Quick Start Guide
Get started with ManoPlan in just 5 minutes
This guide walks you through the essential steps to quickly and effectively use ManoPlan. By the end, you'll have created your first job and assigned it to a technician.
Create Account
Sign up for ManoPlan for free
Visit our registration page and create your account. You can sign up with your email address or directly with your Google account. After registration, you'll have access to the dashboard.
Use your business email address for easier team management.
Set Up Company
Configure your company settings
After your first login, you'll be prompted to enter your company details. This includes company name, address, and default working hours. This information is used for scheduling and route optimization.
The timezone and default job duration can be adjusted later in settings.
Add Team
Invite your team members
Add your technicians and office staff. Each team member receives an email invitation. You can assign roles: Admin, Office, Technician, or Passive.
Create First Customer
Add your first customer record
Navigate to 'Customers' in the dashboard and click 'New Customer'. Enter name, address, and contact details. The address is automatically geocoded for route planning.
Create First Job
Create your first service job
Under 'Jobs' you can create a new job. Select the customer, describe the work, choose the category, and estimate the duration. Optionally, you can add material sets and special tools.
Assign Job
Assign the job to a technician
In the Dispatch view, you can drag and drop jobs onto time slots and technicians. The system shows the optimal order based on locations and travel times.
Next Steps
You've mastered the basics! Explore these additional features: