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Knowledge base
Introduction to Planado
Quickstarts
2
Create and complete your first job
Create a job from a template
Examples and Cases
3
Job Report
Sites
Using SMS notifications
FAQ
3
Frequently asked questions
Minimum technical requirements
How workers locations are sent
PlanadoApp - Operator role
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
5
Add new users
Permissions and seats
Create and edit teams
Working with teams
Add field worker
Jobs
12
Job template
Job report
Creating a job
Recurring jobs
Resolutions
View all 12
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
5
Creating a list of territories
Add territory to user
Add territory to client
Add a territory to a job
Job report for specific territory
Planado Mobile - Worker role
Completing jobs
3
List of all jobs
Completing jobs on your phone
Mileage tracking
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
Advanced settings
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
amoCRM integration
1
amoCRM integration
Нераспределенные Черновики
0
Интеграция с 1C:UNF
0
Printouts
0
Zapier integration
1
Zapier integration
Tracking page
0
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Help Desk Software
by Freshdesk Support Desk