Contracts Renewals, work orders and billing, in batches
Two hundred contracts. One afternoon.
Filter the contracts that are ending, select them all, and renew, send, create the work orders or bill them in one action. Customers approve and sign on their phone, and every contract stays searchable in Plannit.
14-day free trial. No credit card required.
- Renewals sent in one batch
- Work orders created for a whole selection
- Approved and signed on the customer's phone
| Quote number | Job Title | Contact | Status | Sent | Read | Printed | |
|---|---|---|---|---|---|---|---|
| 0012 0021 | Snow removal | Annie Lemieux | Accepted | — | |||
| 0031 0022 | Snow removal | BHL Construction | Accepted | — | |||
| 0033 0023 | Snow removal | Robert Gagnon | Accepted | — | |||
| 0025 0024 | Snow removal | Sophie Bélanger | Accepted | — | |||
| 0016 0025 | Snow removal | David Chen | Accepted | — | |||
| 0002 0026 | Snow removal | Garage Lapointe | Accepted | — |
| Work order | Contact | Service | Status |
|---|---|---|---|
| 0012 0040 | Annie Lemieux | Snow removal | Not scheduled |
| 0031 0041 | BHL Construction | Snow removal | Not scheduled |
| 0033 0042 | Robert Gagnon | Snow removal | Not scheduled |
| 0025 0043 | Sophie Bélanger | Snow removal | Not scheduled |
| 0016 0044 | David Chen | Snow removal | Not scheduled |
| 0002 0045 | Garage Lapointe | Snow removal | Not scheduled |
Schedule them from the Calendar, or associate the addresses to a route (More actions).
318 rue Principale, Dorval QC H9S 2J4Jobsite · 0012 - 0021
BHL Construction's addresses9200 boulevard Métropolitain E, Montréal QC H1J 1K7Jobsite · 0031 - 0022
Robert Gagnon's addresses3400 rue Masson, Montréal QC H1X 1R7Jobsite · 0033 - 0023
Sophie Bélanger's addresses410 rue Saint-Charles O, Longueuil QC J4H 1E7Jobsite · 0025 - 0024
David Chen's addresses75 rue Saint-Paul O, Montréal QC H2Y 1Z3Jobsite · 0016 - 0025
Garage Lapointe's addresses3150 chemin Chambly, Longueuil QC J4L 1N1Jobsite · 0002 - 0026
A contract's year
Signed once, billed all season, renewed in a click
What a seasonal contract does on its own once it lives in Plannit.
- 1SignedApproved online
Add-ons and a payment plan chosen by the customer. Deposit paid at approval.
- 2Each visitScheduled and logged
Recurring visits appear on the calendar; GPS records each one.
- 3Per visit or per seasonBilled the way the contract says
Batch invoices from the visit log. Online payment at each due date.
- 4Six weeks before the endRenewal offered
One batch. Early-bird discount applied. Half approve within the week.
- 5Next seasonAlready booked
Recurring revenue you can count on before the first job.
Renewals
Two hundred contracts, one afternoon
Set the renewal notice once. Every contract ending this year goes out together, priced, with the early-bird discount you chose. Customers approve on their phone and the calendar fills itself with recurring visits.
- Renewal notices sent in a batch
- Early-bird discounts applied automatically
- Recurring appointments generated on approval
| Quote number | Job Title | Contact | Status | Sent | Read | Printed | |
|---|---|---|---|---|---|---|---|
| 0012 0003 | Snow removal | Annie Lemieux | Accepted | — | |||
| 0031 0005 | Snow removal | BHL Construction | Accepted | — | |||
| 0033 0006 | Snow removal | Robert Gagnon | Accepted | — | |||
| 0025 0007 | Snow removal | Sophie Bélanger | Accepted | — | |||
| 0016 0008 | Snow removal | David Chen | Accepted | — | |||
| 0002 0009 | Snow removal | Garage Lapointe | Accepted | — |
By email and by SMS, as set on each contact. Customers review and approve in their customer portal.
New customers
Signed in the driveway
Standing on a new customer's lawn? Build the contract on your phone, send the electronic copy, and watch it come back approved before you reach the truck. No paper to lose, nothing sitting unsigned in a mailbox.
- Contracts created and sent from the mobile app
- Customized per client: add-ons, payment plans
- Always searchable in Plannit
No quote on this job yetPriya Sharma · 44 rue Saint-Viateur O, Montréal
Quote Contact
(514) 555-0134Mobile
44 rue Saint-Viateur O, Montréal QC H2T 2K7Jobsite
| Selected ? | Item | Total |
|---|---|---|
| Snow removal, seasonal Nov 15, 2026 – Apr 1, 2027 | $680.00 | |
| Walkway salting Optional · the customer selects it in the portal | $120.00 |
Subtotal$680.00
GST 5%$34.00
QST 9.975%$67.83
Total$781.83
Quote createdOct 13, 2026 7:39 PM
The copied quote brings its items, notes, terms and payment schedule. Adjust, then send.
Paper vs Plannit
What a renewal season costs
The same two hundred customers, two ways of keeping them.
| The task | Paper and phone calls | With Plannit |
|---|---|---|
| Sending renewals | Two weeks of envelopes and calls | One batch, one afternoon |
| Applying the early-bird discount | By hand, with mistakes | Automatic, on the batch |
| Getting signatures back | Whatever the mailbox brings | Approved on the phone, tracked |
| Collecting deposits | Cheques, eventually | Paid at approval |
| Booking the visits | Retype into the calendar | Generated on approval |
Scroll sideways on small screens.
Customers
Minutes instead of days
“With Plannit, renewing seasonal contracts and collecting payments takes minutes instead of days.”
“Invoices go out faster. We know which technician is on which call. We have follow-ups on printed work orders.”
“How easy it is to send quotes and create invoices on the spot. It's simple for my accountant to track client payments.”
“Save lot of time, easier to manage the quote, the bills and the payment. Help to offer a professional service to the customer.”
“Saving time on management tasks. Professionalism in our communications with clients. Dispatching employees to jobs. Easy, efficient invoicing and payments.”
“Easy invoicing, easy payments.”
“Ease of use. Customizable. QuickBooks integration.”
“An easy, well-built tool for invoicing and quotes. On our side, credits and service offers would be worth adding.”
Create your account
Set up before your next job
Enter your email to create the account. A real person helps you get started.
- 14-day free trial
- No credit card required
Questions
Before you switch
Can I offer an early-bird discount on renewals?
Yes. Set the discount and the deadline on the renewal batch and Plannit applies it to every contract sent.
Do renewed contracts create their own visits?
Yes. When a customer approves, the recurring appointments for the season are generated on the calendar.
Can customers pay contract instalments online?
Yes. Each contract can carry a payment plan; customers pay each amount when it is due through the secure customer portal.
Which plan includes contract management?
Quotes and invoicing are on every plan. Contract renewals and batch invoicing start on Premium.