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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

We assist home service professionals in managing requests, work orders, scheduling, billing, and payments efficiently, ensuring they can enjoy their evenings and weekends. By minimizing the number of daily messages you need to send manually, you can significantly reduce the time spent on scheduling and dispatching jobs. This streamlined approach can save you over 40 hours each month previously spent on administrative tasks and collections. All your job requests can be organized and followed up on in a single platform that consolidates emails, website inquiries, phone calls, text messages, and Facebook messages into one easy-to-use message center. Our innovative job scheduling tools integrate your team calendar, job lists, and routes into a cohesive view, optimizing the planning of your workdays and job dispatching, ultimately saving you valuable time. Customers benefit from a self-service portal that provides them with 24/7 access to their message history and essential documents, including quotes, contracts, bills, and payment records. Plannit is meticulously crafted to enhance the operational efficiency of home service businesses while maintaining a strong emphasis on exceptional customer service. By adopting our solutions, home service pros can focus more on their core tasks and less on administrative burdens.

Description

Streamline operations and cut expenses linked to paperwork mistakes, delays, and inconsistencies. Shift to a digital method for your organization’s data collection, management, and transfer. Obtain completed documents instantly from the field, enhancing real-time accessibility. Say goodbye to the frustration caused by misplaced, erroneous, or hard-to-read documents. Automate the data entry for assets, resulting in a more efficient inventory management process. Our field service management software is tailored to seamlessly integrate with your current systems and processes. With TeamWherx, you can transform manual tasks, digitize workflows, and improve communication among employees. Discover how our comprehensive workforce management software empowers your business to operate more intelligently, effectively, and successfully. Our solution adopts an all-inclusive strategy for workforce management, offering all the necessary tools to boost your organization’s efficiency and profitability from a single unified platform. By embracing this innovative approach, your business can thrive in a competitive landscape.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
ADP DataCloud No 
Acomba Yes 
ArcGIS No 
Dropbox No 
Facebook Yes 
GIS Routing No 
Google Calendar No 
Google Cloud Platform Yes 
Microsoft OneDrive No 
SAP Cloud Platform No 
Sage Accounting Yes 

Integrations

QuickBooks Online Yes 
ADP DataCloud Yes 
Acomba No 
ArcGIS Yes 
Dropbox Yes 
Facebook No 
GIS Routing Yes 
Google Calendar Yes 
Google Cloud Platform No 
Microsoft OneDrive Yes 
SAP Cloud Platform Yes 
Sage Accounting No 

Pricing Details

$59 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Plannit

Founded

2021

Country

Canada

Website

business.plannit.io

Vendor Details

Company Name

Actsoft

Founded

1996

Country

United States

Website

www.teamwherx.com

Product Features

Cleaning Services

Billing & Invoicing No 
Client Management No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Mobile Access No 
Payroll Management No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Service History Tracking No 
Work Order Management No 

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Landscape Management

Billing & Invoicing No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Groundskeeping No 
Inventory Control No 
Irrigation Tracking No 
Job Management No 
Landscape Design No 
Mobile Access No 
Payroll Management No 
Plant Database No 
Quotes / Estimates No 
Routing No 
Scheduling & Appointments No 
Work Order Management No 

Lawn Care

Billing & Invoicing No 
Contract Management No 
Customer Management No 
Employee Management No 
Equipment Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service Dispatch No 

Pool Service

Billing & Invoicing No 
Chemical Readings No 
Customer Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Work Order Management No 

Roofing

Aerial Measurement No 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management No 
Lead Management No 
Photo Capture No 
Quotes / Estimates No 
Scheduling No 
Work Order Management No 

Product Features

Cleaning Services

Billing & Invoicing No 
Client Management No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Mobile Access No 
Payroll Management No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Service History Tracking No 
Work Order Management No 

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Landscape Management

Billing & Invoicing No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Groundskeeping No 
Inventory Control No 
Irrigation Tracking No 
Job Management No 
Landscape Design No 
Mobile Access No 
Payroll Management No 
Plant Database No 
Quotes / Estimates No 
Routing No 
Scheduling & Appointments No 
Work Order Management No 

Lawn Care

Billing & Invoicing No 
Contract Management No 
Customer Management No 
Employee Management No 
Equipment Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service Dispatch No 

Pool Service

Billing & Invoicing No 
Chemical Readings No 
Customer Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Work Order Management No 

Roofing

Aerial Measurement No 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management No 
Lead Management No 
Photo Capture No 
Quotes / Estimates No 
Scheduling No 
Work Order Management No 

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