

Acomba
Facebook
Google Cloud Platform
QuickBooks Online
Sage Accounting

API Availability

API Availability

Pricing Information

$19.55 per month
Free Trial Offered?

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

Not specified

Training Options

Documentation Hub

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
Document Storage
Email Marketing
Quotes / Proposals
Task Management

IT Service

Not specified

Optometry

Inventory Management

Pool Service

Billing & Invoicing
Quotes / Estimates
Scheduling
Work Order Management

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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