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PLANNER

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EFFECTIVE PLANNING

Easily plan routes and visits for your mobile team

Planner allows you to know at the moment what is pending and what your work team has done from a mobile App

CUSTOMIZABLE

Each form is configurable in quantity and type of fields, each field fulfills the function of collecting specific information.

GEOLOCATION

Each time a report is sent, the location is recorded to be consulted by the Administrator.

INTUITIVE

Users see an easy and fast interface to manage with their assigned visits and the possibility of creating reports from scratch.

Mobile App

Management in 3 easy steps: select, fill, send.

Planner App

Select

Each user has their list of plannings assigned, with icons that allow differentiating between completed, pending and drafts. Users can also create reports from scratch by selecting clients from a list with search-option and the form to fill out.

Fill

Each type of form field is designed to fulfill its function, a text field displays a normal keyboard, a telephone field displays a numeric keyboard, a photo field opens the camera, etc.

Send

When the user finishes filling in the form, he submits the report to the administration panel. This allows the Administrator to obtain the information immediately.




Integration and automatic synchronization with the mobile Calendar

View assigned schedules in Calendar with automatic reminder, direct link to schedule in App and edit option like any other Calendar event.

Planner App


Route optimization

Shows pending schedules and suggests the fastest route between schedules or clients. Availability according to the level of the contracted product.

Planner App

Charts

In the administration panel you have at your disposal the charts of totalizers by day and user.

Reports view

Conveniently manage forms submitted by users.

Use the date, user, client and form filters to refine your search.

Table

The table contains general information and a preview of the completed form. It is possible to save it in PDF.

Chart

Indicates the number of pending and completed schedules by each user.

Map

It has the same functionalities as the table, and also allows you to see the submission location of each report quickly.

Management

Manage your clients and configure your forms.

Clients


Info

Add and edit all the information of your client portfolio for the disposition of the work team: company, contact person, code, address, location on the map, etc.

Import

Importing the client portfolio via CSV file.

Map

Client location on the map of the mobile App (Radar) and in the web administration panel.

Planner management

Assign a visitor and a form to the client. Obtain and analyze the necessary information of the meeting using the tools of the panel.

Forms


Create and configure custom forms with a wide variety of field types.

Text

Date and time

Email

Phone

Web

Radio

Combo

Multicombo

Numerical

Photo

Signature

Scanner

Rating

Table

Catalog

Info

Link

Separator



Calendar

The administration panel has a planning management calendar. This way you can create, edit and delete schedules on a specific date. Views available by month, week and day.

Planner Calendar

Export

Planner has different export modes for data processing

Panel

Export all the information stored in the Cloud in 4 available formats: Excel, CSV, PDF and Word. You can also select a specific user or choose to add images or just their links.

Api Rest

Api Rest allows the download of your data in a fast and automated way in JSON format. Through an apikey, the security of your data is guaranteed.

Levels

Features according to Planner level

Lite

  • Task planning
  • 100 Clients
  • 1 Form template
  • 10 Form fields

Basic

  • Task planning
  • 100 Clients
  • 1 Form template
  • 10 Form fields
  • 1 Graphic field
  • GPS location
  • Exportation

Medium

  • Task planning
  • 500 Clients
  • 2 Form templates
  • 30 Form fields
  • 1 Graphic field
  • GPS location
  • Exportation

Advanced

  • Task planning
  • 3000 Clients
  • 10 Form templates
  • 50 Form fields
  • 2 Graphic fields
  • Table and catalog fields
  • GPS location
  • Exportation
  • API REST

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