Field Service Billing Software

Stop Losing Evenings to Paperwork

You finish the job at 5 PM, but can't go home yet. Quotes in Word. Invoices from scratch. Chasing payments.

Your systems don't talk to each other, so you're duplicating work, making errors, and losing money to late invoices and forgotten follow-ups.

Get Started for Free - No Credit Card Required

See how it works

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"I have to do my quotes when I get home at night"

After a full day of work, you're stuck at the kitchen table doing math in Excel

"I'm behind on my quotes"

Preparing quotes takes so long that opportunities go cold waiting for your response

"I forget to invoice"

You did the work, but invoicing from scratch is such a pain that you postpone it—and forget

"My accountant is chasing me for month-end"

You're printing or emailing invoices to hand over, and it's never on time

Transform your quotes into 1 or multiple invoices – No re-entering data, no starting from scratch
Schedule recurring payments so you never forget to bill – Set it once, get paid automatically
Provide flexible online payment options to get paid faster – Customers pay with a click, money hits your account in days, not weeks
Update accounting reports in real-time – Your accountant has what they need, automatically

Stop doing paperwork. Start doing the work you actually love.

Regular Quotes

For one-off jobs and service calls.

Quotes created in seconds to impress your clients
Invoices generated upon approval, no duplication or oversight
Scheduled online payments to get paid faster
Accounting transactions updated in real-time

Perfect for: Regular, one-off quotes for service calls and single jobs.

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Estimates

For construction, renovations, and complex projects.

Totals calculated in seconds using grouped items to save time
Invoices generated upon approval, no duplication or oversight
Deposits collected faster with online payments
Accounting transactions updated in real-time

Perfect for: Construction (renovations, commercial plumbers and electricians, etc.), roofing, and complex projects.

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Contracts

For seasonal and recurring service businesses.

Renew more clients faster using Plannit's mass renewals feature.

Adjust pricing and send renewals in bulk to save time
Receive online approvals to renew faster than your competition
Automate creating and sending invoices to reduce administrative costs
Accounting transactions updated in real-time

Perfect for: Seasonal businesses (snow removal, lawn care, awnings, pool opening/closing, etc.) and monthly subscription-based services (pest control prevention, alarm systems, annual recurring equipment maintenance, etc.).

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Regular Invoices

Prepare and send invoices in a few clicks
Take payments with Plannit Pay to receive the money faster
Automated accounting reports to eliminate paper

Perfect for: All businesses that bill after work has been completed.

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Invoices from Work Orders

Turn completed work into instant invoices.

Transform work orders into invoices in 1 click
Take payments on-site or online to receive the money faster
Automated accounting reports to eliminate paper

Perfect for: All service businesses that have to bill for parts (emergencies, repairs, in-and-out service calls, etc.).

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Invoices from Timesheets

Bill for your time with zero data entry.

Invoice faster and receive your money faster:

Transform timesheets into invoices in 1 click
Take payments on-site or online to receive the money faster
Automated accounting reports to eliminate paper

Perfect for: All service businesses that bill per hour (professional services, inspections, etc.).

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Online Payments

Offer your clients the convenience they expect and ensure your business gets paid without delays.

A simple click for the client to access their secure payment portal
A selection of payment methods to choose from (credit card, debit, bank transfer)
Money deposited in your bank account faster
No reconciliation required with status change and reports automations

Perfect for: All businesses where invoicing is done at the office.

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Card Present Payments

Get paid on-site the moment you finish the job and eliminate receivables!

A simple tap for the client (contactless payment)
A selection of payment methods to choose from
Money deposited in your bank account faster
No reconciliation required with status change and reports automations

Perfect for: All service businesses that perform work while the client is present.

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Automated, Real-time Accounting Reports—No More Month-End Stress

Sales and payment transactions automatically recorded in Plannit's reports
Accounting summaries created automatically
Easy downloads to send to your accountant

No more printing of invoices or long hours spent balancing!

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QuickBooks Online & Zoho Books Integration

Real-time sync copies each invoice and payment in the accounting system
You can adjust transactions before month-end
You shave off hours from your accounting cycle

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Sage 50, Acomba, Avantage Integration

Transfer sales and payments transactions in bulk at the end of your cycle
Generate the corresponding summary GL entries automatically
You shave off hours from your accounting cycle

The Old Way:

Calculate prices in Excel
Type quote in Word
Email to customer
Wait for approval (by phone? email? who knows?)
Re-enter everything to create invoice
Print invoice
Mail or deliver invoice
Wait for cheque
Deposit cheque at bank
Enter payment in accounting system
Print invoice for accountant
Accountant re-enters everything

Time wasted: Hours per job. Days per month.

With Plannit:

Create quote in Plannit (seconds, using your products/services library)
Customer approves online with one click
Plannit automatically generates invoice
Customer pays online (credit card, debit, or bank transfer)
Payment is automatically recorded and accounting reports are automatically updated
Sync to your accounting system

Time saved: Hours every single week.

True Financial Integration

Create a quote, and when approved, it becomes an invoice automatically. No re-entering. No duplicating. No forgetting.

Automatic Invoice Generation

From approved quotes, completed work orders, or logged timesheets—invoices generate in 1 click. You'll never forget to bill again.

Built-In Payment Processing

Not just invoicing—actual payment collection. Online and on-site. Money in your account in days, not weeks.

Accounting Automation

Every sale, every payment, automatically recorded and ready for your accountant. Real-time or batch sync to your accounting system.

No More Month-End Panic

Your accountant isn't chasing you. Your reports are always ready. No printing, no manual reconciliation, no stress.

Real Results for Field Service Businesses

Create quotes in seconds, not hours at night
Never forget to invoice—it happens automatically
Get paid in days instead of weeks (or never)
Stop chasing customers for payment
Your accountant has what they need, automatically
Shave hours off your accounting cycle every month
Stop doing paperwork at the kitchen table after work
Eliminate data entry duplication across systems

Job Quoting Software – Professional quotes in seconds

Online Payments – Get paid faster with Plannit Pay

Customer Portal – Customers approve quotes and pay online 24/7

Work Order Management – Turn completed work into invoices instantly

Time Tracking App – Bill for your time automatically

Contract Management – Automate seasonal and recurring billing

Accounting Integration – Sync with QuickBooks, Sage, and mo

Start Getting Paid Faster Today

Your competitors are still spending nights and weekends on paperwork, forgetting to invoice, and waiting weeks for cheques.

Don't let that be you.

Get started free—no credit card required.

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