Plannit

What Plannit does

Plannit Inc. is a Canadian SaaS company headquartered in Lévis, Quebec, that provides an all-in-one CRM and field service management platform purpose-built for small and mid-sized home service businesses. Founded in 2019, the company serves verticals including plumbing, HVAC, electrical, roofing, construction, lawn care, landscaping, pest control, pool and spa service, cleaning, painting, snow removal, handyman, and arborist operations — each addressed through a dedicated landing page and vertical-specific feature set such as chemical usage tracking for pest and pool compliance, recurring route planning for lawn and snow, and contract renewal automation for seasonal businesses.

The platform unifies customer relationship management (omnichannel lead capture from phone, SMS, email, web forms, and Facebook Messenger), day-to-day field operations (scheduling, dispatching, GPS-enabled route planning, job tracking, time tracking, and mobile work orders), and back-office functions (job quoting, billing, contract management, online payment processing via Plannit Pay, and accounting synchronization with QuickBooks Online, Zoho Books, Sage 50, Acomba, and Avantage). In 2024, Plannit launched an AI capability stack including an AI Call Agent for 24/7 telephone answering and CRM auto-population, a Smart Phone Bot for autonomous appointment booking, and a Web Chatbot for online booking. The platform is delivered as a cloud SaaS application with iOS and Android mobile apps, available in English and French, and integrates with Stripe, Google Calendar, and five accounting systems.

The business model combines a freemium subscription with a three-tier paid structure (Pro at $59/month, Premium at $129/month, Growth at $199/month, with annual billing offering a roughly 17% discount), plus $25/month SMS and $50/month call management add-ons and 2.9% + $0.30 transaction fees on Plannit Pay. The company is privately held and bootstrapped, with no external funding rounds disclosed, and reports a customer base of 2,500+ service businesses. Distribution is product-led with a free-forever tier and no-credit-card sign-up, supplemented by a sales-assisted motion via a 'Book a live demo' CTA, HubSpot-driven lifecycle automation, and heavy reliance on Meta/Facebook paid and organic channels alongside SEO-optimized vertical content.

Name

Plannit

Legal name

Plannit Inc.

Website

https://plannit.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Plannit is a Canadian SaaS company offering an all-in-one CRM, field operations, and back-office platform purpose-built for small and mid-sized home service businesses across 13+ verticals including plumbing, HVAC, pest control, and landscaping, distributed via a freemium product-led model with bilingual English/French support.

Ownership category

akta.pro rank

Product category

Field Service Management Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)

akta.pro secondary industry

Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)

Keywords

• Field service management
• Home service software
• Contractor CRM platform
• Job scheduling software
• Service business automation

Headquarters

HQ city

Lévis

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription Plans (Freemium to Growth): Four-tier subscription model: Free (forever, limited features), Pro ($59/mo or $49/mo annual), Premium ($129/mo or $109/mo annual), Growth ($199/mo or $169/mo annual). Additional resources can be added to any paid plan for $10/resource/month. The free tier includes basic CRM, scheduling, job tracking, and limited job volume (25 jobs/month).
2. Optional Add-on SMS Messaging: Two-way text messaging available as an add-on for $25/month on all paid plans. Includes 250 SMS/month with the ability to add more SMS as needed.
3. Optional Add-on Call Management: Call management and AI Call Agent available as add-on on paid plans. Pro plan includes call transfer and voicemail; Premium adds AI smart answering and voicemail; Growth adds call recording, attribution analytics, and transcription. Priced at $50/month for call features on all paid plans.
4. Online Payment Processing (Plannit Pay): Integrated payment processing via Plannit Pay (powered by Stripe). Transaction fees vary by plan: Free plan 3.2% + $0.30 per transaction; Pro/Premium/Growth plans 2.9% + $0.30 per transaction. Supports credit card, debit, and bank transfer.
5. Additional Resources / User Licenses: Pro plan includes 3 resources with $10/month per additional resource. Premium includes 5 resources with $10/month per additional resource. Growth plan includes more resources. Additional users can be added to any paid plan.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Plannit sells a SaaS field service management platform that unifies CRM, scheduling, dispatching, route planning, work order tracking, quoting, invoicing, online payments, and accounting integration for residential and small commercial home service businesses. The offering is delivered through a freemium subscription model with optional add-ons (SMS, AI call management) and per-transaction payment fees, accessible via web and native iOS/Android mobile apps.

Product overview

Plannit is a unified all-in-one CRM and operations software platform for home service businesses, offering a modular architecture with four pricing tiers (Free, Pro, Premium, Growth) plus optional add-ons. The core platform connects customer acquisition (CRM, lead management, call tracking, two-way SMS, sales pipeline) with daily field operations (scheduling, dispatching, job tracking, time tracking, route planning, GPS) and back-office management (quoting, billing, contracts, payment processing, accounting integrations). The product portfolio includes the main platform tiers, AI-powered communication tools (AI Call Agent and Smart Phone Bot for 24/7 intelligent customer handling), Online Booking with integrated web chatbot, Customer Portal for self-service approvals and payments, and Chemical Tracking for pest control/pool industries. Plannit also offers 12 industry-specific solutions covering snow removal, lawn care, pest control, pool/spa, cleaning, HVAC, construction, plumbing, electrical, painting, roofing, and handyman services. The platform integrates with accounting systems (QuickBooks Online, Zoho Books, Sage 50, Acomba, Avantage) and payment processors (Stripe) and is available in English and French.

Differentiator

Problem solved

Functional benefit

Products and services

• Plannit Field Service Management Platform Unified SaaS platform for home service businesses that combines CRM, scheduling and dispatching, route planning, work order and time tracking, quoting, invoicing, online payments, and accounting integration. Sold as a subscription with Free, Pro, Premium, and Growth tiers, accessible via web and native iOS/Android mobile apps in English and French.
• AI Call Agent 24/7 AI-powered telephone assistant that answers incoming calls automatically, generates easy-to-read call summaries, captures customer information, creates CRM contacts automatically, and populates a call dashboard with follow-up tasks for field service businesses.
• Smart Phone Bot Intelligent AI phone answering solution for home service businesses that responds to incoming calls 24/7 with a natural professional voice, asks qualifying questions, books appointments, takes messages, and notifies users immediately to capture every lead.
• Online Booking with Web Chatbot 24/7 online appointment scheduling tool with an integrated web chatbot that can be added to a business's website or Facebook page to answer FAQs, pre-qualify prospects, capture booking requests, and book appointments directly into the Plannit calendar.
• Customer Portal Self-service client portal that allows end customers of home service businesses to approve quotes, view service visit details, pay invoices online securely, and schedule appointments 24/7 without calling.
• Chemical Tracking Software Specialized module for pest control and pool service companies that records chemical/pesticide inventory, generates detailed compliance reports in one click, tracks chemical usage per client/property, and includes quality checklists for regulatory audits.
• Plannit Pay (Payment Processing) Integrated Stripe-powered payment processing that supports credit card, debit, and bank transfer payments for home service businesses, with funds deposited directly to the business owner's bank account within 24–48 hours.

Quantifiable outcome

• 30-40% improvement in lead conversion by responding faster and following up consistently
• +7 more outcomes

Named customers18 records

Segments13 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability6 records

Feature6 records

Partnerships

Two partnerships are on record, tiered core.

• StripecoreTechnology or IntegrationStripe powers Plannit's integrated payment processing (Plannit Pay). Supports credit card, debit, and bank transfer payments. Transaction fees are charged per transaction (3.2% + $0.30 for free plan; 2.9% + $0.30 for paid plans). Payment is deposited directly to the business owner's bank account in 24-48 hours.
• QuickBookscoreTechnology or IntegrationQuickBooks Online integration enables real-time sync of invoices and payments to the business's accounting system. Every sale and payment is automatically recorded and ready for the accountant. Available on Premium and Growth plans.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Salesforce Field Service: Enterprise-grade field service solution from Salesforce, part of the broader CRM/ERP platform. Broad incumbent with overlapping CRM, scheduling, and dispatch capabilities, though targeted at larger enterprises rather than SMBs.
• ServiceTitan: Largest FSM platform for residential and commercial trades, serving larger contractors and franchises with deep ERP, marketing, and payroll features. Broad incumbent that is moving into Plannit's SMB space but targets larger operators primarily.

Emerging players

• Connecteam: Mobile-first workforce management app for deskless employees, including scheduling, time tracking, and communication for SMBs. Adjacent competitor in the SMB field service operations layer, increasingly overlapping with Plannit's scheduling and tracking features.

Others

• MobiClocks (HubSpot Operations Hub): Plannit explicitly uses HubSpot for lifecycle marketing automation; broader HubSpot Operations/CRM suite represents an adjacent platform that could be extended by SMB customers to cover field service workflows. Indirect competitive threat as horizontal platforms add vertical modules.

Direct peers

• FieldEdge: Field service management software for HVAC, plumbing, electrical, and other mechanical trades. Direct competitor in the same verticals with comparable scheduling, dispatch, and customer management capabilities.
• Kickserv: Field service management platform for SMB contractors (plumbing, HVAC, electrical, cleaning) offering CRM, scheduling, invoicing, and mobile apps. Comparable in vertical coverage and SMB target customer.
• Jobber: Canadian-based FSM SaaS targeting home service SMBs with quoting, scheduling, invoicing, and customer management. Most direct comparable to Plannit in terms of customer segment, vertical focus, and product breadth at the SMB end of the market.
• Workiz: Field service management software for SMB home service businesses including locksmiths, junk removal, HVAC, and appliance repair, with strong call tracking and lead conversion features. Direct SMB FSM competitor with overlapping PLG motion.
• Housecall Pro: All-in-one FSM platform for home service businesses (plumbing, HVAC, electrical, cleaning, etc.) offering scheduling, dispatching, invoicing, payments, and customer communication. Closest US SMB-focused competitor with overlapping features and freemium/sales-assist motion.
• ServiceFusion: Cloud-based FSM software targeting small to mid-sized field service companies with job management, dispatching, invoicing, and mobile field apps. Comparable in feature scope and SMB customer profile.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCNS34D5m4qVL195b-qrM5iQ
• Facebookfacebook.com/plannitcom
• LinkedInlinkedin.com/company/plannitcom
• Instagraminstagram.com/plannit.io

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Plannit