Missed calls are missed jobs. When you are busy in the field all day, every unanswered call is a customer who might call the next contractor instead. Plannit centralizes all your calls and phone messages in one place — so nothing slips, and every lead gets a callback.
Redirect your calls into Plannit and your phone turns into an organized, trackable pipeline — not a pile of voicemails.
Why you’ll love it
Never lose a lead — every incoming call is logged, with its message captured when you cannot pick up.
Know what needs a callback at a glance — each call shows its status: missed, busy, answered, or already turned into a request.
Turn calls into work in a few clicks — convert a call straight into a job request or work order.
How it works
Redirect your calls into Plannit; it records every incoming call and takes a message when you cannot answer.
Each call carries a clear status — missed, busy, or answered — and shows whether it became a new job request.
Calls are automatically linked to the right customer record in your CRM for future reference.
Convert a call into a job request or work order in a few clicks.
Everything lives in one place on your dashboard, so tracking and follow-ups stay fast and easy.
Keep the momentum going
Turning calls into customers is just the start. Dig deeper into incoming-call handling, statistics, and AI-powered summaries in Call management in Plannit, then turn those requests into revenue with Plannit quotes.
Catch every call, call everyone back, win more work — that is Plannit.