New AI answers your phone when you can't
Win more jobs, run smoother days, get paid faster.
The all-in-one AI-powered CRM and operations app that captures leads, schedules crews and collects payments while you're on the job.
14-day free trial. No credit card required.
- 2,500+ service businesses
- Set up in under 15 minutes
- Works on every phone
Trusted by 2,500+ service businesses across North America
2,500+
Service businesses running on Plannit
65%
Faster payment collection
15+
Hours saved every week
One app, start to finish
Built for people who work with their hands
From the first call to the last payment, every step is connected. Now the AI does the heavy lifting.
Never lose another request
Every call, text, email and web form lands in the customer record. Quote from your price list, get it approved online, and convert 30–40% more leads without a single sticky note.
The phone gets answered on the roof
Plannit's AI receptionist takes the call, asks your questions and drops a qualified message in your inbox.
Dispatch in seconds
Drag a job onto a crew. They see it on their phone; the customer gets a text.
Paid before you pull away
Invoice from the truck. Customers pay online or at the door. QuickBooks stays in sync.
How it works
The office, the crew and the customer see the same job
Nobody retypes anything. Nobody calls to ask where the truck is.
Every job on one board
Requests come in, get quoted, scheduled and invoiced without a name being typed twice. Drag a job onto a crew and the route reorders itself.
- One inbox for calls, texts, email and web forms
- Drag-and-drop dispatch with live crew status
- Batch invoicing the moment a route is done
Temporary service panel and site lighting for phase 2.
Client: Mark Dubois
Address: 9200 boulevard Métropolitain E, Montréal
Service: Service Call
Appointment date: Sun, Sep 20, 2026
| Customer | Visit | Amount | Invoice | |
|---|---|---|---|---|
| Annie Lemieux | Lawn service · Sep 30 | $96.00 | To invoice | |
| Robert Gagnon | Lawn service · Sep 30 | $96.00 | To invoice | |
| Sophie Bélanger | Hedge trimming · Sep 30 | $140.00 | To invoice | |
| David Chen | Lawn service · Sep 30 | $96.00 | To invoice | |
| Priya Sharma | Fall clean-up · Sep 30 | $220.00 | To invoice | |
| Park Family Daycare | Lawn service · Sep 30 | $160.00 | To invoice |
Today's stops, in the right order
The next address, the gate code, the customer's note and a checklist that closes the job. Hours log themselves.
- Turn-by-turn from stop to stop
- Photos and signatures attach to the work order
- Time tracked automatically, no timesheet
(514) 555-0151Mobile
james.obrien@example.comPersonal
6120 rue Sherbrooke O, Montréal QC H4B 1L8Main
No custom field on this work order.
Work order created from quote 0031Sep 29
A customer who never has to call back
They approve the quote from their phone, get a text when you're on the way and pay the invoice from the couch. Everything sits in their portal.
- Quotes approved online, deposit collected
- "On our way" messages sent automatically
- Card or bank payment, no cheque to chase
Your jobs
Request a job| # | Date | Status | Services | Address |
|---|---|---|---|---|
| 0042-0001 | Thu Oct 8 | Scheduled | Driveway snow removal | 5904 Park Avenue, Montréal |
Questions? Chat with Northline
Your quotes
Questions? Chat with Northline
Your invoices
Questions? Chat with Northline
Your numbers
Move the numbers, watch the result
0
Hours back every month
$0
Worth, per month
0
Days to get paid with Plannit
$0
Cash collected sooner, per month
- Plannit customers report saving 15+ hours a week on admin; the calculator assumes you keep 60% of your admin hours.
- Plannit customers collect payment 65% faster with online invoices and payments.
- Your own numbers will differ. Try it free for 14 days and measure it.
Why service pros choose Plannit
Big-platform power. Small-business price.
Built for a phone, not a desk
Your team works from a truck. So does Plannit, with the same power on every screen.
Made for real work
Designed for people who get their hands dirty. If you can use your phone, you can use Plannit.
Pricing you can explain
No hidden fees. No surprises. A 14-day free trial on every plan.
Running in minutes
Import your customers or start fresh. Book your first job the same afternoon.
Solutions
Set up for the way your trade actually works
Recurring routes, seasonal contracts, compliance records, emergency call-outs. Plannit ships with the workflow your industry runs on.
Customer stories
The people who actually do the work
“I used to lose 2–3 jobs a week because I couldn't answer the phone while working. Now Plannit captures every call and message automatically. I haven't missed a lead in months.”
“I used to spend my evenings catching up on paperwork. Now I'm done by dinner time. Plannit just works.”
“We converted 35% more leads in our first month. The follow-up automation alone paid for itself.”
Getting started
Three steps and you're running
Sign up free
14 days free on any plan. Your account is ready in under a minute.
Import your customers
A spreadsheet or your old software. We'll help if it's messy.
Book your first job
Same afternoon. The customer gets a confirmation; you get a calendar that matches reality.
- Set up in under 15 minutes
- Hands-on onboarding with a real person
- Built-in customer support
| Contact | Labels | Street | City | Phone |
|---|---|---|---|---|
| Annie Lemieux | Seasonal | 318 rue Principale | Dorval | (514) 555-0101 |
| BHL Construction | Commercial | 9200 boul. Métropolitain E | Montréal | (514) 555-0120 |
| Boulangerie Bergeron | Commercial | 4567 rue Wellington | Verdun | (514) 555-0117 |
| Catherine Morin | — | 2875 rue Rachel E | Montréal | (514) 555-0116 |
| David Chen | — | 75 rue Saint-Paul O | Montréal | (514) 555-0109 |
| Émilie Roy | Seasonal | 1510 avenue Laurier E | Montréal | (514) 555-0122 |
| Café Lumière | Commercial | 1200 rue Ontario E | Montréal | (514) 555-0127 |
Import contacts
customers.csv 142 rows
| Contact | Work order | Job Title | Job Status |
|---|---|---|---|
| Priya Sharma | 0032 | Range hood vent | To schedule |
| Café Lumière | 0026 | Grease trap and floor drain | To schedule |
| Catherine Morin | 0028 | Bathroom fan and vent | To schedule |
| David Chen | 0019 | Smart thermostat and humidifier | To schedule |