Products and quantities on every treatment
The work order carries the chemical register: product, rate, target pest and technician. Compliance reports come from the same record.
Work orders Checklists, photos, signatures
The job, from start to sign-off. All on one screen.
Instructions, checklists, photos, hours, and customer signatures—all in the work order your team opens on their phone.
14-day free trial. No credit card required.
- 14-day free trial on every plan
- Customer signs on your phone
- Full history on every address
Plannit / Work orders
Work ordersNorthline Services
All work orders Add View
Search customer...All Work order
Work orders count1Unplanned36Work orders35Planned
Work orders by service151362Service Call On-Site Inspection Free Estimate Maintenance
| Work order | Contact | Job title | Job status | Street | Status |
|---|---|---|---|---|---|
| 0033 0001 | Émilie Roy | Hot tub circuit | Quote accepted | 1510 avenue Laurier E | Not Started |
| 0031 0001 | James O’Brien | Smart thermostat and humidifier | Quote to prepare | 6120 rue Sherbrooke O | Not Started |
| 0030 0001 | Sophie Bélanger | Annual maintenance plan | Closed / Paid | 4820 avenue du Parc | Completed |
| 0028 0001 | Garage Lapointe | Garage: compressor line and lift circuit | Awaiting payment | 3150 chemin Chambly | Completed |
| 0027 0001 | Park Family Daycare | Daycare: outlet covers and a leak | In progress | 800 rue Jarry E | Not Started |
| 0024 0001 | BHL Construction | Site 14: temporary power | Closed / Paid | 9200 boulevard Métropolitain E | Completed |
| 0023 0006 | BHL Construction | Site 14, Pointe-Claire: rough-in | In progress | 9200 boulevard Métropolitain E | Started |
0027 0001Daycare: outlet covers and a leakIn progress
Work orders listWork orderActions Send
Status:Not Started
Number:0027 0001
CLIENTChange contact
Park Family DaycareJobsiteDetails
(514) 555-0133Mobile
direction@parkdaycare.example.comPersonal
800 rue Jarry E, Montréal QC H2P 1W2Main
WORK ORDER INFORMATION
Daycare: outlet covers and a leakService CallShow Schedule
800 rue Jarry E, Montréal QC H2P 1W2Jobsite
Service Call Services
Oct 8, 2026 9:00 AM to 11:00 AMScheduled
Replace the 12 outlet covers with tamper-resistant ones; check the leak under the kitchen sink. Director on site from 9.Notes
SHSamir H.Resources
ADD-ONS
Add an invoiceAdd an attachmentAdd a timesheetAdd a signatureAdd to a run
TIMESHEET
SHSamir H.—Starts when the status is Started
Standard work orders Customer, location, approved quote, instructions, task list and signature. Ready for any trade from day one.
Customized work orders Add your own fields and checklists, so every type of job gets the form it needs.
Specialty work orders Pest control products, cleaning checklists, inspections, serial numbers and warranty dates. Files and photos, recorded right on the job.
One work order, three views
Everyone on the same page.
The same job from the office, the field and the customer's side.
See every job's progress in real time
Not started, on my way, started, paused, completed: the status changes the moment your technician updates it. See who's assigned to each job and when, read their notes and answer a customer's question in seconds.
- Who's on each job, and when
- Live GPS position of your crews
- Job history searchable by address
Plannit / Work orders
Work ordersNorthline Services
All work ordersToday Add View
Search customer...Thu Oct 8 Live · updated from the fieldWork order
| Work order | Contact | Technician | Scheduled | Work order status | On site |
|---|---|---|---|---|---|
| 0004 | Robert Gagnon | ML Mathieu L. | 7:30 AM | Started | 1h 12m · GPS |
| 0023 | BHL Construction | CB Chloé B. | 7:00 AM | Started | 1h 44m · GPS |
| 0018 | Catherine Morin | SH Samir H. | 8:00 AM | Not Started | — |
| 0012 | Sophie Bélanger | SH Samir H. | 1:00 PM | Not Started | — |
| 0007 | David Chen | ML Mathieu L. | 1:00 PM | Not Started | — |
Timeline
Everything your tech needs, on their phone
The address, the instructions, the checklist and the files are in the mobile app. Your tech clocks in on the job, adds notes and photos, asks the office a question in the team chat and gets the customer's signature on site.
- Mobile punch clock on every job
- Team chat and notifications in the app
- Notes, photos and status from the phone
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
Customers kept in the loop, from “on my way” to signed
When your tech selects “On my way”, Plannit offers to notify the customer. Once the job is done, the customer signs the work order on the phone and the job goes straight to invoicing.
- “On my way” notification
- Work order signed on the phone
- Sent to invoicing when the job is done
The technician’s phone · Samir H.
7:49▲ ▮
0018 0001Scheduled
MessagingInternal comments
Job Folder1Quotes1InvoicesMore
Work orderActions
Status:
Status:Not Started
Notify Catherine Morin?“Samir from Northline is on his way, arriving between 8:00 and 8:20.”Not nowSend text
Punch clock—Starts with the status
CLIENT
Catherine MorinJobsite
(514) 555-0184Mobile
2210 rue Beaubien E, MontréalMain
SIGNATURE
Customer signatureSigned · Catherine Morin
The customer’s phone · Catherine Morin
7:49▲ ▮
NSNorthline ServicesSMS · (514) 555-0100
Hi Catherine, your visit for the outdoor outlets and lighting is confirmed for Thu Oct 8, 8:00 to 8:20 arrival.
Yesterday, 5:10 PMText message
Job history
Find everything about any job, every time
Every work order is saved with its notes, files, photos and signature, linked to the customer file and the location. A warranty call, a repeat request or a dispute starts with the facts, not a search through old emails.
- Linked to the customer file, the location and the approved quote
- Recurring jobs and maintenance contracts in a few clicks
- Nothing gets lost, nothing gets retyped
Plannit / Jobs
0024 –Site 14: temporary powerClosed / Paid
Job Folder1
Quotes1
Invoices1
Timesheets
Routes
Actions
JOB DETAILS32% Profit margin
CONTACTS | 1
WORK ORDERS | 2 / 2
0024 0012CompletedSite lighting, phase 2CBService callFri, Oct 2 · 7:00 AM to 2:10 PM · 6h 35m on site2 notes 1 file 3 photos Signed
0024 0009CompletedTemporary service panelSHService callSun, Sep 20 · 7:00 AM to 3:30 PM · 7h 40m on site1 note 2 files 4 photos Signed
TIMELINE
Work order 0012 completed by Chloé B. · signedOct 2
Invoice 0009 paid online — $2,770.90Oct 1
Work order 0009 completed by Samir H. · signedSep 20
Job folder0024 0012Site lighting, phase 2Completed
Chloé B.Fri, Oct 2 · 7:00 AM to 2:10 PM6h 35m on site
NOTES
Fixtures aimed with the foreman; the east pole needs a longer bracket, ordered. Access through gate 2 after 6 AM.
FILES | 1
Lighting-plan-phase-2.pdf
PHOTOS | 3
BeforeAfterAfter
SIGNATURE
Mark Dubois · Oct 2, 2:12 PM, on Chloé B.’s phone
TIME ON SITE
6h 35m · GPS arrival 7:04 AM · on the timesheet
Job folder0024 0009Temporary service panelCompleted
Samir H.Sun, Sep 20 · 7:00 AM to 3:30 PM7h 40m on site
NOTES
100 A panel from the shop, gate code 4471. Inspection booked for Monday with the city.
FILES | 2
Permit-0009.pdfPanel-spec.pdf
PHOTOS | 4
BeforeBeforeAfterAfter
SIGNATURE
Mark Dubois · Sep 20, 3:28 PM, on Samir H.’s phone
TIME ON SITE
7h 40m · GPS arrival 7:02 AM · on the timesheet
What your technician adds
No more paperwork, lost photos, or things falling through the cracks
Everything added right away, from the mobile app
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Checklists
Per job type. Train new staff and keep quality consistent on every job.
Photos, notes and files
Before, after, and anything the customer or the office should know about.
Signatures
The customer signs on the phone when the job is done. No paper to bring back.
Go digital
The end of a job, with and without paper
On paper
Thursday, after the last job
- Find the work order in the truck
- Decipher the tech's handwriting
- Retype it all to make the invoice
- Ask what time they finished
- File it somewhere you'll (maybe) find it
With Plannit
Thursday, 4:12 p.m.
- The work order is on every phone
- Typed notes, 6 photos, a signature
- Signed on the phone, sent to invoicing
- Hours already on the timesheet
- Saved on the customer file, forever
By trade
One work order, shaped to your trade
A checklist for every property, signed at the door
Recurring visits with the customer's own checklist. Your crew checks off each item, and the customer sees the report in their portal.
Serial numbers and warranty dates on the unit
The work order opens on the equipment record: model, serial number, install date and the last three repairs, with photos.
Several crews, several days, one project
Work orders filed under one project number, with the quote, purchase orders and hours.
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 is a work order?
A work order is a document with the details of a job: what service is to be done, when, how and by whom. It's often based on an approved quote, and once the job is complete, it's used to invoice the customer.
What information can I include in a work order?
Plannit links the customer file, the location, the contact details and the approved quote to the work order. You can add notes for your field staff, zones or stations, files, photos and task lists, and log the products used on each job.
Can my customer or technician sign the work order?
Yes. Once the job is complete, the customer signs the work order in the Plannit app on your mobile device. You can then send it to invoicing.
How do I see the status of a job?
Your field employees update the status from the mobile app: not started, on my way, started, paused or completed. With GPS, available on the Premium plan, you can also locate your teams on a map in real time.
Can my team communicate about a job in the app?
Yes. In-app notifications and chat let your field staff get quick answers about any job while they're in the field.
Can I track time on each job?
Yes. The mobile punch clock records the hours worked on each job and for the whole day, and you produce timesheets in one click.
Can Plannit manage recurring jobs and maintenance contracts?
Yes. Schedule recurring jobs in a few clicks, at any frequency, and change one visit or all of them when you need to.