Arboritterre gets approval before the crew leaves
Quotes built from a price list, sent by text directly from the app and approved while the truck is still on site.
Job quoting Templates, options, online approval, deposit
Create quotes faster. Win more jobs.
Build a branded quote from your template and price list in minutes. Your customer picks their options on their phone, approves and pays the deposit. The job is already on your pipeline.
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- 2,500+ service businesses
- Set up in under 15 minutes
- Works on every phone
Plannit / Quotes
0018 0011 –Outdoor outlets and lightingQuote to prepare
Job Folder1
Quotes1
Invoices1
Timesheets
Routes
Quote 0011Actions Send
Awaiting approval
1. INFORMATION
Catherine Morin MainDetails
(514) 555-0116Mobile
2875 rue Rachel E, Montréal QC H1W 1A4Main
2. ITEMS
| Item | Qty | Rate | Total |
|---|---|---|---|
| Outdoor outlets, 2 × GFCI | 2 | $320.00 | $640.00 |
| Landscape lighting, 6 fixtures | 1 | $1,460.00 | $1,460.00 |
| Optional Timer and photocell | 1 | $180.00 | $180.00 |
Subtotal$2,100.00
GST 5%$105.00
QST 9.975%$209.48
Total$2,414.48
Deposit at approval (25%)$603.62
How it works
From quote to won job, in three steps
Create a professional quote in minutes
Start from your template and price list. Your logo, your terms and the right prices, every time.
Send it and stay on top of it
Text or email it directly from the app. Plannit reminds you about quotes that haven't been answered, and follows up automatically.
Get approved and paid online
Customers approve from their phone and pay the deposit right away. The job is booked before your competitor calls back.
- Approved quotes become work orders and invoices, nothing retyped
- Every quote's status is tracked in the pipeline
Plannit / Quotes / New
0018 –Outdoor outlets and lightingQuote to prepare
Job Folder1
Quotes1
Invoices1
Timesheets
Routes
New quote 0011Actions Send
Draft
1. INFORMATION
CustomerSelect a customer
TemplateElectrical · residential
2. ITEMS
| Item | Qty | Rate | Total | |
|---|---|---|---|---|
| Line 1 — pick it from your price list | ||||
| Line 2 | ||||
| Line 3 | ||||
Add from price listYour prices, your terms, every time
Subtotal$0.00
GST 5%$0.00
QST 9.975%$0.00
Total$0.00
Deposit at approval (25%)$0.00
Options and add-ons
Raise the value of every quote
Offer upgrades and add-ons right on the quote. Customers pick what they want, the total updates instantly, and your average revenue gets bigger without a single sales call.
- Optional add-ons customers select themselves
- Custom payment schedules per quote
- Deposits collected online at approval
Plannit / Quotes / 0011Your sideCustomer’s side
0018 0011 –Outdoor outlets and lightingQuote to prepare
Job Folder1Quotes1InvoicesTimesheetsRoutes
Quote 0011 DraftActions Send
1. INFORMATION
Catherine Morin QuotingDetails
2875 rue Rachel E, Montréal QC H1W 1A4Jobsite
2. ITEMS (2)
| Description | Qty | Rate | Amount | |
|---|---|---|---|---|
| Outdoor outlets, 2 × GFCIWeatherproof in-use covers on a new 20 A circuit from the panel. | 2 | 320.00 $ | 640.00 $ | |
| Landscape lighting, 6 fixturesLow-voltage path and accent lights, transformer and wiring included. | 1 | 1,460.00 $ | 1,460.00 $ | |
| Line 3 — optional add-ons go here | ||||
| Line 4 | ||||
| Line 5 | ||||
Add an itemAdd a description
Subtotal2,100.00 $
GST 5%105.00 $
QST 9.975%209.48 $
Total2,414.48 $
Add an item
Type to search
Timer and photocell180.00 $
Wi-Fi smart switch165.00 $
Extra GFCI outlet, backyard shed220.00 $
Create new itemSelect (0)
NSNorthline ServicesJobsQuotes (1)InvoicesCatherine Morin
QuoteNo. 0011Pending approval
2,414.48 $DeclineRequest changesAccept quoteTerms and conditions
Quote details
| Please select among these options | Quantity | Rate | Amount |
|---|---|---|---|
Outdoor outlets, 2 × GFCIWeatherproof in-use covers on a new 20 A circuit from the panel. | 2 | 320.00 $ | 640.00 $ |
Landscape lighting, 6 fixturesLow-voltage path and accent lights, transformer and wiring included. | 1 | 1,460.00 $ | 1,460.00 $ |
Add-on: timer and photocellLights come on at dusk and off at the time you choose. | 1 | 180.00 $ | 180.00 $ |
Add-on: Wi-Fi smart switchControl the lighting from your phone, app and voice. | 1 | 165.00 $ | 165.00 $ |
Add-on: extra GFCI outlet, backyard shedOne more weatherproof outlet on the same circuit. | 1 | 220.00 $ | 220.00 $ |
iImportant information
Thank you for your business
Subtotal2,100.00 $
GST105.00 $
QST209.48 $
Total2,414.48 $
Word and Excel
What every quote costs you today
The same quote, two ways of getting it out the door.
| The moment | Word, Excel and email | With Plannit |
|---|---|---|
| Writing it | Tonight, at the kitchen table | On site, from your template |
| Offering an upgrade | A second document | A tick box on the same quote |
| Getting the yes | A week of phone tag | One button on their phone |
| Collecting the deposit | Wait for the cheque | Paid at approval |
| Turning it into an invoice | Retype everything | One click |
Scroll sideways on small screens.
Customer portal
Make it easy to say yes.
Every quote opens in a secure portal, straight from the link. Your customer approves, asks for a change, picks a payment plan and pays the deposit. Later, every invoice is in the same place.
- Approve or request a change with one button
- Payment options and plans the customer chooses
- The full history, visible to both of you
Anywhere Phone, tablet or computer. Your crew can pull up a quote on site to answer a question.
In the field
Who quotes from the driveway
A two-crew roofer stopped writing quotes at night
Templates for shingles, membrane and repairs. Options for upgrades. Deposits collected at approval, before the materials are ordered.
A painting contractor sells the second coat right on the quote
The base job plus two optional upgrades. Customers tick what they want and the total updates. Fewer callbacks, bigger jobs.
A renovation team quotes in phases
One quote, a three-milestone payment schedule and an invoice generated at each one. The client sees the plan before signing.
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
How does Plannit save me time on quotes?
You reuse your templates, build your price list once and send quotes by text or email right from the site. Built-in messaging tracks your follow-ups, and approved work goes straight onto the schedule.
How does it help me win more jobs?
Your customer gets a professional quote with options and add-ons, approves it online in one click and pays the deposit at the same time. They never have to call you back to say yes.
Where can I use Plannit?
On your phone, tablet or computer, anywhere you have Wi-Fi or a cell signal. The platform is cloud-based, with 99.99% availability.
Which accounting systems does it sync with?
QuickBooks, Acomba and Sage, so approved quotes, invoices and payments are never entered twice.
What happens once a quote is approved?
It becomes a work order, then an invoice, with nothing retyped. Its status is tracked on your pipeline the whole way.