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ManoPlan Tutorial – The Customer File
0:524 Scenen
Everything about a customer on one page: key figures, contacts, jobs, quotes, assets, notes and communication.
Learning Goal
Everyone on the team instantly knows where a customer stands.
Contents
1
The customer file starts with key figures: number of jobs, total revenue and open amounts. Next to it contact details, contact person and quick actions like new job or quote.
2
Below follow the latest jobs and quotes with status, the customer’s assets plus location and statistics.
3
Notes record specifics – such as access instructions or warnings for the technician. The communication section shows every email and text message sent to the customer.
4
The complete job history can be filtered and exported.
