New to MeisterOffice? The checklist on the dashboard shows you, with a progress bar, what’s still missing before your first quote.
The five steps
- Account created: your sign-in is active. This step is done from your first login.
- Complete company profile: enter address, IBAN and VAT through the setup assistant.
- Personalise documents: upload a logo, signature or stamp so your quotes and invoices look like your business (Einstellungen, Firma / Settings, Company).
- Create your first customer: no customer, no quote.
- Create your first quote: this step only becomes active once the company profile and a customer exist.
Good to know
- The checklist disappears automatically once all steps are done. You can also hide it manually.
- Every step has a direct link to the right place in the app, you don’t have to search for anything.
- The order is deliberate: profile and customer first, then your first quote is created within minutes.