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Planado

by Planado · Since 2014
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorPlanado
Year launched2014
StatusActive
Location2021 Fillmore Street, PMB 27 San Francisco, CA 94115, USA
Countries servedGlobal
Languages7
Integrations3+
Free tierN/A
Free trialYES
Contact salesYES

About Planado

Planado is a field service management platform from Planado that helps users schedule, track, and manage the field workforce across various industries such as cleaning and HVAC. It includes features like real-time technician tracking, job report management, and scheduling tools so users can maintain visibility of the operations. Planado supports service teams with last-minute change handling and provides instant access to technician locations—addressing common issues in field service management. Users can also test Planado to see its effectiveness firsthand. Key capabilities: real-time tracking job report management scheduling tools multi-industry support mobile access Best for: service companies that need efficient workforce management solutions.

Planado is a cloud-based scheduling software designed to streamline field service management operations. Its primary purpose is to help businesses, particularly those in the field service industry, optimize scheduling, dispatching, and workforce management. With its user-friendly interface and a suite of features aimed at enhancing efficiency, Planado allows users to easily plan, schedule, and track appointments and jobs, ensuring that service teams are always on top of their tasks. Key features include job scheduling, real-time tracking, automated notifications, and integration with popular platforms such as Google Forms, Google Maps, and Zapier. This makes it a versatile solution for companies looking to simplify their service management and improve productivity. The user interface of Planado is clean and intuitive, making it accessible even to those who may not be particularly tech-savvy. The dashboard provides a clear view of upcoming appointments and tasks, allowing users to easily manage their schedule. The drag-and-drop functionality for scheduling is a standout feature, offering an efficient way to assign jobs to technicians.

Pros & Cons

Pros
  • Easy Integration: Seamlessly integrates with existing systems.
  • User-Friendly Interface: Intuitive design for both managers and field workers.
  • Effective Task Management: Efficiently assign and track tasks.
  • Real-time Tracking: Monitor field worker location and progress.
  • Improved Communication: Streamlines communication between office and field teams.
  • Enhanced Quality Control: Ensures quality standards through checklists and reports.
  • Increased Efficiency: Optimizes workflows and reduces operational costs.
Cons
  • Pricing: While the pricing is competitive, it might not be the most affordable option for smaller businesses.

Features

Key features

Task Management and Scheduling

Create and assign tasks, schedule appointments, and track progress online.

Mobile App for Field Workers

Workers can view schedules, receive notifications, access checklists, and submit reports through their smartphones.

Job Checklists and Reports

Ensure quality control with customizable checklists and reports for completed jobs.

GPS Location Tracking

Track worker location and assign jobs based on proximity.

Third-Party Integrations

Integrate Planado with existing software (CRM, HelpDesk) for a unified workflow.

Additional features

Task Management and Scheduling

Assign tasks, schedule appointments, and track progress.

Mobile App

Field workers can access schedules, receive notifications, and complete tasks on the go.

Job Checklists and Reports

Ensure quality control with customizable checklists and reports.

GPS Tracking

Monitor worker location and optimize job assignments.

Third-Party Integrations

Connect with other software for seamless workflows.

Offline Functionality

Complete tasks and reports without internet connection.

Multi-Language Support

Available in multiple languages.

Free Trial

Test the platform before committing.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Basic
USD 14/mo
billed monthly
Standard
USD 22/mo
billed monthly
Pro
USD 33/mo
billed monthly

Countries & Languages

Global
Countries served
7
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishArabicFrenchPortugueseCzechBulgarian.

Billing currencies

🇺🇸USD

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