ManoPlan Workflow – Customer Management
Shows the complete customer management workflow: manual entry, CSV import, ERP sync, duplicates and the detail view in 6 scenes.
Learning Goal
Dispatchers should be able to efficiently create, import and maintain customer records.
Contents
Customer Search
The customer list is the central place for all customer data. Search, filters and sorting help you find the right customer quickly. Job count and contact details are visible at a glance.
Customer Form
Create a new customer: enter name, address and contact details. ManoPlan automatically geocodes the address and places the customer on the map - for accurate routes and travel time calculations.
Import CSV
Larger datasets can be quickly imported via CSV. ManoPlan recognises common column formats and imports names, addresses and contact details in one step.
ERP Integrations
If you use an ERP system, you can sync customers directly from Lexoffice, Hero, openHandwerk or other systems. Set up the connection once - synchronisation then runs automatically.
Duplicates
When importing or creating records manually, ManoPlan checks for duplicates. Duplicate entries can be merged so that job history and contact details remain complete.
Customer Data
The customer detail page shows the complete history: all past jobs, notes and documents. The map shows the exact location - click it to start navigation.
