You don't learn Mastro by reading — you learn it by running one real week through it. Here's the order that gets you paid back fastest. The finish-setup checklist on your dashboard tracks the same steps.
Day 1 — Set the numbers everything is built on
Open Settings → Pricing and set your labour rate honestly — every quote price is built on it, so this comes before anything else. Then how pricing and buffers work is ten minutes well spent: quote confidently only comes from knowing where the number comes from.
While you're in Settings, decide your deposit policy — percentage and threshold — so your first signed quote already asks for commitment.
Day 2 — Connect your channels
Settings → Connections: link WhatsApp, email and bexio if you use it. From that moment your inbox fills itself and your accounting stays in step — this is the step that turns Mastro from an app into your system of record.
Day 3 — Give your crew their links
Add your people in Team and share each person's personal link — hours, photos and their week, no login. If you have procedures worth writing down, set up SOPs while you're there. Ten minutes now, and "where am I Monday?" phone calls stop.
Day 4 — Win a quote on-site
The heart of it: create your first visual quote standing in a real customer's bathroom. Photo, scope, materials, render, price — and ideally a signature before you leave. Your first one takes 10–15 minutes; by the third you'll be near five.
Day 5 — Adopt the two daily habits
Everything else is a habit of glancing at two screens:
- The board — keep every job's card where the job really is. Ten seconds of drag keeps the forecast honest and the follow-ups visible.
- The inbox — triage the unknowns, answer from one place. The unanswered-customers filter is your follow-up list, and follow-up is where jobs are won.
Then plan the coming week in the scheduler — your crew get their assignments automatically.
If you get stuck
Every screen's help is one tap away — Help & Support in the sidebar, or the article links on empty pages. And a real person is always one message away via Contact us in the help centre.