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Keep customers coming back with a 24/7 self-service portal

Give every customer a 24/7 self-service portal to contact you, approve quotes, track invoices and pay online -- and get found by new homeowners through Plannit's Home Services Network.

Written by Brigitte Chouinard

The pros who win repeat business aren't the ones who work harder to stay in touch — they're the ones who make it effortless for customers to reach them, approve work and pay. Plannit gives every one of your customers a 24/7 self-service portal, so you stay top of mind without lifting a finger.

Animated demo of the Plannit customer portal: a homeowner contacting a pro, approving a quote, and paying online from their 24/7 self-service portal.

Why you'll love it

  • Stay reachable around the clock — customers contact you, find their messages and get answers from their own portal, even when you're on a job.

  • Get approvals and payments faster — they approve quotes, track invoices and pay you online in a few taps, with no phone tag.

  • Win new work from the network — homeowners searching Plannit's Home Services Network find pros who offer online customer service — that's you.

A self-service portal for every customer

Each of your customers gets their own secure space, available 24/7, where they can contact you, read past messages, approve your quotes, keep track of their invoices and pay you online. It turns the back-and-forth of running a service business into a single, always-open channel — so customers get a smoother experience and you spend less time chasing them.

Be found in the Home Services Network

Plannit's Home Services Network connects homeowners looking for a service pro with pros who already offer modern, online customer service. Being on Plannit puts you in front of customers who value exactly the convenience you provide — a steady source of repeat and referral business, without extra marketing effort.

Keep the momentum going

A great customer experience starts the moment you quote and continues through to payment. See how the rest of Plannit keeps customers coming back:

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