Planado FSM

Planado FSM

Software-and-Hardware
Fillmore Street, PMB 27 San Francisco, CA 94115, USA
San Francisco, X
Planado is a cloud-based Field Service Management (FSM) platform that helps teams plan work orders, track execution, collect photo reports, monitor technician locations, and deliver transparent customer reports. It’s ideal for any field‑service vertical: c

Description


Planado is a cloud-based Field Service Management (FSM) solution. With Planado, you always know where your employees are, what they're working on, how many jobs they've completed, and where issues have arisen.

Our service helps you quickly schedule field visits, monitor work quality, collect reports, and keep full control over all off-site activities. As a result, processes become faster and more transparent — and customers are satisfied with the outcome.


Features

Task Planning & Control

  • Assigning and distributing tasks among employees and teams
  • Route and schedule planning for field visits
  • Calendar and timetable management
  • Automation of recurring tasks

Execution Control & Communication

  • GPS monitoring and employee location tracking
  • Time and location stamping for completed work
  • Photo reports and task completion confirmation
  • Checklists for quality control
  • Push notifications and reminders for employees

Customer Experience

  • Customer portal
  • Status notifications for requests and field visits
  • Customizable SMS notifications
  • Document signing on a smartphone screen
  • Employee location tracking for customers

Document Management

  • Electronic acts, requests, and work completion reports
  • File storage and sharing between employees and the office
  • Ability to attach photos and documents to tasks

Analytics & Reporting

  • Automated reports on completed work and field visits
  • Employee and team performance analytics
  • Statistics on time, tasks, routes, and customers
  • Report exports for management

Integrations

  • Integration with 1C, CRM, ERP, and other enterprise systems
  • Data import and export
  • API for data exchange with external services

Customization & Settings

  • Flexible configuration of checklists, forms, and document templates
  • Access rights management for different roles and employees
  • Interface personalization to fit company needs

Accessibility & Usability

  • Web version for desktop use
  • Mobile app for iOS and Android
  • Offline mode when no internet connection is available
  • Simple and intuitive interface


Enterprise Features

For large businesses, an extended feature set is available, including: branch management, app customization, auto-scheduling of work orders, route optimization, parts catalog and technician backpack, localization into any language, waybills, on-premise deployment, local data storage, and more.


Who It's For

The solution is suitable for managing field teams, mobile workers, service engineers, couriers, installers, technicians, sales representatives, medical representatives, freight forwarders, and other professionals working outside the office.


Industries

Home & Utility Services

  • Cleaning services
  • Plumbing
  • Electrical work
  • Window and door installation & repair
  • Furniture assembly & repair
  • Landscaping and grounds maintenance
  • Handyman services (minor home repairs)
  • Waste removal, recycling, septic tank maintenance
  • Dry cleaning and laundry services
  • Meter inspection and maintenance
  • Housing and communal services (HCS/HOA)
  • Apartment acceptance and commissioning
  • Pest control (disinsection, disinfection, deratization)

Construction & Engineering Systems

  • Construction and renovation work
  • HVAC installation and maintenance
  • Equipment servicing
  • Repair and maintenance of household and industrial appliances
  • Medical equipment repair and maintenance
  • Industrial equipment servicing and repair
  • Vending machine, parcel locker, and terminal maintenance
  • Special machinery and fleet maintenance
  • Instrument calibration and verification

Telecommunications & IT

  • Telecom equipment installation and maintenance
  • IT outsourcing and technical support
  • Communication systems and network maintenance

Retail & Trade

  • Merchandising and product placement
  • Sales representatives and promoters
  • Shopping center and office building maintenance

Logistics & Delivery

  • Courier and express delivery services
  • Goods and grocery delivery
  • Warehouse and logistics center operations

Healthcare & Social Services

  • Private ambulance, mobile medical and addiction treatment services
  • Medical facility maintenance and auditing
  • Nannies, caregivers, dog walkers, and pet care

Energy & Industry

  • Oil and gas facility maintenance
  • Energy infrastructure and grid maintenance

Audits, Inspections & Compliance

  • Auditors, inspectors, site walkthroughs and checks
  • Quality control and technical supervision
  • Security and video surveillance (installation and maintenance)
  • Building engineering systems


Organize your field workforce in one platform: assign tasks and monitor execution online, while employees receive their jobs and schedules in the mobile app.

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