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ManoPlan Workflow – Quick Start for the Office
0:485 Scenen
Your first ten minutes as a dispatcher: dashboard, jobs, dispatch, customers and inbox.
Learning Goal
New office staff find their way around immediately.
Contents
1
The dashboard is your starting point: today’s jobs, active technicians and everything not yet assigned.
2
Create a new job with customer, category, description and priority.
3
On the dispatch board you drag it onto a team – or let auto-planning do the work.
4
The customer file holds the customer’s contacts, jobs, quotes and assets.
5
The inbox shows all messages to customers – appointment confirmations, technician on the way and review requests.
