ManoPlan Tutorial – Customer Management
Explains customer management in 4 scenes. Customer overview with search, customer detail with history and map, creating new customers, data import via CSV or ERP.
Learning Goal
Show new users how to import customer data and use it efficiently. Important for the onboarding flow, as customer data is the foundation for jobs and route planning.
Contents
Customer List
All customers at a glance. Search, contact details and job count per customer. Filters help with large datasets.
Create
The customer detail page shows complete history, contact information and location on the map. Addresses are automatically geocoded.
Details
Create a new customer: name, address, phone, email. The address is immediately geocoded for route planning.
Import
Import existing data: upload a CSV file or connect your ERP system. Hero, openHandwerk, SAP, Lexoffice and sevDesk are supported.
