Welcome to Manuall
The home of every guide, walkthrough, and reference doc for Manuall.
Find the answer fast.
Every guide, walkthrough, and reference doc for Manuall, organized by who you are and what you're trying to do. Search above, browse by role, or jump straight into a business process.
Start with your role
Each role sees a different app. Pick the one that fits, and we'll show you a daily-workflow walkthrough.
Admin
You set up the business, manage users, and own billing.
Manager
You run the day-to-day: jobs, money, team, KPIs.
Dispatcher
You assign crews and keep the schedule on track.
Technician
You're in the field. The phone is your toolbox.
Your Customer
What clients see when they use your portal.
Common business processes
Step-by-step walkthroughs across the whole app, not just one feature.
Lead to cash
From inbound enquiry to collected payment.
Scheduling & dispatch
Slot finder, drag-and-drop board, calendar.
Mobile job execution
Check in, do the work, signature, finish offline.
Estimates & deposits
Quote, approve, collect a deposit, convert to job.
Invoicing & payments
Send, collect, partial pay, credit memos.
Recurring work
Maintenance agreements, weekly routes, auto-invoices.
Customer feedback loop
Surveys, CSAT/NPS, Google review automation.
Change orders
When scope changes mid-job.
Warranties & callbacks
Track the cost of re-doing work.
Purchasing & inventory
Stock, reorder, POs, supplier flow.
New here?
Start with the basics. We'll have you running real work inside an hour.
Get going in 7 steps
A friendly walkthrough from sign-up to your first paid invoice.
Signup & billing
Pay from day one, the money-back guarantee, and what a Trade pack does for you.
Configure your business
Logo, tax, working hours, prefixes: the settings that touch every doc.
Run your first job
Customer → estimate → job → invoice → paid. One worked example.
Install on your phone
Add Manuall to your home screen. Works on iOS and Android. Offline ready.
Invite your team
Roles, invites, deactivations, the last-admin guard.
Trade packs (verticals)
Ten purpose-built trade bundles. Each pack adds custom fields, job templates, services, and checklists tuned to that industry.
HVAC
Heating, cooling, ductwork, refrigerant.
Plumbing
Water heaters, drains, leaks, fixtures.
Electrical
Panels, EV chargers, code compliance.
Cleaning
Recurring residential + commercial routes.
Lawn care
Mowing, fertilization, cleanup.
Pool service
Weekly chemicals, repairs, opens.
Pest control
Quarterly programs and one-time treatments.
Garage door
Springs, openers, panels.
Appliance repair
Major-brand in/out of warranty.
Carpet cleaning
Truck-mount + portable routes.
Don't see your trade?
Every Manuall feature works without a pack. A pack just gives you a
head start with prebuilt fields and templates. You can also apply
more than one pack to mix-and-match (HVAC + Plumbing is a common
combo). See Apply a vertical pack.
Browse the full library
6
Getting Started
First-week checklist, sign-up flow, picking a vertical pack.
5
By Role
What each role can see and do, with a daily-workflow walkthrough.
10
Business Processes
End-to-end walkthroughs: lead → cash, scheduling, mobile work, payments.
41
Feature Reference
One page per feature module - what it does and where it lives.
13
Trade Packs
How each industry pack (HVAC, plumbing, etc.) tailors the app.
6
Customization
Custom fields, custom roles, branding, message templates.
6
Reference
FAQ, glossary, troubleshooting tips.
Tip: search beats browse
The search bar at the top of every help page indexes every
guide, walkthrough, and reference. Type what you're trying to do
("send invoice", "approve estimate", "add tech") and the relevant
articles surface first.