Manual scheduling breaks down the moment two jobs overlap or a technician runs long on a call. In Planado, dispatchers see the full day in one calendar: who's assigned, what's in progress, and which jobs are waiting. Shift planning runs automatically based on working hours and availability, so conflicts show up before they turn into problems.
For single visits, recurring maintenance, or multi-stage jobs, each scenario has its own setup — the calendar adjusts without anyone having to rebuild the plan from scratch. When something urgent comes in, the map view shows which technician is closest and free.
Plumbers shouldn't have to rely on a phone briefing to know what the job involves. With Planado's apps for plumbers, every assignment arrives on the technician's phone with full details: the address, client contact, job description, and a built-in checklist to follow on-site.
Status updates — on the way, started, finished — reach the office in real time without a call. When the job is done, the plumber fills out the report directly in the app — photos, required fields, resolution — and it syncs to the office before they've left the site. Plumber software that works this way removes the back-and-forth that slows most field teams down.
Knowing who's free and who's nearby makes all the difference when an urgent call comes in. Planado's plumbing dispatch software shows each technician's real-time location on a map, so dispatchers can assign the closest qualified person without making three calls first.
GPS tracking logs routes and movement throughout the day, which helps calculate mileage and verify that jobs were completed on-site. For teams managing multiple crews, the location history also gives managers a clearer picture of how the day actually unfolded — not just how it was planned.
Most quality problems in plumbing show up after the fact — a step was skipped, a photo wasn't taken, or a report arrived too late to act on. In Planado, every job type comes with its own checklist: technicians work through each item before closing the job, and required photo fields or form inputs block completion until they're filled.
Readings, part numbers, and before-and-after photos are captured on-site and synced to the office the moment the report is submitted. For warranty visits, that documentation is already there — no hunting through old messages or asking a technician to reconstruct what happened three months ago.
A fitting used here, sealant left behind there — by the end of the week, the inventory numbers rarely tell the full story. Planado includes a built-in product catalog that technicians access directly in the app.
During or after a job, they log everything used: parts, materials, additional services. The quantities are calculated automatically and added to the job report, so the office sees actual usage per site without manual tallying. If Planado is connected to a warehouse system, those entries update stock levels in real time.
Clients notice when they're left without updates — especially on jobs that run across multiple visits. Planado's client portal gives each customer a branded page with their full service history, upcoming appointments, and completed photo reports.
They can track job status in real time and submit new requests without calling the office. For plumbing companies managing recurring contracts or multi-site clients, this works as a practical CRM for plumbers: visit history, site notes, access instructions, and client preferences stay organized and accessible in one place.
Plumbing field service software that includes this kind of transparency reduces complaints and builds the kind of trust that brings clients back.
The reports dashboard in Planado shows completed jobs, technician statistics, and flagged issues — updated as the day moves.
Managers don't need to wait until end of week to spot a pattern: if a technician is consistently running late or skipping required fields, it shows up early. Rather than reacting to problems after they've affected a client, supervisors can adjust workloads and address gaps while the week is still in motion.
Planado adapts to the workflows of plumbing companies of any size
Templates for emergencies, maintenance, installations, and diagnostics.
Configure fields and steps to match your services and client needs.
Send SMS or push updates on job statuses, schedule changes, and important alerts.
Connect with Salesforce, Zoho, QuickBooks, or your own systems for smooth data exchange.
Tasks management SchedulingEmployee GPS tracking Employee's mobile appChecklists & reportsTeams & work shiftsCustomer notifications Create jobs in mobile appCRM integrationMileage trackingDocuments signing Recurring jobsProduct catalog and pick listAPI & WebhooksPlanado logs when each job starts and finishes, tracks technician locations during working hours, and requires photo proof before a job can be closed. Managers always know where the team is, what was done on-site, and whether the work matched the original scope. That combination of GPS data and documented reports makes it much harder for unauthorized side jobs or skipped tasks to go unnoticed.
Yes. Technicians log every part and consumable used directly in the Planado mobile app via the built-in product catalog, and the quantities are added to the job report automatically. The office sees actual usage per job without manual tallying, and if Planado is connected to a warehouse system, stock levels update in real time. It's a straightforward way to stop inventory from quietly disappearing between shifts.
Yes. Planado connects with platforms like Salesforce, Zoho CRM, QuickBooks, and others through built-in connectors or via Zapier's 3,000+ app library. For custom workflows, the REST API and webhooks allow real-time data exchange between Planado and your existing systems. Most integrations can be configured without developer involvement.
Not at all. The mobile app is intuitive and easy to learn, even for non-digital users. Most technicians start using it confidently within 1–2 jobs. We provide guides, training, and onboarding support for a smooth rollout.
Planado cuts the small inefficiencies that quietly eat into margins — unclear job instructions, missing photos, parts that weren't logged, or tasks that had to be repeated because something was overlooked the first time. With cleaner workflows and documented field data, crews work straighter and supervisors spend less time piecing together what happened on-site. Over time, fewer repeat visits and less rework tend to show up directly in the monthly numbers.
You can generate reports on:
Yes. Planado integrates with Salesforce, Zoho CRM, HubSpot, QuickBooks, Xero, and other global platforms via API for seamless data exchange across your business.
Most plumbing teams are up and running within a few days. Planado's team assists with setup, configuring templates, checklists, and notifications to match your existing workflow — so you're not starting from scratch. The mobile app is straightforward enough that technicians typically get comfortable within their first shift, without formal training sessions.
Plumbing software brings work orders, scheduling, and field communication into one place — so technicians always know what's next, and the office isn't rebuilding the day from missed calls and scattered notes. For plumbing teams handling emergency calls, recurring maintenance, and multi-stage jobs at once, that structure prevents the small gaps that turn into rework and lost clients. Planado is plumbing business software built around real field operations: clear job templates, mobile checklists, GPS tracking, and reporting tools that keep both sides of the team aligned. Most plumbing businesses run into the same operational problems before they find a better system. The details differ, but the pattern is familiar:
Plumbing business software closes the gap between what the office plans and what actually happens on-site. Here's how each part of that works in Planado.
Scheduling and dispatch are only part of the picture. Plumbing job management software covers the tools that keep individual jobs accurate, materials accounted for, and clients informed from first visit to final sign-off.
Planado connects to the tools plumbing businesses already use and adapts to workflows that vary by job type, team size, or client contract. Through Zapier, the platform links to over 3,000 apps — accounting tools like QuickBooks, CRM platforms like Salesforce and Zoho, communication and project management tools. Built-in connectors for Bitrix24 and Kommo sync job data without manual exports. For teams with specific requirements, the REST API and webhooks keep Planado in step with external systems the moment a job status changes. Custom checklists, flexible work order fields, and configurable notifications can all be adjusted without involving developers.