maestro* Service Contractors

Maestro* is an all-inclusive tool integrating contact management, contracts, service calls, work orders and dispatch. Maestro*Service Contractors is specifically designed to meet the project management, estimating and accounting needs of service contractors and maintenance providers.

Service Contracts:

• Maintain customer site equipment profiles
• Create and follow preventative maintenance schedules
• Flexible service and material mark-up rates per contract and location
• Automatically generate scheduled maintenance work orders
• Customizable contract forms
• Easily attach electronic documents to customers, suppliers, contracts, service calls and others
• Automatically log emails and fax transmittals

Call Dispatch:

• Drag and drop assignments of call to technician
• Colour coded technicians' availability display
• Drill down on service call and contract details
• Create demand calls on-the-fly from dispatch screen
• Email and fax calls to technicians

Return From Call:

• Easily manage “return-from-call” adjustments
• Update inventory usage
• Capture labour and equipment time for billing/costing
• Optionally transfer time directly to maestro* payroll

Billing Options:

• Flexible cost plus, fixed rate or per-call rate billing
• Customizable invoice forms

Inventory:

• Manage multiple inventory sites including mobile inventories in service vehicles
• Automatically relieve inventory
• Manage inventory order conditions such as min/max, economic order quantities and unit conversions
• Order for inventory or direct ship to site

General Accounting:

• Holdbacks and payments approval
• Design comprehensive financial reporting
• Real-time drill-downs on financial reports
• Fully integrated general accounting

Payroll:

• Automatically import time from maestro* job costing
• Multiple unions, ROE's, T4's and T4a's
• Supports both Canadian or US payroll

Mobile Solution:

• Fully synchronized mobile solutions

In addition, the following technology and general features are applicable to all business types mentioned.

• Fully bi-lingual (English/French)
• XML Transaction Engine
• XML Web Server
• MS Outlook Integration
• MS Excel Integration
• MS Word Integration
• MS Office Integration
• Pivotal Data Inquiries
• Unlimited Drill Down or Data Navigation
• Unlimited User Defined Fields
• Excel Import/Export
• List Generator
• Integrated Email/Fax with Transmittal History
• Integrated Electronic Document Management
• Extensive User Security