How does this actually
work in Meistify?
Guides, workflows and answers — written for trades businesses who actually want to use their software.
What do you want
to do right now?
Topics are sorted by task, not by app module. Things that span topics — like “Invite an employee” — show up in both.
Getting Started
Setup, importing from your old software, first steps with the dashboard and onboarding wizard.
Daily Work
Create jobs, manage construction sites, scheduling, time tracking. Everything between morning coffee and clocking off.
Earning Money
Quotes, invoices, reminders, ZUGFeRD and XRechnung, DATEV export. From the conversation to money in the bank.
Team & Roles
Invite employees, assign roles, custom permissions, deactivating staff. Who gets to see what?
Compliance
E-invoicing, GoBD, data protection, DPAs, data export, account deletion. What you need to know without becoming a tax lawyer.
Tips & Workflows
Real-world workflows, tricks that make life easier. How other shops actually use Meistify.
What most people
want to know first.
Getting Started
9Daily Work
15- GuideCalendar & scheduling
- GuideCreating & importing customers
- GuideCreating & managing construction sites
- GuideFrom quote to order
- GuideTime tracking for employees
- GuideEditing & deleting customers
- GuideManaging construction site details
- QuickManaging order status
- GuideScheduling employees
- GuideTimer & manual time entry
- GuideAssigning employees to orders
- GuideAssigning orders & employees
- QuickCalendar views & filters
- GuideUsing the customer detail page
- GuideWeekly overview & reviewing entries
Earning Money
6Team & Roles
6Available directly from the app
Click the help icon inside Meistify and a panel opens with the articles for the current module. Every article here is in there too. Search included.
Answer not here?
Drop us a line.
We reply personally — usually within one business day. If a topic comes up often, it becomes a new article.