Enterprise Workforce Management Software
for Field Teams
The Planado WFM Special Edition is specifically crafted to manage
larger employee numbers, streamline routine processes, and seamlessly
integrate with any IT infrastructure, offering unparalleled flexibility and scalability.
All over the world, leading companies from different industries use
Planado for managing their field workforce.
Watch the video about
Planado from our client
“We integrated Planado into our company's IT infrastructure, increasing the efficiency of workers and technicians in the fields by several times.” — Anvar Aliev, CIO at Global Textile Group
How can Planado be integrated into the IT
infrastructure of your company?
Implementation by
Planado engineers
Request implementation and cut down the workload for your IT team. Twenty engineers and two project managers from Planado are at your disposal.
Integration via Zapier
Use Zapier to create Zaps - no-code automated connections. We will consult you on how to use Zapier to connect Planado to the CRM, ERP, and HelpDesk solutions used in your company.
Integrations developed by your IT team or subcontractor
Use the REST API for an online communication between Planado and your IT system. Planado has a variety of API integration options, See the API documentation
Enable Planado’s built-in integrations with some CRM and Helpdesk systems
Online integration example for
managing jobs
1
Creating a job
The system automatically creates a new job in Planado through the CRM/ERP/Helpdesk interfaces. All data is structured and typed.
2
A new job for your worker
A worker receives a new job right on their smartphone with all necessary details: client info, the address, tasks, check lists, and enclosures
3
A worker fills in a job report
Upon completing a job, a worker fills out the job report, uploads photos and documents, and logs their GPS coordinates during the job and report completion for tracking and verification purposes.
4
Data upload
The system uploads the job report, which contains all data and files, back to the CRM/ERP/Helpdesk.
Customization of mobile app
for field workers
Opportunities for customizing the mobile app for workers are almost endless. Here are just
a few examples of features that can be added upon request:
Restriction to start a job
Set mandatory location, time, or distance requirements for a worker to start a job.
Dynamic notifications
When approaching the location of a job or moving away from it, remind your worker to start or finish a job, or do any other important activity.
Hiding client’s data
Hide the client's phone number, address, or any other personal data from a worker until a specific moment (e.g., until 1 hour before the job starts).
Checking the value format
Automatically ensure entered values comply with predefined conditions (e.g., mobile phone number, ID card number, MAC address).
Unsure if you can manage the setup on your own?
Consider delegating your system configuration and setup to our expert engineers, who have successfully implemented Planado for hundreds of companies worldwide, ensuring unparalleled proficiency.
We also offer comprehensive training for your employees to proficiently use Planado, alongside seamless integration of the solution with your existing IT infrastructure.
Special features for large businesses
Planado's special features that are not included in the basic version
and can be added on request
Automated job scheduling
Product catalog and pick list
Route optimization
Route sheets and logs
Widget displaying time slots for CRM interface (via external API)
Local data storing
Reviews
Trish Bamu
Project and Business Analyst at Utande, Zimbabwe (Internet service provider)
We chose Planado because it met most of our user system requirements. We enjoy the flexibility that the system has and the ease of integrations.
Jim Lombardo
Vice President at Real Home Guard, USA (Residential security)
An outstanding service for managing field service. Especially, let me point out the easy-to-understand dispatcher interface and a user-friendly mobile app.
Dino Hajric
CEO at ICE-NET doo, Bosnia (Air conditioners)
Planado helped us work efficiently by combining all office and field work processes in a
single app.
Songsak Tosbowon
General Manager at Dindan, Thailand (Air conditioners)
We have been successfully using Planado for managing field works and automating processes for about 2 years so far.
David Muscat
Owner of Infrared Malta (Leak detection)
Planado helped us stop using tens of Google spreadsheets and paper documents by combining all processes in a single app.
Annabel Bruen
Service Manager at Ziam Aluminium, Singapore (Window installation)
Thanks to Planado, we have managed to build a handy system for communication between the office and field teams, moreover we have increased the number of field trips twice!
Frequently Asked
Questions (FAQ)
We have lots of clients, addresses and other objects. How can they all be added in Planado?
You can load these objects into Planado from a file or add via API. In addition, GPS coordinates (if not given) and addresses get rectified into the standard format. We also support reference values.
How to integrate Planado with a DWH / BI solution?
You can integrate Planado with a BI platform with the help of the overnight replication module.
Can I pay only for the features I need?
We have special plans for enterprise clients. We can offer you custom pricing depending on the number of licenses and list of required features. Contact us to discuss the details.
Does the solution guarantee receiving all API requests?
Definitely yes. In case of connection disruption, all requests get accumulated without any loss, and will be received once the connection is back on.
How does Planado work with addresses that are passed into jobs from external systems?
While adding a new job via API, the system does direct geocoding when GPS coordinates are matched and the address gets transformed into the standard format. Alternatively, coordinates can be passed as is, without any geocoding or address transformation.
Fill in the Questionnaire or Try
Planado on your own
Fill in the short form and we will contact you as soon as possible.
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