Trade Contractor
Maestro*trade contractor is designed to significantly enhance the efficiency and
profitability of your business by eliminating duplication and providing a unified information
management environment for all departments and divisions.
Given the growing complexity of the construction industry, maestro* offers what today’s
trade contractors need to better manage company finances and projects.
Maestro* is a fully integrated management system that allows you to control and access data in real
time - helping you maximize your profits through better budget and schedule management while
reducing the risks of duplicating or losing data entries.
Contract billing
Maestro*’s contract billing module establishes a contract’s rules and tracks change
notice billings. This module is perfect for lump sum contracts and is completely integrated into all
maestro* modules.
Progress billing
Maestro*’s progress billing module allows you to create custom billing schedules for each
project contract. Billing schedules can be designed independent of the cost activity structure of
your project. Progress can be tracked on a percentage complete or a units installed basis. Creating
progress invoices is as simple as applying current progress complete amounts to the applicable items
in the billing schedule, and automatically generating a payment request or progress invoice. The
payment request feature allows you to secure payment approval before committing to financial
transactions. Payment requests and progress billing invoices can be sent via email or fax directly
from maestro*. Emailed and faxed invoices are automatically tracked in maestro*’s transmittal
log. This module is also integrated to the change management module, ensuring that you never miss
billing for changes to projects.
Cost plus billing
Maestro*’s cost plus invoicing is an essential tool to manage projects based on a contract
providing for administration fees and profit mark-ups, according to the type of cost. A project cost
budget breakdown can demonstrate to the customer how the project has evolved. This module captures
all material, subcontractor, employee, equipment and other resource expenses related to a project.
Those expenses are then automatically copied to the contract invoice waiting to be sent to the
customer. For each expense, you can quickly set a status of billable, non-billable or hold. All
expenses with a hold status will remain available for future billings.
Work order cost plus billing
Maestro*’s work order cost plus billing option allows you to bill for labour, material and
equipment charges across multiple work orders. This feature is especially valuable for companies
that have standing work contracts with clients that they invoice periodically. Contracts can have
predetermined mark-up rates for labour, material and equipment expenses. Your clients can place
various work requests, then receive a consolidated billing (invoice) and you will still be able to
track all of the details of individual work orders.
Resource list management
Maestro* resource lists are a collection of resources that have been allocated to a project.
Resources include various materials, equipment and labour. A resource list is similar to a bill of
materials. You can use the resource list to automatically create purchase requisitions. Resource
lists are particularly useful for importing labour, material and equipment resource requirements
from estimating systems.
Requisitions management
The material requisition module is designed to increase purchasing efficiency by consolidating
material purchase requests. This feature works best for organizations with dedicated purchasing
agents. Use this feature if you believe that you can benefit from quantity based discounts. A
helpful Excel import feature allows you to quickly create requisitions from external lists.
Purchase orders
The maestro* purchase order module is very simple to use and completely integrated with purchasing
and project management. This feature is designed for companies that do not require a catalogue or
detailed history of purchased items. Purchase orders can be printed quickly, faxed or emailed
directly within maestro*. Maestro* automatically creates PDF documents for purchase orders that are
emailed.
Catalogue purchase orders
Purchase orders are used to create commitments on projects. When supplier invoices are received
they can be matched with these commitments and posted without duplicating entries. With catalogue
purchase orders you can store a list of standard items to purchase within maestro*. Each item can
have several standard suppliers complete with their SKU numbers, standard prices and negotiated
discounts. Prices can easily be updated and lists can be imported directly from suppliers.
Subcontracts contract management
Maestro* offers sophisticated levels of flexibility for managing subcontractor contracts.
Individual contracts are created for each project. The details of these contracts expand
automatically through the order change management process. All of the details of every subcontractor
subcontract can be accessed easily through maestro*’s supplier inquiry feature. Subcontracts
may have multiple details on the original contract, each with proposed and accepted pricing.
Additions to subcontracts from the change management process are easily identified and contain
proposed and accepted pricing. Subcontracts are completely integrated with maestro*’s
estimating module which allows automatic setup and aids in generating proposals.
Time & equipment costing
This module allows you to automatically create invoices based on labour, material and equipment
expenses. A catalogue of billable items and rates is created and used during the design of the
invoices. Forms may be customized to meet the requirements of each contract, client or invoice type.
This module is completely integrated with the other Maestro* modules, in particular the work order
and equipment management modules.
Issue management
Creating, recording and tracking issues are critical to managing the profitability of a job.
Maestro*’s issues management module allows you to quickly record and track the status of all
issues for your projects. When issues are expected to affect project costs, they can be easily
assigned to individual order changes. Outstanding issues are easily monitored to ensure that none
are missed. Disputes will be resolved quickly by easily producing issue details from notification to
resolution, including proof of transmission.
Change order management
Change order management is essential to project management. Maestro*’s order change management
module is completely integrated with our estimating module, allowing you to create formal bid
requests and order change proposals as required. Design your own proposal forms that will be
produced automatically, complete with details of individual order changes. Order changes are also
completely integrated with issue management. Maestro*’s one-button update allows you to
automatically update the related budget, subcontracts and billing contracts. This improves
productivity, eliminates re-keying errors and ensures that no details are missed. The subcontractor
change notice feature allows for the tracking of the order change details related to each
subcontract on each project. A subcontract order change form can be produced for each change to a
subcontract. These forms are customizable and the module is completely integrated with
maestro*’s estimating module. Maestro*’s order change management features create
detailed budget changes. Using maestro*’s advanced drill-down project inquiry; you will
quickly see a summarized change to the original budget and then drill-down into the details to see
why the budget changed.
Warranty service
Customer service calls are captured in maestro*’s call manager. Service coordinators can
quickly determine the sub-trade that performed the work on the customers lot and issue a work order
for repair. Work orders can easily be tracked and closed.
Order desk with integrated point-of-sale
Do you sell goods from inventory or through drop shipments? Do you fabricate goods for sale?
Maestro*’s order management module helps you to track orders from inception to delivery to
cash receipts. Using maestro*’s integrated product and resource catalogue you can build a list
of finished goods, raw materials and services. Orders can be placed for finshed goods or assembled
kits. The order management module integrates with maestro*’s inventory and MRP purchase
planning modules to create a complete management process.
Distribution
For companies handling the distribution of goods, Maestro has developed a fully integrated module
to handle customer quotes for pre-built or manufactured goods. Maestro*’s quote module is
fully integrated with our product catalogue. Maestro* is capable of handling multiple discount
conditions and more complex situations such as discounts by product, product type, customer,
customer type, project, quantity and/or date, etc. The quote module is integrated to Microsoft Word
allowing for the design of creative electronic forms for your quotations. Access the quote history
to view the quote status in real-time. Automatically create customers for accepted quotes.
Inventory management
Maestro* supports a real-time inventory management process. Minimum and maximum thresholds,
economic order quantities, daily consumption, delivery days, production cost rates and many more
parameters are involved in maintaining inventory levels for production purposes.
Work order management
The work order system allows you to efficiently manage and coordinate many small jobs involving
labour and materials. Work order forms can be customized to meet your specific requirements. Billing
can be generated automatically from each work order individually or batched by client over a
specified period. Maestro*’s work order dispatch simplifies resource scheduling.
Work order dispatch
Maestro*’s dispatch integrates with maestro*s work order, service call and estimating
modules. The easy to use drag-and-drop display allows you to visually schedule your work orders,
service calls and estimation projects. This highly customizable module will allow you to determine
who is on the schedule, when they are available, what transactions show up for scheduling, what
general time is available for scheduling and much more. If you schedule out work on a daily or
hourly basis this is the perfect tool for you.
Small tool management
The maestro* small tools management and tracking module allows you build a small tool inventory and
keep track of which employee, project or subcontractor they have been loaned to. This module is
perfect for managing tool sheds for the whole company or at the job site. Repairs, serial numbers
and any other valuable information can be recorded against each tool or tool type. By allowing tools
to be quickly and easily located, there is an enforced accountability by users and a maximization of
the return on these valuable investments.
General accounting
Maestro* offers a complete accounting solution that can be fully integrated into all of
maestro*’s specialized construction project management modules. All information passes through
the project management modules automatically, eliminating wasteful entry duplication between
operational and accounting systems. Maestro*’s design ensures that both the accounting and
operations departments have the specific tools that they need to get the job done right, without
compromising the availability or quality of the information they require.
Canadian construction payroll
The maestro* payroll module is designed specifically for the construction industry. Maestro* is
capable of virtually unlimited union calculations and can print union statements customized for each
specific union. Automatically generate and print union disbursements. Calculate and print
T4’s, ROE’s. Where available, maestro* supports electronic and Internet based versions
of the above. Hours worked on the job sites can be recorded daily or weekly and subsequently
adjusted by your payroll department. Interfaces are available for electronic deposit with all the
major banks. Maestro*’s construction payroll also supports calculations for pieceworkers,
providing all of the functionality mentioned above, regardless of whether the worker is an employee
or subcontractor. Maestro*’s construction payroll is very sophisticated and tightly integrated
within both the accounting and project management modules.
Depreciation management
This module allows the management of depreciation books according to different recognized methods,
in addition to presenting all information regarding each item’s value. This module is
integrated with maestro*’s equipment management and general ledger.
Lien management
Contractor liabilities in the construction industry are ever increasing. It is now critically
important to equip your team with a software management tool that addresses today’s needs, and
Maestro* can track your liens and waivers, minimizing financial risk on projects. Completely
integrated with the subcontractors’ contract and payables modules, the Lien Management
features will allow you to proactively address your risk.
Executive dashboard
Executive dashboard is a window into the current status of your business. Using maestro*’s
executive dashboard you can create many views of project and accounting information that can be
accessed simultaneously. Imagine coming in each morning and reviewing the status of your business
while enjoying your morning coffee or having a quick peek just before leaving for the day.
Maestro*’s dashboard reports and views update automatically ensuring a consolidated real-time
view of your business.
Excel integration
Although maestro* has gone to great lengths to ensure that spreadsheets are no-longer a business
management requirement, we respect the fact that users still feel more comfortable knowing that they
have access to this tool. Maestro* offers one-click access to Microsoft Excel virtually everywhere
throughout our application. Information transferred to Excel through maestro* is preformatted and
ready to be used (numbers are numbers, dates are dates and so on). Year-end details can be easily
provided to your auditors in Excel format. Whatever your needs, accessing details from within
maestro* is as easy as a point and click.
Document & contact management
Finally, a document management and scheduling solution to help you coordinate the many documents
produced for each job. Exclusive to maestro*, our electronic document management module is fully
integrated throughout all other modules. Drawings, site directives, meeting minutes, daily diaries
and many other documents can be stored and organized within maestro*, creating a virtual job book
that can be accessed from anywhere you can access maestro*. For example, a shop drawing linked to a
requisition could be sent with an order. It will then be accessible from the requisition, order,
project and even the related suppliers’ file. You can define custom document categories
(using your own terminology) for projects, customers, suppliers, contracts, employees, etc. Help
shield yourself against future claims by being able to reproduce all communications (e-mail, fax,
etc.) and documents for your projects, even if the project manager is no longer with your team.
Maestro* is the only software to offer this level of project management and collaboration in a fully
integrated ERP software solution.
Powerful report/form viewer
Everything printed from maestro* can be displayed on your screen in maestro*’s advanced
report/form viewer. Instantly search reports using our powerful, built-in hypertext search engine.
Send your reports and forms through the Internet via email. Maestro* automatically generates a PDF
document mirroring your report or form and attaches it to your email message. Your recipients will
receive an “exact” copy of the report or form that can be easily viewed using
Adobe’s® free industry standard viewer. With just a click, the viewer also allows you to
export the reports to Excel. Your data will be formatted and ready to use. Exclusive to maestro*,
our report/form viewer even allows you to select groups and columns for viewing or change the
sorting order in real-time. This feature is available even for standard system reports.
Report/form generators
The Maestro* report generators are powerful tools that will allow you to create a wide range of
reports from the simplest listings to the most sophisticated analysis.