Two-way texting The channel homeowners actually open
Text your customers. Right from Plannit.
Send quotes, reminders and invoices by text, and get replies in the same thread, right beside the customer's file. No personal number, no lost messages, no chasing by email.
14-day free trial. No credit card required.
- 2,500+ service businesses
- Set up in under 15 minutes
- Works on every phone
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
A quote by text
Sent at 4:10. Deposit at 4:33.
Here's what a Thursday afternoon quote looks like when it goes out by text instead of email.
- 4:10 p.m.Quote sent by text
Built from your price list and sent in one tap, before you leave the site.
- 4:14 p.m.Read
On their phone, right away. No waiting until they're back at a computer.
- 4:22 p.m.A question, answered
“Does that include hauling away?” You reply from the same thread.
- 4:31 p.m.Approved online
One tap on the link. The job moves to Scheduled.
- 4:33 p.m.Deposit paid
By card, from their couch. The invoice will go out the same way.
How it works
Send. Reply. Automate.
Every text runs through your message centre, alongside the customer's calls and emails.
Send documents customers actually open
Quotes, work orders and invoices go out as a text with a link. Your customers opens it and approves or pays, with no account to create and no app to download.
- Quotes, work orders and invoices by text
- Links, not attachments
- Sent from the job in one tap
(514) 555-0116Mobile
2875 rue Rachel E, Montréal QC H1W 1A4Main
| 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
Every reply in one thread
Your customer's answer lands beside their file, with their calls and emails. Anyone on the team can pick it up, and the history stays in one place.
- Two-way, from the app or the office
- One thread for every channel
- Customer photos saved to the job
Outdoor outlets and landscape lighting.
Client: Catherine Morin
Address: 2875 rue Rachel E, Montréal
Service: Free Estimate
Quote 0011 sent by text and emailSep 29
Job 0018 created from the web formSep 24
The messages you'd forget to send
Appointment confirmations, reminders and "on my way" notifications go out on their own. Weather or schedule change? Notify one customer, a route, or everyone in a day.
- Confirmations and reminders, automatic
- "On my way" prompted at departure
- Bulk notices for a route or a day
Hi Catherine, a reminder that Northline Services will be at 2875 rue Rachel E tomorrow between 8 and 9 AM. Reply here if anything changed.
Sent“On my way” → Robert Gagnon7:02 AM · Samir H., ETA 20 min
SentConfirmation → Marc Tremblay9:40 AM · Tue Oct 6, 8 AM to 10 AM
From the field
Reply in seconds, between two jobs
A customer asks if you can come Thursday instead. You answer from your phone, and the conversation is saved on their file for the whole team.
- Saved replies for the questions you get every day
- Send a photo of the finished job with the invoice
- Your personal number stays private
What you can send
Every message a job needs, by text
From the first quote to the paid invoice.
“Plannit makes it easy to document the products we use to meet government requirements. I also like texting customers to let them know we're on our way.”
QuotesApproved from the link
Your customer reviews, requests a change or approves. The deposit can be collected on the same page.
Work ordersEveryone on the same page
Scope and timing confirmed by text, so your crew and your customer expect the same job.
InvoicesPaid from the phone
A link to pay by card or bank transfer. Reminders follow automatically if payment is late.
"On my way" and remindersSent for you
A confirmation when the job is booked, a reminder before the visit and a text when the crew is on the way.
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
What kinds of text messages can I send from Plannit?
Automated "on my way" notifications, appointment confirmations and reminders, and quotes, work orders and invoices with a link to approve or pay. Customers can text back and the reply lands in the message centre.
Can customers reply to my texts?
Do replies come to my personal phone?
No. Replies land in Plannit's message centre, where anyone on your team can answer. Your personal number stays private.
Can I notify customers about weather or a schedule change?
Yes. Send a notice to one customer, several, or every customer on a planned route or day.
Are reminders sent automatically?
How do I get two-way texting?
It's an add-on to any plan. See the pricing page for details.