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Scheduling Drag-and-drop team calendar, dispatch in seconds

Book it once. Everyone knows.

Drop a job on a crew and it is on their phone, the customer has a confirmation and the calendar is up to date. Urgent work slots in between stops. Nobody makes a call.

14-day free trial. No credit card required.

  • 14-day free trial on every plan
  • One-time and recurring visits
  • Works on every phone
Plannit / Calendar
CalendarNorthline Services
‹Thu Oct 1›TodayMapPlanner
Thu 1Mathieu L.Samir H.Chloé B.
7 AM 8 AM 9 AM 10 AM 11 AM 12 PM 1 PM
Water heater replacementMarc Tremblay · 0002
Kitchen faucet and garburatorDavid Chen · 0007
Panel upgrade to 200 ARobert Gagnon · 0004
Outdoor outlets and lightingCatherine Morin · 0018
Site 14: rough-in, phase 2BHL Construction · 0023
Drop a work order here
9:40 AM

Sunday night

What building the week looks like

Before
Sunday, 8:15 p.m.
  1. Open the spreadsheet, the texts and Google Maps
  2. Guess who is free Tuesday
  3. Text each tech their addresses
  4. Answer "what time am I at the Beaulieus?"
  5. Redo it Wednesday when it rains
With Plannit
Sunday, 8:15 p.m.
  1. One calendar, with the routes on it
  2. Availability shown for every crew
  3. Each tech sees their own day on their phone
  4. The Beaulieus' time is on the tech's screen
  5. Drag the day to Thursday. Every phone updates.

The Planner

Unassigned jobs on one side, crews on the other

The Planner shows every job without a crew beside every crew with room. Drag across. If routes are on, the job lands in the right run and the drive reorders itself.

  • Filter by service type, area or custom tag
  • Dispatch into a route or a time slot
  • Recurring visits generated for the life of the contract

See route planning

Plannit / Calendar
CalendarNorthline Services
‹Thu Oct 1›TodayMapPlanner
Thu 1Mathieu L.Samir H.Chloé B.
7 AM 8 AM 9 AM 10 AM 11 AM 12 PM
Route A · 22 stopsBeaconsfield
Route B · 19 stopsPointe-Claire
On-site quoteParc Industriel
Drop a work order here
Search customer...Not scheduled 4 work orders
ContactWork orderJob TitleJob Status
Priya Sharma0032Range hood ventTo schedule
Café Lumière0026Grease trap and floor drainTo schedule
Catherine Morin0028Bathroom fan and ventTo schedule
David Chen0019Smart thermostat and humidifierTo schedule

Urgent jobs

A no-show, a leak, a call at 2 p.m. Three taps.

  1. Switch the view

    Day, week or month, by employee, crew or service type. See who has a gap this afternoon in one look.

  2. Drop the job in

    Drag it onto the crew. Their phone updates and the customer gets a confirmation text.

  3. Say it once

    Record a voice memo with the instructions. The technician hears it on site, not in a text thread.

  • On-the-way notifications sent automatically
  • Multi-day jobs: drag across the days
  • Personal time blocked on the same calendar
Plannit / Calendar
CalendarNorthline Services
‹Thu Oct 1›TodayDayWeekMonthBy employeeBy crew
Thu 1Mathieu L.Samir H.Chloé B.
1 PM 2 PM 3 PM 4 PM 5 PM
Panel upgrade to 200 ARobert Gagnon · 0004
Outdoor outlets and lightingCatherine Morin · 0018
Water heater, follow-upMarc Tremblay · 0002
Free until 4 PM
Kitchen faucet and garburatorDavid Chen · 0007
Site 14: rough-in, phase 2BHL Construction · 0023
2:20 PM
UrgentCall at 2:03 PM · not scheduledLeak under the kitchen sinkNadia Haddad · 2114 rue Wellington · 0049Drag it onto the crew with the gap
Voice memo for the technicianSay it once; it plays on siteRecord0:00
Colour codes By employee, by service type, or custom colours. Availability reads at a glance.
Views Day, week, month; by employee, by crew or by service. Same calendar, every angle.
Online booking Let customers pick an open slot themselves. It lands on the calendar like any other job.

Fair question

I use Google Calendar. What changes?

Everything Google Calendar does, plus the team's schedule, the customer list and the routes in the same view.

Google CalendarPlannit
Appointments, colours, day/week/month viewsIncludedIncluded
The whole team's schedule in one view—Included
Customer file and address on the appointmentRetypedAttached
Recurring visits from a contractManual repeatsGenerated
Dispatch into an optimized route—Included
Customer notified on the way—Included
Work order and timesheet from the same entry—Included

Scroll sideways on small screens.

Questions

Before you switch

Can we change schedules from the mobile app?

Yes. Appointments can be moved from the Plannit mobile app by any user with permission to create visits.

How do I handle changes or urgent requests?

Drag the job on the calendar. With routing and GPS, you can see which team member is closest and send the urgent job to them; the customer gets a confirmation text.

Can I schedule a job over several days?

Yes. Drag the appointment across every day you want to book.

What does every plan include?

Scheduling and dispatching are on every plan, from the first day of the free trial. Routes and GPS start on Premium.

Can I block personal time?

Yes. Block time on your calendar for personal events. Other users only see it if they have permission to view other calendars.