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Knowledge hub Guides, tools and articles for people who run the work

Learn it on the job. Not in a classroom.

Practical guides, a calculator and short articles on scheduling, quoting, getting paid and keeping customers. Filter by topic or by your trade.

The library

Pick a topic, or your trade

toolROI calculator

Put your own numbers in: jobs a week, average invoice, admin hours. See what Plannit gives back every month.

Running the business2 minTry it
guideThe money leak report

Where small service businesses lose money without noticing, and how to plug each leak.

Getting paidPDFGet the report
guideFree guide for lawn care and landscaping

A practical guide to running a landscaping business with less paperwork.

Running the businessLandscapingPDFGet the guide
guideFree guide for landscapers

Seasonal crews, project schedules, billing and payment follow-ups: how landscaping businesses optimize their time, resources and projects.

Running the businessLandscapingPDFGet the guide
guideFree guide for plumbers

Emergency calls, job planning, safety standards and client follow-up: how a plumbing shop gets organized, from the first call to the paid invoice.

Running the businessPlumbingPDFGet the guide
guideFree guide for electricians

Service calls, compliance, project planning and client communication: how to run an electrical business without the pile of paperwork.

Running the businessElectricalPDFGet the guide
guideFree guide for snow removal

Kick the season off like a pro: win contracts, renew them in one click, plan and track routes live, and tell clients you're coming by text, email or call.

Running the businessSnow removalPDFGet the guide
guideFree guide for painters

Projects, schedules, client communication and deadlines: how painters centralize their leads (70% still come by phone) and get paid on time.

Running the businessPaintingPDFGet the guide
guideFree guide for pest control

Appointments, treatment tracking and client relationships: the three pillars that keep a pest control business organized and profitable.

Running the businessPest controlPDFGet the guide
guideFree guide for contractors

Several projects, deliveries, crews and paperwork at once: how construction companies manage time, projects and resources to finish on time and on budget.

Running the businessConstructionPDFGet the guide
articleHow to Stop Losing Leads

Service businesses lose most leads between first contact and a sent quote. The usual causes are missed calls, slow replies and quotes nobody follows up on.

Marketing and leads3 min readRead the article
articleHow to Grow a Service Business Without Adding More Admin

Admin grows with every job. Each new job adds a quote, a booking, a reminder, a timesheet, an invoice and a payment to chase.

Running the business3 min readRead the article
articleHow to Schedule Employees Efficiently

Schedule by job, not by day. Match each job to the right person based on skills, location and available hours.

Scheduling and dispatch3 min readRead the article