Help & Support
How can we help?
Guides and answers for getting the most out of Mastro.
Integrations & sync
Connect bexio to Mastro
Step-by-step: link your bexio account to Mastro so contacts, quotes and invoices stay in sync — and see exactly what flows in each direction.
Connect your WhatsApp inbox
Step-by-step: connect WhatsApp Business to Mastro so customer chats land in your unified inbox, threaded against the right project.
Connect your email (Gmail or IMAP)
Step-by-step: connect Gmail or any IMAP/SMTP mailbox to Mastro so customer emails are threaded into your projects and you can reply from one inbox.
What bexio sync does (and deliberately doesn't)
How Mastro's bexio sync decides what appears on your board — what syncs and how often, why draft invoices are skipped, what the first import brings in, and why your edits are never overwritten.
Getting started
Create your first visual quote
A step-by-step walkthrough of building a complete, fixed-price bathroom quote on-site — from the first photo to a signed job — with what the customer sees at each step.
Your first week in Mastro
A day-by-day plan for your first week — finish setup, win a quote on-site, get your crew their links, and build the two habits that make the pipeline and inbox carry your business.
Mastro on your phone: install it, use it offline
How to put Mastro on your home screen from the browser — no app store — what works with no signal in a basement, and how the offline quote queue keeps a captured quote safe until you're back online.
Payments
Troubleshooting
Fix sign-in problems
What to do when you can't sign in to Mastro — magic link not arriving or not working, Google sign-in quirks, bexio sign-in, and signing in on a new phone.
Fix connection problems (WhatsApp, email, bexio, Stripe)
What to do when a Mastro connection stops working — reading the status on the connection cards, reconnecting an expired bexio or Gmail login, WhatsApp setup on mobile, and when to just wait for the next sync.
Quoting
How pricing and buffers work
Understand how Mastro builds a fixed price from labour, materials and buffers — and how to tune it for your business.
Send a quote and get it signed
Step-by-step: present a Mastro quote to your customer, get a signature on-site or remotely, and turn the signed quote into a live job.
Set your labour rate and buffers
Step-by-step: set your hourly labour rate and contingency buffer in Mastro so every quote is priced from your real numbers, automatically.
Make quotes yours: types, pricing knobs and branding
How to tailor Mastro's quoting to your business — switch on the quote types you actually offer, tune each type's standard pricing, and put your logo, address and VAT number on every quote.
Team & roles
Invite your crew and set roles
Step-by-step: add your team members to Mastro, understand owner / manager / crew roles, and give the crew the access they need — no more.
Set up SOPs for your crew
Step-by-step: create standard operating procedures in Mastro and share them with your crew on a single no-login link, so the job gets done the same way every time.
Crew links: hours, photos and the week — no login
How Mastro's personal crew links work — one link per person for logging hours, uploading site photos and seeing their week and job details, with no account, password or app install.
Communications
Manage every message in one inbox
How Mastro's unified inbox works — email, WhatsApp and client-portal messages in one place, threaded by project, with triage for unknown senders and replies that go out on the right channel.
Contacts: your client book that fills itself
How Contacts works in Mastro — types from lead to administration, automatic sources like bexio, WhatsApp and email, and the profile that shows lifetime value, win rate, history and notes per client.
Notifications
Operations
Finance
Pipeline & scheduling
Run your jobs on the pipeline board
How the Mastro pipeline board works — what each stage means, how to move jobs, what the signed-quote and invoice badges tell you, and where lost and archived jobs go.
Plan the week with the scheduler
How to use Mastro's scheduling timeline — set exact start and end dates, assign crew, spot double-bookings with the by-crew view, and keep the pipeline board in sync automatically.
One materials list for every job
How the Materials view works in Mastro — every scheduled and active job's material list as one pre-job pick list, tapped through needed, ordered and picked up, visible read-only to the crew.