Mobile app
iOS and Android mobile apps for field worker
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Calendar scheduling
Weekly and daily calendar planning
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Scheduling on map
Scheduling jobs using map view
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Routing
View assigned jobs on map in mobile App and use apps of choice for navigation.
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Live GPS tracking
Geotag job-related activities: taking photos, filling fields, performing actions.
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Time tracking
Calculate work time, with pause option.
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Multiple trips
One job can have multiple travels.
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File attachments
Attach any file to job
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Job forms
Customizable job templates
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Photo report
Multiple photo reports up to 10 photo each. For example: before and after
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Scan QR-codes
QR-codes scaner
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Skills
Customizable worker skills. Pick worker for job by required skill
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Jobs upload
Import jobs, clients, sites, addresses and workers from CSV or XLSX files
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Access rights
Separate permissions for viewing and editing jobs, accessing all web app pages.
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Time zones
Time zone settings are not global, every user can work in their own time zone.
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1-on-1 product support
personal support for every client
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Client notifications
Configurable SMS-templates for messaging customer about upcoming jobs or services.
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Included SMS (text messages)
100 text messages included.
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Create jobs in mobile app
Field worker can create jobs in mobile app if permission granted
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Teams
Group field workers in teams. Only one seat required for whole team!
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Shifts
Configure personal schedule for every worker according to his shifts displayed in common job schedule
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Territories
Use Territories to distribute jobs by city districts
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Linked jobs
Created from the original job, linked to it and inheriting data. It allows to create revision-jobs and new jobs with common data.
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Mileage tracking
Tracking of mileage and travel time
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Print layouts
Create complex templates for printing finished jobs in the form required for reporting.
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Batch operations
Changing job parameters according to the filtered list, and not individually.
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Documents signing
Clients can sign documents with on-screen signature
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Recurring jobs
Automate scheduling of regular works with recurring jobs
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Programmable button
Programmable hooks that are triggered when field worker presses buttons in mobile app. In response, you can show messages, modify existing or add new fields to jobs.
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Flexible fields
Use API for adding or hiding fields in existing jobs.
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API
API for integration with any other software ERP, CRM or helpdesk
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Webhooks
Sending webhooks on event. Syncing data via webhooks allows to avoid periodic requests for data changes. Changes will be propagated to outer systems automaticly as they happen in Planado.
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Helpdesk and CRM integration
Integration with all popular Helpdesk and CRM systems out of the box. Salesforce, Freshdesk, Hubspot, Jira, Google Docs, Zapier
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Salesforce Streaming API
Native Integration with Salesforce out of the box
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Data storage localisation
Configure Planado to store data in your country
| | | at extra charge | at extra charge |
Data storage | no limit | no limit | no limit | no limit |
Readonly users | no limit | no limit | no limit | no limit |
Data expiration
Period of time while we store client data
| no limit | no limit | no limit | no limit |
Discounts
5% when paying 3 month ahead, 10% when paying 6 month ahead, 15% when paying 12 month ahead
| 15% annual | 15% annual | 15% annual | 15% annual |