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

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