"The professionalism the system projects gives our business extra credibility."
Christopher H., owner of CAHB, on what customers notice first.
Painting Estimates with options, deposits, photos
Quote the room. Sell the whole house.
Estimates built from your price list with the extras offered as options, a deposit on approval, and before-and-after photos on every job. Painting business software that wins the job on the doorstep.
14-day free trial. No credit card required.
- 2,500+ service businesses
- Set up in under 15 minutes
- Works on every phone
Plannit / Quotes / 0011Your sideCustomer’s side
0018 0011 –Interior repaint, main floorQuote 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 | |
|---|---|---|---|---|
| Walls, main floor, two coatsLiving room, dining room and hallway; two coats of low-VOC eggshell. | 2 | 320.00 $ | 640.00 $ | |
| Prep, patching and primerHoles filled, cracks patched, sanded and spot-primed before paint. | 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
Ceilings, flat white180.00 $
Trim and baseboards165.00 $
Premium finish upgrade220.00 $
Create new itemSelect (0)
NSNorthline PaintingJobsQuotes (1)InvoicesCatherine Morin
QuoteNo. 0011Pending approval
2,414.48 $DeclineRequest changesAccept quoteTerms and conditions
Quote details
| Please select among these options | Quantity | Rate | Amount |
|---|---|---|---|
Walls, main floor, two coatsLiving room, dining room and hallway; two coats of low-VOC eggshell. | 2 | 320.00 $ | 640.00 $ |
Prep, patching and primerHoles filled, cracks patched, sanded and spot-primed before paint. | 1 | 1,460.00 $ | 1,460.00 $ |
Add-on: ceilings, flat whiteEvery ceiling on the main floor, two coats of flat white. | 1 | 180.00 $ | 180.00 $ |
Add-on: trim and baseboardsSemi-gloss on the doors, casings and baseboards. | 1 | 165.00 $ | 165.00 $ |
Add-on: premium finish upgradeWashable premium paint on every wall, same two coats. | 1 | 220.00 $ | 220.00 $ |
iImportant information
Thank you for your business
Subtotal2,100.00 $
GST105.00 $
QST209.48 $
Total2,414.48 $
The estimate
Options sell the ceiling, the trim and the second coat
Build the estimate from your list, then offer what the customer might want: ceilings, trim, a premium finish. They pick on their phone, the total updates, and the deposit is paid on approval. Follow-ups go out on quotes that sit.
- Quote templates for your common jobs
- Add-ons the customer selects themselves
- Deposit collected on approval, balance on completion
Plannit / Quotes / New
0018 –Interior repaint, main floorQuote to prepare
Job Folder1
Quotes1
Invoices1
Timesheets
Routes
New quote 0011Actions Send
Draft
1. INFORMATION
CustomerSelect a customer
TemplatePainting · 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
Two ways to quote a house
What the estimate looks like
Before
A number on a text message
- "$2,400 for the main floor"
- No options, no add-ons
- Customer sleeps on it
- You call back Thursday
With Plannit
A quote with options, on their phone
- Main floor, ceilings optional, trim optional
- They tick two boxes, total updates
- Approved and deposit paid tonight
- Job on the calendar by morning
Before and after
The work sells the next job
Photos attach to the work order from the phone. The customer sees them in the portal; you reuse them in the next estimate.
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Before
Photos from the estimate on the work order.
During
Crew notes and hours logged automatically.
After
The customer signs off on the tablet; the balance is invoiced.
How it works
Estimate, schedule, invoice
One job, three screens, nothing retyped.
Every request in one place
Phone, web and text requests land in one inbox with a status. Quote from your list in a few taps and let the customer choose their options.
- No request goes to voicemail
- Prepare estimates faster
- Increase sales by offering add-on options
Plannit / Pipeline
PipelineNorthline Painting
All Jobs Add View
Search customer...All Job
Inquiry2
0029Interior repaint, condoMontréal(514) 555-0131Service Call
0012Exterior sidingMontréal(514) 555-0122Free Estimate
Quote to prepare3
0031Trim and doors, whole houseMontréal(514) 555-0128Free EstimateQuote sent 6 days ago · no answerFollow up
0018Interior repaint, main floorMontréal(514) 555-0116Free EstimateQuote 0011 · sent to Catherine Morin
0016Cabinet refinishing, kitchenMontréal(514) 555-0134On-Site Inspection
Quote accepted2
0033Ceilings and trimMontréal(514) 555-0122Service Call
0025Clinic: repaint, reception and hallsLaval(450) 555-0119Service Call
Scheduled2
0027Daycare: washable finish, 4 roomsMontréal(514) 555-0126Service Call
0004Exterior siding and trimLaval(450) 555-0113Service Call
Crews on the right house on the right day
Allocate the crew across the days, put the colour codes and the customer's notes on the work order, and see everyone's availability on one calendar.
- Schedules on employees' phones
- Measure job profitability in real time
- Stop chasing timesheets
Plannit / Calendar
CalendarNorthline Painting
‹Thu Oct 1›TodayMapPlanner
Thu 1Mathieu L.Samir H.Chloé B.
7 AM
8 AM
9 AM
10 AM
11 AM
12 PM
Day 1 · prep and primerBeaconsfield
Day 2 · walls, two coatsPointe-Claire
Colour consultParc Industriel
Drop a work order here
Search customer...Not scheduled 4 work orders
| Contact | Work order | Job Title | Job Status |
|---|---|---|---|
| Priya Sharma | 0032 | Ceilings, 2 rooms | To schedule |
| Café Lumière | 0026 | Cabinet refinishing, bakery | To schedule |
| Catherine Morin | 0028 | Trim and doors, whole house | To schedule |
| David Chen | 0019 | Deck staining | To schedule |
Deposit up front, balance on the last coat
Manage the deposit to start the job, release the balance invoice when the crew marks done, and let reminders chase the slow ones.
- Invoices automated to your deadlines
- Online payment ends the receivables chase
- Automatic payment reminders
2:40▲ ▮
0033 0001In progress
MessagingInternal comments
Job Folder1Quotes1Invoices1More
Invoice 0033-0001Partially paid
Émilie Roy1510 avenue Laurier E, Montréal · Repaint, 3 rooms
Payment schedule · 1 invoice | 2 payments
1Deposit · 30%On quote acceptance · Sep 29 · Visa ···4242$555.33Paid
2Balance · 70%On completion · due Oct 8$1,295.77Planned
Total$1,851.10left to pay $1,295.77
Edit scheduleRequest the balance
Balance requested by text$1,295.77 · pay-by-link · 2:41 PM
Balance paid · bank transfer$1,295.77 · invoice Paid in full · 2:58 PM
Customer stories
Contractors on Plannit
A two-crew painting company that quotes on the doorstep
Estimates with options, approved before the estimator reaches the truck. Deposits fund the materials.
Photos ended the "that wasn't in the quote" call
Before-and-after photos on every work order, visible to the customer in their portal.
Plans
Which plan does a painting company need?
Small crews run on Pro. Premium adds routes, GPS, contract renewals and accounting sync.
Pro · $49/mo
3 users. Recurring contracts, dispatch, reminders, quotes, invoicing and online payments.
Premium · $109/mo
Everything in Pro, 5 users. Renewals in a batch, routes and GPS, QuickBooks sync, custom fields.
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 customers pick add-ons on the estimate?
Yes. Offer ceilings, trim or a premium finish as options; the customer selects them and the total updates. Approval and deposit happen on the same screen.
Can I collect a deposit before the job starts?
Yes. Set a deposit on the quote; it's paid on approval by card or bank transfer. The balance is invoiced when the crew marks done.
Can I see whether a job made money?
Yes. Hours and materials logged per job show profitability in real time.
Is there a free trial?
Every plan starts with a 14-day free trial. Quotes, scheduling, invoicing, the portal and team dispatch are on every plan; texting is an add-on.