TrustRadius Insights
Planado has proven to be an invaluable tool for companies looking to optimize their delivery services. By offering features like route …
Starting at $12 per month per user
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What is Planado?
Planado is a web-based field service management software. Planado aims to make the work of the field employees transparent, efficient and cost-effective.At the office, Planado helps to:prepare the field work schedule and optimize field workers routes;find a worker for an…
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Get StartedPricing
Basic
$12
Cloud
per month per user
Standard
$19
Cloud
per month per user
PRO
$29
Cloud
per month per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.planadoapp.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $12 per month per user
Product Details
- About
- Integrations
- Competitors
- Tech Details
What is Planado?
Planado is a web-based field service management software. Planado aims to make the work of the field employees transparent, efficient and cost-effective.
At the office, Planado helps to:
- prepare the field work schedule and optimize field workers routes;
- find a worker for an urgent job. Planado has a map with the current jobs and location of your employees;
- monitor field works up to their completion;
- be aware of workers' locations. The user can find out when and where employees have started and finished their work.
In the field, Planado helps to:
- send a location to the office. Even if the app is running in the background, the coordinates will be sent automatically;
- get the list of jobs. The user won't have to stop by or call the office to find out what the next job is;
- make one's way to the client’s premises. The Planado app provides a route to get there;
- keep in touch with the office and get in touch with the client right from the field;
- make sure everything is done. A built-in job checklist helps to remember every needed action;
- take photos of the finished job and e-sign documents.
Planado Features
- Supported: Calendar Planning
- Supported: Scheduling tasks on a map
- Supported: Map-based routing with real-time GPS and mileage tracking
- Supported: Time tracking, photo report
- Supported: File Attachments, Document e-signing, QR code scanning
- Supported: Customizable task forms
- Supported: Skills Forms
- Supported: Downloading tasks, recurring tasks setting
- Supported: Сonfigurable access rights
- Supported: Time zones
- Supported: 1 for 1 product support
- Supported: Customer notifications, including SMS (text messages)
- Supported: Teams and Territories modes
- Supported: Related tasks
- Supported: Programmable button
- Supported: API
- Supported: Webhooks
- Supported: Integration with Helpdesk and CRM
- Supported: Unlimited data storage
- Supported: Read only users mode
Planado Screenshots
Planado Competitors
- Jobber
- Service Titan
- Microsof Dynamics 365 For Field Service
Planado Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Global |
| Supported Languages | English, Spanish, French, Portuguese, Russian, Czech, Bulgarian, Azerbaijani, |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Planado has proven to be an invaluable tool for companies looking to optimize their delivery services. By offering features like route building, task assignment, and real-time monitoring of deliveries, the app has helped businesses streamline their operations and improve overall performance. Users have been impressed by how seamlessly Planado integrates with their internal order management systems, making it easier than ever to manage their delivery services efficiently.
In addition to its integration capabilities, Planado has replaced outdated methods such as Google spreadsheets and paper documents, providing a more efficient and streamlined solution for data entry. This not only saves time but also reduces management overhead. As a result, users have praised Planado as a great automation opportunity for companies in the field of delivery services.
One of the standout benefits of using Planado is the improved communication it enables between businesses and their customers. With the app's features, field workers can easily update delivery statuses and share real-time information with customers, leading to enhanced customer satisfaction. Moreover, companies with smaller field operations have found Planado particularly useful in maintaining high-quality work and establishing better relationships with their B2B customers.
The comprehensive checklists and reporting features in Planado are highly regarded by users as they help maintain a good quality of work. Additionally, the app's user-friendly interface and clear instructions make onboarding new employees faster and more efficient. Overall, Planado has received positive feedback from users who have experienced improved communication, streamlined workflows for field workers, and time savings on various tasks thanks to its extensive features.
Helpful Scheduling and Task Assignment: Users have found the scheduling and task assignment functionality of Planado to be helpful in speeding up delivery times by 30%. This feature has been praised by several reviewers for its ability to streamline operations and improve efficiency.
Convenient Communication System: Planado's communication system between the office and field teams has been highly effective, resulting in a 2x increase in completed field trips. Reviewers appreciate the convenience of having all communication centralized within the platform, leading to improved coordination and productivity.
User-friendly Interface: The user-friendly UI of Planado has received positive feedback from users, especially for field employees who may not be tech-savvy. This intuitive interface makes it easy for employees to navigate and utilize the platform effectively, contributing to a seamless user experience.
Long Integration Time: Some users have expressed that it has taken longer than expected to integrate Planado with their custom order management system, causing delays in the implementation process.
Missing Alarm System for Checklists: Reviewers have mentioned a desire for an alarm system that sends reminders with the built-in checklists. This feature is currently missing, which can lead to overlooked tasks and missed deadlines.
Limited Integrations with CRM and Business Automations: Several users have indicated a need for more integrations with CRM and business automation tools. Although the recent Zapier integration has partially addressed this issue, some reviewers still feel that there is room for deeper bundling, particularly with US-based accounting solutions like QuickBooks.