Support

Quickstarts 2

• Create and complete your first job
• Create a job from a template

Examples and Cases 2

• Job Report
• Sites

FAQ 3

• Frequently asked questions
• Minimum technical requirements
• How workers locations are sent

Settings 3

• Configuring SMS
• SMS notifications troubleshooting
• Domain settings

Addresses and sites 3

• Create client (individual and organization)
• Create and attach a site to the organization
• Upload clients and sites from spreadsheet

Users and Teams 6

• Add new users
• Permissions and seats
• Create and edit teams
• Working with teams
• Add field worker

View all 6

Interface 3

• Schedule page
• Jobs page
• Map page

Skills 3

• Create a Skills list
• Add skills to your workers
• Choose an asignee with a suitable skill

Territories 6

• Creating a list of territories
• Add territory to user
• Add territory to client
• Add a territory to a job
• Job report for specific territory

View all 6

Jobs 12

• Job template
• Job report
• Creating a job
• Recurring jobs
• Resolutions

View all 12

Completing jobs 4

• List of all jobs
• Completing jobs on your phone
• Mileage tracking
• Create jobs from the mobile app

Settings 3

• Log in and change user
• Synchronization, push notifications, and offline mode
• Device configuration

Configuration and troubleshooting 4

• Cannot see my jobs in the application
• I do not receive push notifications
• Geolocation does not get updated on Android
• Location is not updating on iOS

API и Вебхуки 0

Bitrix24 Integration 3

• Connect Bitrix24 to Planado
• Transfer fields from deal to job
• Assign a worker to a job from a deal

Kommo integration 1

• Kommo integration

Нераспределенные Черновики 0

Интеграция с 1C:UNF 0

Printouts 1

• Custom print layouts

Zapier integration 1

• Zapier integration

Tracking page 1

• Tracking page

Client portal 0