The first to answer wins the job.
A customer calls three contractors. The one who answers gets the work. Plannit captures every call, text, email and web request, answers when you can't, and keeps the lead moving until it's a paid job.
14-day free trial. No credit card required.
- 2,500+ service businesses
- Set up in under 15 minutes
- Works on every phone
Capture
Nothing reaches you that Plannit doesn't catch
Phone, text, email, Facebook Messenger, your website form and the chatbot all land in the same message centre, tagged and ready to answer.
The phone answered while you're on a job
The AI receptionist takes the call, asks what you would ask, and either books the slot or drops a qualified lead in your inbox with the transcript. The caller never hears voicemail.
One inbox, every channel
Reply from Plannit and the answer goes back the way it came: text, email or Messenger.
Web and Facebook forms
Requests become jobs the moment they're sent.
A lead's first hour
From the missed call to the approved quote
What happens to one Tuesday-morning call when nobody in the office can pick up.
- 9:02 a.m.Call comes in
You're on a ladder. The AI receptionist answers, gets the address and what's needed.
- 9:04 a.m.Lead in the inbox
Transcript attached, customer record created, tagged "quote requested".
- 9:20 a.m.Quote sent by text
Built from your price list between two jobs. The customer gets a link.
- 9:41 a.m.Approved online
Deposit paid from the customer's phone. The job moves to Scheduled.
- 10:00 a.m.On the board
Dispatched to the nearest crew. Nobody in the office touched it.
How it works
Capture. Follow up. Convert.
Three jobs, one record per customer. Nothing gets retyped.
Every request, one place
Calls, texts, emails, Messenger and web forms arrive in the message centre with the customer's history beside them. Reply once; the answer goes back on the right channel.
- Missed calls logged with the recording
- New customers created automatically
- Saved replies for the questions you get every day
No lead goes cold
Every quote sits in a visual pipeline. Plannit reminds you who hasn't answered and lets you send the follow-up in one tap.
- Automated follow-up reminders
- Drag a quote from Sent to Approved
- See at a glance what's stuck
The record that closes the job
Property notes, past quotes, invoices and every message, on the customer's file. The person who picks up the phone knows the whole story.
- Complete history on every customer
- Quotes approved and paid online
- Repeat work booked from the portal
(514) 555-0120Mobile
mark.dubois@example.comPersonal
9200 boulevard Métropolitain E, Montréal QC H1J 1K7Main
Invoice 0009 paid online — $2,770.90Oct 1
Work order 0009 completed by Samir H.Sep 20
Quote 0009 accepted in the client portalSep 14
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
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
Inside the group
Eight features that turn requests into revenue
Each one stands on its own. Together they are one inbox, one pipeline and one record per customer.
Why Plannit is different
Built for the truck, not the sales floor
Most CRMs were designed for people who sell software over email. Here is what changes when the customer is a driveway.
| A generic CRM | Plannit | |
|---|---|---|
| Where the lead comes from | Email and web forms | Calls, texts, Messenger, web, chatbot, all logged |
| Who answers at 9 a.m. on a ladder | Voicemail | The AI receptionist, then your inbox |
| The customer record | Company, title, deal size | Property, gate code, last quote, every visit |
| What happens after the quote | A task in someone's to-do list | Approval and deposit from the customer's phone |
| Where it's used | A desk | iOS, Android and the office, same data |
Scroll sideways on small screens.
Customers
What crews say about the first answer
“With Plannit's chatbot I answer every customer request quickly. I'm fully booked and now looking to hire.”
“Hi, I'm Mélissa from Plomberie Groupe Leboeuf. We've been using Plannit for a few months. Planning our schedule is easier and accessible for all employees. Invoicing is simpler and faster. Conversations and appointments are easier to manage with clients.”
“We're really glad we bet on Plannit. The whole client follow-up process is improved.”
“Plannit let us optimize our administrative and operational management, saving time for the technician and giving us better communication with our client.”
“Saving time on management tasks. Professionalism in our communications with clients. Dispatching employees to jobs. Easy, efficient invoicing and payments.”
“What immediately won me over with Plannit is its simplicity. The interface is intuitive and everything is designed to save you time. Communication is essential in our trade, and Plannit understands that. No more lost emails and unread messages. Everything is grouped in one place, which makes collaboration much easier. Another of Plannit's strengths is that it's completely free when you start out. You only pay once you start generating profit. Plannit is an essential tool for any construction contractor. Its ease of use, project management tools and streamlined communication make it a powerful ally for optimizing your operations. By bringing Plannit into your daily work, you'll gain efficiency, cut costs and keep your clients satisfied.”
“Plannit is THE best choice for simplifying operations. I love having everything on the same platform! (scheduling, invoicing, quotes…) Plannit's customer service is one of their great strengths! You'll always be able to talk to someone!”
“The customer service is super, and the speed of the responses.”
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
Does the CRM work when I'm out of cell range?
The app keeps the customer records, quotes and messages on the phone and syncs when the signal is back.
Which channels land in the message centre?
Phone calls and voicemail, text messages, email, Facebook Messenger, your website form, the chatbot and online bookings. Replies go back on the same channel.
Is the AI receptionist an add-on?
It's an add-on to any plan, the AI Receptionist option. Call logging, the message centre, customer records and the pipeline are on every plan.
Can several people work the same inbox?
Yes. The office and the crew see the same record; whoever replies, the conversation stays in one thread.