Sundeo Quick Guide Users & Leads
User Guide

Service Plans

Open the services available to you and follow the order of service.

Opening a Service Plan

The Service Plans area shows services you have access to. A plan is built from ordered slots, making it easy to follow what happens next and who is responsible.

Responsibilities

When a slot is assigned to you, Sundeo visually emphasizes that responsibility so it stands out from the rest of the order.

Print / Save as PDF

Service Plans use an in-app print preview. The printed format is a fixed half-sheet layout with two identical 5.5 × 8.5-style copies side-by-side on landscape letter paper.