Planorize is the all-in-one platform for service-based businesses to track visits, manage clients, and generate reports — so you can focus on the work that matters.
Schedule and log every client visit with dates, status updates, and detailed service records.
Organize your client database with profiles, contact info, visit history, and quick search.
Capture notes hands-free with voice recording during visits. Transcribe and attach to any record.
Upload before-and-after photos, attach them to visits, and keep a visual record of your work.
Generate branded PDF reports for clients with visit details, photos, and notes in one click.
Track your business at a glance with visit stats, client activity, and service breakdowns.
Start free, upgrade when you're ready. No hidden fees, no surprises.
Try everything, no credit card needed
For growing service businesses