Message centre Six channels, one inbox
Answer everyone from one screen.
A homeowner texts, another emails, a third writes on Facebook. They all land in Plannit's message centre with their file beside them, and your reply goes back the way it came.
14-day free trial. No credit card required.
- Set up in under 15 minutes
- Replies on the customer's channel
- Saved answers for daily questions
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
When you're unavailable
Bots that answer, qualify and book
A chatbot on your website or Facebook page and a smart phone answering service take the questions you get every day: are you open, do you serve my area, what does a visit cost. They ask the qualifying questions and let the customer book a slot.
- Set bots to answer FAQs so nobody waits for you
- Configure the qualifying questions for new leads
- Let customers book an appointment from the conversation
| Customer | Date | Duration | Status | AI Summary |
|---|---|---|---|---|
| Marie Tremblay | Today, 4:52 PM | 0:48 | Completed | Driveway quote |
Marie Tremblay · (514) 555-0142Mobile
5904 Park Avenue, MontréalMain
Snow removal — seasonalFree Estimate
On the way
The notification that ends the "where are you?" call
Plannit prompts you to send an "on my way" text when you leave for the next stop, and sends appointment confirmations and reminders on its own. Saved replies answer the rest in one tap.
- Automatic confirmations and reminders
- "On my way" prompted at departure
- Saved responses to frequent questions
(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
Fewer calls to the office
Give customers the answers before they ask
Most calls to the office are questions a customer could answer alone. Plannit gives them a place to do that.
A portal where every interaction lives
Quotes to approve, invoices to pay, the next visit's details, the message history and a button to book more work. Secure, 24/7, no app to install.
Two-way texting
Documents by text, replies in the thread, no spam folder in the way.
A Tuesday of follow-ups
Where the messages were, and where they are
- Two texts you meant to answer
- A Messenger request from Sunday
- An email quote never sent
- A voicemail you can't place
- Someone asking "are you still coming?"
- Both texts in one list, oldest first
- The Messenger request, in the same list
- The quote sent from the request itself
- The voicemail transcribed and matched to the customer
- "On my way" already went out at 6:10
Channel by channel
Where each message ends up
The same customer messages, before and after the message centre.
| Channel | Today | In Plannit |
|---|---|---|
| Phone call | Voicemail, maybe a note | Logged with recording on the customer's file |
| Text message | Your personal phone | In the thread, replies from the app |
| Inbox, then spam | Same thread, tagged, answered | |
| Facebook Messenger | Whoever checks the page | Same thread; reply goes back to Messenger |
| Website form | An email nobody owns | A job request with a customer file |
| Chatbot | No chatbot | Qualified lead, or a booked slot |
Scroll sideways on small screens.
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 customize what the phone bot says?
Yes, entirely. Plannit provides templates and samples to start from. See the AI receptionist page.
If a customer wrote on Messenger, does the reply go back to Messenger?
Yes. Whatever channel the customer used, a reply from the message centre goes back on that channel.
Are there automated emails and texts, like appointment reminders?
Yes. Plannit sends appointment confirmations and reminders, and "on my way" notifications.
What kinds of communications can I manage?
Job requests from web forms, Facebook Messenger, email, phone calls and texts, plus chatbot and phone-bot conversations and the customer portal.
What are my subscription options?
The message centre is on every plan. Two-way texting and the AI receptionist are add-ons on any plan; see the pricing page.