ManoPlan Workflow – Maintenance Visit
A maintenance appointment from the technician’s view: check the unit, checklist, materials, measurements, signature and service report.
Learning Goal
Technicians perform maintenance in a structured, fully documented way.
Contents
Today’s job
The current job sits at the top of the daily overview – with address, phone number and the office’s description.
Scan the unit
On site, scan the QR code on the unit. The app shows device data and the service history so far.
Check items
The “Heating service” checklist walks through every item – from system pressure to flue-gas readings.
Materials
Replaced parts like seals or filters are booked straight away as used materials.
Measurements
Additional work like new pipes goes into the measurements with exact dimensions.
Signature
The customer confirms the service by signing on the screen.
Report & next service
The service report and a review request go out by email automatically – and ManoPlan schedules the next service via the maintenance contract.
