Video Tutorials
Learn ManoPlan with our step-by-step guides
All Tutorials
Dashboard & AI Assistant
Shows the dashboard with metrics and the AI assistant as a highlight in 3 scenes. Dashboard overview, AI input with examples (create job, customer, quote), pre-filled forms.
Dispatch Planning
Explains the dispatch board as ManoPlan's core feature in 3 scenes. Scene 1: Board overview with open jobs (left) and vehicles/teams (right). Scene 2: Drag-and-drop job assignment to vehicles, workload indicators and priority markers. Scene 3: Job detail view with customer info, appointments and navigation launch.
Job Management
Walks through the complete job lifecycle in 4 scenes. Job list with filters, creating a new job, detail view with status and timeline, AI-powered documentation via voice input.
Customer Management
Explains customer management in 4 scenes. Customer overview with search, customer detail with history and map, creating new customers, data import via CSV or ERP.
Quote Management
Explains the complete quote management workflow in 5 scenes. Quote list with statistics, creating a new quote with line items, quote detail, public customer view with branding, converting quote to job.
External Booking Page
Explains the public booking page for end customers in 5 scenes. Landing page with company branding, category selection, custom questionnaire, photo upload and contact form. Plus: setting up booking questions in settings.
Route Planning
Shows route planning and navigation in 3 scenes. Map view with technician routes, automatic optimization, navigation from the job view.
Time Tracking
Explains automatic time tracking in 3 scenes. Time tracking overview with time types, geofencing for automatic detection, linking to jobs and export.
Materials & Tools
Explains material sets, tool management and import in 3 scenes. Materials overview, creating a new material set, tools with reservation. App features (loading checklist, barcode) are mentioned.
Team & Vehicles
Explains team and vehicle management in 4 scenes. Team overview with roles, permissions and skills, vehicle fleet with assignments and capacities, absences and leave management, fixed teams.
Expenses & Receipts
Explains expense tracking in 2 scenes. Expense overview on web, reference to app features (receipt photo, mileage). Primarily an app feature — web shows the management page.
ERP Integrations
Explains ERP connectivity in 3 scenes. Integrations overview, setting up a new integration (API key, connection test, entity configuration), CSV import as an alternative.
Settings
Explains the key settings in 4 scenes. Company details & branding, categories & pricing, work hours & planning, notifications.
Getting Started
Walks new users through the complete onboarding process in 5 scenes. Registration, company details, team invitations, category configuration, vehicle setup and launching into the dashboard.
Mobile App for Technicians
The technician app at a glance: daily overview, briefing, loading list, job details, checklists, photos, completion with signature, time tracking, expenses and end-of-day summary.
Invoices & E-Invoicing
Create invoices from jobs, send them as PDF or e-invoice (ZUGFeRD/XRechnung) and deliver them via Peppol.
Payments & Dunning
Keep track of open items, reconcile bank statements automatically and send reminders for overdue invoices.
Supplier Invoices, Documents & Export
Capture supplier invoices with AI, archive documents in a compliant way and hand bookkeeping and payroll over to DATEV.
Maintenance Contracts & Assets
Manage customer assets, set up maintenance contracts with intervals and use checklists for service visits.
Inventory & Purchasing
Track stock levels, monitor minimum stock, order from wholesalers and run stocktakes.
Equipment Rental
Manage rental equipment like dehumidifiers or mobile heaters, plan bookings and record hand-over and return.
Leads, Inbox & Reviews
Handle leads from your website and widget, follow customer communication in one place and collect reviews automatically.
Reports & Analytics
Analyse revenue, times, utilisation and customers – with comparison to the previous period and PDF export.
Team Planning, Skills & Fleet
Plan fixed teams, manage absences, store skills for job planning and keep vehicle inspection dates in view.
Modules & API
Switch on only the features your business needs and connect ManoPlan with other tools via REST API and webhooks.
Delivery Notes
Create delivery notes, have customers sign them and convert them into invoices.
ManoPlan Module – Leads & Web Widget
Embed the inquiry form and booking widget on your website and handle incoming leads.
ManoPlan Module – Assets
Manage customer assets with master data, QR label, documents and service history.
ManoPlan Module – Supplier Invoices
Capture supplier invoices by photo or PDF, let AI read them and assign them to jobs.
ManoPlan Module – Document Archive
Archive, search and link contracts, reports and photos to jobs in a GoBD-compliant way.
ManoPlan Module – Bank Reconciliation
Import bank statements and match incoming payments to open invoices automatically.
ManoPlan Module – Payroll Export
Export approved working hours including surcharges as a monthly DATEV payroll file.
ManoPlan Module – Measurements
Record lengths, areas and quantities on mobile and invoice them directly.
The Online Quote for Customers
This is how your customer sees the quote: in the browser, in your branding, with online acceptance.
The Customer File
Everything about a customer on one page: key figures, contacts, jobs, quotes, assets, notes and communication.
Roles & Permissions
Decide who on the team may see and edit which pages – for office staff, technicians and passive users.
The Customer Portal
Your customers sign in with a magic link and see appointments, job status and shared documents – no password needed.
Location & Privacy
How ManoPlan uses location data for automatic time tracking and geofencing – and how the business and technicians control it.
Blocked Times & Public Holidays
Store company holidays, public holidays and company-wide blocked times so nothing is scheduled on those days.
Location History & Team Routes
Review driven routes and stored location points – only during active time tracking and only if the business enables it.
Job Costing & Profitability
Planned vs. actual across all jobs: cost rates, overheads, month-end close and profitability report.
Progress Invoices & Payment Plan
Invoice larger jobs in instalments, record retention and track open amounts.
ManoPlan for Small Trade Businesses
For businesses with one to five employees and no ERP: appointments, app, invoicing and tax advisor in one tool.
ManoPlan for Mid-Size Businesses
For businesses with five to two hundred employees: dispatch, teams, permissions, reports and integration with Lexoffice, sevDesk or SAP Business One.
ManoPlan for Large Organisations
For organisations with more than two hundred employees: API and webhooks, fine-grained permissions, job costing and modules as needed.
ManoPlan for Heating & Plumbing Businesses
What ManoPlan offers heating, plumbing and air-conditioning businesses in particular: maintenance contracts, assets, checklists, qualifications and wholesaler items.
Fleet and Inspection Dates
Manage vehicles and keep MOT, safety inspections and servicing in view in good time.
Help Centre and Support
Where to find answers: getting started, guides, videos, FAQ and a direct line to support.
Material Sets and Item Catalogue
Bundle recurring materials into sets, import them via CSV and use items and prices from the wholesaler catalogue.
Adding and Importing Customers
Add customers one by one with address completion or take over your customer base from another system via CSV.
Managing and Reserving Tools
Record standard and special tools, assign them to jobs and see what is currently reserved.
ManoPlan in 30 Seconds – Online Booking
Customers book around the clock themselves – and the job goes straight into your planning.
ManoPlan in 30 Seconds – Live Tracking
Your customers see when the technician arrives – without a single call.
ManoPlan in 30 Seconds – E-Invoicing
From completed job to e-invoice and payment – in minutes.
ManoPlan in 30 Seconds – The Technician App
Everything for the job in one app: jobs, checklists, photos, signature.
ManoPlan in 30 Seconds – AI Assistant
Create jobs, customers and quotes with a single sentence.
ManoPlan in 30 Seconds – Maintenance Contracts
Recurring maintenance that plans itself.
ManoPlan in 30 Seconds – Customer Portal
Your customers see appointments and jobs themselves – no password needed.
ManoPlan in 30 Seconds – Accepting Quotes Online
Customers accept quotes with one click – and it becomes the job.
ManoPlan in 30 Seconds – Stock and Reordering
Minimum stock in view and orders with one click.
ManoPlan in 30 Seconds – Equipment Rental
Rent out dehumidifiers, mobile heaters and more without double bookings.
ManoPlan in 30 Seconds – Measurements in the App
Capture measurements on site – no paper, no transcription errors.
ManoPlan in 30 Seconds – Job Costing
Know which jobs really pay off.
ManoPlan in 30 Seconds – Checklists
The same quality on every job.
ManoPlan in 30 Seconds – Collecting Reviews
Automatically ask for a Google review after every job.
ManoPlan in 30 Seconds – Supplier Invoices with AI
Snap supplier invoices, AI does the rest.
ManoPlan in 30 Seconds – GAEB Tenders
Import bills of quantities, price them and export them back.
ManoPlan in 30 Seconds – Warnings for Technicians
Important customer notes reach the technician exactly when they need them.
ManoPlan in 30 Seconds – Dispatch
Distribute jobs to teams by drag and drop or auto-planning.
ManoPlan in 30 Seconds – Route Planning
Optimised routes for every vehicle.
ManoPlan in 30 Seconds – Time Tracking
Driving, work and breaks – recorded automatically.
ManoPlan in 30 Seconds – Expenses
Snap receipts instead of collecting them.
ManoPlan in 30 Seconds – Delivery Notes
From delivery note to invoice in one click.
ManoPlan in 30 Seconds – Bank Reconciliation
Match incoming payments automatically.
ManoPlan in 30 Seconds – Dunning
Overdue invoices always in view.
ManoPlan in 30 Seconds – DATEV Payroll Export
Working hours with surcharges straight to payroll.
Workflow Videos
Complete workflows for every role
Dispatcher / Office
From Call to Assignment
Shows the complete workflow from customer call to technician assignment in 8 scenes.
Customer Management
Shows the complete customer management workflow: manual entry, CSV import, ERP sync, duplicates and the detail view in 6 scenes.
Daily Planning
Shows the morning planning routine in 8 scenes: dashboard check, absences, dispatch board, auto-plan, workload and route optimization.
From Quote to Job
Shows the complete workflow from creating a quote to converting it into a job in 7 scenes.
Weekly Review
Shows the complete weekly wrap-up workflow: reviewing times, time type breakdown, approvals, expenses and export in 5 scenes.
Emergency Dispatch
Shows how an urgent emergency job is created, assigned, and how affected customers are automatically notified.
Monthly Closing
Shows how to approve time entries, release expenses, and export data for the accountant at month end.
From Job to Invoice
From the completed job via the delivery note to the invoice and all the way to the payment.
From Lead to Order
A website lead becomes a quote, the customer accepts online and the job lands on the dispatch board.
Pricing a GAEB Tender
Import a bill of quantities in GAEB format, price it as a quote and export it back as GAEB.
Restocking Materials
From falling below minimum stock via the wholesaler order to consumption on the job.
Planning the Service Season
Spot due maintenance contracts, generate service jobs automatically and distribute them across the team.
Rental Hand-over and Return
A dehumidifier is reserved, delivered and taken back – without double bookings.
Morning Routine in the Office
Ready in ten minutes: dashboard, new leads, messages and the day’s plan.
Live Tracking for Customers
As soon as the technician heads out, the customer gets a link and sees the estimated arrival time live.
Online Booking on a Smartphone
How a customer books a service appointment from the sofa in the evening – and the job is on the plan the next morning.
Quick Start for the Office
Your first ten minutes as a dispatcher: dashboard, jobs, dispatch, customers and inbox.
Reviewing and Approving Expenses
From the receipt photo in the app to approval in the office.
Following Up on Quotes
Track sent quotes and remind customers automatically once while the quote is still valid.
Weekly Planning in the Office
Prepare the coming week: absences, blocked times, teams, due maintenance and dispatch.
Reviewing Working Hours in the Office
Review everyone’s recorded time, correct individual entries and use reports for payroll.
Technician / Field Worker
My First Workday
A complete workday in the app: briefing, loading, route, working on a job, signature and end-of-day summary.
On-Site Documentation
Document professionally on site: checklist, materials, measurements, photos, AI-assisted report and customer signature.
Route and Navigation
View the optimised daily route, head out and record driving time automatically.
Handling the Unexpected
Record waiting times, breaks, missing materials and extra work properly.
Photos & Annotations
Take photos, attach them to the job and use them for the report and the office.
Working Offline
Keep working without signal: the app saves locally and syncs automatically.
Expense Tracking
Shows how technicians capture expenses and receipts on the go and how the office reviews and approves them.
Maintenance Visit
A maintenance appointment from the technician’s view: check the unit, checklist, materials, measurements, signature and service report.
Requesting Leave
The technician requests leave in the app, the office approves it and planning takes the absence into account automatically.
Materials and Measurements in the App
Load up, use materials and record measurements – all from the technician app, ready for invoicing.
Customer Info and Warnings
The office stores access, parking and warning notes – the technician sees them on site in the app.
Wrapping Up the Day in the App
What technicians finish in the app before heading home: check the day summary, review times, submit expenses, prepare the next day.
Admin / Manager
Connect Your ERP System
Guides through ERP integration in 5 scenes: overview, connection, sync configuration, initial sync and log.
From Zero to Ready
Guides admins through the complete initial setup in 10 scenes: Registration, company details, team, categories, vehicles, time slots, branding, notifications, customer import and first job.
Set Up Notifications
Explains notification configuration in 4 scenes: team push, customer communication, channel selection and summary.
Team Management
Shows team management in 5 scenes: team overview, invitation, vehicle assignment, absences and impact on planning.
The AI Assistant
Shows how the AI assistant in the dashboard creates jobs, customers, and quotes using natural language input.
Set Up Your Booking Page
Shows how to configure the external booking page and how customers can submit jobs themselves.
New Employee Onboarding
Shows how a new technician is invited, installs the app, and gets through their first day with ManoPlan.
Month-End Finance
Reconcile payments, send reminders, check supplier invoices and hand everything over to DATEV.
Collecting Reviews
Automatically ask for a Google review after every job and keep track.
Tailoring ManoPlan to Your Business
Choose modules and set up planning rules, invoice details, notifications and branding.
Quick Start for Owners
The key settings for owners and admins: team, modules, invoice details, reports and open items.
Securing Quality with Checklists
Checklist templates with mandatory items make sure every job is done equally thoroughly.
Switching from Paper and Spreadsheets
From paper and spreadsheets to ManoPlan in a few steps: import customers and materials, invite the team, plan the first job.
New Technician: Invitation and First Login
From being added in the office to the first look at the app: how a new technician joins the team.