Planado simplifies task management and allows you to control your work schedule in just a few clicks:
In the mobile app, employees can see information about scheduled work and receive notifications about new tasks.
Thanks to built-in checklists, specialists will not miss a single task from their to-do list.
Upon completion of the work, the employee fills out a customizable report with photos and other data, which is instantly saved and sent to the office.
Отслеживайте местоположение выездных специалистов в рабочее время, динамически распределяйте задачи в зависимости от их близости и получите доступ к журналам работ и перемещений в любое время.
GPS мониторинг помогает рассчитывать километраж и назначать ближайшего работника на срочную работу.
At the beginning of each task, employees receive a detailed checklist to avoid mistakes and complete all the work.
Upon completion of the work, they fill out a report with photos and text, recording and saving all important data that may be useful in the event of warranty claims or follow-up work.
Give your customers access to a branded page with complete information about repair and service requests, work stages, photo reports, and technical documentation. Through the customer portal, your customers can track the status of their requests, view completed and planned work, and leave feedback on the quality of service. You decide which requests, objects, and details will be available for the customer to view.
The Reports page contains statistics on your Planado jobs and contractors. Here you can assess the volume of completed and planned work, see the reasons for failures, and view contractor performance.
Planado easily adapts to the specifics of companies servicing medical equipment
Create your own templates for requests, reports, maintenance schedules, and reports. Add unique fields and reference books to account for the specifics of your work.
The engineer will not forget anything and will not be able to close the request until all the required steps have been completed
Connect Planado to 1C, CRM, and accounting systems for complete automation of work and accounting.
Create custom reports and statements according to your standards and customer requirements.
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 & WebhooksNo. Implementation is quick and straightforward — most companies start working with Planado within 2–3 business days. Our team assists with setup, onboarding, and staff training to ensure a smooth start.
Yes! Planado is fully customizable. You can configure request templates, checklists, preventive maintenance schedules, and equipment categories directly in the interface — no programming required. The system adapts easily to your company’s internal standards and regulatory requirements.
All data is securely stored in the cloud on encrypted servers with regular backups. Access to sensitive information is strictly role-based, ensuring that only authorized users can view or edit specific data. Planado complies with modern data protection standards and medical equipment service regulations.
Yes. Planado integrates with global systems like Salesforce, Zoho CRM, HubSpot, QuickBooks, Xero, and others via API. This enables automated data exchange — from client requests and job records to invoices and reports — without manual duplication.
Yes. You can add any type of equipment and create dedicated checklists, maintenance regulations, and reporting templates for each device or manufacturer. Planado helps ensure every inspection or repair complies with technical and safety standards.
Every action is recorded in Planado:
All system settings — forms, templates, workflows, and reports — can be edited directly through the web interface. You can quickly adjust the platform to reflect new regulations, service types, or equipment categories without technical assistance.
Yes. Our support team is always available for consultations, onboarding, and technical help via phone, email, or online chat. We also provide detailed guides and video tutorials for self-paced learning.