After activating your domain you can login into your owner account and configure your Planado.
Besides owner, only users with administrator access can open settings.
Open Settings > General.
In Planado you can configure following settings:
- Organization name
You can use this name for SMS-notifications for your clients.
- Dispatcher office phone
Your field worker will be able to contact dispatcher by this number with a button press in mobile application.
- Time zone
Defines time zone for domain users. It is recommended to use the same zone as your dispatchers devices.
Select a country for the search to find addresses in your country.
- Business hours
Define business hours, so if job has time outside of this hours, dispatcher will see a warning message.
You can't change domain name. It depends on the name you entered during registration on planadoapp.com. Contact our tech. support if you want to make any changes to it.
SMS-notifications to clients allow Planado to send messages when:
- Field worker starts his way to client address (presses on En route in mobile application)
- In a day when the job is planned to, in a choose hour (for example at 11 a.m.)
You can read more about SMS notifications in this article.
If you find Google Maps more comfortable you can switch to it in the settings. Map is used in mobile application and in the Map page in web-application.
Owner can Transfer ownership. Only owner can configure domain payment so if previous owner can't do this anymore, he can transfer his permission to other registered in domain user.
Don't forget to save all the changes you made by clicking on Save button at the bottom of the page.