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 automatically.
No credit card. No setup fees.
- 2,500+ service businesses
- Set up in under 15 minutes
- Works on every phone
12
New requests
38
Jobs scheduled
$8,420
Collected today
Trusted by 2,500+ service businesses across North America
PLACEHOLDER — five customer logos, SVG preferred, single-colour on light background.
2,500+
Service businesses running on Plannit
65%
Faster payment collection
15+
Hours saved every week
One app, start to finish
Built for real pros who work in the field
From the first client call to the final payment — everything connected, nothing complicated. Now with AI doing the heavy lifting.
CRM & lead management
Never lose another client request
Every call, text, email and web inquiry goes straight into the customer record. Respond fast, quote accurately, and convert 30–40% more leads — without the follow-up chaos.
- One inbox for calls, texts, email and web forms
- Quotes built from your price list, approved online
- Automatic follow-ups so nothing goes cold
New 4
Quoted 5
Booked 3
Day-to-day operations
Your team. Your schedule. All in one place
Dispatch jobs in seconds. Track progress in real time. Your crew knows what’s next, your office knows what’s happening, and your clients get automatic updates.
- No more “where’s the truck?” calls
- No more double-bookings
- Save 2–3 hours a day. Get your evenings back.
Back office
From quote to payment — all automatic
Create professional quotes in minutes. Send invoices the moment the job’s done. Accept payments on the spot or online. 30% faster cash flow, zero manual entry.
- Invoice from the truck before you pull away
- Customers pay online from the portal
- Syncs to QuickBooks — no chasing cheques
Driveway clearing — visit 14$180.00
Salting — 1 application$120.00
Tax$40.00
Total$340.00
Paid online — deposited to your account
AI receptionist
Answer every customer — even when you can’t pick up the phone.
You’re on a roof, in a trench, or behind a plough. Plannit’s smart answering system acts like a virtual assistant: it answers your calls when you cannot, qualifies the caller, and drops the whole thing into your message centre.
- Answers your FAQs, day or night
- Qualifies prospects and records their answers
- Saves the message and the contact straight into Plannit
PlannitThanks for calling Northline Property Services. I can help — are you calling about a new quote or an existing job?
CallerA new quote. I need my driveway done this winter.
PlannitHappy to help. What’s the address, and roughly how many cars fit in the driveway?
Caller1420 Chemin du Bord-du-Lac. Two cars, plus a walkway.
PlannitGot it. Someone will call you back before 9 AM tomorrow with a seasonal price.
Saved to PlannitNew lead
ContactMarie T. · (514) 555-0142
ServiceSnow removal — seasonal
Address1420 Ch. du Bord-du-Lac
Recording 0:48
Why service pros choose Plannit
Big-platform power. Small-business price.
Mobile-first
Your team moves. Your app should too. Full power on every device, at any time.
Built for real work
Designed for people who get their hands dirty — not software engineers. If you can use your phone, you can use Plannit.
Honest pricing
No hidden fees. No surprises. A free plan you can stay on for as long as you like.
Actually simple
Up and running in minutes, not weeks. No complicated setup. No IT degree required.
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.”
PLACEHOLDER — customer headshots, 200×200 JPG. Initials shown until photos are supplied.
Getting started
Three steps and you’re running
Sign up free
No credit card needed.
Import your contacts
Or start fresh — whichever is faster for you.
Start booking and getting paid
Schedule your first job the same afternoon.
- Setup in under 15 minutes
- Hands-on onboarding with a real person
- Built-in customer support
For the demo review
What changes, and what doesn’t
This page is a new front end on the HubSpot account Plannit already has. The layer on top is swapped; everything underneath stays exactly where it is.