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ManoPlan Workflow – Customer Info and Warnings
0:353 Scenen
The office stores access, parking and warning notes – the technician sees them on site in the app.
Learning Goal
No technician faces a locked door or walks into danger.
Contents
1
In the customer file the office adds notes by type: access, parking, pet or warning. Important notes are pinned.
2
Warning on the job
In the job in the app, a warning appears right below the customer details – impossible to miss.
3
Customer info
Via customer info the technician sees every note, plus contact person, previous jobs and the last visit.
