Main / Features / In the field

Use the free Planado app for Android and iOS

Download the free app from Google Play or the App Store, and enter your email and password to log in.

To view jobs in the mobile app, you must first be authorized to access them. You must also be authorized to complete jobs. Permissions can be configured in the web app under Settings → Employees

Recommendations for smartphones and tablets users:

  • Smartphones and tablets running Android 8.0 or later and iOS are supported. See the full list in Minimum technical requirements.
  • We do not recommend using old devices for everyday work: older GPS chips are less accurate and take longer to determine location, which affects tracking and job check-ins.

Share your location with the office

Simply start using the Planado app, and it will automatically transmit your current location to the dispatcher. Coordinates are automatically sent, even when the app runs in the background.

To conserve smartphone battery power, data is sent only once every 10 minutes.

Get the jobs list

You will no longer need to stop by or call the office to find out what the next job is that needs to be done today. The scheduled route can be accessed via the mobile app. As soon as a new job is added or an existing one is modified, a push notification is sent almost instantly, and the job list updates as soon as you launch the app.

Jobs have priorities: urgent ones appear at the top of the list, so workers immediately see what to handle first.

Navigate to the client’s location

Access the map directly through your mobile app. There's no need to enter your client's address manually. Simply tap the icon adjacent to the address to generate a route from your current location to the client’s location. The app offers the most efficient route, taking traffic conditions into consideration.

Keep in touch with the office

Ensure you mark each action as completed in the app. This enables the dispatcher to immediately know your status: whether you are en route to the client's premises, have started working, or have completed the job. This ensures constant communication between you and the office, allowing for more efficient organization of your work.

By pressing the 'En route' button, you send a text message to the client indicating that you are on your way. Alternatively, you can press 'Start' immediately. However, we recommend following all steps to provide the office with complete information about your time management, including travel time to the client and the duration spent on the job.

Communicate with clients directly from the field

Effortlessly contact your client during a job by using the phone number provided in your job details.

Make sure you’ve done everything

The built-in job checklist helps you to remember every action that you need to perform and check that you’ve done everything.

Take photos and videos of the finished job

Photos and videos of completed jobs let the worker make an informative report on the quality of the work and send it to the manager immediately.

Photos can be automatically stamped with a geotag watermark, so you can see exactly where each one was taken.

Offline mode

Planado mobile app remains operational even when your smartphone loses connection. Fill out your job form, take photos, and all the data will be saved in your smartphone’s memory. And then you get online again, the data will be automatically uploaded to the server (in about 2 minutes) and will be available at the office.

The photos won’t be uploaded with a slow Internet connection (EDGE, GPRS), so you will need a faster connection (3G, LTE, Wi-Fi) in order for them to be uploaded automatically.

Draw signature on touchscreen

Planado mobile app allows you to get client's signature straight on field worker's smartphone touchscreen. It will never be lost again.

The signature is attached to the relevant document, such as a standard customer agreement or contract. Clients can review and sign multiple documents.

All signatures can be transferred via API to CRM or any other storage.

Product and service catalog

Keep track of consumables and sold goods. The contractor can specify the materials used or goods sold to the customer in the work order. Integrate Planado with your warehouse so that materials are automatically deducted from the warehouse when used.

Create jobs using QR codes

Scan a QR code and instantly create a work order: the address, name, and equipment parameters will be automatically entered into the form. This is especially convenient if you service a lot of equipment or premises.

Or use the QR code in the traditional way: simply scan it to get all the necessary information about the object directly in the app.

Still not sure? Test Planado out for yourself!

Sign up for your free trial and get full access to all features for 14 days. We will also customize Planado for your business absolutely free!
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