Planado simplifies task management and allows you to control your work schedule in just a few clicks:
Technicians receive all scheduled assignments and changes via a mobile app, as well as notifications about new tasks.
After completing a task, the employee submits a detailed customizable report, including photos and other information, which is automatically saved in the database and sent to the office.
Automate data transfer between field staff and the office to prevent data loss when performing multi-step tasks.
The installer receives the task with all the information that was previously saved, for example, during measurements at the customer's site. The completed report is sent to the office and is available at any time.
When your specialist begins work, they will receive a detailed checklist to ensure that all necessary steps are completed.
Upon completion, they fill out a customizable report with photos, text comments, and various other types of fields.
Reports with all the information are stored in a database and can be useful, for example, in the event of a warranty visit.
The specialist records all services rendered and materials used in the mobile application, which are automatically calculated, saved in the report, and sent to the office and warehouse.
Provide your customers with access to a branded page containing comprehensive information about installation and maintenance requests, work stages, photo reports, and technical documentation. Through the customer portal, your customers can track the status of their requests, view completed and scheduled work, and leave feedback on the quality of service. You decide which requests, objects, and details will be available for the customer to view.
Leading companies in the alarm and video surveillance industry around the world are already using Planado to manage their field staff.
Planado easily adapts to the specifics of your company — work in a way that is convenient for you!
Customize request and task templates for different types of objects: apartments, offices, warehouses, commercial and industrial sites
Customize request and task templates for different types of objects: apartments, offices, warehouses, commercial and industrial sites
Equipment types, consumables used, service stages, departure dates, responsible engineers, and details for each object
Create customized reports and statements — all 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 & WebhooksYes. You can fully customize Planado for your business needs — add your own types of work, services, and consumables, and create templates for installations, maintenance, system inspections, and emergency repairs. Each facility — from apartments and offices to industrial sites and data centers — can have its own workflow and checklists.
All assignments are delivered through the Planado mobile app (available for iOS and Android). The installer sees their schedule, route, and detailed task list; marks each stage of completion; attaches before/after photos; collects client signatures; and generates a report directly at the site. All information is instantly available to the office.
Yes. Planado integrates with Salesforce, Zoho CRM, HubSpot, QuickBooks, Xero, and other global platforms via API. This enables automatic data exchange between departments — client records, job details, invoices, and reports all stay synchronized.
Planado provides built-in tracking for materials, spare parts, and equipment. You can log every component used on each site, from cables and cameras to access control devices. Managers can generate detailed reports by site, team, or employee to maintain full transparency.
Planado is designed for multi-team operations. You can manage multiple crews, distribute tasks across different locations, track real-time job progress, and monitor team performance using GPS and job status reports.
It’s quick and simple. System setup typically takes 1–3 business days. We assist with configuration, staff training, and data migration from your existing tools — so you can start working right away.
Yes. All photos, service acts, and documents are securely stored in the cloud within Planado. You can access them anytime from desktop or mobile devices, ensuring that all installation and maintenance records are always at hand.
Planado helps standardize work through digital checklists, automated reporting, and photo verification. Supervisors can review job results remotely, approve reports, and ensure compliance with internal and regulatory standards.