Service features

Types of jobs

You can also arrange your jobs by different types of jobs. The job type is visible to your field worker in the mobile app and it’d be for the best if you choose short names (1-2 words) for your types. Job types are also necessary to refine your data and make reports.

Job templates

Job templates allow you to choose what kind of information you want to include in your job and what it will look like. Job templates can also significantly speed up your work: you can easily create your jobs using one of those templates. The following points can be configured in a template:

  • custom fields,
  • checklists,
  • predefined values,
  • possible resolutions.

The job type is also configured in the template, and it helps your employees to understand what kind of job they are dealing with, and helps you to make an informative report. It doesn’t affect the way job should be performed.

Checklists

Checklists help to improve the service quality and increase sales. The idea is adopted from air transport operators: when preparing for the takeoff and landing, pilots run through a checklist out loud and thus reducing the accident risk by several times.

When completing a job, the employee is obligated to mark every point of the checklist: if the employee doesn’t do that, he or she won’t be able to successfully complete the job. This way the employee won’t have any trouble memorizing the list of to-do’s. That is also a very convenient way to find out if your employee didn’t do something or forgot to do it.

Every checklist item may be linked with a custom job field. For example, you can make it compulsory for your employees to take photos of the results of their jobs or fill in data about expended materials.

Custom fields

These are your own custom fields where you can add data on expended materials or any other information on the job. Additional fields may be of various types:

  • Text,
  • Data,
  • Reference value,
  • Image (photo).

If a field is marked as “Required”, then the employee will not be able to successfully finish the job without filling it in.

Resolutions

When finishing a job the employee selects one of the available resolutions. If he or she didn’t manage to successfully complete the job, then the employee will have to choose one of the reasons for not completing the job as expected – the client wasn’t present at the site, there weren’t enough materials, etc. Also, you can make it obligatory for them to leave a comment.

Teams

You can group your employees together to form teams. For each team, a foreman is appointed: a foreman is the one person who can mark checklist items as done and finish jobs. The rest of the team members will only be able to view the job without authorization to change the data.

Authorization

Permissions to access web app and mobile app are assigned separately.

SMS notifications

You can edit text messages which are sent out to the client. Here you can also see the number of text messages sent so far. Two types of notifications are supported:

  1. In the morning (the hour when it must be sent has to be previously specified) to all your clients whom your workers have to visit today.
  2. At the moment when your employee presses the On the route button in the mobile app.

Recurring jobs

You can make and manage jobs which have to be repeated at a particular time, for example scheduled maintenance. Set up the schedule and the jobs will be added there automatically. In a recurring job template you can add an assignee, time of a visit, and other options as well.

Integrations

This refers to REST API and webhooks which can operate with jobs, clients, as well as receive settings data (templates). Integrate Planado with your CRM, ERP system, your accounting system, or your tickets system (Help Desk). See the API documentation in the demo version by selecting Settings -> General or visit api-docs-en.planadoapp.com.

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