Create a client (individual or organization)

Create clients in Planado so you can select an existing client when creating a job instead of entering their address and contacts again. Individuals and organizations appear together in the clients list.

The Addresses page

Open Addresses in the main menu. Select Clients at the top of the page. The Sites list is next to it.

You can display the list as a Table or a Map. The switch is above the list on the right.

To find a client, use the filters on the left. For example, expand Name, enter part of the name in Contains…, and press Enter to apply the filter. You can also filter by address, client type, territory, contacts, dates, and other details.

You can also find a client using the global search at the top of the page. Search by name, address, phone number, or another field, then select the client in the results.

Use Columns to choose which fields appear in the table. Drag column headers to change their order, or drag a header edge to resize a column. Save your filters and columns with Save view…. The gear icon above the list opens View settings.

Creating an individual

1. Open the Create menu at the top of the app and select Client.
2. In Add client, select Individual.
3. Fill in the required First name. Add a last name, middle name, mobile number, address, territory, and contact details as needed.
4. Click Add.

Creating an organization

In the same dialog, select Organization. Organization name is required. Add an address, territory, address description, and contacts as needed, then click Add.

If the organization has several addresses, create sites and link them to the organization.

External ID

Before saving, open ⋮ in the dialog header and select Add external ID. Fill in the field that appears.

An external ID links a client to an external system and lets you update the client through a file upload. Use a permanent ID so future uploads update the existing client instead of creating duplicates.

Viewing and editing a client

Click a client’s name in the table to open their details. Make your changes and click Save and close. Cancel closes the dialog without saving changes.

The bottom of the client dialog contains Jobs, Recurring jobs, and Client portal users tabs. Organizations also have a Sites tab. Use Add job to start creating a job for this client.

You can also select a client or site in the client/site field when creating a job. Their address and contacts are copied to the new job.

Changes to a client do not automatically update existing jobs. For example, if an address changes, update the affected jobs separately.

To delete a client, use Delete at the bottom of the dialog. Their jobs retain their address and contacts but are no longer linked to the client. Linked sites are also kept, but their link to the deleted client is removed.

If your client database is already in a spreadsheet, upload clients from a file.

If you need help, submit a ticket or email support@planado.app.