Planado can be applicable to many different business areas. Here are just some of them:
Streamline communication with your field workers — assign tasks and monitor their completion online without the need for messengers, spreadsheets, or other tools. Every employee can view their assigned tasks and schedules directly through the mobile app.
Using Planado’s mobile interface, field workers can view all their scheduled tasks and receive notifications about new assignments.
The built-in job checklists ensure that workers won't overlook any tasks on their to-do list.
Upon completing a job, workers can fill out a customizable job report, including photos and various fields. Additionally, clients have the ability to sign documents directly on the smartphone screen
Enhance performance quality control through customizable checklists and job reports. Workers can easily complete these directly in the mobile app, including text entries, photos, mandatory forms, and various field types. Impressively, all these tasks can be accomplished even without an Internet connection!
Track your workers' trip during working hours, schedule jobs to your workers based on their location right on the map.
GPS location tracking helps calculate mileage and assign the closest worker to an urgent job.
Seamlessly integrate Planado with your existing IT infrastructure to unlock enhanced capabilities for managing large-scale enterprises
Monitor your workers' performance by viewing the logs of each completed job.
You can access a detailed job report, which includes all changes made: locations and timings of job order reception, start, and completion by the worker.
Gain access to over 3000 ready-made integrations and seamlessly connect Planado with CRM systems, HelpDesk tools, and a variety of other cloud services, all without the need for programming.
You can integrate Planado with any software using our REST API and webhooks. Do it on your own, or reach out for assistance from the Planado Team!
Is your language missing? It is possible to add any language to Planado. Contact us for details
Planado is a cloud-based Field Service Management (FSM) platform that helps teams plan work orders, track execution, collect photo reports, monitor technician locations, and deliver transparent customer reports. It’s ideal for any field‑service vertical: cleaning, plumbing, electrical, windows/doors, HVAC, retail and merchandising, pest control, repair and construction, and service departments.
It consolidates scattered tools (chats, spreadsheets, messengers) into a single interface for dispatchers and a mobile app for technicians, reducing coordination overhead, speeding up assignments, and improving accountability.
Consistent service quality through standardised workflows and reporting, clear status updates, faster responses, and a smoother communication experience end‑to‑end.
None beyond standard devices. Office staff access Planado via any web browser on a computer or tablet. Field crews use an Android or iOS smartphone/tablet; one device per crew is sufficient. No servers or on‑prem installation required.
Yes. It supports bulk imports of staff and assets, smart task distribution across crews, workload tracking, and scales from small teams to thousands of users.
Quick start includes bulk imports via file or API, preconfigured templates and job types, plus step‑by‑step guides and videos. The UI is intuitive, training is minimal, and support assists throughout onboarding and rollout.
Yes. Native integrations with CRM, plus a REST API for any external system - automating data exchange for customers, requests, statuses, and files.
Yes. Granular roles and permissions, per‑team/project visibility, and full user activity history/audit logs.
Intuitive mobile app for technicians; flexible checklists and reports for any industry; automatic photo evidence and customer transparency; rapid rollout (1–5 days); offline‑ready mobile app; and scalable, API‑friendly integrations—10 to 5,000+ users.
Customers receive an SMS with scheduled date/time; live technician tracking via a map link when en route; and, after completion, access to photo reports, documents, and service acts in a portal—plus feedback submission or easy re‑booking.
Pricing scales by user count and plan. Annual billing includes a 15% discount. Custom enterprise plans are available. See the Pricing page for current details.
Yes. The app buffers data offline and automatically syncs once connectivity is restored (including over Wi‑Fi).
Yes. Free “Quick Start” program, built‑in onboarding for admins/users, a clear Knowledge Base with video tutorials and templates by industry, and responsive technical support.
Yes. Basic materials tracking within work orders; advanced warehouse/inventory management via integration with ERP systems.
Yes. Electronic signatures captured with a stylus or finger, complete with timestamps and geolocation.
Managing a field service business often feels chaotic. Schedules change. Technicians are hard to track. Customers keep calling for updates.
Planado is a field service management software built for teams that work outside the office. It helps owners, dispatchers, and managers stay in control of daily operations using a single field service management app. Instead of juggling spreadsheets, calls, and chat messages, teams run their work through one mobile workforce management software designed for real jobs and real crews.
Common problems Planado helps solve:
Planado is a cloud-based platform built to run day-to-day field operations. It helps teams schedule jobs, dispatch workers, track progress, and document results in one system. Instead of scattered tools, everything happens in a single workspace that stays in sync between the office and the field. Teams use Planado to plan work, react to changes, and keep quality under control. Dispatchers manage schedules. Technicians complete jobs through a mobile app. Managers see what’s happening in real time and review results later. This is why many teams choose field service management solutions like Planado to replace spreadsheets, messengers, and paper reports.
Planado gives structure to daily work without adding complexity. Teams see the same plan. Changes update instantly. Job data stays recorded and easy to find.
Here’s what day-to-day work looks like in Planado.
Planado is built around a simple daily flow. A dispatcher plans and updates work in one place. Technicians receive tasks in the mobile app and complete them in the field. Managers monitor progress, spot issues, and review results without chasing updates. Every action is logged automatically. Schedules, statuses, reports, photos, and signatures stay connected and searchable, so the whole team works from the same, up-to-date picture.
Scheduling is where most field teams lose time. Plans change during the day. Calls come in. Someone gets sick. Another job becomes urgent. Planado gives dispatchers one place to keep control when this happens.
A dispatcher creates jobs, sets time windows, and assigns them to the right workers. Everything lives on a single schedule, not across chats or spreadsheets. When priorities shift, the plan changes with them. Updates go out instantly, so technicians always see the latest version in the app. This is how field service management software turns planning into a daily routine instead of a constant firefight.
Dispatchers work with a clear set of tools:
Everyone sees the same plan.No calls. No spreadsheets.
At the start of the day, technicians open the app and see what’s ahead. Where to go. What needs to be done. And in what order. Planado works as a field service management app built for daily field routines, not office demos. Each job comes with clear details – address, timing, and instructions – so technicians don’t need to call the dispatcher for clarification. As the day moves on, they update job progress step by step:
During the visit, technicians follow a checklist. It’s there to prevent missed steps, not to slow them down. Photos are added directly to the job. Required report fields must be filled before closing the task. If a client signature is needed, it’s captured on the spot, on the same device. Internet connection isn’t always reliable in the field. That’s expected. The app works offline, allowing technicians to complete jobs, take photos, and fill out reports without interruption. Once the connection is back, everything syncs automatically. No manual uploads. No missing data.
This is where mobile workforce management software proves its value. Technicians stay focused on the work in front of them, while the office receives clean, complete job data without chasing updates.
Techs spend more time on work. Less time on paperwork.
For managers, the hardest part of field work is not planning. It’s knowing what’s actually happening during the day.
Midway through the shift, an owner opens the dashboard. One job hasn’t started on time. Another is taking longer than expected. A third is already finished, with photos and a report attached. This kind of visibility is exactly what field service management solutions are meant to provide.
Planado shows the live status of every job as the day unfolds. Managers don’t wait for end-of-day summaries or phone calls. They see problems while there’s still time to react:
Everything is recorded automatically. Status changes, reports, and job history stay linked and easy to review later. That makes quality control part of daily work, not a separate process.
Problems surface early – before the customer calls.
Knowing where your team is makes everyday decisions easier. Planado shows the real-time location of active workers during working hours and keeps a history of their routes. Managers and dispatchers see where technicians are, where they’ve been, and how the day is unfolding.
This becomes critical when something unexpected happens. A customer calls with an urgent issue. The dispatcher opens the map, checks who is nearby, and assigns the job to the closest available technician. The update reaches the technician instantly. The customer gets a faster arrival instead of waiting in line.
Location data is not just about emergencies. Route history helps teams understand travel time, spot inefficient routes, and plan future schedules more accurately. Over time, this reduces unnecessary driving and helps balance workloads across the team.
All of this is built into the same field service management software used for scheduling and reporting. There’s no separate tracking tool and no guesswork about where people are during the day.
Less travel time. Faster response.
Field work doesn’t end when a job is marked complete. Questions come later. Sometimes days after. Sometimes months.
With Planado, every job leaves a clear trail. Managers can open a task and see exactly what happened, without digging through folders or messages. All job data stays connected and easy to review:
This matters when something goes wrong. A client disputes the work. An internal audit comes up. A manager needs to understand why a job took longer than planned. Instead of guessing, the answers are already there. Time stamps. Locations. Visual proof.
Over time, this history becomes more than documentation. It supports audits, improves planning, and helps spot patterns in performance. Managers see what works, what doesn’t, and where processes need adjustment.
Your service history becomes an asset, not a mess of files. Want to see how this works in practice? Take a closer look at how Planado brings scheduling, live status, and job reports into one daily workflow. See what your day looks like with a single schedule and real-time visibility.
These benefits usually become clear during a normal workday. When schedules change less often. When jobs get done without extra calls. When managers don’t have to ask what’s happening in the field.
With Planado, teams spend less time fixing plans and more time doing actual work. Service quality becomes repeatable, not dependent on who is on shift. Managers see what’s going on, and customers stop calling just to ask for updates. Fewer mistakes, better visibility, and less daily friction help the business stay stable and grow at a steady pace.
Most scheduling problems don’t come from bad planning. They come from constant rework. Messages get missed. Spreadsheets go out of date. Someone forgets to pass an update along. Planado removes this friction by keeping schedules, assignments, and changes in one place. Dispatchers stop copying data between tools. Managers stop checking three systems to understand one situation. Updates happen once and reach everyone who needs them. In practice, this saves hours every week. A dispatcher no longer starts the morning by re-confirming schedules by phone. The plan is already there. Technicians see it in the app. If something changes, the update goes out immediately.
Fewer manual steps also mean fewer mistakes. Jobs don’t get double-booked. Urgent tasks don’t disappear in chat threads. Nothing relies on someone remembering to forward a message. This is why field service management software for small business matters so much. When teams are lean, every wasted hour shows. With less admin work and fewer errors, small teams stay organized and scale without adding chaos.
Service quality problems rarely come from bad intentions. They come from missed steps, unclear expectations, and a lack of proof after the job is done. At some point, every service business hears the same questions.
Customers feel the difference as well. Instead of waiting and wondering, they receive clear updates and documented results. Planado turns everyday service into something visible and transparent, which is why many teams rely on field service management solutions like this to improve trust.
Customer-facing tools include:
At some point during the day, managers stop planning and start checking.
Who is still on the road. Which jobs are falling behind. Where things might break.
Planado answers these questions in seconds. Without calls. Without assumptions.
One look at the system shows:
Over time, this changes how teams work. Fewer surprises. Clear expectations. Less chasing updates at the end of the day.
Most customer frustration comes from not knowing what’s happening. When will the technician arrive? Is anyone on the way? Has the job already started?
Planado reduces this uncertainty by making service progress visible to the customer. Automated notifications keep clients informed as work moves forward. They know when a technician is scheduled, when the job starts, and when it’s completed. That alone removes a large share of inbound calls asking, “Where is the technician?”
Transparency continues after the visit. Customers receive clear job reports with photos that show what was done. They don’t have to rely on verbal explanations or follow-up emails. Everything is documented and easy to review.
For recurring clients, the portal becomes a single place to track service history. Past visits, completed work, and reports stay accessible without contacting support. This reduces misunderstandings and builds confidence in the service. When customers see progress instead of guessing, conversations change. Fewer calls. Fewer complaints. More trust built on visible results.
No team works in isolation. Schedules, customer data, and service updates usually live across several systems. Problems start when those systems don’t talk to each other. Planado is built to fit into an existing setup instead of replacing everything at once. It connects with the tools teams already use, so data stays consistent and up to date. Information moves automatically. There’s no need to copy the same details into multiple systems.
Common integration options include:
This flexibility is a key reason Planado works as mobile workforce management software that fits into real operations. It scales with the business instead of creating new silos.
These benefits only matter if teams can rely on the product at scale.
Trust builds over time, through daily use and real results. Teams rely on Planado because it supports their work at scale, across different industries and regions. Cleaning companies, service crews, and maintenance teams use the platform to manage real jobs, not demo scenarios. The system holds up under daily pressure, changing schedules, and high job volume. That reliability is what keeps teams using it year after year. Planado is already part of everyday operations for hundreds of companies worldwide. Together, these teams manage large field crews and complete millions of jobs with consistent processes and clear documentation. The platform isn’t built for one specific market or role. It’s used by businesses with different workflows, service models, and customer expectations. Mini-statistics from active teams:
Ready to see how this works with your own team?
Start a free trial or request a demo and run real jobs through Planado, not test data. The Planado team will help set the system up around your actual workflows and field processes, at no extra cost. You’ll see how schedules stay under control, how work becomes visible in real time, and how job reports make service quality easy to prove.
