Maestro*ERPimageThe Power of Simplicity

A unique interface for your construction company project management and accounting.

Improve your profitability

No need to use disparate systems managed by different business units. End the confusion caused by duplicate data entries.

maestro*ERP centralizes ALL your processes into a logical system for optimized flow of information throughout the organization.

A solid architecture

1 - Solid Foundation

Your business main objectives must be based on solid foundations. maestro*ERP ensures full integration of all your project management and accounting datas.

  • PROJECT MANAGEMENT
    Allow your project managers and accounting groups to work closely together.

    PROJECT-MANAGEMENT

    Project data such as contracts and change orders are directly integrated into the accounting and job costing systems, reducing risk of double entry and eliminating errors. Updates are stored by date so that changes to the projection status can be analyzed over various selected periods. Maestro*ERP supplies accurate and timely information from the beginning to the end of the project. Combining projections with the ‘actual’ and ‘commitment’ information allows project managers to be proactive in their management process.

    • Multi-level management: Division, Section, Phase, Activity, Expenditure Group
    • Tracking of summary or detailed budgets in dollars and quantity
    • Warning at all budget overrun levels
    • Project manager dashboard (advanced drilldown)
  • GENERAL ACCOUNTING
    Synchronize your Accounting and Operations Departments

    GENERAL-ACCOUNTING

    Maestro*ERP offers a complete accounting solution that is 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*ERP’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.

    • Multi-company, multi-division and multi-currency support
    • Payroll
    • Cost center
    • Job costing
    • Accounts Payable
    • Accounts Receivable
    • General Ledger
    • Financial report generator

2 - Supporting Structure

Enhance your business operation structure with the addition of specialised modules:

  • Billing Management
    Quick creation of free-form invoices and allocation of project receivables.

    BILLING-MANAGEMENT

    Invoices can be printed, faxed or emailed quickly and directly from within the maestro*ERP system. Controllers and accountants can access data in real time. Maestro*ERP automatically creates certified PDF documents for emailed invoices.

    • Contract details and statistics
    • Extras management
    • Management of contract holdbacks and withholding taxes
    • WIP management
    • Personalized invoice format by customer
    • Progress billing
    • Time & material billing
    • Cost plus billing
    • Turnkey billing
  • Fleet and Garage Management
    Track the information and preventative maintenance schedules for an entire portfolio of equipment assets

    FLEET-&-GARAGE-MANAGEMENT

    Maestro*ERP dramatically reduces the time and effort required to manage complex preventative maintenance plans. With maestro*ERP, the work orders you generate automatically from preventative maintenance plans can be used to track labor and material usage—making sure all costs are allocated to equipment. Material purchase orders can be produced automatically from work orders, ensuring that materials are available on time.

    • Create multiple maintenance categories per vehicle
    • Specify tasks, estimate time and list all regularly used parts
    • Track important financial and maintenance details for all vehicles
    • Track vehicle usage and drill down on maintenance records
    • Generate preventative maintenance schedules and work orders
  • Reporting
    Everything printed from maestro*ERP can be displayed on your screen using the advanced report/form viewer.

    REPORTING

    Instantly search reports using our powerful, built-in hypertext search engine. Send your reports and forms through the Internet via email. Maestro*ERP 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*ERP, 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.

    • Instantly search reports using our powerful, built-in hypertext search engine
    • Automatically generate a PDF document mirroring your report
    • Easily export your reports to MS® Excel
    • Ability to select groups and columns for viewing or change the sorting order in real-time
  • Ticket Management
    Synchronize your customers, products and projects.

    TICKET-MANAGEMENT

    Maestro*ERP seamlessly interfaces with the industry’s major scale ticketing software and facilitates the transfer of ticket information via the Internet. Efficiently manage both raw material and transportation payables and receivables with pre-configured product types. Maestro*ERP reduces the time and effort required to manage complex billing conditions while simultaneously reducing the risks inherent with managing complex charge-out matrices.

    • Rapid capture of ticket data for the establishment of accounts payable related to truck transportation and carriers
    • Reconciliation of individual tickets and invoices related to truck transportation and carriers
    • Automatic billing of customers who used the rates established by bid for equipment and transport
    • Concrete/quarry quotes
    • Automatic disbursement to suppliers for the trucking equipment and services ordered
    • Detailed statement of the product and loads per plant, quarry and equipment unit
    • Concrete/asphalt/ aggregate invoicing
    • Ticket import
  • Contact management

    Maestro*ERP’s contact manager is also integrated throughout all of our modules. The contact manager is a convenient place to store all of your connections and their related information. You can automatically import and synchronize contacts with Microsoft Outlook or Exchange. You can also import and synchronize with internal contacts from maestroERP*’s customer, supplier and employee files. When you edit a customer’s address, the contact manager is automatically updated and all users have access to current and accurate information. Your project managers will no longer have to manage individual custom contact databases.

     

    • Multiple Contacts per Company
    • Transmittal Logs by Company and Contact
    • Unlimited Distribution Lists
    • Synchronize with MS® Outlook Contacts
  • Document Management
    DOCUMENT-MANAGEMENT

    Unique in the industry, Maestro*ERP’s 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*ERP, creating a virtual job book that can be accessed from anywhere you can access maestro*ERP. 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 supplier 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*ERP is the only software to offer this level of project management and collaboration in a fully integrated ERP software solution.

    • Custom Document Categories
    • Consolidated Document Management via Project Inquiry
    • Custom MS® Word Document Templates with Merge Fieldsr
  • Tools and Equipment Management
    Easily manage all operations and maintenance requirements of your equipment.

    TOOLS-&-EQUIPMENT

    Store and organize any information regarding each piece of equipment and any tool, enter any technical specifications, maintenance procedures, warranty or purchase contracts and keep the big picture.

     

    • Management of tool use costs on projects
    • New billing mode/day/week/ month or based on the most advantageous rate
    • Automatic billing of tool rental to your customers
    • Tools location management
  • Bidding & Estimating
    Simplify the estimator’s job while improving the accuracy of your bids.

    BIDDING-AND-ESTIMATING

     

    The Maestro*ERP estimating and bidding module is completely integrated with other key modules such as project management, project budgets, billing contracts and subcontract management. From your successful bids you can automatically produce your project’s initial budget, invoicing contract (in accordance with the bid), subcontractor contracts (pending approval) and material requirements as a bill of materials, requisition or purchase order.

    Maestro*ERP’s material catalogue, labour cost tables, equipment cost tables and easy access to previous project results all help your estimator to simplify his job while improving the accuracy of your bids.

    • Bid model management
    • Invitation of subcontractors by fax or email
    • Address book management (synchronization with Outlook)
    • Excel spreadsheet directly in the bid module
    • Prices for subcontractors, materials and resources
  • Construction Payroll
    Unlimited union calculations.

    CONSTRUCTION-PAYROLL

    Tightly integrated with the accounting and project management modules, the maestro*ERP payroll module is designed specifically for the construction industry. Maestro*ERP is capable of virtually unlimited union calculations and can print union statements customized for each specific union. Automatically generate and print union disbursements. Hours worked on the job sites can be recorded daily or weekly and subsequently adjusted by your payroll department. Maestro*ERP’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.

    • Customize and print union statements
    • Automatically generate and print union disbursements
    • Calculate and print T4’s, Releve’s and ROE’s
    • Interfaces are available for electronic deposits with all major banks
    • Banked hours management
    • Record of employment
  • Change Order Management

    CHANGE-ORDER-MANAGEMENT

    Change order management is essential to project management. Maestro*ERP’s change order management module is completely integrated with our bidding & 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*ERP’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*ERP’s estimating module. Maestro*ERP’s change order management features create detailed budget changes. Using maestro*ERP’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.

    • Create formal bid requests and order change proposals
    • Design your own proposal forms
    • Automatically updates related budgets, subcontracts and billing contracts
    • Improve productivity and eliminate re-keying errors ensuring no details are missed
  • Procurement Managament
    Easy access to your entire purchase history and virtually unlimited drill down capability for analysis.

    PROCUREMENT-MANAGEMENT

    Enter orders with a quotation status while you await confirmation of pricing, and then easily convert into a purchase order. Approval management allows for a secure purchase approval process. Procurement management is integrated with maestro*ERP’s address book module, allowing purchase orders to be sent via email or fax directly from within the maestro*ERP system. Purchase orders can be automatically produced from the estimating module.

    • Statement of multiple orders (pending, open, price request, lot, firm)
    • Multiple approval conditions and password-related acceptance levels
    • Warning and blocking in case of budget overrun
    • Consultation of the purchasing history integrated into order capture

3 - Add the Finishing Touches

Each construction company has specific needs. maestro*ERP’s broad portfolio of specialized modules allows your organization to tailor sysem fonctionality to your specific business environment.

  • WORK ORDER MANAGEMENT

    Maestro*ERP’s work order management module simplifies resource scheduling, allowing you to efficiently manage and coordinate the many small jobs that involve 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.

  • 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 can track your liens and waivers, minimizing financial risk on projects. Completely integrated with the subcontractors’ contract and payables modules, the Lien Management module allows you to proactively address your risk.

  • AFTER SALES SERVICES

    This module monitors service calls related to construction, goods or services that may be under warranty. Record and customize vital details by call type. Identify subcontractors and contract details for any project. You can even easily pinpoint materials for this work. This module is ideal for homebuilders, roofing contractors and other specialists who must manage warranties.

  • CONSOLIDATED COMPANY REPORTING

    Consolidate two or more companies together to create an entity that may receive accounting entries and manage inter-company accounts.

  • 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*ERP’s equipment management and general ledger.

    • Customer request management (information requests, problems, questions, appointments and more)
    • Automatic “print or e-mail” option (when any request changes)
    • Integrated schedule based on various types of dates (callback date, due date, meeting date and more)
  • DIRECT DEPOSIT

    Now an essential requirement for many businesses, electronic payments are available through all banks. A payment acknowledgement is sent to the supplier by fax or email according to the suppliers’ setup within maestro*ERP. This feature module ensures that you receive the maximum available discounts while holding payments until the prearranged date.

  • HUMAN RESOURCES MANAGEMENT

    The human resources module is designed to aid the management of various issues and events related to employees, such as training, certifications, permits, deficiencies, notices, correspondence, and many more. A flexible benefits management module is also available.

  • TIME CLOCK INTERFACE

    Maestro*ERP supports different electronic time-clock solutions. The maestro*ERP interface can import time directly into hours entry, making it immediately available for the payroll and project management modules. The electronic time clock interface can save time and improve accuracy by removing the manual entry of timesheets.

  • REPORT/FORM GENERATOR

    The Maestro*ERP 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.

  • MRP-1 PURCHASE PLANNING

    Maestro*ERP’s MRP-1 purchase planning module is designed to help you to look ahead to future material and resource requirements. This module is an excellent solution for just-in-time inventory management. Planning is achieved by reviewing current and future inventory demands against available quantities, orders in progress and delivery lead times. A recommendation is presented for immediate ordering to ensure that you do not run out of inventory. Maestro*ERP’s purchase planner can save you hours of manual analysis and planning. The purchase planner will also have a positive effect on cash flow and will reduce your overall exposure.

  • ISSUE MANAGEMENT

    Creating, recording and tracking issues is critical to managing the profitability of a job. Maestro*ERP’s issue 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.

  • PRODUCT CATALOGUE MANAGEMENT

    Maestro*ERP’s product catalogue allows you to easily track all of the information you require about each product. You can track product price, cost of sale, unit of measure, multiple supplier prices and discounts. The product catalogue links to maestro*ERP’s inventory module to aid in tracking product on-hand and re-ordering. Using consistent product codes also leads to valuable product sales reporting.

  • DISPATCH

    Maestro*ERP’s dispatch module integrates with the 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.

  • EXECUTIVE DASHBOARD

    The executive dashboard provides a window into the current status of your business. Using maestro*ERP’s executive dashboard, you can create many project and accounting information views that can be accessed simultaneously. Imagine reviewing the status of your business while enjoying your morning coffee or taking a quick peek just before leaving for the day. The executive dashboard reports and views update automatically, offering a consolidated, real-time view of your business.

  • MATERIAL & EQUIPMENT REQUISITION

    The material requisition module increases purchasing efficiency by consolidating material purchase requests. This feature works best for organizations with dedicated purchasing agents. Use this module 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.

  • RESOURCE MANAGEMENT

    This highly specialized module, which is fully integrated with the Bidding & Estimating module, aids in the allocation of resources related to a specific project. Maestro*ERP produces resource requisitions optimized according to the progress status of the current project. This module is integrated into Expert Systems and other plant management systems through Maestro’s unique XML interface. Businesses with manufacturing or production facilities will greatly benefit from this module.

  • Subcontract Management

    Maestro*ERP 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*ERP’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

  • INVENTORY MANAGEMENT

    Maestro*ERP 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.

  • CRM
    The CRM (Customer Relations Management) module keeps you up-to-date on your customers. You can quickly access customer and prospect details, preserve all pertinent customer and prospect information and, in turn, offer personalized, up-to-date service. You can also transfer information from the CRM module to the Billing module to eliminate duplicate, or even triplicate entries.

    • Customer request management (information requests, problems, questions, appointments and more)
    • Automatic “print or e-mail” option (when any request changes)
    • Integrated schedule based on various types of dates (callback date, due date, meeting date and more)
  • CUSTOMER ORDERS

    Designed for the distribution sector, this flexible module can overcome the constant challenges of distributing goods and services. By integrating the bid or price request concept, an order can be initiated in one click from an existing proposal. You can capture relevant information and send confirmations via fax or e-mail. Following order entry, you have interactive access to the product catalogue and product or customer history. You can also integrate this modular with the procurement optimization module to eliminate errors and omissions, maximizing system efficiency.

  • SMALL TOOLS MANAGEMENT

    The maestro*ERP small tools management and tracking module allows you to 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.

  • HOME BUILDER SALES

    This proprietary module from Maestro*ERP meets the specific needs of home builders. Home sales are unique in that financial execution only occurs upon project completion. The maestro*ERP specialized receivables module can track details specific to new home sales before a final sale is recorded. Track deposits, mortgage advances, insurance charges, interest and other fees. The module is integrated with the extras management and project management modules.

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