ManoPlan Workflow – From Call to Assignment
Shows the complete workflow from customer call to technician assignment in 8 scenes.
Learning Goal
Dispatchers should master the core workflow: find/create customer, create job, assign and confirm.
Contents
Dashboard
A customer calls - the heating is broken. Here's how it becomes an assigned job in just a few minutes. Everything starts on the dashboard.
Customer Search
First, search for the customer. The search finds names, addresses and phone numbers. One click opens the customer record.
Customer Form
New customer? Created in 30 seconds. Enter name, address and contact details. The address is automatically placed on the map.
Job Form
Create a job: Choose the category, set priority, describe the problem. The estimated duration helps with daily planning.
Material Sets
Optionally add a material set so the technician knows what to load. Matching sets are suggested based on the category.
New Job
On the dispatch board you see the new job on the left. Your vehicles with their current workload on the right.
Assigned
Drag and drop it onto the right vehicle. ManoPlan immediately shows the updated workload and optimized route.
Send Confirmation
Done. The technician sees the job in their app. Optionally send the customer an appointment confirmation via email or SMS.
