Mobile app iOS and Android
Plannit in the truck, on every phone.
Plannit's home services app helps Pros save time and win more contracts. Respond to new job requests, create quotes, schedule and dispatch jobs, send invoices, and collect payments all in one place.
- Jobs, quotes and invoices in the field
- Routes and timesheets on the go
- Same account as the office
8:41▲ ▮
Operations
JobsTasksWork ordersRoutes
All work orders
Search customer...
0033 0001Not Started
Émilie RoyService Call1510 avenue Laurier E, MontréalWed, Oct 7, 2026 8:00 AM to 12:00 PMSH0031 0001Not Started
James O’BrienFree Estimate6120 rue Sherbrooke O, MontréalSat, Oct 3, 2026 1:00 PM to 2:00 PMSH0028 0001Not Started
Garage LapointeService Call3150 chemin Chambly, LongueuilSat, Sep 26, 2026 8:00 AM to 4:00 PMSH0031 0001Quote to prepare
MessagingInternal comments
Job Folder1Quotes1InvoicesMore
Work orders list
Work orderActions
Status:
Status:Not Started
Number:
0031 0001
CLIENTChange contact
James O’BrienJobsite
(514) 555-0151Mobile
james.obrien@example.comPersonal
6120 rue Sherbrooke O, Montréal QC H4B 1L8Main
WORK ORDER INFORMATION
Jobsite6120 rue Sherbrooke O, Montréal QC H4B 1L8
ServicesFree Estimate
Scheduled DateHours Show ScheduleOct 03, 2026 1:00 PMOct 03, 2026 2:00 PMRepeat work order
Reminders / Notifications
Work order notes (public)Enter text here
ResourcesSH
ADD-ONS
Add an invoiceAdd an attachmentSee more (5)
CUSTOM FIELDS
No custom field on this work order.
TIMELINE
Work order created from quote 0031Sep 29
What it does
Customer service, jobs and payments, from your phone
Customer service
Keep track of customer records and history
Centralize requests and calls to make follow-ups easier. Send customers a text message to let them know you're on your way. Allow customers to approve quotes, pay invoices and book new work online.
- Customer records and history
- Requests and calls in one place
- “On my way” texts
- Quotes approved and invoices paid online
8:41▲ ▮
No 0024 - BHL Construction
MessagingInternal comments
BHL Construction SMS + email
Hi, here are the details of my job request:
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
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
2:12 PM · Web form
Thanks Mark — Samir will be on site Sunday at 7:00 AM. Quote 0009 is in your portal for approval.
2:15 PM · Sent by Chloé · SMS
Approved. Gate code is 4471.
2:31 PM · SMS
Manage jobs
Schedule and dispatch jobs in seconds
See your team's progress and location. Plan and optimize your routes in a few clicks. Track your time for each job, or clock in to track your day. Add checklists, zones, notes and photos to online work orders.
- Team progress and location
- Routes planned and optimized in a few clicks
- Time tracking per job, or clock in for the day
- Checklists, zones, notes and photos on work orders
8:41▲ ▮
Operations
JobsTasksWork ordersRoutes
All work orders
Search customer...
0033 0001Not Started
Émilie RoyService Call1510 avenue Laurier E, MontréalWed, Oct 7, 2026 8:00 AM to 12:00 PMSH0031 0001Not Started
James O’BrienFree Estimate6120 rue Sherbrooke O, MontréalSat, Oct 3, 2026 1:00 PM to 2:00 PMSH0028 0001Not Started
Garage LapointeService Call3150 chemin Chambly, LongueuilSat, Sep 26, 2026 8:00 AM to 4:00 PMSH0031 0001Quote to prepare
MessagingInternal comments
Job Folder1Quotes1InvoicesMore
Work orders list
Work orderActions
Status:
Status:Not Started
Number:
0031 0001
CLIENTChange contact
James O’BrienJobsite
(514) 555-0151Mobile
james.obrien@example.comPersonal
6120 rue Sherbrooke O, Montréal QC H4B 1L8Main
WORK ORDER INFORMATION
Jobsite6120 rue Sherbrooke O, Montréal QC H4B 1L8
ServicesFree Estimate
Scheduled DateHours Show ScheduleOct 03, 2026 1:00 PMOct 03, 2026 2:00 PMRepeat work order
Reminders / Notifications
Work order notes (public)Enter text here
ResourcesSH
ADD-ONS
Add an invoiceAdd an attachmentSee more (5)
CUSTOM FIELDS
No custom field on this work order.
TIMELINE
Work order created from quote 0031Sep 29
Get paid
Send invoices online by email or SMS to get paid faster
Win more work with professional quotes your customers can approve online. Collect deposits with quote approvals.
- Invoices by email or SMS
- Quotes approved online
- Deposits collected with the approval
5:14▲ ▮
NSNorthline ServicesSMS · (514) 555-0100
Hi Mark, invoice 0009 for the temporary power at Site 14 is ready: $2,770.90, due Oct 15. Pay securely here: northline.plannit.io/i/0009
Today, 5:02 PM
Text message
NSNorthline ServicesCustomer portal · BHL Construction
Invoice 0009 · Sent Oct 1
Site 14: temporary power
Pay now
Temporary service panel, 100 A$1,450.00
Site lighting, phase 2$960.00
GST + QST$360.90
Total$2,770.90
DueOct 15
Pay $2,770.90
Credit card, bank debit or Interac · Plannit Pay
Questions? Chat with Northline
Built for small businesses Plannit was built for small home service businesses and offers a 14-day free trial on every plan to help Pros get started with everything they need to manage customers, work orders, quotes, invoices and get paid.
Thousands of Pros Thousands of Pros use Plannit in the office and on the road to save time: plumbing, electrical, carpet cleaning, cleaning, handyman services, HVAC, landscaping, lawn care, painting, pest control, window cleaning, and more.
We're here for you We've built online help and tutorials so that you can find help anytime you need it. Our Customer Success Team is dedicated to helping you by phone, email or chat.
Questions
About the app
Is the app free?
Yes. The app is free to download; it runs on your Plannit account, which starts with a 14-day free trial on any plan.
Does it work without a signal?
No. The app needs an internet connection, Wi-Fi or cellular data, to work.
Is it the same account as the office?
Yes. The office, the crew and the customer see the same job; the app is the field side of the same account.