With Planado you can create jobs for all kinds of tasks. In the web application dispatcher creates and distributes jobs among workers. Workers can see jobs in the mobile application and begin to work on them. Planado allows workers and dispatcher to keep in touch by giving dispatcher access to view job progress at any time.
Before creating the job, you should add new workers and make sure they are allowed to complete jobs in the mobile application.
Jobs are created from templates — a preconfigured form. You can use a default set of templates. But if you want to create your own, check our article Job template.
You can create jobs on pages Schedule, Jobs and Addresses
Create a job in the schedule
Open Schedule page to see all assignees' timelines.
⚠️In the schedule you can see only workers with permission to complete jobs in the mobile application. If you don't see some workers, make sure they have permission.
By clicking on any timeline with the right mouse button you will open the context menu and select a template for a new job. Click with the right mouse button on a specific time and choose a template. In this example we chose time 12:00 am and template «Delivery».
You will see a new window where you can enter all the needed information about the job. This information will be displayed to the assignee in the mobile application. Available fields can be created and configured in the job template, but each job nevertheless has the following default main fields:
Type - classify jobs by using types. Read more in the article Job types;
Description - add a short description of the job for the assignee to see;
Scheduled at - enter date and time when the job should be started;
Duration - enter planned duration required to complete the job;
Assignee - set a specific worker to complete the job. He is the only one who will be able to see this job in the mobile application. Because we are creating a job on the worker timeline, this field will be already filled.
Client - choose one of the existing clients from your list.
Address - enter an address using search or map with coordinated. If the client you selected already has an address, this field will be filled automatically.
Contacts - phone numbers assignee can use to contact the client.
You can also add external identification to your job. To do this, open context menu with additional settings and click on Add external id.
The job window will have a new field where you can input custom external id.
After you're done with all the fields, click on Add button. The job will appear on the assignee timeline. If you need to edit this job again, you can double click on it in the timeline or select it in the menu on the left and click on the edit button.
Create a job on the Jobs page
Open Jobs page. Here you can see the list of all jobs, apply filters, and sort them. You can read more about this page in the article Job page.
Click on Add job button and choose one of the templates to open job creation window.
After filling all the fields, click on the Add button. A new job will appear in the list.
Create a job in the list of all clients and sites
Open Addresses page. Here you can see the list of your clients and sites. If you want to know how to add more clients to this list, see our article Create a client.
Open any client to edit his information. Under the edit window, you can see a list of all jobs for this client. To create a new job for this client, click on Add job button and select template.
Because you're creating a job in the specific client page, you won't have to fill in his address and contact.
After you enter all the information in the job form, click on the Add button. The job will appear in the list of all jobs for this client.
Once you create the job, it will appear in the mobile application of the worker you chose in the Assignee field in the job.
If you want to learn more about completing jobs, read article Completing jobs in the mobile application.
⚠️If you want a job to appear in the mobile application for the assignee, the job must have a date and time to start the job.
To learn more about editing and adding new fields to the job, read about Job templates.
If you need any help, leave us a ticket or write to our email address: firstname.lastname@example.org.