ManoPlan Tutorial – 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.
Learning Goal
Office staff and admins should be able to create, manage and track jobs efficiently. AI documentation is positioned as the highlight feature.
Contents
Job List
The job list with filters by status, priority and category. Each entry shows the customer, appointment and progress.
Create
Create a new job: select customer, category, priority and estimated duration. Optionally add material sets and tools.
Details
In the detail view: update status, assign technicians, track work hours. The timeline shows the complete history.
Edit
AI documentation right within the job: dictate your notes, ManoPlan automatically creates a professional service report. Everything on one page, ready to print.
