Planado simplifies task assignment and allows to control HVAC service schedule in a few clicks
Technicians receive all scheduled tasks and updates through the mobile app and get notifications about new assignments.
Upon completing a task, the technician submits a detailed, customizable report including photos, which is automatically saved to the database and shared with the office.
Automate data transmission between field staff and office to prevent data loss in multi-stage tasks.
The installer receives a task with all the necessary data that was previously saved, for example, during measurement at the customer's site. The completed report is transmitted to the office and is available at any time.
Technicians start each job with a comprehensive checklist to ensure all necessary steps are followed.
After completion, he will fill out a customizable report with photo, text and other various field types.
All reports with photos and other fields are saved in a database and can be useful, for example, in case of a warranty visit.
Technicians record all used chemicals, consumables, and services directly in the mobile app. Everything is automatically logged, added to the report, and sent to the office — ensuring accurate records and full accountability.
Share a branded portal with clients, giving them full transparency into ongoing and completed projects, work stages, photo reports, and documents.
Through the portal, clients can track project status, view schedules, review reports, and leave feedback on service quality. You decide which projects and details are visible.
The Reports dashboard provides detailed statistics on every job and every technician. Evaluate completed and scheduled work, identify reasons for missed tasks, and measure individual performance — all in one place.
Dozens of HVAC companies around the world use Planado to optimize their business and increase profits.
Adapt Planado to your company’s workflows and boost efficiency:
Сreate custom request types for installation, maintenance, diagnostics, repair, and more.
Track equipment details such as model, brand, serial number, and last service date.
Configure job stages to fit your processes, from engineer dispatch to project handover.
Generate tailored reports for clients and management.
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 & WebhooksPlanado automates request intake, dispatch planning, preventive maintenance scheduling, and material tracking. Managers always know where specialists are, what tasks they’re working on, and the current status of each project. This ensures transparency, faster response times, and higher service quality.
Yes. You can create custom templates for any type of HVAC job — ventilation system installation, duct cleaning, boiler maintenance, air conditioner repair, heating system checks, and more. Templates include checklists, required fields, and reporting formats.
Planado allows you to set up preventive maintenance schedules with automated reminders for both technicians and clients. This ensures regular service visits are never missed and helps extend the life of HVAC systems.
Technicians use the Planado mobile app (iOS/Android) to:
Yes. Planado scales to any size — from small service crews to large enterprises managing dozens of sites and multiple teams. You can distribute tasks across crews, track workload, and generate detailed reports for each project.
Yes. Planado integrates with global platforms like Salesforce, Zoho CRM, HubSpot, QuickBooks, Xero, and others. An open API is available for custom workflows, and integrations ensure automated data exchange across your business systems.
Implementation usually takes 1–3 business days. Our team assists with system setup, onboarding, and training for your staff, providing full support throughout the process.
Planado provides digital checklists, safety forms, and mandatory reporting fields. Supervisors can review photo reports, track KPIs, and collect client feedback — ensuring consistent service quality and compliance with industry standards.