Help for using meloim.hu every day

On the Profile page, add your basic details, trade, service area, phone number, tax number and billing data. The profile status block shows what is still missing for a trust-building appearance.

In the Clients menu you can build your own client database. It can recognize existing clients by phone number and fill company data based on tax number.

Work sheet mode is best for detailed jobs that start from a quote. Service ticket mode is for service, maintenance, orders, callouts and ad-hoc repairs. In a company account, the owner’s choice applies to the team as well.

In the Quote Generator you can enter client data, quote name, date, currency, VAT rate and itemized prices. Saved quotes can be edited later.

Based on the items, the Meloim helper can suggest a labor fee line. It is not a mandatory price, just a quick estimate you can freely edit.

For saved quotes, the Mail button opens a modal. Recipient, subject and message can be edited, and the email contains the quote PDF link.

If the client accepts the quote, you can create a work sheet from it in one click. The system copies the client and items.

Work sheet statuses guide the job: survey, quote sent, in progress, done, paid or rejected. Moving back to earlier statuses is limited to protect agreements.

Every work sheet has a unique client portal link and PIN. The client can see the quote, status, photos and documents, and can request extra work from there.

The client can request extra items in the portal. They appear as incoming requests and can be edited, accepted and moved into the work sheet items.

You can upload photos into survey, before, during, after, plan and other categories. PDFs, Word, Excel, plan files and archives can be handled as documents.

Inside the work sheet you can use a work time log and task list. This helps track daily progress, tasks and accounting.

After closing a job, the client can review the tradesperson and the tradesperson can review the client. This later supports trust and profile quality.

Start an issue ticket for repairs, troubleshooting or unexpected callouts. Use an order when a planned task must be assigned and documented, but a full quote-based work sheet flow is not needed.

A service ticket moves forward with one button: work accepted, on the way, in progress, completed. The system logs each status change to the minute.

Used materials can be recorded separately. If you have added a material once, the system can suggest it later, making entry faster.

In company mode, a service ticket can be created without an assignee. The owner or dispatcher can later assign it to the right service worker, who then works only with their own tasks.

When closing the job, you can upload photos. This can be useful proof after service, maintenance or repair.

On closing, the client’s full name and signature are required. Then the PDF service ticket is created, which can be opened, downloaded and sent to the client.

The system can email the client on closing, when the PDF service ticket has already been generated and can be attached. This way they receive the documented, signed work instead of an unfinished state.

Matching quote requests appear in the Leads / New jobs section. The system considers trade, city and service area.

On acceptance, the system can create the client and work sheet, and the client can be notified that a tradesperson is handling the request.

The goal is for tradespeople to try the system quickly, so the main functions are free to use. If the workflow changes later, you will receive clear information in advance.

You can optionally add when the work sheet or service ticket starts and how long it lasts. If it has a time, it can appear in the calendar and daily overview.

You can add separate calendar events such as on-site survey, callback, material purchase or internal task. These do not have to be linked to a work sheet.

Reminders can be set for events. The goal is to keep important deadlines and daily tasks from getting lost among calls and messages.

If you have open jobs, sent quotes or upcoming events, the system can send a daily summary. The email has a clear unsubscribe button and it can also be disabled in settings.

Company settings handle company data, owner data, billing, notification rules, team, roles, service ticket categories and fleet. This is now the central place instead of a separate company team menu.

The owner sees and manages the company account, team, clients, selected workflow mode, work sheets or service tickets and main settings. This role is created first during company registration.

The dispatcher manages quotes, clients, work sheets or service tickets. They can create new jobs, add clients, watch deadlines and assign work to the right colleague.

The service worker gets a simplified interface: assigned jobs, calendar and needed team contacts. Financial data, full client list and profile settings are not part of their view.

Notifications can be configured for unassigned service tickets, delegation, status changes or vehicle warnings. This lets dispatchers and service workers see what matters to them.

Company vehicles can be managed in a separate menu. The vehicle, service, event, mileage and next important date can be recorded.

A company can create its own categories to separate issue tickets, orders, maintenance, service or ad-hoc callouts.

The bell on the dashboard shows when a new notification arrives. It can be an important feature, maintenance information or an admin message.

Previous developments can be reviewed in Updates / changelog. This helps understand what changed and what new option appeared.

Reported bugs and ideas help refine the interface. For company workers this may be intentionally simplified or hidden so they only see the needed functions.

On the Profile page, several fields save automatically, such as name, address, phone, tax number, trade, guide prices and settings.

Based on base city, ZIP code and target cities, the system can help manage your service area more accurately, including nearby towns.

On the Edit profile page, you can add profile photo, reference photos, description, skills and company data. These strengthen your public profile.

The profile editor shows a percentage status indicator and the next important step. The dashboard only warns you if something meaningful is still missing.

You can organize reference photos into folders such as bathroom, garden, car detailing or repair. This makes the public profile clearer and more professional.

The public profile can highlight verified email, reference photos, reviews, closed jobs, company profile and registration age if available.

The tradesperson directory shows only a selected, limited number of tradespeople. VIP highlighted spots can later work as valuable visibility positions.

The profile can store tax number, registered address, business name and related billing data. These can appear on quotes and PDFs.

API keys added on the Profile page can later automate or speed up billing.

On the Clients page, name and address can be looked up by tax number, reducing manual entry for company clients.

Check whether PHP mail() works on the hosting. If quote email is not sent, the Quote email send failed message in error_log can help.

Check that the link contains the quote or work sheet ID and token. Private documents are not available without a token.

For profile data, wait a moment for autosave, then refresh the page. If a red error appears, error_log shows the exact cause.