ManoPlan Workflow – From Zero to Ready
Guides admins through the complete initial setup in 10 scenes: Registration, company details, team, categories, vehicles, time slots, branding, notifications, customer import and first job.
Learning Goal
New admins should be able to fully set up ManoPlan in under 15 minutes. Reduces support requests during initial setup.
Contents
Registration
Let's get started: Sign up with your email or Google account. Your account is active in seconds and you'll start the setup wizard.
Company Details
Enter your company details: name, address and trade. This information appears on your quotes and booking page. The address also serves as the starting point for route planning.
Invite Team
Invite your team by email. Everyone gets the right role: Admin for full control, Office for dispatching, Technician for field work. Your colleagues receive an invitation link and can start right away.
Categories
Define your job categories. Heating, plumbing, electrical or whatever your company offers. Each category gets a default estimated duration that helps with daily planning later.
Vehicles
Add your vehicles: license plate, location and assign a permanent team. Vehicles are the foundation for the dispatch board and route optimization.
Time Slots
Configure time slots: When is your company available? Set standard working hours and special times. ManoPlan only suggests available appointments to customers.
Branding
Set up company branding: Upload your logo and choose your primary color. This appears on quotes, the booking page and in emails to your customers.
Notifications
Set up notifications: Push messages for your team on new jobs and status changes. Email and SMS for your customers with appointment confirmations and reminders.
Import Customers
Import your existing customers: Via CSV file for larger datasets or add them manually. Addresses are automatically placed on the map.
First Job
Done! Create your first job. Choose a customer, set category and priority, assign it to a technician. ManoPlan is ready to go.
