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News from Planado team

Work territories

21.06.2019

Planado has a new feature to take geographical areas into account.

If your workers and addresses are divided by work territories in your job, you can upload these territories in Planado.

Create a list of your territories.  

Define which territories your workers are busy at. Create a job and select a territory.

You can also add territories to clients. Once you select a client in the job, the territory will be filled in automatically.

When you select a worker, Planado will indicate whether their territory corresponds the job.

Workers with the most suitable territory will appear first on the list.

Territories are also available to teams. You can add them when editing a team.

With the help of the territories option, you can determine which territory the worker is busy at and whether they can carry out a job at the selected address. It  will also help in reporting on districts and clients.

 

 

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