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  • Versions: 2021-06 June
    Answer: Additional filter logistics report  As of this release, it will be possible to also filter by type in the logistics report.  You can find this report by going in PlanManager to Report - Operational - Logistics. The filter appointment type has been added here.    The appointment type itself can be indicated in the logistic popup in the file. In ...
  • Versions: 2021-07 July
    Answer: Logs in PlanManager  In our programming, a change has been made that will ensure that logs will be cleaned up automatically after a certain period of time (usually after ...
  • Invoicing: Invoicing with counter booking for jobs with excess and / or deductible VAT
    Answer: When clicking on invoice in the job, you will see a popup, where you will be able to indicate to whom the invoices should be made:   In ...
  • Versions: 2021-11 november
    Answer: Claims360 - Extra surcharge As of this release the extra surcharge from Claims360 will be taken over in PlanManager when importing a Claims360 estimate. This was ...
  • Versions: 2021-12 december
    Answer: Vehicles inside It is important that vehicles are always 'marked off site’ after completing the jobs. If the cars remain marked as 'in' in PlanManager, this ...
  • Versions: 2022-01 January
    Answer:     Our best wishes for 2022! We wish you good luck and good health on behalf of the entire Insypro Team!   1.How do I change my invoice ...
  • Self Service Portal: Self Service Portal: add photos to a job
    Answer: PlanManager's Self Service Portal is a website that allows the customer to report information about damage (including photos) and to schedule an appointment for an ...
  • Planning: Split function planning
    Answer: An adjustment has been made to the split function in PlanManager. From now on, when splitting a task, the time already worked on it will ...
  • Orders: Clicking from from within a job to an order
    Answer: From now (07/2021) on it is possible to click through to the orders from the file. At the bottom right, under the time entries, you ...
  • Report - Operational: Additional filter logistics report
    Answer:   As of this release, it will be possible to also filter by type in the logistics report.  You can find this report by going in PlanManager to Report - Operational - Logistics. The filter appointment type has been added here.    The appointment type itself can be indicated in the logistic popup in the file. In the file click ...

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