To view jobs in the mobile app you must first be authorized to access them. You also have to be authorized to be able to complete jobs Permissions are set up in the web app in the Settings → Employees section.
Recommendations for smartphones and tablets users:
All you have to do is just start using the Planado app and it will send information about your current location to the dispatcher. The coordinates are sent automatically, even if the app is running in the background.
To conserve smartphones’ battery power, data will be only sent once every 10 minutes.
No longer you will have to stop by or call the office in order to find out what is the next job that needs to be done today. The scheduled route is available in the mobile app. As soon as a new job appears or a planned one is changed, a push notification arrives almost instantly and the list of jobs is updated once you launch the app.
Open the map right from your mobile app. You don’t have to type in your client’s address: just press the icon next to the address to create the route from your current location to your client’s address. The app provides you with the quickest route to arrive there with account of traffic jams.
Don’t forget to mark every action as done in the app, so that the dispatcher will be able to find out immediately that you are on the road to the client’s premises, have begun working, or have finished the job. Thus, the office always stays in touch with you and can organize your work in such a way that it will be performed more effectively.
By pressing the En route button, a text message is sent to the client that you are on the way. Or you could just press Start right away, but skipping previous steps is not recommended, because in that case your office will have no idea of how much time it took you to reach the client and how long have you been going the job.
You can contact your client while doing your job simply by calling the phone number which can be found in your job information.
The built-in job checklist helps you to remember every action that you need to perform and check that you’ve done everything.
Taking photographs of the completed jobs allows the worker to make an informative report on the quality of the work and send a photo report immediately to the manager.
Planado mobile app remains operational even when your smartphone loses connection. Fill out your job form, take photos, and all the data will be saved in your smartphone’s memory. And then you get online again, the data will be automatically uploaded to the server (in about 2 minutes) and will be available at the office.
The photos won’t be uploaded with a slow Internet connection (EDGE, GPRS), so you will need a faster connection (3G, LTE, Wi-Fi) in order for them to be uploaded automatically.
Planado mobile app allows you to get client's signature straight on field worker's smartphone touchscreen. It will never be lost again.
Signature then attaching to signed document, like standart clients agreement or contract. Client can sign several documents and read every of them before signing.
All signatures may be transfered through API to CRM or any other storage.
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