PLANEO - 2026 Pricing, Features, Reviews & Alternatives

PLANEO is a cloud-based field intervention management platform designed for small and medium-sized businesses in technical trades, including plumbing, electrical, heating/HVAC, and multi-service maintenance. It combines a web application for planning managers with an offline-capable mobile app for iOS and Android, covering the full intervention lifecycle from initial client call through scheduling, execution, reporting, and archiving. Hosted on servers located in France and compliant with French and European data protection requirements, PLANEO targets companies transitioning away from ad hoc tools such as WhatsApp groups and Excel spreadsheets.

PLANEO centralizes scheduling, real-time technician status tracking, client records, and intervention documentation in a single system. The drag-and-drop calendar supports scheduling by technician or team, with intervention statuses spanning the full workflow: to schedule, scheduled, in progress, completed, to invoice, and archived. Client records aggregate full intervention history per client and per site. The mobile app syncs automatically upon reconnection after offline use, eliminating double data entry between field and office. Google Calendar synchronization, before/after intervention photos, PDF reports, and a client extranet are included across plans. The Business plan adds preventive maintenance contracts with pre-deadline alerts, advanced statistics, internal messaging, automated client email notifications, and an AI chatbot assistant for in-platform user support. Optional add-ons include SMS appointment confirmation, post-intervention email, Google review SMS, travel-started SMS, an intervention request form, and customizable documents and contracts.

PLANEO is developed and supported in French, with operations based in Oraison, France. The platform is suited to field service and after-sales service (SAV) operations seeking to consolidate scheduling, communication, and documentation into a unified, compliance-aligned system.