NewThe AI receptionist answers your phone when you can't.Hear how it works

Features
AI CRM & Lead ManagementAI CRM & Lead ManagementAI CRMAI receptionistSales pipeline Job quotingTwo-way text messagingOnline bookingCustomer portal Day-to-Day OperationsDay-to-Day Operations Scheduling & dispatchingWork ordersTime tracking Route planning & GPSChemical tracking Back Office ManagementBack Office Management InvoicingContract managementOnline paymentsQuickBooks sync
Industries
Snow removalLawn carePest control Pools & SpasCleaningArborist RoofingPlumbingElectricalPainting HVACConstructionHandyman
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Centralize calls Calls, voicemails and web requests in one inbox

Every request, one place. Every follow-up, one list.

Redirect your business line to Plannit and each call, voicemail and web form lands on the customer's record with a status. Filter by what still needs a call back. Nothing waits in a personal cell phone.

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  • Calls recorded on the customer record
  • Web and Facebook requests in the same inbox
  • Filter by status to follow up
Plannit / Activities
ActivitiesNorthline Services
Welcome! 👋‹Thu Oct 1›
Time clockingStart my day
6:00 AM6:00 PM
Recent leads | 25
Hot tub circuitQuote acceptedMontréal, QCan hour ago · PhoneCreate Work OrderCreate TaskAssign Team
Range hood ventTo scheduleMontréal, QC2 hours ago · Web formSchedule WorkCreate TaskConfirm Appointment
Daily schedule | 4
0004 0002Not startedRobert GagnonSHService call1455 boulevard Curé-Labelle, LavalThu, Oct 1 · 7:00 AM to 4:00 PM

A Tuesday in Plannit

Every request, in the order it arrived

The office opens one list. Here is what lands in it.

Tip Sort by status and the morning starts with the calls that need a call back, not the ones you already handled.
  1. 7:10
    Voicemail, filed

    A customer called before you were up. The smart answering system took it; the transcript is on their record.

  2. 8:15
    Web form, same list

    A new quote request from the website, next to the calls, marked new.

  3. 9:00
    Facebook message, same list

    Sunday's message from the Facebook page, attached to a new customer.

  4. 12:00
    Three call-backs, done

    Filtered by "to call back", called from the record, statuses updated.

  5. 17:00
    Nothing waiting on a cell phone

    The list is clear. Tomorrow starts the same way.

Where requests come from

Three sources, the same record

Whatever channel the customer chose, the office sees one thing.

Calls, answered or not

Answered calls are logged; missed calls are taken by the smart answering system and filed with a transcript. Either way the request exists, on the right customer, with a status.

  • Recording and transcript on the record
  • Missed calls become requests, not regrets
  • Call back from the customer file
Plannit / Calls
CallsNorthline Services
Total calls38
Answered calls38
Missed calls0
Avg. duration1:12
CustomerDateDurationStatusAI Summary
Marie TremblayToday, 4:52 PM0:48Completed Driveway quote
AI receptionistThanks for calling Northline Services. Are you calling about a new quote or an existing job?
CallerA new quote. I need my driveway done this winter.
AI receptionistWhat’s the address, and roughly how many cars fit in the driveway?
Caller5904 Park Avenue. Two cars, plus a walkway.
AI receptionistGot it. Someone will call you back before 9 AM tomorrow with a seasonal price.
Saved to PlannitNew lead0042

Marie Tremblay · (514) 555-0142Mobile

5904 Park Avenue, MontréalMain

Snow removal — seasonalFree Estimate

Keep your number You redirect the line you already advertise. Customers dial what they always dialled.
One customer, one thread Calls, texts, web forms and quotes sit on the same record, so nobody asks the customer to repeat themselves.
Never miss the 3 a.m. call Pair it with the AI receptionist and after-hours calls get booked, not voicemailed.

Personal cell phone or Plannit

Where a request lives today, and where it could

The same five requests, two ways of keeping them.

The requestOn a personal cell phoneIn Plannit
A missed callA number in the call logA request on the record, with the recording
A voicemailListened to in the truck, forgottenTranscribed and filed on the customer
A web formIn the office email, maybeSame list as the calls, status new
A Facebook messageWhoever saw it firstSame list, same statuses
"Did anyone call them back?"Ask aroundFilter by status

Scroll sideways on small screens.

Questions

Before you switch

Do I have to change my phone number?

No. You redirect the business line you already have to Plannit. Customers keep dialling the same number.

What happens to a call nobody answers?

The smart answering system takes it, records the answers and creates a request on the customer's record, flagged for follow-up. Voicemails are saved with the call.

Can web requests go to the same place?

Yes. Forms from your website, your Facebook page and your email are redirected into the same message centre as the calls, with the same status filters.

What is the Plannit Network listing?

A personalized company page on plannit.io, visible in regional web searches. Requests from it are saved to Plannit and you're notified by email.