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NewThe AI receptionist answers your phone when you can't.Hear how it works

Features
AI CRM & Lead ManagementAI CRM & Lead ManagementAI CRMAI receptionistSales pipeline Job quotingTwo-way text messagingOnline bookingCustomer portal Day-to-Day OperationsDay-to-Day Operations Scheduling & dispatchingWork ordersTime tracking Route planning & GPSChemical tracking Back Office ManagementBack Office Management InvoicingContract managementOnline paymentsQuickBooks sync
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Snow removalLawn carePest control Pools & SpasCleaningArborist RoofingPlumbingElectricalPainting HVACConstructionHandyman
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AI Answers every call, day and night

Every call answered. Even when your hands are full.

When you can't pick up, Plannit's AI receptionist answers for you: it greets the caller, answers their questions, takes down the job details and drops everything into Plannit. You call back with everything in hand.

Start for free Hear a sample call
  • Answers 24/7
  • Your call flow, your questions
  • Every message filed in Plannit
Plannit / Calls
CallsTodayAI receptionist on · business line forwarded
Total calls38
Answered by the AI14
Missed calls0
New leads9
CustomerDateDurationAI categorySentimentAI summary
Marie Tremblay4:52 PM0:48Quote requestPositiveDriveway, seasonal · callback before 9 AM
Julie Lavoie11:02 AM0:39Service requestNegativeWasp nest · booked today 1 PM
James O’Brien10:15 AM0:52Quote requestPositiveGutter cleaning · estimate Monday
Thomas Nguyen7:40 AM0:41Service requestNeutralWater heater leak · same day

The real cost of a missed call

A missed call is a job for your competitor

A caller who hits voicemail doesn't leave a message. They call the next name on the list. And it happens most on your busiest days, when you're in the middle of a job.

With the AI receptionist, the caller gets a real conversation instead of a beep. You finish the job and find a qualified lead waiting for your call back.

“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.”

FFFranco F.Landscape pro

A real call

Hear what your customers hear

A greeting in your business name, two questions, an address and a callback promised before 9AM. The full exchange, with the caller's number, is waiting in your message centre.

  • Answers the questions you've programmed
  • Asks the questions you need answered
  • Saves the audio, transcript and contact details
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Plannit / Calls
Marie Tremblay(514) 555-0142Today, 4:52 PM0:33CompletedQuote requestPositive96% confidence
Listen to the call 0:330:33
0:00AI receptionistThanks for calling Northline Property Services. I can help. Are you calling about a new quote or an existing job?
0:09CallerA new quote. I need my driveway done this winter.
0:14AI receptionistHappy to help. What's the address, and roughly how many cars fit in the driveway?
0:21Caller5904 Park Avenue. Two cars, plus a walkway.
0:27AI receptionistGot it. Someone will call you back before 9 a.m. tomorrow with a seasonal price.
Saved to PlannitNew lead

Marie TremblayName

(514) 555-0142Phone

5904 Park Avenue, MontréalAddress

Snow removal, seasonalService

Before 9 AM tomorrowCallback

0042, created in the pipelineLead

The caller wants a seasonal snow-removal quote for a two-car driveway and walkway at 5904 Park Avenue, Montréal. The AI receptionist collected the address and promised a callback before 9 AM.AI summary

How it works

From missed call to quote sent

  1. The call comes in

    When you can't pick up, calls to your cell or business line forward to the AI receptionist.

  2. The AI receptionist answers and qualifies

    It follows your call flow, answers the questions you've programmed and asks the ones you need.

  3. The message lands in Plannit

    Saved to the message centre as an audio file, with the caller's contact details.

  4. You call back, ready to quote

    Call back from the customer record with all the context, or turn the message straight into a quote.

Plannit / Contacts / Messaging
MessagingInternal comments
Marie TremblayNew leadPhone · AI receptionist
Client has called · Today, 4:52 PM
Phone call · answered by the AI receptionist

The caller wants a seasonal snow-removal quote for a two-car driveway and walkway at 5904 Park Avenue, Montréal. The AI receptionist collected the address and promised a callback before 9 AM.

Completed(514) 555-0142Play recording · 0:48
Turn into jobCall back

Voicemail or AI Receptionist

What happens to a call you can't take

The same Tuesday afternoon, two ways.

The callerWith voicemailWith Plannit
HearsA beepA conversation, day or night
Is askedNothingYour qualifying questions
LeavesMaybe a numberAddress, job details and contact, saved
ThenCalls the your competitorWaits for your callback
You getA voicemail to decodeA qualified lead in Plannit

Scroll sideways on small screens.

Customization

Your business, your call flow

You build the menu and call flow around the way you work. You decide which questions the AI receptionist answers, and which ones it asks.

  • Menu and call flow built around your process
  • Only the answers you program, nothing more
  • A professional voice, the same on every call
Plannit / Settings / AI receptionist
SettingsNorthline Services
Settings › AI receptionist › Call flow
1Greeting“Thanks for calling Northline Services”
2Route the callerNew quote · Existing job · Billing
3Answer FAQsService area · Hours · Are you insured?
4QualifyAddress · Job size · Preferred callback time
Add a stepTransfer to a person, book directly, send a text
Accept incoming callsAnswered by the AI receptionist when nobody picks up

Getting it

On any plan, or an add-on on any plan

The AI receptionist is an add-on: $50 a month on any plan, Pro, Premium or Grow.

On any plan

Add the AI Receptionist to Pro, Premium or Grow and it answers your line from the next call, with your menu and your questions.

See pricing

AI Receptionist add-on, $50/month

AI receptionist and voicemail on every plan. Premium and Grow add call recording, analytics attribution and transcription.

Compare add-ons

Questions

Before you switch it on

Where do the messages the AI receptionist takes go?

To the message centre in the app, as audio files, with the customer's contact details. Call back or create a quote straight from the message.

Can I customize what the AI receptionist says and asks?

Yes. The menu and call flow follow your process, and you program the questions it can answer. The voice itself can't be changed.

Do my customers have to call a new number?

No. They keep calling your usual number. The AI receptionist uses a dedicated number, and your calls forward to it when you can't answer.

What are my subscription options?

The AI Receptionist is an add-on, $50 a month on any plan. See pricing

Which plans offer the AI receptionist?
It's an add-on on every plan: AI Receptionist, $50 a month, on Pro, Premium and Grow alike.

Start free

Get set up before your next job.

Start your 14-day free trial on any plan. Import your contacts, or start fresh. Then start booking, scheduling and getting paid.

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14-day free trial. No credit card required. Setup in under 15 minutes.