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ManoPlan Workflow – My First Workday

1:539 Scenen

Shows a technician's complete workday: from the daily overview through navigation and documentation to the customer signature.

Learning Goal

Technicians should master the complete daily workflow: view jobs, drive to site, document work, and close jobs.

Contents

1

Next Job

Good morning. The app immediately shows what's on for today: the next job prominently at the top, all others in the daily list below. No searching, no asking around.

2

Day Overview

The morning briefing at a glance: how many jobs today, which materials are needed, and which customer to start with.

3

Loading Checklist

Before heading out: the loading checklist. See all material sets for the day at once and check them off one by one. Nothing gets forgotten.

4

Start Navigation

Open the first job and head out. One tap on the navigation button starts the route. Drive time tracking begins automatically.

5

Choose Nav App

ManoPlan opens the preferred navigation app directly with the destination address. Google Maps, Apple Maps, or Waze - each technician can set their preferred app.

6

GPS Arrival Detected

Arriving at the customer site, the GPS automatically detects arrival. Time tracking switches from drive time to work time - without lifting a finger.

7

Voice Note

Documentation made easy: press the microphone, speak your notes. The AI automatically generates a professional service report from them.

8

Photo Documentation

Before and after photos directly from the app. Images can be annotated - for clean documentation and future reference.

9

Customer Signature

Closing the job: the customer signs directly on screen, the job is marked as complete. The app automatically shows the next appointment.