Specific modules are associated with each of these business types.
General Contracting
- Estimating
- Project Management
- Subcontracts
- Change Orders
- Progress Billing
- Project Costing
- General Accounting
- Canadian Payroll
Trade Contracting
- Estimating
- Project Management
- Change Orders
- Progress Billing
- Cost Plus Billing
- Project Costing
- General Accounting
- Canadian Payroll
Service Contracting
- Service Contracts
- Preventative Maintenance Scheduling
- Service Work Orders
- Inventory
- Contract Billing
- Project Costing
- General Accounting
- Canadian Payroll
Homebuilder
- Estimating / Model Management
- Lot/Unit Sales
- After Sales Service
- Project Cost Redistribution
- Project Management
- Progress Billing
- Project Costing
- General Accounting
- Canadian Payroll
Heavy Construction
- Bidding & Estimating
- Project Management
- Projections
- Progress Billing
- Project Unit/Dollar Costing
- General Accounting
- Canadian Payroll
Concrete & Quarry
- Concrete/Quarry Quotes
- Ticket Import (interface)
- Ticket Management
- Ticket Billing
- Transport Payables
- Project Costing
- General Accounting
- Canadian Payroll
Fleet Management
- Vehicle Profiles
- Vehicle Preventative Maintenance Scheduling
- Mechanic Work Orders
- Project Costing
- General Accounting
- Canadian Payroll
Manufacturing/Fabrication/Distribution
- Estimating
- Customer Order Desk with Quotes
- Purchase Planning (MRP1)
- Multi-Site Inventory
- Distribution
- Order Billing
- Project Costing
- General Accounting
- Canadian Payroll
In addition, the following technology and general features are applicable to all business types mentioned.
Fully bi-lingual (English/French)
- Both languages are installed
- Set workstation language by user login
- Set workstation language on the fly from the menu
- All forms are sensitive to Customer/Supplier/Employee language setting
XML Transaction Engine
- Access all of the functions within Maestro using XML. For example create purchase order, create customer, get project listing, etc.
- Documentation of XML functions is provided so that you can create interfaces to 3rd party or internal software applications even without assistance from Maestro
XML Web Server
- Access all of the XML Transaction Engine functions over the internet VIA TCP/IP
- Create interactive web sites for customer/supplier/employee self service
- Interface to 3rd party software in remote locations
MS Outlook Integration
- Import contacts directly from Outlook
- Send emails and faxes directly from Maestro
- Transfer emails directly to Maestro from Outlook
MS Excel Integration
- One-touch transfer to Maestro from almost anywhere in Maestro
- Maestro data is properly formatted complete with headings. You won’t have to cut and paste and separate to get useable data
- Maestro uses Excel as our standard import tool. Excel imports are available almost everywhere in Maestro
MS Word Integration
- Create standard correspondence templates and attach them to Maestro’s document management feature that is available everywhere throughout the application
- Create document workflow processes that merge Maestro standard data and Maestro user-defined data to user-defined documents
MS Office Integration
- Word, Excel and Outlook features are integrated throughout Maestro
Pivotal Data Inquiries
- Pivotal data inquiries are 3-dimensional grids that can be customized on the fly. If you’ve worked with Pivot Tables in Excel then you will be very familiar with this concept
- Customized views can be saved for personal use or shared with other users
- Create formulas for new columns such as totals and ratio’s
- Format column data
- Choose summary total formats such as sum, average, count
- Export views to Excel, quick reports or email
- Switch to graph views to see data presented in any number of 2-dimensional and 3-dimensional graphical formats such as line, bar or pie charts
Unlimited Drill Down
- Double click on information in Maestro’s interactive inquiries to see the details at the next level
- Drill from the source document all to way to the general ledger and back up again on a different path
- For example from project inquiry you could drill down on the subcontract summary to see al of the subcontracts, then drill-down on a particular subcontract to see its details. From here you could go to the invoices tab and see a list of invoices for this subcontract. Then you could drill down on the invoice to see the payment details. Then to the cheque and to the general ledger. Drill downs are virtually unlimited
Unlimited User Defined Fields
- Extend the functionality of Maestro without programming
- Add new fields with formatting and dependencies
- Apply the new fields to data entry screens, reports, and forms
- Make new fields required to ensure that users enter information before moving on
- Format the layout of the user-defined fields screen
Excel Import/Export
- One-touch transfer to Maestro from almost anywhere in Maestro
- Maestro data is properly formatted complete with headings. You won’t have to cut and paste and separate to get useable data
- Maestro uses Excel as our standard import tool. Excel imports are available almost everywhere in Maestro
List Generator
- Quickly generate lists of information from almost anywhere in Maestro
- Specify field names to include
- Specify conditions for filtering information
- Print to quick report
- Export to Excel
Integrated Email/Fax with Transmittal History
- Email or fax anything that you can print through Maestro
- Integrated to Maestro address book and Outlook for contact selection
- All Maestro reports and forms are automatically converted to PDF documents when emailed or faxed
- Emails and faxed, including PDF attachments are stored in Maestro’s transmittal log for future reference
Integrated Electronic Document Management
- Store documents on-line for quick access. Make your physical file cabinets one-way
- Create user-defined categories
- Attach standard correspondence templates
- Create Word and Excel documents directly within Maestro
- Specify responsible user and due date
Extensive User Security
- Users have individual logins and passwords
- Administrators can reset but not see users’ passwords
- Restrict access to users by company, project, project type, project category, employee, employee group and others
- Restrict access to specific menu items
- Additional security by module
- Create security groups
After Sales Service
Includes:
- Linked to sub-trade purchase contracts
- Work orders
- Work order dispatch
- User-definable work order forms
Bidding, Estimating and Model Management
Includes:
- On-screen or digitized take-off
- Integrated excel for extended formula creation
- Integrated product catalogue
- Estimate/model templates
- Integrated bid management
- Auto-create project, client, budget, subcontract, purchase order and billing contract
- Administrative and profit mark-up
- User-defined bid/quote forms
Canadian Payroll
Includes:
- Automatic transfer of hours from job cost
- Union management with automated multi-vendor disbursements
- Unlimited employee history
- T4/Releve 1 management
- ROE printed, electronic and web formats
- Human resources management
Change Orders
Includes:
- Integrated to project issue log
- User-definable quote forms
- Pending, submitted and approved status
- Auto-update to budgets, subcontracts and billing contract
Concrete/Quarry Quotes
Includes:
- Create quotes for customers specifying materials, price mark-ups or specific pricing
- Create general annual pricing by customer of specific pricing for a customer’s project
- Concrete/Quarry quotes are user-definable
Includes:
- Mark-up tables by contract
- Manual override of suggested billing
Customer Order Desk with Quotes
Includes:
- Customer quotes integrated to fax/email
- Order management integrated to fax/email
Customer Orders Point-of-Sale Billing
Includes:
- Specify taxes, discounts, terms, service fees and holdback’s/retention
- Specify different delivery/billing address
- Specify salesperson or team for commission calculation
- View sales history for customer
- Quick access to customer order and product inquiries
Distribution
Includes:
- User-definable packing slips
- Ship all or specific items
- Shipping reports
General Accounting
Includes:
- Accounts payable
- Accounts receivable
- General ledger
- Disbursements
- Cash receipts
- Aging reports
- Bank Reconciliation
- Journal Entries
- Recurring
- Reversing
- 12 and 13 period accounting
- Unlimited history
- Unlimited open periods
- Close and re-open periods as required
- Inter-company transactions
- Multi-company consolidations
- Multi-currency transactions
- User-defined financial statements and balance sheets
- Unlimited drill-down/up
- One-touch Excel export
- Multiple tax codes
- User-definable disbursements and stubs
Inventory
Includes:
- Multi-site and multi-location
- Automatic unit conversions
- Min/Max inventory levels
- Site to site inventory transfers
- Physical count management
- Inventory inquiry with unlimited drill-down/up
- Catalogue management
- Multiple price lists for sales and purchasing
- Multiple vendor product codes and pricing
- Product kits
- Lot, serial number and variable size item management
Lot/Unit Sales
Includes:
- Manage deposits
- Closing costs
- Buyer contract
Manufacturing/Fabrication/Distribution
Includes:
- Order desk
- Shipping management
- Order planning (MRP1)
- Production management
- Product kits
- Product catalogues
- Multi-site inventory
- Different delivery and billing addresses
Mechanic Work Orders
Includes:
- Work orders are generated by selecting equipment from the scheduled maintenance list giving you control over when equipment is taken out of use
- Work orders include general descriptions, labour, material, billing items and assigned equipment lists
- Equipment documentation can be printed with work orders
- Maintenance history can be included on work orders
- Work order forms are user-definable
- Work orders are fully integrated to costing and billing functions within Maestro
Multi-Site & Multi-Location Inventory
Includes:
- Create separate inventories for multiple warehouses
- Create multiple locations within each warehouse
Order Billing
Includes:
- Create invoices from customer orders
- Automatically invoice shipped items
- Specify taxes, discounts, terms, service fees and holdback’s/retention
- Specify salesperson or team for commission calculation
Preventative Maintenance Scheduling
Includes:
- Individual task schedules by equipment type
- Site visits by equipment
- Common materials by task
- Estimated time by task
Progress Billing
Includes:
- Track holdback/retention
- User-definable schedule
- User-definable forms
- Integrated to change order module
Project Cost Redistribution
Includes:
- Transfer common costs such as land and utilities to multiple sub-projects
Project Costing
Includes:
- Multi-level projects with roll-up reporting and inquiry
- Comprehensive project inquiry with unlimited drill-down/up
- Unit costing
- Daily cost reporting including labour
- Daily production reporting
Project Management
Includes:
- Project issue log for recording al issues related to each project
- Change order management including auto-update of budgets, subcontracts and billing contracts
- User-defined document workflow for RFI’s, RFQ’s and other documents
- Document Management with user defined categories and assigned due dates
- Contact Management with integrated email/fax/transmittal log
Projections
Includes:
- Unit and dollar projections
- Budget/actual/committed/projection reporting
Purchase Planning (MRP1)
Includes:
- Analyze inventory demands to determine product ordering requirements
- Automatically create requisitions to re-supply inventory of raw materials to ensure materials are available for production runs
- Forecast future requirements taking into account typical delivery delays for each material
Service Contracts
Includes:
- Zones, mark-up rates and invoicing tables
- User-definable contract forms
- Record general and technical details related to contract
- Equipment lists
- Site visit lists
- Multiple locations per contract
- Automatic renewals
- Electronic documentation by equipment type and installed equipment
Service Work Orders
Includes:
- User-definable work order forms
- Preventative maintenance and unscheduled maintenance work orders
- Work order templates
- Integrated to material ordering and labour hour management
- Integrated time and materials billing
Subcontracts
Includes:
- Track holdback/retention
- Multi-item subcontracts
- User definable forms
- Integrated to change order module
Ticket Billing
Includes:
- Billings are automatically created from tickets that have been either imported or entered manually into the Maestro ticket editor
- Invoices are user-definable including the grouping of information such as separate invoices by customer/project
Ticket Import (interface)
Includes:
- Import tickets from 3rd part batching and scale systems
- Special interface with Marcotte concrete batching system allows for import of tickets and two-way synchronisation of customers, products and jobs over the internet (if required)
- For non-synchronised interfaces Maestro allows for the editing of imported information prior to updating Maestro’s ticket management database. This allows you to quickly identify and resolve missing or incorrect product and customer issues
Ticket Management
Includes:
- Tickets are re-produced in Maestro and can be edited after import to include additional fees
- Wait times can be automatically calculated based on information provided by dispatch solutions such as Marcotte systems
- For aggregates purchased from 3rd parties Maestro’s rapid-entry screen will allow you to quickly enter tickets to calculated customer billings, quarry payables and transportation payables/costing without in a single line without duplication. This process can reduce the time to billing by days and even weeks
- When receiving transport and quarry invoices Maestro’s quick reconcile feature will help to ensure that you are being invoiced properly without re-entering ticket information
Transport Payables
Includes:
- Define internal transportation rates for owned trucks
- Define external payable rates for 3rd party trucks
- Define transport rates, zones rates and KM/Mileage rates
- Specify whether transport revenue is allocated to the plant/quarry or to the truck
- When receiving transport invoices Maestro’s quick reconcile feature will help to ensure that you are being invoiced properly without re-entering ticket information
Vehicle Preventative Maintenance Scheduling
Includes:
- Equipment usage can entered directly in fleet module, imported through Excel or entered with labour timesheets
- Separated maintenance schedules can be defined for government enforced programs and manufacturer warranty enforced programs
- Maintenance lists can be generated using actual usage values or values estimated based on actual records plus anticipated usage
- Thresholds can be specified to ensure that equipment appears on the maintenance schedule when the usage comes within a specified percentage of the next maintenance task
- Work orders are generated by selecting equipment from the scheduled maintenance list giving you control over when equipment is taken out of use
- Maintenance schedule contain a list of tasks each with estimated time and materials
- Many manufacturers provide electronic access to their maintenance schedules via the Internet. These can be imported to Maestro via Excel
Vehicle Profiles
Includes:
- Purchase and financing information
- Chassis, engine and tire specifications
- Preventative maintenance schedule
- Warranty components
- Integration to depreciation module
- Equipment costing schedule for tracking equipment costs and generating cost plus billings
- Equipment billing schedule for calculating equipment rental revenue
- Unlimited custom fields for equipment in general and for specific equipment types
- Link related equipment such as trailers or on-board equipment
- Specify up to two usage types per equipment piece for measuring the usage of the equipment for preventative maintenance scheduling purposes
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