In your office, you can run Planado in a browser. Planado is compatible with Google Chrome, Mozilla Firefox, and Safari. The dispatcher's interface is also adapted to work with smartphones.
When the dispatcher and the client agree on the required work, the dispatcher typically sets a date and time for the job. However, selecting the assignee during this conversation is not mandatory. In this case, the job will be placed into a section named “Unassigned”.
To ensure that workers see their assigned jobs, drag the job to the 'Schedule' field and place it in the appropriate team and time slot. Alternatively, you can assign a worker immediately upon adding a new job. After finalizing the Schedule, publish the jobs, and they will be dispatched to the assignees' mobile apps.
Make changes to the schedule even if your employees are already in the field. Simply drag the job along the timeline to reschedule, or reassign it to another worker by dragging it to the respective worker's slot. All job assignments will be automatically updated in the employees' mobile applications.
You can manually or automatically set a schedule for each employee or team—assign days off and work shifts, lunch breaks, etc. This will simplify team planning and allow you to optimize task assignment.
Assign a worker for jobs directly from the map. It is convenient to assign jobs that are nearby to the worker using the map. When planning, you can apply a filter by type of work and select a convenient scale to plan only a certain area (menu - Map , view type - Jobs).
In the event of an accident or an urgent order, it is crucial to quickly contact a worker who can reach the site as soon as possible. With Planado, you can easily locate the nearest available worker to the site. Planado offers an interactive map displaying both current job sites and the real-time locations of your employees.
You will find out immediately when an employee sets off for a job or starts working on it. The dispatcher will receive the updated information on the jobs instantly once your workers go online using their smartphones. The application updates the information automatically every 2 minutes.
Planado displays jobs on the left pane in the Schedule menu as well as in the Maps menu. If some jobs were not completed successfully, they will be highlighted in red or orange. Pay special attention to the following sections on the left pane:
If the workers manage to begin and complete the job on schedule, these sections will not appear.
Keep track of services rendered, goods sold, and materials used. Once the order is complete, they are automatically calculated and sent to the office. Monitor material consumption and warehouse stock levels.
All the information on your workers’ current locations is saved even when they update the job status. You can always determine the exact time and location where your employees start or finish their jobs. Additionally, track their real-time location when they are en route to the client's premises.
When an accident or a time-sensitive order takes place, you will need to contact a worker who can reach the site in the smallest amount of time. Using Planado, you can find the worker who is currently close enough to the place. Planado provides a map with the current jobs and the present location of your employees (Map).
Tasks management SchedulingEmployee GPS tracking Employee's mobile appChecklists & reportsTeams & work shiftsCustomer notifications Create jobs in mobile appCRM integrationMileage trackingDocuments signing Recurring jobsProduct catalog and pick listAPI & WebhooksOffice teams use Planado to keep field operations predictable instead of reactive. From a single interface, dispatchers and managers plan jobs, assign technicians, monitor progress, and close work with verified results. This is where field service scheduling software becomes a daily control tool, not just a calendar.
Planado combines planning, dispatching, tracking, and reporting into one workflow. Office staff can see who is available, what is scheduled, where workers are located, and which jobs are at risk of delay. As a field service dispatch software, it helps teams respond to changes without breaking the rest of the day.
For companies that manage technicians across multiple jobs and locations, Planado supports workforce management for field service in real working conditions. Schedules update in real time, job statuses are visible instantly, and completed work comes back with photos, checklists, and timestamps. The office stays in control while field teams focus on execution.
This page walks through how office staff use Planado step by step – from planning the day to confirming that every job is properly completed and recorded.
Every workday in the office starts with a plan. In Planado, dispatchers begin by reviewing open jobs, technician availability, and priorities for the day. The goal is simple: build a realistic schedule that can survive real-world changes.
Office teams rely on field service scheduling software to assign jobs by time, priority, and location. Tasks can be created in advance or added as new requests come in. Each job is created with clear details: who the client is, where the work takes place, what needs to be done, and roughly how long it should take. This gives the dispatcher enough context to plan without guessing. In practice, the day usually starts with a quick check of the team. Who is working today, who is already booked, and where gaps exist. Jobs are then confirmed or added with time windows, assigned to crews where it makes sense, or kept unassigned until the schedule settles. Once the plan is published, technicians see their tasks in the mobile app.
The result is a schedule that feels structured, but not rigid – easy to adjust when the day takes an unexpected turn.
Office teams don’t have to prepare a specific computer to work with Planado. A dispatcher can log in from any office workstation, open the browser, and pick up the schedule where it was left earlier. This is useful when shifts change, someone covers a colleague, or planning needs to continue from another desk.
This makes Planado easy to use across offices, shifts, or remote setups. Multiple office users can work in parallel, seeing updates as they happen.
Creating jobs in Planado is built around real dispatching needs. Office teams set dates, time windows, priorities, and service details, then connect each job to a client and location.
Jobs can stay unassigned until the right technician is available. Once assigned, they appear instantly in the mobile app, keeping office and field teams aligned without extra calls or messages.
Plans rarely stay intact for a full day. A client cancels, a job runs longer than expected, or something urgent appears in the middle of the schedule. In those moments, the office doesn’t rebuild the plan from scratch – it makes small, quick changes.
A job can be moved along the timeline, handed over to another technician, or shifted to a different time window with a simple drag. If someone finishes earlier than expected, the dispatcher can fill that gap with nearby work and publish the update. Technicians see the change right away, without calls, messages, or confusion.
Once the day is planned, the office focuses on coordination. Planado gives dispatchers a live view of what is happening in the field and who is doing what at any moment.
Office teams see job statuses such as En Route, Started, Delayed, and Completed. This visibility removes guesswork and allows quick decisions when something goes off schedule.
Planado helps office teams balance work a cross technicians and crews. Schedules show who is busy, who is available, and where gaps exist. This is where workforce management for field service becomes practical. Using employee scheduling software, dispatchers can plan shifts, assign days off, and avoid overloading the same technicians while others remain idle.
Urgent requests require fast decisions. With Planado, dispatchers can open the map, see active jobs and technician locations, and assign work to the nearest available person.
As a field service dispatch software, Planado reduces response time by matching urgency with proximity and availability, not guesswork.
Office teams don’t need to call technicians to ask for updates. Planado shows when a worker starts a job, uploads photos, completes checklist steps, and finishes the task.
This makes progress visible and ensures that nothing disappears between dispatch and completion. If your office team handles daily rescheduling, urgent requests, and status checks, the fastest way to evaluate the fit is to test it with your own scenarios. A 14-day trial lets you compare planning, coordination, and reporting using your real jobs and crews inside Planado.
For office teams, the map is usually the first place to check when something goes off plan. It shows where jobs are scheduled, how they are spread across the city, and which technicians are already on the move.
With Planado, dispatchers see live locations and planned routes on the same screen. They can tell whether a technician is heading to the right address, stuck in traffic, or finishing nearby and able to take another job. When delays appear, they are visible early – before the client calls. Routes and locations are used during the day, not reviewed after it ends. This makes coordination more practical and removes guesswork from daily decisions.
Once field work is finished, the office still has work to do. Someone needs to check what was actually completed, what materials were used, and whether the job can be closed without open questions.
Planado keeps all job-related data in one place – reports, photos, service notes, and signatures. Instead of collecting pieces from different screens or files, office staff can review the full picture and move on without reopening the task later.
When a job is closed, the office doesn’t just mark it as “done”. It sees what was actually performed on site and what materials were used. Reports, photos, and item lists arrive together, so nothing has to be reconstructed later.
This makes it easier to double-check the work, catch inconsistencies, and keep material usage under control – without pulling data from separate files or chasing technicians for clarifications.
Address errors usually show up when it’s already too late – a technician is on the way or standing at the wrong location. Smart address prompts help avoid that situation earlier, at the moment a job is created. When the system suggests and validates locations, dispatchers spend less time fixing typos and missing details. Jobs are created faster, routes make more sense, and fewer corrections are needed once the workday is already moving. If your office team needs faster planning, clearer visibility, and reliable proof of completed work, start with a free trial or request a demo. You can test real workflows, adjust setup to your processes, and reduce scheduling chaos using Planado – without committing upfront.
How do I schedule and manage field jobs in Planado? Office teams create jobs with a client, address, and time window, then decide when to assign them. Some tasks are scheduled immediately, others stay unassigned until the day becomes clearer. When plans shift, dispatchers move or reassign jobs on the timeline, publish the update, and technicians see the change in the app.
How can I reassign or adjust tasks when plans change during the day? Jobs can be moved on the timeline or reassigned with a drag-and-drop action. Updates sync automatically, so technicians see changes right away.
How do I find the nearest available worker for an urgent job? The map shows technician locations and current tasks. You can assign the job to the closest available worker based on real-time data.
How does real-time GPS tracking help office teams monitor field operations? GPS confirms movement, arrival, and progress without phone calls. It supports field employee tracking and provides proof of visits.
Can I view job progress and checklists from the office interface? Yes. Office users see job statuses, photos, checklist results, and comments as technicians update them.
How do I manage employee availability, shifts, and workload? Shifts, days off, and breaks are set in advance, so availability reflects real working hours. Office staff can see who is free, who is overloaded, and where gaps appear. This makes it easier to balance workloads and adjust the schedule without keeping parallel notes or spreadsheets.
How does Planado help me track materials and services used on each job? Services and materials are recorded as part of the job. Office staff can review and verify this data before closing tasks.
Do I need to install any software to use Planado in the office? No. Planado works in a browser, so office teams can sign in from any workstation.
How does map-based scheduling and route optimization work? Jobs are assigned directly on the map, making it easier to group nearby tasks and reduce travel time.
Can multiple office users work simultaneously in the system? Yes. Several office users can work at the same time and see updates as they happen.