Migrate your Planado data
Lightweight field service management platform for small teams managing GPS-tracked jobs, checklists, and mobile worker scheduling.
In its favor
Why people choose Planado
The signal that keeps Planado on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Built specifically for field service teams with mobile workforces — scheduling, dispatch, real-time location, and job templates all sit in one product.
REST API with webhooks plus 3000+ Zapier-style integrations cover most common CRM and helpdesk connections without custom development.
Planado offers to add additional API endpoints free of charge for customers whose integration requires it, which is unusual for SaaS vendors at this price point.
Country-based pricing model adapts to local market expectations rather than imposing US pricing globally — meaningful for service companies operating in Russia, CIS, and emerging markets.
Annual billing carries a 15% discount, providing predictable budget for service companies with steady headcount.
Geographic concentration — strongest in Russia, CIS, and Eastern Europe with thinner partner coverage in North America and Western Europe.
Pricing pages localize by region but standard tier names and exact amounts are not consistently exposed without country selection, slowing comparative evaluation.
Enterprise plan customization (custom API calls, custom feature set) means contract negotiation rather than self-serve sign-up.
Templates and job structure assume traditional FSM workflows; less specialized than vertical-specific tools (HVAC, pest control, electrical) on industry-specific compliance forms.
Reviewer presence on G2 and Capterra is moderate but skews toward Russian-language coverage.
Reasons to switch
Why people leave Planado
The recurring reasons buyers give for replacing Planado. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Planado fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Planado pricing overview
Planado does not publicly list specific pricing tiers or per-user rates. The pricing page emphasizes feature inclusion (Tasks, Scheduling, GPS tracking, Mobile app, Checklists) without tier breakdowns. Prospective customers must contact sales for a quote.
Country-Based Standard Plans
Tier 1 of 2
Per-user / per-month, billed in local currency — exact amount selected by country in pricing page header
What's included
Need help selecting your CRM?
Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Planado's schedule — see our quote-based pricing →
What gets migrated
Planado object support
Object-by-object support for Planado migrations. Per-pair details surface during scoping.
Jobs
Fully supportedThe primary work unit in Planado. Jobs carry status, assignee, location, time windows, and checklist completions. We migrate all standard fields 1:1 and flag custom fields for value-mapping at import scoping.
Employees
Fully supportedEmployee records include GPS tracking configuration and mobile app assignment. We transfer name, role, contact details, and tracking settings. GPS coordinates from completed jobs are preserved in the job record.
Locations
Fully supportedClient and job site addresses stored with coordinates. Mapped to the destination's address or site object. Lat/long pairs are preserved where the destination supports geo fields.
Checklists
Mapping requiredChecklists are defined per job type and record step-by-step completion. Steps may be simple text or include media. We transfer checklist structure and completion state; rich media attachments require separate file handling.
Reports
Not in this platformPlanado generates PDF reports per job and per employee. These are rendered artifacts, not structured data. We export any CSV summary data available via the API but do not reconstruct PDF reports on the destination.
Routes
Mapping requiredRoute assignments are stored as ordered job sequences tied to employee schedules. We map the sequence to the destination's scheduling view but route-specific metadata (optimization scores) does not transfer.
Customers
Fully supportedClient records link to locations and job history. Name, contact info, and address structure migrate cleanly to the destination's customer or account object.
Custom Fields
Mapping requiredPlanado supports custom properties on Jobs and Employees. We extract all custom field definitions during discovery and apply value-mapping logic per destination schema during import.
Attachments
Mapping requiredPhotos and files attached to jobs or checklist steps are exported via Planado's file endpoints. We map them to the destination's attachment object but note file size limits and format constraints.
Schedules
Mapping requiredScheduled time windows and recurring assignment patterns exist on Jobs. We translate the schedule into the destination's calendar or work order scheduling fields; complex recurrence rules may simplify.
| Object | Support | Notes |
|---|---|---|
| Jobs | Fully supported | The primary work unit in Planado. Jobs carry status, assignee, location, time windows, and checklist completions. We migrate all standard fields 1:1 and flag custom fields for value-mapping at import scoping. |
| Employees | Fully supported | Employee records include GPS tracking configuration and mobile app assignment. We transfer name, role, contact details, and tracking settings. GPS coordinates from completed jobs are preserved in the job record. |
| Locations | Fully supported | Client and job site addresses stored with coordinates. Mapped to the destination's address or site object. Lat/long pairs are preserved where the destination supports geo fields. |
| Checklists | Mapping required | Checklists are defined per job type and record step-by-step completion. Steps may be simple text or include media. We transfer checklist structure and completion state; rich media attachments require separate file handling. |
| Reports | Not in this platform | Planado generates PDF reports per job and per employee. These are rendered artifacts, not structured data. We export any CSV summary data available via the API but do not reconstruct PDF reports on the destination. |
| Routes | Mapping required | Route assignments are stored as ordered job sequences tied to employee schedules. We map the sequence to the destination's scheduling view but route-specific metadata (optimization scores) does not transfer. |
| Customers | Fully supported | Client records link to locations and job history. Name, contact info, and address structure migrate cleanly to the destination's customer or account object. |
| Custom Fields | Mapping required | Planado supports custom properties on Jobs and Employees. We extract all custom field definitions during discovery and apply value-mapping logic per destination schema during import. |
| Attachments | Mapping required | Photos and files attached to jobs or checklist steps are exported via Planado's file endpoints. We map them to the destination's attachment object but note file size limits and format constraints. |
| Schedules | Mapping required | Scheduled time windows and recurring assignment patterns exist on Jobs. We translate the schedule into the destination's calendar or work order scheduling fields; complex recurrence rules may simplify. |
Gotchas
What to watch for in Planado migrations
Issues we've hit on past Planado migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public bulk export endpoint for full data migration
Pricing not publicly documented
Custom checklist step media attachments require separate file handling
Zapier integration scope creates automation dependency risk
| Severity | Issue |
|---|---|
| High | No public bulk export endpoint for full data migration |
| Medium | Pricing not publicly documented |
| Medium | Custom checklist step media attachments require separate file handling |
| Low | Zapier integration scope creates automation dependency risk |
Leaving Planado?
Where Planado customers move next
12 destinations Planado can migrate to.
How a Planado migration works
Four steps, Planado-specific
Connect
REST API with token-based authentication per Planado's integrations documentation. Webhooks are configured in the admin area for event-driven sync. into Planado. Scopes limited to read-only on the data we move.
Map
We translate Planado-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Planado quirks before production.
Migrate
Full migration with Planado rate-limit handling. Rollback available throughout.
FAQ
Planado migration FAQ
Answers to the questions buyers ask most during Planado migration scoping. Not seeing yours? Book a call.
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