ManoPlan Workflow – From Lead to Order
A website lead becomes a quote, the customer accepts online and the job lands on the dispatch board.
Learning Goal
Turn leads into jobs faster.
Contents
A new lead arrives through the website widget. The lead list shows contact, subject, source and status.
The lead turns into a quote. The quote list shows every quote with amount, status and success rate.
The quote has been sent. ManoPlan shows when the customer opened it – perfect for following up at the right moment.
The customer sees the quote in the browser, in your branding, with all items. Accepting or declining happens right online.
Accepted! “Convert to job” creates a job from it – customer, description and items are carried over.
The new job is ready on the dispatch board and is assigned to a team via drag and drop or auto-planning.
