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ManoPlan Workflow – Switching from Paper and Spreadsheets
0:465 Scenen
From paper and spreadsheets to ManoPlan in a few steps: import customers and materials, invite the team, plan the first job.
Learning Goal
The switch happens in a single day.
Contents
1
Take over your customer list from a spreadsheet via CSV import: upload the file, map the columns, done.
2
Material sets can be imported via CSV too – instead of typing everything again.
3
Then the team: create employees directly or invite them by email, with the right role.
4
The first job is created quickly: customer, category, description, priority.
5
From now on you plan by drag and drop – and the paperwork is over.
