H
- How to install PlanManager?
How do I install PlanManager? Introduction This document describes a standard installation and configuration for PlanManager. For advanced configuration, you can consult the Advanced Configuration. Requirements / Prerequisites Windows ... - How to limit access of my staff to specific files.
In the menu Maintenance - Personnel every member of the personnel has a button "ACL" to the right. (ACL = access control list) This button allows ... - How to fill in the field labor cost / time for a task type.
Labor costs per hour can be customized by job type. Navigate to the Maintenance panel. And then visit the list of Task Types . If you ... - How to block a customer.
To block an owner, for instance in case of default, go to the maintenance panel and then to owners. Find the owner in question. Then, tick ... - How do I remove duplicate third parties?
Removing duplicate customer / repairers / suppliers ... is facilitated in PlanManager by a double-recognition system. The system checks if there are clients with the ... - How to create a standard job.
A standard job is a very powerful tool. It allows you to very rapidly create manual quotes. You can create standard jobs through the menu ... - How do I create a new user?
You can manage all users through the maintenance screen. Navigate to the menu Maintenance - Organization - Personnel. In this list you can, by clicking on ... - How do I see multiple tasks in ATR?
Navigate to 'system' - 'options'. There you will find a list of all possible configuration options in PlanManager. One of these options is ATR_FILES_PER_PAGE. Clicking on ... - How to send an order.
An order will be registered in planmanager and in most cases emailed to the supplier. To realize this? click on the "Communication" button in the ... - How to plan a claim / job
Before we can start planning we first have to fill in the knowledge and efficiency of each of our employees who execute repairs in our ... - How to change an existing planning?
There are several options for changing the planning. We summarize the main features and also show what situation is best considered. 1. The planning overview screen The ... - How do I change my invoice numbers?
Introduction Invoice numbers in planmanager are linked to the journal. You can have multiple journals. Customizing You can find a list of all your journals in the Invoice ... - How can I follow the payment of invoices?
In the invoice table (tab "Invoicing" ① > Menu "Invoices" ②) there is a column "UnPayed". In this column, the outstanding amount shows in red ... - How does the communication screen work?
Introduction PlanManager allows you to communicate (texting, mailing, ..) with your customers, experts, insurances,… in a fast way. In the job you open this communication screen by ... - How to manage your courtesy cars and planning
Managing the courtesy cars. Add a courtesy car To add a courtesy car, click the "Car Fleet" tab - "Courtesy Car". Click on the top left of ... - How to create an estimate
How to create an estimation: Manually in PlanManager It is possible to create manual estimates in PlanManager. Open the job in question and click "New Task" at ... - How to send a vehicle to the workshop
Send a vehicle to the workshop The goal is to enter the vehicle in the workshop so that employees can begin the repair of the car ... - How do I install the link between the paint mixing scale & PlanManager?
PlanManager Navigate to the "System" tab and make sure that SCALE_PROGRAM configuration settings are on the right paint mixing scale. Possible settings: - Glasurit - Axalta Group (Cromax, Standox, ... - How do I place an item in stock that was delivered but not used?
If you ordered a part via PlanManager, but you will no longer need to use it on the car you ordered it for, you can ... - How do I print labels for items in stock?
This was tested with a Brother QL-1060N and QL-710W in combination with and Adobe Reader 10. How to determine the size In the menu "System" - "Options" ... - How do I activate the stock system for a location?
If you work for the first time with our stock system, it may be that you receive a message: "Please, please select a supplier for ... - How can I use the parts that are in my stock
When you click the "Order" icon in a job and a part in the claim is in your stock you will see the following screen: If ... - How do I find rentals from the past?
Suppose you receive a traffic fine for a rental car. If the fine dates from a long time ago, you still have to find out ... - How can I manage the maintenance of a replacement car?
PlanManager can be used to keep track of the maintenance of your courtesy cars. By setting certain parameters the system will also alert you when ... - How do I remove a courtesy car?
You can not actually delete a replacement car. You can only set the car as inactive, so it won’t be visible in the planning anymore. ... - How do I send a copy of an email to myself?
If you have read the FAQ item 'How does the communication screen work?' you know how to send an email. In some cases, you would like ... - How do I send an informex estimation to an expert?
If you have read the FAQ item 'How does the communication screen work?' you know how to send an email. Sometimes an expert or insurer asks ... - How do I print an order?
Orders are still received by fax by many suppliers.You can not fax directly from PlanManager. You can send a document to a printer that can ... - How can I use variable fields in my communication templates?
Introduction In PlanManager, you can create communication templates yourself via 'Maintenance' - ' 'Comm templates'. This can be useful for quickly sending a standard text to customers. You ... - How do I use Outlook to send my emails?
Introduction When you open a file in PlanManager, you can easily send e-mails to customers etc. via the communication module.The emails are then sent to the ... - How to change a jobnumber
Top left of the screen job is the job number. This can be either a positive or negative number - or for a new job ... - How to communicate with subcontractors.
Open a folder in PlanManager. Click top right on Subcontracting button. Then open the window below will open. Fill the boxes with the desired information: Click "Communication" ... - How to make date and time appear on my photos.
In the Inspector application on your tablet, there is an option to display the date and time when taking pictures. When you export to PlanManager, ... - How to unlock a job.
To avoid problems with wrong data in a file, PlanManager will block the "X" folder to other users when a user opens the "X" folder. When ... - How to customize the job list and the filter.
To change the items and the order of the job list and the filter, you'll see a small icon on the top left of the ... - How does the damage analysis work?
When you click on the top right in a job on the "Damage" button, you will get 3 options: "Damage" - "Inspector App" - "Damage ... - How can I send an Audatex file to PlanManager?
How can I send an Audatex file to PlanManager? The jobs are automatically sent from Audatex to PlanManager. For this, you must have put the job number ... - How to set up the link in PlanManager with Audatex.
How to set up the link in PlanManager with Audatex. To be able to use Audatex-Integration within PM(PlanManager), you first ... - How to invoice with excess and / or vat deductibility.
To make an invoice with excess and / or vat deductibility, you first choose the estimate you want to invoice and then click on the ... - How to work with the damage flow
The bodywork of today is confronted with the emergence of new repair methods. Not only do they have technical implications, but there are also consequences ... - How to enter absences in PlanManager.
PlanManager offers you the possibility to schedule absences (if this is known in advance) or to enter (eg someone who has become ill)Go to Maintenance ... - How can I change the language of the menus?
For this feature, you need to have the rights of an administrator. All languages can be found under System ⇾ General settings ⇾ Language settings There you ... - How to change the e-mail address where the notifications of a survey is send to.
To adjust the e-mail address where the notifications must be send to, go to System -> Survey. On the Survey choose "Customize". In the left part of ... - How the Self Service Portal works
The Self Service Portal is a web based extension of PlanManager on which the customer can make their own bookings for estimate, vehicle repairs and ... - How to add a discount on an estimation
There is a "Discount" field(1) on the task and part page. Click on the Edit icon (2) in the tasks or parts table on the ...
