PlanOmatic orders can be manually placed by sending a formatted spreadsheet of orders to [email protected]. If any information or formatting is missing, a PlanOmatic coordinator will reply with a request for the missing info. If the spreadsheet is complete, then you'll receive a reply confirming that the batch of orders has been placed.
- Spreadsheets can be Excel (.xlsx) and CSV (.csv) as both file formats are accepted. If using Excel, only include one worksheet.
- Column headers must match exactly what is shown in the table below. Columns with unexpected headers are ignored.
Click here to download an example spreadsheet file.
| Column Header | Description | Required? |
|---|---|---|
| Property ID | Your identifier for the property. | Optional |
| Entity ID | Unique identifier of the billing entity that the order will be placed under. Must be a valid entity. | Required |
| External Order ID | Your identifier for the order. | Optional |
| Address | House number and street of the property. | Required |
| Address 2 | Unit identifier of the property. Typically used for unit or apartment numbers. | Optional |
| City | City where the property is located. | Required |
| State | Capitalized two-letter abbreviation of the state where the property is located. | Required |
| Zip Code | Five-digit zip code where the property is located. | Required |
| Services | Services included in the order. Minimum of one service required. For each service, include the service slug followed the quantity in parentheses. If multiple services are being ordered, include them in the same cell separated by semi-colons. | Required |
| Unit Status | Set to "Vacant" if the property is vacant, or "Occupied" if the property is occupied by a resident. | Required |
| Method of Access | The method used to access the property during the appointment. Must be a supported access type. If set to "lockbox", then Lockbox Code and Lockbox Location are required. | Required |
| Lockbox Code | Code for gaining access to the property during the appointment (if applicable). | Required only if Method of Access is set to "lockbox" or "keypad" |
| Lockbox Location | Location of the lockbox relative to the property (if applicable). | Required only if Method of Access is set to "lockbox" |
| Gate Code | Code for gaining access to an external gate surrounding the property (if applicable). | Optional |
| On-site Contact Name | Name of the person to contact in the event of unexpected circumstances while on-site. Also used to coordinate an appointment time if applicable. | Required |
| On-site Contact Phone | Phone number of the person to contact in the event of unexpected circumstances while on-site. Only one phone number accepted. Must include 10-11 digits. | Required |
| Order Notes | Optional notes seen by the assigned PlanOtech while on-site during the appointment. | Optional |