Xero stays in charge
MehlSoft reads invoices and payments through Xero’s official connection, about every 15 minutes. The link is read only. It never changes anything in Xero.
The product
One place for the plan,
the progress and the money.
MehlSoft brings factory work, fitting, orders and payment information together. Your accounts system stays in charge of the accounts.
Start with what matters
Your day, without the searching.
See what needs attention today, factory load for the next 12 weeks, lead time for a new order, the pipeline by stage, this week against target and who is off.
- Office and management can see the money pages. Access can be switched off for any person.
- Only managers see the sickness trend.
Plan real capacity
A factory plan you can work to.
See every job as stage bars for wood prep, joinery, paint, glazing and fitting. Plan against real capacity, with a capacity strip across the top.
- Amber and red warnings flag clashes and dates that are too early.
- Drag to move work.
- Set the stages, working days and capacity for your company.
Get the right team to the job
A clear plan for every visit.
Book installation crews and add the extras: van, crane or scaffold. Split a job into visits and see service and remedial visits in their own colour.
- See the jobs, dates and addresses each fitting team needs, with the job pages.
- Keep installation planning alongside the factory plan.
Keep the detail together
One job. A clearer picture.
Open the job page to see the job and its progress. Keep the work in context as it moves through your stages.
- Fitting teams can open the job pages alongside their installs.
- Page access follows the roles and exceptions you set.
See the work ahead
Follow projects through the pipeline.
See the pipeline by stage and update projects already on your planner from your sales system. Tick what to bring in.
- Daily checks compare the plan with your accounts and list where paperwork is waiting.
- One click checks the sales system too.
- Coming soon Adding new projects directly from your sales system.
Keep payments beside the plan
Know what is owed. Know what to chase.
See what is owed, what came in, retentions and final invoices to chase, oldest first and by customer type. Check deposit and payment dates against the plan.
- MehlSoft reads invoices and payments through Xero’s official connection, about every 15 minutes.
- It never changes anything in Xero.
- Send the owed list as a short email in one click, with a spreadsheet of the list if wanted.
Keep the workshop informed
This week. Next week. Ready to start.
The factory board shows what starts, what is ready and who is on which job, this week and next. The factory team can look ahead and understand what is coming.
- See job progress, installs, orders and who is off.
- Factory users see no money and cannot change settings.
A focused view for fitting teams
The installs they need to see.
The install board shows their jobs, dates and addresses, with the job pages. No money.
- Choose who sees which pages.
- Use the fitters role, with exceptions for a single person when needed.
Keep materials moving
See what is due and what is late.
Keep glass and supplier orders in view. See what is late and what is due this week.
- Late glass and orders appear in the weekday attention email.
- The right people receive the items that need their attention.
Progress and the Monday meeting
A week you can review.
Record weekly percentages per job and compare targets against actuals. Close the week when the meeting is done.
The closing note covers each department against target, why it was high or low, notes and issues, time lost and lead time. Weekly performance and six-week average reports also arrive by email.
Your company. Your settings.
Set up the way you work.
Stages, departments, product ranges, working days and capacities are settings for your company.
Choose who sees which pages with five ready-made roles and exceptions for a single person.
Security and your dataConnected to your working day
Works while you work
Checks, updates and reports that keep the right people informed.
Everything here is live today unless marked On request or Coming soon.
Keep an eye on the money
See what is owed, what came in and what is held in retention. Chase final invoices oldest first, by customer type. Check deposit and payment dates against the plan.
Start with what needs attention
Each weekday morning, the right people receive an email covering overdue invoices, jobs moving without their payment, late glass and orders, and over-booked weeks. Money items go only to people allowed to see them. No email on a quiet day.
Send the owed list in one click
Send a short owed-money email to the people on your list. Include a spreadsheet of the list if wanted.
Close the week with a clear note
When the production week is closed, a meeting note is sent with each department against target, why it was high or low, notes and issues, time lost and lead time.
Keep weekly performance in view
Receive weekly performance and six-week average reports by email.
Keep the team informed
Get alerts in your team chat, or by email, when a stage is paid, a part payment arrives, an invoice is credited or voided, or a link stops. A short money briefing arrives each morning.
Ask the Hub, the assistant in your team chat or in the app: “What installs this week?”, “What is late?” or “Who owes us?”
On request Alerts and questions in the chat or message tool your team already uses.
Find paperwork that is waiting
Daily checks compare the plan with your accounts and list where paperwork is waiting. One click checks the sales system too.
See who is off
View team holidays and sickness on a calendar, with a calendar feed you can add to your own calendar. Sickness is shown only to managers. Everyone else sees “Off”.
Update from your sales system
Update projects already on your planner from your sales system, and tick what to bring in.
Coming soon Adding new projects directly.
Connect other accounting systems
A read-only link built for another accounting system, such as QuickBooks or Sage.
Connect more of your tools
Links to time-tracking tools and other order or CRM systems.
Make reports fit your business
Reports and emails designed for your business.
A shared plan. Clear permissions.
The right view for everyone
One plan, the right view for each person. The workshop sees the work, the fitters see their installs, the office sees what needs attention, and only the right people see the money.
Office and management
A Dashboard shows what needs attention today, factory load for the next 12 weeks, lead time for a new order, the pipeline by stage, this week against target and who is off.
Office and management also see the money pages, and you can switch that off for any person. Only managers see the sickness trend.
Factory team
The planner and factory board show what starts, what is ready and who is on which job, this week and next.
The team can see job progress, installs, orders and who is off. They can look ahead and understand what is coming. They see no money and cannot change settings.
Fitting teams
The install board shows their jobs, dates and addresses, with the job pages. No money.
See the plan clearly
Let’s look at your working week.
See how MehlSoft could fit your factory, your fitting teams and your way of working.