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ManoPlan Tutorial – Adding and Importing Customers
0:444 Scenen
Add customers one by one with address completion or take over your customer base from another system via CSV.
Learning Goal
Your customer base is complete in ManoPlan on day one.
Contents
1
The customer list shows every customer with address, contact and number of jobs.
2
New customers are added with address completion. The address is geocoded right away for route planning.
3
Coming from another system? Import your whole customer base via CSV: upload the file, map the columns, review, import.
4
After that every customer has a complete customer file – with jobs, quotes and assets.
