Planado simplifies task management and allows to control plumbing service schedule in a few clicks
In the mobile app, your plumbers see all 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.
When a task is completed, the employee fills out a customizable report with photos and other fields that is automatically saved in the database and transmitted to the office.
Monitor your plumbers' movements during work hours, assign tasks based on their real-time location. The history of tasks and movements is recorded and accessible anytime.
GPS location tracking helps calculate mileage and assign the closest worker to an urgent job.
When plumber starts the job, he will receive a checklist with the list of actions so he doesn't forget anything to do.
After completion, he will fill out a customizable report with photo, text and other various field types.
All reports with photos and other fields are saved in a database and can be useful, for example, in case of a warranty visit
Give plumbers a simple way to log every part and service on-site.
All items are recorded, auto-calculated, and added to reports — with instant updates that keep your office and warehouse in sync.
Give customers a branded portal with real-time updates on completed jobs, service visits, and photo reports.
They can track past and upcoming appointments, review results anytime, and share feedback directly.
You decide what to share — giving clients full transparency while you stay in control.
The Reports dashboard shows clear stats on every job and technician.
Track completed and scheduled work, uncover reasons for delays, and measure individual performance — all in one place.
Planado adapts to the workflows of plumbing companies of any size
Templates for emergencies, maintenance, installations, and diagnostics.
Configure fields and steps to match your services and client needs.
Send SMS or push updates on job statuses, schedule changes, and important alerts.
Connect with Salesforce, Zoho, QuickBooks, or your own systems for smooth data exchange.
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 & WebhooksWith Planado, you always know where your technicians are, when jobs start and finish, and what was done — backed by photo proof from every site. This prevents unauthorized side jobs, ensures accountability, and guarantees consistent service quality.
Yes. You can create custom checklists, work order templates, request forms, and reports. Planado also integrates with CRM, ERP, and accounting tools to adapt seamlessly to your existing business processes.
Clients automatically receive SMS or push notifications at every stage: request accepted, technician en route, job in progress, job completed. They also receive photo reports and can provide instant feedback after service completion.
Not at all. The mobile app is intuitive and easy to learn, even for non-digital users. Most technicians start using it confidently within 1–2 jobs. We provide guides, training, and onboarding support for a smooth rollout.
Yes. Planado tracks which materials and spare parts were used, where, and when. This helps manage inventory, control costs, and ensure proper replenishment of stock.
You can generate reports on:
Yes. Planado integrates with Salesforce, Zoho CRM, HubSpot, QuickBooks, Xero, and other global platforms via API for seamless data exchange across your business.
Growing plumbing companies often hit the same wall: the work gets faster, but the information around the work doesn’t. Jobs change mid-day, details disappear between calls, and technicians lose time chasing the latest instructions. That’s usually the moment owners start looking for plumbing software – not because they want something fancy, but because they need a clearer way to keep teams aligned. With the right plumbing business software, schedules stop shifting unpredictably, work orders stay organized, and the day feels far less like a chain of emergencies.
As plumbing teams take on more calls, the small cracks start to show: someone forgets to pass along a note, a technician arrives without knowing the full scope, or a job sits in limbo because no one noticed the update in time. These hiccups aren’t dramatic, but they slow the whole line of work. A reliable plumbing business software setup helps catch those loose ends before they turn into rework. When tasks, photos, and comments sit in one place instead of five, the day feels less like damage control and more like a normal workflow. That’s where plumbing job management software starts to feel practical. You aren’t switching between spreadsheets, texts, and memory – the essentials show up together, right when the team needs them. Technicians see the instructions as they are, not as they remember them; dispatch doesn’t spend half the morning confirming who’s going where. The work moves with fewer questions, and customers notice the difference faster than most teams expect. Planado fits into that pattern without adding extra steps or forcing anyone to change the way they talk about jobs.
When a plumbing team grows, the hardest part isn’t the technical work – it’s keeping everyone on the same page while the day shifts around them. Plumbing job management software helps calm that chaos by putting assignments, status updates, and job details in one place so technicians and office staff aren’t piecing the day together from scattered messages. Instead of reacting to surprises, managers get a clearer picture of what’s happening right now: who’s running late, which jobs still need attention, and where the workload might start piling up. Planado supports that structure by giving both the field and the office a shared view of the plan, so decisions don’t depend on guesswork.
In most plumbing shops, work orders travel through too many channels – a call, a text, a note on the board – and each step is a chance for something to get dropped. With plumbing business software, tasks move as a single thread. Dispatch creates the job, adds instructions or photos, and assigns it based on skills or location. Technicians open the app and see the same details the office sees. It’s a cleaner flow, and it cuts down on the “wait, no one told me that” moments that slow a job.
A lot of miscommunication happens simply because people rely on memory instead of shared information. Software for plumbing companies keeps the facts visible: notes stay attached to the job, status changes show up instantly, and updates don’t get buried under older messages. When the whole team works from the same version of the plan, technicians spend less time clarifying instructions and more time actually fixing the problem.
Even well-run plumbing teams feel the strain when schedules shift faster than they can react. Jobs stack up unevenly, technicians end up driving unnecessary miles, and office staff spend half the day reshuffling assignments. Plumbing scheduling software helps smooth out these weak points by giving managers a clearer view of the workload. They can see which days are too full, which routes make little sense, and where delays are likely to appear. Planado supports this type of planning by keeping job status, technician availability, and upcoming appointments in the same workspace.
When scheduling happens manually, it’s easy for a few technicians to get overloaded while others wait for their next assignment. Scheduling software for plumbing service balances that out. The office can quickly check who’s nearby, who has time for another job, and which skills are required. It leads to steadier days for the team and fewer situations where a job is rushed simply because the wrong person ended up with too many tasks.
Emergency leaks and same-day changes are part of the trade, but they don’t have to derail the whole shift. A plumbing scheduling app lets dispatchers adjust the plan without starting over – reassigning a job, shifting a time window, or finding the technician who can step in fastest. Jobs move with less friction, and customers aren’t left wondering why no one showed up. If your current scheduling process feels like a daily scramble, this is the moment to rethink how assignments move through your team. Try simplifying the workflow with integrated plumbing job management software – tools like Planado help bring order to days that used to run on improvisation.
Most plumbing teams lose time not because technicians work slowly, but because it’s hard to tell who is actually free, who is stuck on a longer job, and who is closest to the next address. Plumbing dispatch software helps sort out this everyday confusion by giving dispatchers a clearer picture of what’s happening in the field right now. Instead of waiting for callbacks or guessing based on yesterday’s workload, you get a view that reflects the current day’s pace. Tools like Planado support this by keeping location, status, and job details in one place so you can send the right person without second-guessing.
When a new job comes in, the quickest response usually comes from the technician already nearby. Plumber software with GPS support makes this easy to see. Dispatchers can check the map, pick the closest qualified specialist, and send the job without delay. It keeps travel time predictable and helps teams fit more calls into a single day.
Knowing whether a job is running on time is just as important as sending the right technician. Plumbing field service software gives the office immediate visibility: en route, working, paused, or finished. These small updates help the team decide whether to shift schedules, warn the next customer about timing, or send backup if needed. Real-time clarity keeps the day from piling up into evening hours.
A CRM for plumbers works best when it helps everyone keep track of what has already happened on a job – who visited, what was fixed, and what the customer asked for earlier. Instead of jumping between messages or old papers, your team can pull up the details in a few seconds and speak to the client with confidence. It also reduces those awkward moments when someone forgets an access instruction or misses a small preference the customer mentioned before. The result is simpler communication and fewer back-and-forth clarifications during the day. When the full history is easy to open during the call or before the visit, technicians arrive prepared and clients feel better informed. Tools like Planado simply make this easier by tying reports, job timelines, and field data into one place. The result is a quieter, steadier workflow where communication feels less like detective work and more like a smooth handover between the team and the customer.
###Plumbing CRM for Managing Service History and Customer Preferences A plumbing CRM is a place where you keep the practical details that make repeat jobs easier. Instead of guessing what happened during the last visit, you can pull up notes about replaced parts, old photos, or comments the customer left. Many plumbers use it simply to avoid asking the same questions twice – things like gate codes, preferred time windows, or how the homeowner wants to be contacted. When this information is in one spot, the job starts without confusion, and follow-ups feel more organised for both sides.
Plumbing jobs rarely go the same way twice, so clean documentation saves a lot of trouble later. Plumbing job management software helps teams keep track of what was done, which parts were used, and whether anything needs follow-up. For office staff, this means fewer missing details and fewer moments where you have to call a technician just to confirm something small. For technicians, it means clearer steps and less room for doubt when the job involves inspections or multi-stage repairs. Systems like Planado turn reports into a simple routine: take a photo, mark the result, add a short note. Over time, this builds a record that’s actually useful – not a stack of unread forms. Patterns become easier to notice, warranty work becomes easier to verify, and quality control stops depending on memory alone.
Switching to a structured system doesn’t have to feel like a heavy project. With plumbing job management software inside Planado, most teams start seeing the benefits the same week they log in. Templates for common plumbing jobs come ready to use, and the reporting forms don’t feel stiff – your technicians can snap photos, note the work, and move on without slowing down the rest of their day. Office staff usually notice the change first: fewer follow-up calls, fewer missing details, and a clearer picture of who is doing what. It’s not unusual for managers to say the workflow simply feels “less messy” once everything sits in one place. Because Planado is tuned for service work, it doesn’t require a long setup. You share your typical job flow and the team adjusts the checklists, notifications, and mobile steps so the system matches the way your company actually works. The goal isn’t to redesign your process – just to make it easier to follow, especially when the day gets busy or emergency requests stack up. Once the core pieces are in place, both technicians and supervisors usually settle into the system without the usual training headaches. If you want to see whether this setup can simplify your own operation, start a free trial and test it with a few real jobs. Planado adapts quickly to plumbing workflows, and it gives your team a cleaner, steadier way to handle daily field work.