Using the Service Interface

1. In the Employee Management window, select the technician that will have the authorization to create calls in maestro*MOBILE.
2. Click the Other Modules tab.
3. In the Service Calls section, check the Can create calls from Mobile box.
4. Click the Save icon.
5. Click the Quit icon.

1. In the Contract Management window, click the New icon.
2. Enter either a number or the abbreviation TEMP in the Contract Number field.
3. Make sure Service is selected in the Contract Type drop-down list.
4. Indicate an Opening Date in the field of the same name, but leave the End Contract field empty.
5. In the Invoicing section of the Contract Description tab, check the Various box.
6. Click the Save icon.
7. Maestro* will confirm the creation of this new contract with a message. Click OK.
8. Click the Quit icon.

1. In the Dispatch Model Management window, select the model Users of maestro*MOBILE will need to access their application settings and select the same model from the "Dispatch Model" list. that will be used along with maestro*MOBILE in the Code field.
2. Under the Dispatch Grid tab, select the Service sub-tab on the right portion of the window.
3. In the Calls Created from Mobile section, enter or select the name or number of the temporary contract created earlier in the Temporary Contract field.
4. Click the Save this Model icon.
5. Click the Quit icon.

1. Press Maintenance Tasks. The page of the same name is displayed.
2. Enter the units of the counter (kilometers, hours, etc.).
3. Press one of the tasks configured for the selected maintenance.
4. Press the check mark to indicate that the task is completed (regular maintenance) or compliant/non-compliant (PMP maintenance). It is also possible to indicate that the task has not been completed, or that the maintenance does not apply.
5. If needed, enter a comment.
6. Enter the time required to complete the task.
7. Repeat for all tasks.
8. Press Save.

1. Press Brakes and Tires. The page of the same name is displayed.
2. Enter the units of the counter (kilometers, hours, etc.).
3. Enter the camshaft rotation.
4. Press one of the brake and tire measurement task.
5. Enter the outside and inside tires and brake measurements.
6. Repeat for all axles.
7. Press Save.

If applicable, the work description comes from the tab of the same name in maestro*'s Enter a Service Call maestro* > Service Management > Service Management > Contract > Enter a Service Call option. This tab allows entering a description of the work to be done.

• If no work description has been entered, the counter displays 0.
• If a work description has been entered, the counter displays 1.

If applicable, the technical details can come from both the contract (Technical Detail maestro* > Service Management > Service Management > Contract > Contract Management tab) and the service call (Technical Detail maestro* > Service Management > Service Management > Contract > Enter a Service Call tab). These tabs allow entering the technical details of maintenance contracts and service calls.

• If no technical details were added to the call, the counter displays 0.
• If one of the two technical details were added (to the call OR contract), the counter displays 1.
• If both technical details were added (to the call AND the contract), the counter displays 2.

1. Press Contacts to view the contacts and/or the customer’s contact information if needed.
2. Press the Previous icon to return to the Assignment page.

1. Press on Maintenance Visit to view all notes entered in maestro* and/or add new ones.
2. Then press on +Add.
3. Enter all information in the field provided for this purpose or press on Select a Predefined Sentence.
4. Press on Add.
5. Press on the top-left arrown to come back to the Assignment page.

1. Press Equipment The serial number and the equipment’s location are displayed under its name. If the call is related to a specific equipment, a green checkmark appears under the Planned column for that equipment. to display the equipment on which the work will be performed.
2. The default setting only displays active equipment. Uncheck the Active equipment only box to display all equipment, including those that are inactive (the checkmark with a green background disappears).
3. Press on Details to display more information about the equipment.
4. Press the equipment itself to access the Equipment Details This page provides additional information on the equipment, such as its warranty and the call history. It is also possible to add photos, documents, or recommendations. page.
5. Press the arrow located at the top left corner of the page to return to the previous page.
6. Press the checkmark under the Done column to indicate that the work required for the equipment is completed.
7. Press the Previous icon to return to the Assignment page.

Deactivate or Replace a Piece of Equipment

If once on site the technician determines that for whatever reason the equipment is inactive, he can press on Deactivate and enter an inactivity date for said equipment.

The technician can also replace an equipment with another one by pressing Replace. He will then have to select a new equipment and enter all its information (quantity, model, location, serial no., etc.).

1. Press on Maintenance Tasks.
2. If needed, click on the Material Required for Maintenance button to see the required materials list for all maintenance planned on the visit.
3. If needed, press on the icon to know the maintenance task's required material.
4. Press on the arrow at the end of a maintenance task to display all the tasks which make up this maintenance.

A search field, at the top of the page, allows to search and filter service equipment in order to quickly find and select the desired one. It is possible to search for an equipment using a serial number, model, reference number, brand, customer reference number, etc.

5. Complete each task.
   Indicating a task has been completed can vary from one task to another: checkmark, Yes/No indicator, numerical value, or text. These validations are configured in maestro*'s Define Tasks maestro* > Service Management > Maintenance > Configuration > Define Tasks option.
6. If needed, enter comments.
7. Save the modifications.
8. Click on the Previous icon to return to the Assignments page.

A green checkmark is displayed to indicate that all maintenance tasks have been completed; a yellow exclamation point is displayed to indicate that there are still tasks to complete. If not all tasks have been completed, it will be impossible to complete the service call: a message will be displayed to inform the user.

1. Press Visit Details to add comments pertaining to the visit.
2. Then press + Add.
3. Enter the information in the zone provided for this purpose or Select a Predefined Sentence.
4. Press Add
5. Press the Previous icon to return to the Assignment page.

1. Press Material & Billing Items to select the items used for the call.
2. Then press either + Add Billing Items, + Add Material, + Add Reserved or Ordered Items, or + Create Purchase Order.

+ Add Billing Items Option The + Add Billing Items option applies to items that need to be billed to the customer as they are used specifically for a call and are not part of the standard stock. They may be plywood panels, pipes, etc. In maestro*, the status of the items displayed is 2 – Sale. In some cases, the + Add Billing Items allows users to add minimum charges to the call.

+ Add Material Option The + Add Material option applies to items – such as filters – that are part of the standard stock, and when added to the call, the quantity used will be deducted from the inventory. If these items were ordered or reserved ahead of the call, they will be displayed on the Select… page after pressing + Add Material. The user can also select the items individually and indicate the quantity Entering negative quantities is impossible. However, quantities higher than 0 but lower than 1 can be entered – along with numbers including decimals. used when adding them to the call.

+ Add Ordered and Reserved Material Options The + Add Reserved Items and + Add Ordered or Reserved Items options enable users to automatically add either reserved items or ordered or reserved items specifically for the call, no matter where the items are located and how many there are. These options only appear when needed. As mentioned above, theses items can also be ordered or reserved through the + Add Material option.

+ Create Purchase Order Option Last, the + Create Purchase Order option allows users to select a supplier previously configured in maestro* and immediately generate a P.O. number. This number can then be used in a material requisition.

3. On the Select… page, press in the Search Item in Catalogue or Add Item not in Catalogue fields to select the material used.

Catalogue Item Button Catalogue items are items already indexed in the company’s catalogue (i. e. product list). They can be in stock or not. The Add Item not in Catalogue option enables maestro*MOBILE users to add items that have never been indexed in maestro* or listed in the inventory. If an equipment is linked to the employee (for instance, a truck), the catalogue items first offered through + Add Material are those from that equipment’s location. If no equipment is linked to the employee, maestro* displays the item list of the additional inventory location, specified in the dispatch model (under the Service sub-tab of the Mobile tab in the Dispatch Model Management window). As a last resort, if no additional inventory location is indicated, maestro* displays all catalogue items, except those whose status is 0, 2, 4, 8, or 9.

Add Item not in Catalogue Button The Add Item not in Catalogue button enables maestro*MOBILE users to add items that have never been indexed in maestro* or listed in the inventory. Users can add non-catalogue items by entering its code in the Code field. Upon saving, the item will be displayed in the Breakdown grid of the Return from a Service Call option in maestro*.The Add Item not in Catalogue button might not be displayed. There is a maestro* function that “forces” the use of the catalogue, in which situation only the Search Item in Catalogue option is visible in maestro*MOBILE. To hide the Add Item not in Catalogue option (and force the use of the Search Item in Catalogue option), go to the Field Work Orders sub-tab under the Mobile tab of the Dispatch Model Management maestro* > Service Management > Service Management > Dispatch > Dispatch Model Management.

4. Once the item is chosen, add an item description or details in the Description field or Select a Predefined Sentence.
5. Enter the quantity used in the Quantity field and the P.O. Number - Supplier if needed.

It is possible to enter a negative quantity to items or materials. This allows, for example, to bill an item left on consignment at a client's place - when the item is collected, the fees can be reversed by indicating a negative quantity.

6. Press on + Add to list. The item appears under the button. If needed, select a new item and add it to the list, so on and so forth, until every item has been added.
7. Press Save.
8. From the Material & Billing Items page, press the arrow located in the top left corner.

On the Assignment page, if we click on Reserved Material, we can then view the list of all items that have been reserved for the call or work order. This page allows the technician to see the reserved items before even accepting the assignment - they can then go to the warehouse and pick up what they're missing if needed.

To add reserved material, the user must have the appropriate rights: this option is configured in maestro* Other Modules tab > maestro*MOBILE section.'s Employee Management option.

The Reserved Material section disappears once the assignment accepted.

1. If needed, press on + Add New Reserved Material.
2. Select the Source Site.
3. Choose an Item.
4. Fill in the Quantity field.
5. If needed, select the locations of the item.
6. Press on Complete.

1. From the Assignment page, press Labour.
2. Press + Add Time or + Add Temporary Labour.

+ Add Time Button The + Add Time button allows users to include additional work and equipment time to the call and identify the activity, group, time type, work shift and bonus for a maestro*MOBILE user, as well as the activity, group, and use time of a piece of equipment.

+ Add Temporary Labour Button The + Add Temporary Labour button enables users to add work time for temporary employees who do not have access to maestro*MOBILE. In this situation, time must be added one employee at a time; it will be displayed on a new line in the Return from a Service Call in maestro*.

3. On the Select… page, specify the activity or employee depending on the previously selected option.
4. On the Labour page, complete the available fields as needed. Available Fields

Field	Used to
Work Time	Indicate the time worked and allocated to the call. The call’s length must be entered using the 00:00 format. NOTE: To the right of the field is an arrow that displays a drop-down menu listing work durations based on the time increments configured in maestro*.
Time	Determine if the time worked was single, and a half, or double rate (Regular, Overtime, Double). NOTES: The time type defaults to Regular. For instance, if an employee does some hours at the regular rate and more at the overtime rate on the same work day, two time entries will be required in maestro*MOBILE for that date. Additionally, options permitting overtime and double time entry are only displayed if they were previously checked in maestro* for the selected dispatch model.
Shift	Specify the work shift.
Activity	Select the Activity.
Group This field is only displayed if the Allow entry of group on work orders box is checked in the maestro* 3.05 Dispatch Model Management option. Listed groups are those configured as available in maestro*MOBILE.	Determine the group – when work orders are used.
Trade	Displays the employee's default trade.
Comment	Note any additional comment if needed. NOTE: Preselected sentences can be used if they were configured earlier; simply press Select a Predefined Sentence.
Bonus	Indicate the bonus quantity. NOTE: To appear in maestro*MOBILE, bonuses must have been identified as Available in transactions entries and Available in Mobile as well as linked to employees.
Quantity	Indicate the bonus quantity.
Unit	Specify the bonus unit if needed.
Equipment section NOTE: This section is only available if the Separate equipment hours entry in maestro*MOBILE box (Work Order Dispatch > Edit Dispatch) is checked in maestro*.
Equipment	Used to select the piece of equipment to add to the service call.
Activity	Indicates the piece of equipment's activity.
Group	Indicates the piece of equipment's group.
Work Time	Indicate the amount of time the piece of equipment was used. The duration must be entered using the 00:00 format. NOTE: To the right of the field is an arrow that displays a drop-down menu listing work durations based on the time increments configured in maestro*.

5. Press Save.

If special equipment are linked to the maestro*MOBILE user, they will be displayed on the page, under the employee. Work time equal to that of the employee’s will be applied to the equipment.

6. Press the Previous icon to return to the Assignment page.

1. Press Material Requisitions to request items necessary for the execution of future work linked to that call. The material requisitions are displayed in two tabs:

• Ongoing : by default, the current requisitions are displayed;
• Completed: the Completed tab displays the requisitions that have been set to the Completed status in maestro*MOBILE or the Confirmed and Closed statuses in maestro*.

For each Completed requisition, on the card for each item of the requisition, it is possible to view which transaction(s) partially or totally processed each line of the requisition, with: The transaction type (Stock Order from Catalogue, Inventory-Project Transfer, Site Transfer, Material Reservation, Internal Sales); The transaction number. Additional information is added if the transaction type is a stock order from catalogue: The quantity ordered; The quantity received; The delivery date (the one indicated on the order line).

2. To make a new material requisition, press + Add a Requisition. It is not possible to add a requisition to a completed assignment.
3. Confirm the dates displayed in the Date Entered and Date Required fields and change them if needed.
4. If necessary, indicate in the Will be handled by field the name of the buyer who will handle the requisition.
5. If necessary, add a photo, a document or a memo by pressing the appropriate buttons.
6. Press Add.
7. On the Material Requisitions page, press + Add Item.
8. Press the Item field (or on the bar code icon to scan the code of the item to be added without having to search it in the catalogue).
9. Press in the Search Item in Catalogue or Add Item not in Catalogue fields to select the necessary material.
10. If an expense activity has been specified by default, it will be displayed in the Expense Activity field. If not, specify an expense activity as needed.
11. Press on + Add to list. The item appears under the button. If needed, select a new item and add it to the list, so on and so forth, until every item has been added.

Add Item not in Catalogue Button In cases where the item is not listed in the catalogue, the user has to press Add Item not in Catalogue. It will then be possible to enter a detailed description of the item as well as the required quantity to ensure the item is bought or ordered.

A material requisition can include several items.

10. Press Save.
11. Back on the Material Requisitions page, add more items if needed or press Save.
12. If necessary, press Complete to change the material requisition status to Completed.
13. Press the Previous icon to return to the call’s Assignment page.

1. From the Assignment page, press on Orders.
2. Then press on + Add an order. An order can be created even if the assignment has not yet been accepted, but it is not possible to add an order to a completed assignment.
3. A new order with the Reserved status is created.
4. By default, the order date is the current date.
5. Select a Supplier and press on Add.

After having pressed Add, a number is assigned to the order.

6. If the service call address is either Alternative or Contact, this address will be selected by default. If needed, select another address (from the Define Addresses maestro* > Purchasing > Maintenance > Purchasing > Define Addresses table in maestro*). If the supplier address is chosen, select one of the multiple supplier addresses (if more than one address has previously been set up in maestro*).
7. If applicable, press on + Add Document/Photo to attach a photo or document to the order.
8. Press on + Add Item.
9. In the page displayed, select a catalogue item. If needed, scan the item's bar code.
10. Indicate the quantity and the unit cost.

It is possible to enter a negative quantity.

11. Press on + Add to list. The item appears under the button. If needed, select a new item and add it to the list, so on and so forth, until every item has been added.
12. Press Save.
13. When all items have been added to the order, press Save.
14. Actives and Fully Received orders are displayed in their respective tabs.
15. In the order summary, press on the top-left arrow to come back to the assignment.

Complete the Already Noted Tasks of a Work Order

1. From the Assignment page, press on Tasks. If applicable, the already noted tasks of the work order are displayed on the page.
2. Press on a task.
3. Indicate if the task is Completed or Reported.
4. If the task is completed, indicate the completion date.
5. If needed, add photos or documents to the task, as well as comments.
6. Press on Save.

It is impossible to modify the code, the description, the note, and the required task date once it has been added to the work order in maestro*.

Manually Add a Task to a Work Order

1. From the Assignment page, press on Tasks.
2. Press on + Tasks.
   1. To enter an already defined task in maestro*, press the Code field and select a task .

   If a predefined task is selected, the Description and Notes (if there are any) will be automatically filled.

   2. To enter a task that has not already been defined in maestro*, leave the Code field empty and enter a Description.
3. Select the task's Required Date.
4. Press Save.

Then complete the manually entered tasks the same way you would predefined ones, except for the entrance of the Required Date.

1. Press Recommendations to specify any relevant recommendation pertaining to the call, such as future equipment maintenance messages. Pressing the button also provides access to current recommendations.
2. Once on the Recommendations, select the status of the recommendations the user wishes to see: Entered to view new ones, or Ongoing or Completed to access previously completed ones that are linked to the call.
3. To add a new recommendation, press + Add a Recommendation.
4. On the Recommendation page, start by selecting the recommendation type in the field of the same name.
5. Select an existing Contact if needed, or put down the name of the appropriate contact in the field provided for that purpose.
6. Enter the recommendation and its details in the Description field and select a predefined sentence if needed.
7. Press + Add Document/Photo to attach a photo or document to the recommendation.
8. Press Save.
9. Back on the Recommendations page, press the Previous arrow located in the top left corner of the page.

When the Inspection is Initially Created in maestro*

1. Press on Inspection to display the service inspections page.
2. In the Inspections page, press on the In progress label to display the existing inspections.
3. Press on the inspection that must be conducted.
4. Press on the Measures button (the number of different measures to conduct precedes the label).
5. Complete the inspection for each of the measurements displayed in the page, and add comments if needed.

Different types of measurements can be associated with the inspection: checkbox, yes/no, text, numeric, counter 1 or 2, multivalue, single choice, multivalue, multiple choice. Depending on the measurement type and the selected answer, the addition of a note can become mandatory. Furthermore, it is possible to add a comment to most measurements.

6. In the Inspection Result field, select Compliant or Not Compliant.

If the inspection is non-compliant, an explicative note must be entered, using a predefined sentence or not.

7. Press the Save button.
8. If needed, add one or many photo(s) or document(s) by pressing Add Document/Photo.

View the Documents and Photos topic to find out about all the features of this tool.

9. Press the Complete button.

All inspection measurements displayed must be assessed before completing the inspection. Once a user exits the Inspections page, they cannot come back later to modify an inspection. All previously completed inspections (related to the current maestro*MOBILE user) can be consulted, but only to view their history.

10. For each contact:
    1. Press on the Select a Contact field to identify the person acting as inspector, or all other required signatories.
    2. Ask this person to press on the I Agree button, sign, then save.

Signatures can be made mandatory or not, based on the configurations made in maestro* beforehand.

11. Press the Complete button to save the inspection and transfer it to maestro*.
12. Answer the validation message, to know if you really wish to complete the inspection. The fields displayed then become read only.
13. Lastly, answer the following message to determin whether the inspection must be included as an attachment in the service call and sent to the customer once the said call is completed: Do you want to include the report to the visit document?

When the Inspection is Created in maestro*MOBILE

1. Press on Inspection to display the service inspections page.
2. In the Inspections page, press on the + Add Inspection button.
3. Select the inspection Date - maestro*MOBILE displays the current date by default.
4. Select the Inspection Type.

The inspection types, as well as all measures and items to validate, must have been created in maestro* beforehand.

5. Press on the Add Inspection button.
6. In the inspection page, press on the Measure button.
7. Complete the inspection for each of the measurements displayed in the page.
8. If needed, add a comment to each measurement.
9. In the Inspection Result field, select Compliant or Not Compliant.

If the inspection is non-compliant, an explicative note must be entered, using a predefined sentence or not.

10. Press the Save button.
11. Back in the Inspections page, attach pictures and/or documents by pressing on the Documents/Photos button.
12. Press the Complete button.

All inspection measurements displayed must be assessed before completing the inspection. Once a user exits the Inspections page, he cannot return to it to modify an inspection. All previously completed inspections (related to the current mobile user) can be consulted, but only to view their history.

13. For each contact:
    1. Press on the Select a Contact field to identify the person acting as inspector, or all other required signatories.
    2. Ask this person to press on the I Agree button, sign, then save.

Signatures can be made mandatory or not, based on the configurations made in maestro* beforehand.

14. Press the Complete button to save the inspection and transfer it to maestro*.
15. Answer the validation message, to know if you really wish to complete the inspection. The fields displayed then become read only.
16. Lastly, answer the following message to determin whether the inspection must be included as an attachment in the service call and sent to the customer once the said call is completed: Do you want to include the report to the visit document?

1. If needed, press the Documents/Photos option to attach documents to the call (such as photos).
2. Press the Previous icon to return to the Assignment page.

View the Documents and Photos topic to find out about all the features of this tool.

1. Press Additional Fields put down additional information that may be required by the employer, if required.
2. Press the Previous icon to return to the Assignment page.

1. If needed, press the Skills & Certificates option to display the user’s skills and certificates.
2. Press the Filter by Name field to modify the information displayed and filter the content through certificate or skill.
3. Press the Previous icon to return to the Assignment page.

1. If needed, press the Calls at Same Address option to display all unplanned calls pending for the address.
2. On the Calls at Same Address page, press the arrow located to the right of the unplanned call to access its Assignment page, then accept the call.
3. Press the Previous arrow to return to the original call that is under way.

1. Press Summary to view all the call-related information.

The summary lists all the information that will be available to the customer if he/she must sign the call to complete it. The following information is available: Call Information Work Address Equipment Contract Items Labour Works Status (can be changed if needed, before the call is completed) Signature (as well as contact name and email address if applicable)