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ManoPlan Workflow – Quick Start for Owners
0:425 Scenen
The key settings for owners and admins: team, modules, invoice details, reports and open items.
Learning Goal
Owners set up ManoPlan quickly and keep an eye on the numbers.
Contents
1
Invite your team and assign roles: office, technician or administrator.
2
Switch on the modules your business needs.
3
Enter tax number, VAT ID and number format – and every invoice is correct.
4
Reports show revenue, working time and completed jobs every week compared with the previous week.
5
And the open items show which money is still outstanding.
