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Create clients in Planado so you can select an existing client when creating a job instead of entering their address and contacts again. Individuals and org...

A site is a separate address or location where work is carried out. An organization can have several sites, such as shops, offices, warehouses, or other pre...

In addition to manually creating clients, you can upload them from an Excel or CSV file. This is useful when you already have a large database of clients. ...

Upload sites from an XLSX spreadsheet or CSV file. The upload lets you map columns, check rows, and choose whether to create or update sites. Each site req...

Custom fields store details that do not fit the standard client or site dialog, such as an agreement, a note, or a date. Available types You can add Yes/N...