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ManoPlan Tutorial – Dashboard & AI Assistant
0:443 Scenen
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.
Learning Goal
Users should discover the AI assistant as a productivity booster and use it daily. Core message: natural language instead of clicking through forms.
Contents
1
Dashboard Overview
Your dashboard shows the key metrics: today's jobs, active technicians, revenue and open appointments.
2
AI Assistant
The AI assistant understands plain text. Just type: Job for Mrs. Smith, boiler broken, urgent. ManoPlan automatically detects the customer, category and priority.
3
Quick Actions
The result: a pre-filled form. Review, add details, save. This works for jobs, customers and quotes.
