Planado FSM

02/09/2023

𝐏𝐫𝐚𝐲 𝐟𝐨𝐫 𝐓𝐮̈𝐫𝐤𝐢𝐲𝐞
Today we want to express our condolences and support to the people of Türkiye. Our international team prays for all those injured and all whose homes and families are unharmed.

Part of our team in Türkiye is involved in volunteer work and
have provided humanitarian aid to those affected by the earthquake.

11/14/2022

✳️ 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘀𝗵𝗶𝗳𝘁𝘀 𝗳𝗼𝗿 𝗳𝗶𝗲𝗹𝗱 𝘄𝗼𝗿𝗸𝗲𝗿𝘀

A new feature has been added to the dispatcher settings: Working Shifts.

Now you can specify weekends or lunch breaks for individual employees, and this will be displayed in their working schedule.

The new feature is available in the Standard subscription plan.

11/02/2022

According to the Salesforce State of Service report, 77% of field service professionals claim that the pandemic has urged them to adopt new technology to automate dispatching and scheduling.
What impact does technology have on the productivity of field employees? Read on in our blog.

Planado — field service management software

10/28/2022

There are numerous ways how a plumbing business can benefit from adopting an FSM tool. Still, business owners need to carefully consider how exactly this will work before the implementation. This article features some tips and hints on how to maximize the positive effect:

According to IBIS World, the number of employees in the plumbing industry has surpassed half a million in the US alone. One of the growing…

10/24/2022

✳️ 𝗪𝗵𝗮𝘁'𝘀 𝗻𝗲𝘄 𝗶𝗻 𝗣𝗹𝗮𝗻𝗮𝗱𝗼 𝟰.𝟬: 𝗔𝗱𝗱 𝗻𝗲𝘄 𝗷𝗼𝗯𝘀 𝗳𝗿𝗼𝗺 𝘆𝗼𝘂𝗿 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲

You can now add new jobs right in the mobile app!

As of now, new job entries can be created with text description and address. In later versions, more fields will be added, as well as adding new or matching existing clients.

When the job is added to the database, the system attempts to recognize the address and match the location. Jobs can be added when a field worker's device is connected to the internet.

The feature is available with Standard, PRO and Enterprise subscription plans.

10/18/2022

One of the major challenges for home improvement contractors are limited human and material resources. Smart resource management is therefore crucial for such businesses. FSM software like Planado is specifically designed to streamline field operations, such as scheduling and assigning jobs, monitoring statuses and worker’s locations.
Learn more about how you can benefit from Planado if you're a home remodeling contractor: https://medium.com/planadoapp/how-planado-helps-home-remodeling-contractors-f80c0506b62

10/14/2022

𝗧𝗼𝗽-𝟱 𝗳𝗶𝗲𝗹𝗱 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀

🔹 Efficient scheduling. Make sure that technicians have a stable workload and don't stand idle in the case of canceled orders. It is also crucial to provide them with optimized routes and change those routes on-the-go when needed.
🔹 Dealing with paperwork. Using modern field service management solutions can free you and your employees from manual paperwork and thus save time and increase productivity.
🔹 Ensuring high quality. Using checklists will make it easier for field workers to follow the guidelines and not miss any steps. Another way to ensure quality is to get technicians to send photo reports of the completed work.
🔹 Enhancing communication. All important information should be shared across all your employees quickly and securely, and your customers should get all the support they need and be reminded of the upcoming appointments in advance.
🔹 Scaling up operations. FSM solutions can help you handle the growing workload and large amount of data by bringing transparency to your business operations.

10/10/2022

What is so special about the field industry software that it is quickly gaining in popularity? We've found at least 5 reasons why these solutions are worth trying out if you're running a field service business.

More and more field service providers are now choosing to automate their business processes. According to a recent Markets & Markets…

10/05/2022

Delivering cleaning services requires speedy and precise scheduling. Managers should be able to quickly assign jobs to cleaners and make changes if the order was canceled or postponed.
What else should cleaning companies consider when choosing an FSM tool? Read on to learn more:

The cleaning service industry is highly competitive, with multiple companies reaching out for potential clients in the same area. To some…

09/21/2022

Choosing between an off-the-shelf and custom FSM solution is not always easy. This article compares bespoke and ready-made FSM systems in terms of crucial factors and requirements so that you can make an informed decision.

Business automation has been trending in many industries recently, and this is also true for field services enterprises. Specialized…

09/01/2022

𝗛𝗼𝘄 𝗰𝗮𝗻 𝗣𝗹𝗮𝗻𝗮𝗱𝗼 𝗵𝗲𝗹𝗽 𝗳𝗶𝗲𝗹𝗱 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀?

✅ Increased productivity of field workers
By tracking field activities in real time, you can improve your technicians’ productivity. Dispatchers can change their schedules on-the-go and provide all the necessary support so that field workers can perform their best.

✅ Higher quality of delivered services
The Planado app gives field workers full access to guidelines and history logs so they are thoroughly informed to provide excellent services, while checklists ensure they don’t miss any important steps.

✅ Improved communication with clients and employees
Planado enables you to send automatic reminders to your customers, alarm technicians about new jobs, provide tech support and receive reports.

12/30/2021

𝗧𝗲𝗮𝗺𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗴𝗼

The teams option has been significantly improved.

Before this improvement, it was necessary to create a Team and then assign it to a Job. Now you can select all the required performers at once when creating a Job.

In this case, a new Team is not created, and the formed team performs the task one-time. Therefore, the process of selecting performers is greatly simplified, and your team list stays clear of temporary sets of performers.

▶️ Read more about teams in our support article:

In case if you need to assign multiple workers to a job, you need to create a team. You can either create a pre-made team or create a team on the fly when creating a job. You can adjust a pre-made team by adding and removing workers from it. ...