Smart planning for manufacturers

Plan smarter.
Build better.
Get paid sooner.

Every job, every stage and the money, in one place. Plan work around real factory capacity, organise fitting teams and see what needs attention before it holds up the next job.

Connects to Xero, watches the money and emails the right people each weekday morning when something needs attention.

MehlSoft reads your accounts. It never changes anything in Xero.

The working day, in one view
Dashboard for fictional Oakfield Joinery, with the full MehlSoft interface visible.
Sample dataDashboard
Built for your working day

Joinery, windows and doors · Paint and finishing · Fitting teams

01

Plan what fits.

See capacity and clashes before committing to a date.

02

Keep work moving.

Spot missing paperwork, late orders and jobs that need attention.

03

Know what to chase.

See deposits, outstanding balances and retentions alongside the plan.

From the factory to the final visit

See the work. See what comes next.

A connected view of production, fitting and each job. Open any screen to see the detail.

A practical way to get started

How it works

1

Set up your working week

Set your stages, departments, product ranges, working days and capacities for your company.

2

Bring the plan together

Update existing projects from your sales system, connect Xero and plan factory work and installs.

3

Keep the week moving

Review progress, act on warnings and close the week with targets against actuals.

Connected 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.

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.

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.

On request

Connect other accounting systems

A read-only link built for another accounting system, such as QuickBooks or Sage.

On request

Connect more of your tools

Links to time-tracking tools and other order or CRM systems.

On request

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.

Sickness stays private

Only managers see sickness. Everyone else sees it as “Off”.

You choose who sees what

Start with five ready-made roles: admin, management, office, factory and fitters. Choose which pages each role can see, with exceptions for a single person.

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.

Book a demo