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About

We help home service pros stay on top of requests, work orders, scheduling, billing, and payments, without giving up evenings and weekends. Reduce the number of messages that you send manually on a daily basis. Reduce time spent on scheduling & dispatching jobs. Save 40+ hours each month on admin work and collections. Organize and follow up on all of your job requests in one place by bringing emails, website inquiries, phone calls, text messages, and Facebook messages into a single message center. Our unique job scheduling tools combine your team calendar, jobs, and routes in a single view to streamline the way you plan your days and dispatch work and save you time. A self-service customer portal allows customers to access message history and files like quotes, contracts, bills, and payment history 24/7. Plannit is designed from the ground up to simplify how home service companies work, all while putting customer service front and center.

About

Finally, an FSM powered by AI and smart automations that work for you. Workiz simplifies operations, strengthens customer relationships, and drives business growth. As the leading field service management platform built with service pros in mind, Workiz offers the Genius Suite: a powerful set of tools including Jessica AI Dispatcher (Genius Answering), cloud-based invoicing, scheduling, SMS messaging, CRM, and work orders. Everything you need to stay organized, win more jobs, and build a service business that runs itself — with technology that feels like a helping hand, not a replacement.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Home services providers interested in a solution to manage their customers and businesses

Audience

Field Service Professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$59 per month
Free Version
Free Trial

Pricing

$187/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 2.0 / 5
ease 2.5 / 5
features 2.2 / 5
design 2.2 / 5
support 2.2 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Plannit
Founded: 2021
Canada
business.plannit.io

Company Information

Workiz
Founded: 2015
United States
workiz.com

Alternatives

Alternatives

Jobber

Jobber

Jobber Software

Categories

Categories

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Carpet Cleaning Features

Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
Scheduling
Work Order Management

Electrical Contractor Features

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Equipment Maintenance Features

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Garage Door Features

Billing & Invoicing
Contract Management
Customer Management
Dispatch Management
Equipment Tracking
Inventory Management
Job Costing
Scheduling
Warranty Tracking

HVAC Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Handyman Features

Billing & Invoicing
Dispatch Management
Electronic Signature
Inventory Management
Mobile Payments
Payment Processing
Quotes / Estimates
Time Tracking
Work Order Management

Janitorial Features

Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Surveys & Feedback
Time Tracking
Work Order Management

Locksmith Features

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management Features

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Integrations

QuickBooks Online
Acomba
AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
CompanyCam
Facebook
Google Calendar
Google Cloud Platform
Mailchimp
Microsoft Outlook
NZ Leads
QuickBooks Online Advanced
RealWork
Sage Accounting
Stripe
Zoom

Integrations

QuickBooks Online
Acomba
AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
CompanyCam
Facebook
Google Calendar
Google Cloud Platform
Mailchimp
Microsoft Outlook
NZ Leads
QuickBooks Online Advanced
RealWork
Sage Accounting
Stripe
Zoom
Claim Plannit and update features and information
Claim Plannit and update features and information
Claim Workiz and update features and information
Claim Workiz and update features and information