Planado system settings

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

Setting the content of the job task and report. The template allows you to avoid configuring all the fields of the job every time you create a new one. A separate template is created for each type of work. In the template, a part with job's task is configured, which the performer can watch, but cannot change:

• job type
• template of task text;
• estimated execution time
• attached files
• custom fields
• checklists
• rewuired skills
• documents for touchscreen signature

In the template, a part with a job report which is filled in by the worker is configured::

• photoreports;
• checklists;
• custom fields;
• possible resolutions.

When creating a job, you need to select its template. The job will be filled with data from template, which can be changed.

Skills

Skill - admission to a certain type of work. The skill list is customizable. Skills are assigned to field workers. The job contains a list of required skills to perform.

When choosing field worker for a job his skills are taken into account.

Territories

The service area can be divided into territories. Usually employees are assigned to the areas where they work. When you need to pick field worker for the job, you can select those workers who are now working in the area where the job located.

In the list of orders and on the map, you can filter orders by territories.

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,
• Date and time,
• Float or integer
• Currency
• GPS coordinates
• Link
• Reference value,
• Action button
• Image (photoset up to 10 photos).

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.