Plannit

Overview

Plannit is lawn care and landscaping business software for coordinating repeat work, crews, customer records, and billing. It combines scheduling and job tracking with route planning, estimates, invoices, and online payments. The emphasis on recurring and seasonal visits makes it relevant to businesses that return to the same properties throughout the year.

Office staff can keep customer histories, notes, messages, and multiple service addresses together. Field teams have job checklists, GPS tracking, a mobile punch clock, and in-app chat. Plannit says its mobile app is included for managing job information and communications in the field.

For billing, the software offers estimate and invoice templates, customizable quotes, contract renewals, and embedded online payments. Plannit says its payment provider is PCI Compliance Level 1 certified. Its pricing page lists accounting interfaces for QuickBooks, Sage, and Acomba, with invoice and payment syncing.

Key features

Recurring work and crew scheduling

Businesses can schedule recurring or seasonal visits and assign crews to them. Team scheduling and dispatch, automated reminders, and follow-ups are listed as Pro features. These tools address the recurring-work cycle from arranging the visit to coordinating the team and sending reminders.

Routes and field operations

Plannit includes optimized driving routes and employee GPS tracking, along with a mobile punch clock for recording work time. Job checklists and in-app team chat give crews ways to consult task information and communicate while jobs are underway.

Customer records and communication

Customer management supports multiple addresses for one client, searchable histories, notes, and linked messages. That can help keep service details and conversations associated with the customer record rather than separated from the work.

Quotes, invoices, and payments

Estimate and invoice templates, customizable quotes, contract renewals, and online payments cover parts of the sales and billing process. Premium adds accounting sync, routes and GPS, custom fields, contract renewals, and batch invoicing. The listed accounting interfaces are QuickBooks, Sage, and Acomba.

Pricing

Plannit uses a freemium model, with a free plan and paid plans. A free trial is available for paid plans; unlocking it requires a credit card, but the card is not charged if the trial is canceled before it ends.

The free plan is limited to two users and 25 tracked jobs per month. The listed plan comparison gives Pro three included users and Premium and Grow five each; additional users on the latter paid plans are priced at $10/mo./user.

Platforms

Plannit lists support for Android, iOS, macOS, web, and Windows. It says its mobile app is included for communications, jobs, and field information.

Who it's for

Plannit is aimed at lawn care and landscaping companies managing recurring jobs, crews, and routes. It is suited to businesses seeking scheduling, field coordination, customer records, and billing tools in one system. Contractors comparing options for landscaping operations can also browse Landscaping software.

Pros and cons

• Pros: Recurring and seasonal scheduling, route optimization, GPS tracking, and crew coordination are covered alongside quotes, invoices, and online payments.
• Pros: Customer records can include multiple service addresses, searchable histories, notes, and linked messages.
• Pros: A free plan is available, and paid plans include a free trial.
• Cons: The free plan restricts use to two users and 25 tracked jobs per month.
• Cons: A credit card is required to start the paid-plan trial, so users must cancel before it ends to avoid being charged.

Alternatives

Companies evaluating other landscape design and business tools can compare Vectorworks Landmark, LawnPro, Lands Design, PRO Landscape+, Realtime Landscaping Architect, Aspire, Lawn Buddy, and Planting F/X.

Verdict

Plannit brings recurring scheduling, route planning, crew tools, customer information, and billing into a single lawn care and landscaping system. Its free plan offers a way to begin, though its 25-job monthly tracking cap and two-user limit are important constraints. Businesses needing more team capacity or accounting sync can consider the paid tiers, with the right choice depending on the features and user allowance required.

Customers can contact Plannit by starting a conversation in its Help Center or leaving a voice message at 1-833-PLANNIT (752-6648).