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Average Ratings 0 Ratings

Total
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

Wise Software is a comprehensive operating system for pool and spa service businesses of all sizes. It centralizes essential functions like scheduling, billing, inventory tracking, and customer management into one intuitive platform. Automated recurring billing and online payments streamline cash flow and reduce administrative work. Service route management and dispatch tools keep technicians connected in the field with real-time updates. Wise supports both service-based and retail operations through an integrated POS system. Accounting and financial tools provide clear visibility into expenses, assets, and performance. Employee and payroll management features help track hours and simplify workforce administration. The software works seamlessly across desktop, tablet, and mobile devices. Designed with industry-specific needs in mind, Wise adapts to both small teams and multi-location businesses. It helps owners spend less time managing operations and more time growing their business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acomba Yes 
Facebook Yes 
Google Cloud Platform Yes 
QuickBooks Online Yes 
Sage Accounting Yes 

Integrations

Acomba No 
Facebook No 
Google Cloud Platform No 
QuickBooks Online No 
Sage Accounting No 

Pricing Details

$59 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

39.99
Free Trial No 
Free Version No 

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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
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) No 
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

Wise Software

Founded

1987

Country

United States

Website

www.wisesoftwareinc.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

Field Service Management

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

Pool Service

Billing & Invoicing Yes 
Chemical Readings Yes 
Customer Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Work Order Management Yes 

Retail Management

CRM No 
Commission Management No 
Email Marketing No 
Employee Management Yes 
Loyalty Program Yes 
Mail Order No 
Merchandise Management No 
Multi-Location Yes 
Order Management Yes 
Purchase Order Management Yes 
Reporting/Analytics Yes 
Returns Management No 
eCommerce No 

Route Planning

Capacity Planning Yes 
Drag & Drop Scheduling Yes 
Driver Management No 
Emergency Dispatch No 
GPS Tracking No 
Performance Metrics No 
Route Costing Yes 
Territory Management No 

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