Getting started!

Don't know where to begin? Don't fret, read through these basic tips to get started! 

A warm and hearty welcome to Mestro! We are so happy that you (yes, you!) decided to work with us. In this article you fill find brief descriptions of the fundamentals and practical getting-started advice so that you quickly realize value from your data.

Content:

Web browser

Mestro Portal is a web-based service. You can reach the app containing the data, reports and tools using your web browser. We support the following browsers, listed alphabetically:

  • Google Chrome

  • Microsoft Edge

  • Mozilla Firefox

  • Safari

NOTE: We don't support Internet Explorer! Use a browser from the list above to reach our service.

Objects in the portal

First step in working with the system is to create objects in the portal. Basically, objects are virtual of properties, buildings, building components and different kinds of meters. The digital structure is required for us to relate usage data to physical space and to offer you useful analytical tools!

TIP: All new customers are appointed a Customer Success Manager to guide you through the initial setup phase of properties and metering points. Contact the salesperson if you have not yet been appointed a Customer Success Manager.

Users with Admin-access can create objects in the portal. Below I've listed hyperlinks to articles describing object-creation in greater detail:

Navigating the portal

We have grouped the portal into three parts to simplify navigation. I'll describe these briefly below.

Part 1: Navigation

We've built the system as a node tree. Envision a tree where the branches are reports and analytical tools and the roots are properties, meters and the information stored within. The node tree is presented in a list on the portal's lefthand side. To move between properties and groups thereof, simply double click the object's name or the right pointing arrow. If you wish to study multiple properties simultaneously, check the box for a property group or for multiple individual properties.

TIP: Read this in-depth article about navigating the portal effectively!

Part 2: The menu bar

You will find the menu bar up top in the portal. This is where you decide how you want to portray your data. You can...

  • Observe a summary in Overview

  • Review and edit objects' information in Edit

  • Engage with powerful reports and analytical tools in Reports

  • Administer users and agreements in Admin

Part 3: Visualization board

The screen's center is reserved for portraying the information you have selected in the menu bar, based on where you stand in the node tree. This is where you can see your properties' usage, rank them against each other, and dig deep with energy signatures, among other fun stuff!

TIPS: Browse the portal, explore and read articles in the knowledge base!

You can also select which time period to study. Simply choose between anything from a single month to an entire year. Did you know that you can compare up to 3 years at the same time?

Portal functionality

Mestro is a constantly evolving company. We continuously develop our product offering based on strokes of genius and customer feedback. It is therefore with pride that we can offer your this plethora of functionality!

Next step for you, please read about all our functions here!

We also develop add-on modules, in addition to all these great functions. The modules introduce packages of functionality that enables customers to tailor their Mestro Portal experience.

Second next step for you, please read about all our modules here!

Finally...

Learn more, find useful tips and become a professional Mestro user by continuing to read articles published here in our knowledge base. Don't hesitate to contact us at support@mestro.com  with suggestions for improvement!

Best regards,

Mestro Teamet!