Home service pros can spend up to 10 hours a week building quotes, revising them, following up, and chasing customers for approvals. Plannit gives that time back — to you and to your customers — at every step of the quoting process.
From the first draft to the signed approval, quoting in Plannit is faster, clearer, and far less back-and-forth. Here is what that looks like on both sides.
Why you'll love it
Win more contracts — professional, interactive quotes approved in a single click.
Get paid faster — deposits collected automatically the moment a quote is approved.
Stop chasing — automated reminders and a 24/7 self-serve portal do the follow-up for you.
For pros
Save templates to build quotes in a fraction of the time.
Simplify payments with payment schedules and automatic deposit collection on approval.
Speed up approvals and revisions with a 24/7 self-serve customer portal.
Eliminate manual follow-ups with automated reminders.
Turn approved quotes into invoices automatically — no re-keying.
For your customers
Receive quotes by SMS or email and approve them online with a single click.
Request revisions online through the Customer Portal — no phone call needed.
Add or remove optional items and watch the quote update instantly.
Your customers will love how easy it is to manage and approve quotes online, without the endless back-and-forth messages and phone calls.
Keep the momentum going
Once quotes start flowing, make the rest just as effortless: print a whole batch of invoices or quotes in one go, and save your filtered lists as views so your most-used quote lists are always one tab away.
Win more contracts with less effort — that is quoting with Plannit.