
Medical Equipment Maintenance Software for Planning and Control
Are you familiar with these problems?
Optimize processes and increase business efficiency with Planado
Streamline the planning process
Planado simplifies task management and allows you to control your work schedule in just a few clicks:
- Employee schedules with statuses
- Task and work schedule planner with automation capabilities
- Various scenarios and types of work (one-time, recurring, etc.)

Mobile application for field specialists
In the mobile app, employees can see information about scheduled work and receive notifications about new tasks.
Thanks to built-in checklists, specialists will not miss a single task from their to-do list.
Upon completion of the work, the employee fills out a customizable report with photos and other data, which is instantly saved and sent to the office.

Turnkey Planado Setup for Your Business
Improve service quality
We’ll configure Planado for your processes absolutely free — templates, reports, notifications, and the mobile app. You’ll get a system that’s already working for your business: just log in and start using it.
At the beginning of each task, employees receive a detailed checklist to avoid mistakes and complete all the work.
Upon completion of the work, they fill out a report with photos and text, recording and saving all important data that may be useful in the event of warranty claims or follow-up work.

Customer portal
Give your customers access to a branded page with complete information about repair and service requests, work stages, photo reports, and technical documentation. Through the customer portal, your customers can track the status of their requests, view completed and planned work, and leave feedback on the quality of service. You decide which requests, objects, and details will be available for the customer to view.

Monitor employee performance
The Reports page contains statistics on your Planado jobs and contractors. Here you can assess the volume of completed and planned work, see the reasons for failures, and view contractor performance.

Flexible settings and integrations for your company
Planado easily adapts to the specifics of companies servicing medical equipment
Customize the system for any type of medical equipment and service processes
Create your own templates for requests, reports, maintenance schedules, and reports. Add unique fields and reference books to account for the specifics of your work.
Individual checklists for each type of equipment
The engineer will not forget anything and will not be able to close the request until all the required steps have been completed
Integration with your systems:
Connect Planado to 1C, CRM, and accounting systems for complete automation of work and accounting.
Flexible documentation settings
Create custom reports and statements according to your standards and customer requirements.
Your benefits with Planado
Still not sure? Test Planado out for yourself!
Planado subscription plans
BasicPrice$12 /month per user
billed annually
StandardPrice$19 /month per user
billed annually
ProPrice$29 /month per user
billed annually
FAQ for Medical Equipment Maintenance Companies
Is it difficult to implement the system?
No. Implementation is quick and straightforward — most companies start working with Planado within 2–3 business days. Our team assists with setup, onboarding, and staff training to ensure a smooth start.
Can the system be customized to our processes?
Yes! Planado is fully customizable. You can configure request templates, checklists, preventive maintenance schedules, and equipment categories directly in the interface — no programming required. The system adapts easily to your company’s internal standards and regulatory requirements.
How is our data protected?
All data is securely stored in the cloud on encrypted servers with regular backups. Access to sensitive information is strictly role-based, ensuring that only authorized users can view or edit specific data. Planado complies with modern data protection standards and medical equipment service regulations.
Can it be integrated with CRM, ERP, or accounting software?
Yes. Planado integrates with global systems like Salesforce, Zoho CRM, HubSpot, QuickBooks, Xero, and others via API. This enables automated data exchange — from client requests and job records to invoices and reports — without manual duplication.
Is the system suitable for working with different types of medical equipment?
Yes. You can add any type of equipment and create dedicated checklists, maintenance regulations, and reporting templates for each device or manufacturer. Planado helps ensure every inspection or repair complies with technical and safety standards.
How can I monitor the work of engineers and service technicians?
Every action is recorded in Planado:
- engineer visits and travel routes,
- job start and completion times,
- performed work details,
- photo reports and client signatures. You can monitor request status in real time and see who is responsible for each task or facility.
What should I do if requirements change or new services appear?
All system settings — forms, templates, workflows, and reports — can be edited directly through the web interface. You can quickly adjust the platform to reflect new regulations, service types, or equipment categories without technical assistance.
Is there user support?
Yes. Our support team is always available for consultations, onboarding, and technical help via phone, email, or online chat. We also provide detailed guides and video tutorials for self-paced learning.
Why is Planado better than competitors for medical equipment maintenance?
- Adapted for regulated industries — full traceability of all service actions and reports.
- Custom templates for each equipment type or manufacturer.
- Automatic maintenance scheduling with reminders for engineers and clients.
- Real-time monitoring of engineer locations and job progress.
- Fast and flexible customization without coding.
- Integrations with global CRMs and accounting systems: Salesforce, Zoho, HubSpot, QuickBooks, Xero.
What are the best tools for managing medical equipment service operations?
- FSM (Field Service Management): Planado for scheduling, reporting, and quality control.
- CRM: Salesforce, Zoho, HubSpot for client and contract management.
- Accounting & ERP: QuickBooks, Xero, SAP for billing and financial tracking.
- BI & Analytics: Power BI, Tableau for performance and compliance dashboards.
- Communication: Microsoft Teams, Slack, or WhatsApp for coordination between engineers and support teams.
How do I implement an FSM system like Planado for medical equipment maintenance step by step?
- Define your goals — e.g., improve compliance, reduce downtime, automate reporting.
- Create templates for inspections, repairs, and maintenance tasks.
- Import equipment lists and client database into the system.
- Train engineers on the mobile app (takes less than one shift).
- Connect CRM or accounting integrations to sync job and invoice data.
- Run a pilot on a few facilities to validate the process.
- Roll out to the entire company, using Planado analytics to track performance and compliance.
How does Planado help reduce costs and improve reliability?
- Automates maintenance schedules and reminders.
- Reduces administrative workload with instant digital reports.
- Prevents missed inspections or delayed repairs.
- Tracks spare parts and consumables usage.
- Improves compliance with maintenance standards.
- Enhances client trust through transparent documentation and service history.
Equipment Maintenance Software to Schedule Jobs and Manage Field Teams
Equipment maintenance software puts service schedules, technician assignments, and job documentation into one system instead of a mix of spreadsheets and phone calls. Machinery breakdowns rarely wait for the schedule to catch up, and a missed maintenance window on one unit tends to cascade into a bigger repair later. Planado runs as equipment maintenance software built for that reality – fast dispatch, mobile checklists, and reporting that keeps technicians and the office working off the same information.
Do these challenges sound familiar?
Equipment service teams tend to hit the same operational gaps, whether the fleet is a handful of machines or hundreds spread across client sites: Technicians show up without knowing what was serviced or flagged last time A breakdown call comes in and there's no fast way to see which technician is free and closest Parts run out mid-repair because nobody's tracking what's used between visits Reports get filled in from memory after the job – missing photos, readings, or sign-offs
How Equipment Maintenance Software Streamlines Your Operations Equipment maintenance software closes the gap between what's scheduled and what technicians actually deal with once a service call or breakdown comes in. Equipment Management Software for Efficient Scheduling Planado's equipment management software gives dispatchers one calendar for every service call – who's assigned, what's in progress, and what's still waiting. Jobs get added with a click or a drag onto an open slot, recurring maintenance runs on its own once set up, and the map view shows the closest free technician the moment a unit goes down. Equipment Tracking Software for Field Technicians In the mobile app, technicians see the full job the moment it's assigned – address, equipment details, and notes from the last service call. Built-in checklists cover the steps specific to each equipment type, and a closing report with photos and readings syncs to the office automatically once the job is marked done. Equipment Monitoring Software for Real-Time Team Control Planado tracks each technician's location throughout the day, so dispatchers always know who's on-site and how the day is actually unfolding – not just how it was planned. Geofencing keeps a job from being marked started or finished unless the technician is physically at the client's location, which matters when a service visit needs to be verified, not just reported. Turnkey Planado Setup for Your Business No setup fees, no waiting on IT – Planado gets configured around your service workflows before you log in. Start a free trial and run real maintenance calls through it from day one. What Equipment Maintenance Management Software Includes for Your Team Past scheduling and field visibility, equipment maintenance management software also covers what happens once a service call closes – documentation, parts, and what a client gets to see. Equipment Work Order Software for Reporting and Quality Control Closing a job means picking an outcome – successful, unsuccessful, or unsuccessful with a stated reason – and that result attaches directly to the work order. Required fields, like a reading or a photo of the repaired part, block the job from closing until they're filled in, so the record is already complete by the time the technician leaves the site. Track Materials, Services, and Sales Technicians log parts and consumables straight from a catalog in the app as they're used, instead of writing them down for someone to enter later. Entries land in the job report automatically, and where Planado connects to a warehouse system, stock adjusts on its own. Client Portal A branded portal gives clients their own view of service history, upcoming visits, and completed reports – without a call to the office. You decide which equipment and details each client can see. Monitor Team Performance The reports dashboard shows completed jobs, technician statistics, and flagged issues as the day moves – jobs running late or over time get flagged automatically as Overdue or Prolonged, so a pattern surfaces before it turns into a missed maintenance window. Equipment Maintenance Software Integrations and Flexible Settings Planado connects to what your equipment service business already runs on. Bitrix24 and Kommo integrate directly; Zapier opens the door to over 3,000 other tools, including accounting and CRM platforms, and an open API with webhooks covers anything more specific. Checklists, work order fields, and client notifications can all be adjusted without involving developers. Custom checklists for every job type – Configure steps and required fields for emergency lockouts, lock installations, rekeying, safe servicing, access control setup, and scheduled security maintenance. Flexible work orders and forms – Capture all job details: lock types, serial numbers, materials used, client access instructions, and any additional services performed on-site. Personalized client notifications – Send automated SMS updates about technician dispatch, estimated arrival times, job completion, and scheduled follow-up visits. Seamless integrations – Connect Planado with your CRM, accounting, or warehouse systems for automatic exchange of jobs, inventory updates, photo reports, and service documents. Configurable analytics – Generate reports on job types, parts usage, technician performance, response times, and warranty cases – export data for clients or management. Tailored development – Our team customizes and extends Planado to your exact needs, helping you optimize locksmith workflows and deliver measurable results. Your Benefits with Planado Switching to structured equipment maintenance software changes how the team's day actually runs: Faster response to breakdowns – the map shows the closest free technician, so urgent calls get assigned in seconds Complete service records – photos, readings, and sign-offs are captured on-site and stored automatically Parts under control – usage logged per job means shortages surface before they delay the next call Consistent quality – every technician follows the same checklist regardless of equipment type Less admin work – reports and material logs happen in the app, not in evening catch-up sessions Full visibility – GPS and geofencing confirm work was done on-site and on time Get Started With Planado Equipment Maintenance Software Start your free 14-day trial and see how faster dispatch and cleaner documentation change the pace of daily service calls. No IT setup required – Planado is configured for your workflows before the first job goes out.