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ManoPlan Workflow – Morning Routine in the Office
0:475 Scenen
Ready in ten minutes: dashboard, new leads, messages and the day’s plan.
Learning Goal
Start every day in a structured way.
Contents
1
Good morning! The dashboard shows today’s jobs, active technicians, planned routes and every job not yet assigned.
2
New leads arrived overnight. They are qualified quickly and turned into quotes or jobs.
3
The inbox shows which customers confirmed and which messages were sent.
4
On the dispatch board you distribute the open jobs – or let auto-planning fill the day.
5
Finally, a look at upcoming services – so the next weeks are well booked.
