Knowledge base

Introduction to Planado

Quickstarts (2)

Create and complete your first jobCreate a job from a template

Examples and Cases (2)

Job ReportSites

FAQ (3)

Frequently asked questionsMinimum technical requirementsHow workers locations are sent

PlanadoApp - Operator role

Settings (3)

Configuring SMSSMS notifications troubleshootingDomain settings

Addresses and sites (3)

Create client (individual and organization)Create and attach a site to the organizationUpload clients and sites from spreadsheet

Users and Teams (7)

Add new usersPermissions and seatsCreate and edit teamsWorking with teamsAdd field workerShiftsCustom user fields

Interface (3)

Schedule pageJobs pageMap page

Skills (3)

Create a Skills listAdd skills to your workersChoose an asignee with a suitable skill

Territories (6)

Creating a list of territoriesAdd territory to userAdd territory to clientAdd a territory to a jobJob report for specific territoryGeoJSON file in territories

Jobs (12)

Job templateJob reportCreating a jobRecurring jobsResolutionsHow to download job photo archiveJob typesJob historyPick listsJobs uploadSignature fieldLinked jobs

Planado Mobile - Worker role

Completing jobs (4)

List of all jobsCompleting jobs on your phoneMileage trackingCreate jobs from the mobile app

Settings (3)

Log in and change userSynchronization, push notifications, and offline modeDevice configuration

Configuration and troubleshooting (4)

Cannot see my jobs in the applicationI do not receive push notificationsGeolocation does not get updated on AndroidLocation is not updating on iOS

Advanced settings

API и Вебхуки (0)

Bitrix24 Integration (3)

Connect Bitrix24 to PlanadoTransfer fields from deal to jobAssign a worker to a job from a deal

Kommo integration (1)

Kommo integration

Нераспределенные Черновики (0)

Интеграция с 1C:UNF (0)

Printouts (1)

Custom print layouts

Zapier integration (1)

Zapier integration

Tracking page (1)

Tracking page

Client portal (1)

Client portal

Catalog (0)

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