Maestro*MOBILE - Service Calls / Work Orders

Last modification: November 15, 2025

Lesson Plan

At the end of the Mobility - Service Calls / Work Orders lesson, the client and designated users will be able to perform the necessary configurations and actions related to service call and/or work order mobility in maestro*.

Unit MOBSERV01 - Preliminary Analysis and Configuration

Date:

Time:

Trainer:

Objective	Content	Conduct	Time	Learning Material	Targeted Audience
At the end of this session, the client and designated users will be able to operate maestro* in the context of service call and/or work order mobility, by understanding the required elements, process steps, and key features related to their operations. PREREQUISITES Project Management Security Management Employee Management Service Calls / Work Orders OPTIONAL PREREQUISITES Dispatch - Service Calls / Work Orders Contact Management	Analysis Configuration (Communication)	Discussion of the current and future process (strengths and weaknesses) Explanation and completion of basic configurations for implementation Decision-making HOMEWORK Reflect on discussions	30 min		Pilot

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to operate maestro* in the context of service call and/or work order mobility, by understanding the required elements, process steps, and key features related to their operations.

PREREQUISITES

Project Management
Security Management
Employee Management
Service Calls / Work Orders

OPTIONAL PREREQUISITES

Dispatch - Service Calls / Work Orders
Contact Management

Analysis
Configuration (Communication)

Discussion of the current and future process (strengths and weaknesses)
Explanation and completion of basic configurations for implementation
Decision-making

HOMEWORK

Reflect on discussions

30 min

Pilot

Unit MOBSERV02 - Configurations - Mobility Service Calls / Work Orders

Date:

Time:

Trainer:

Objective	Content	Conduct	Time	Learning Material	Targeted Audience
At the end of this session, the client and designated users will be able to define and configure the various elements required for service call and/or work order mobility.	Security Management Employee Management Contact Management (optional) Dispatch Model Management Define Activities (service calls) Employee Management (service calls)	Review of previous concepts and validation of homework assignments Explanation and completion of various management screens based on client needs and system requirements, with the goal of automating data entry HOMEWORK Finalize data entry	1 h		Pilot and/or Super Users

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to define and configure the various elements required for service call and/or work order mobility.

Security Management
Employee Management
Contact Management (optional)
Dispatch Model Management
Define Activities (service calls)
Employee Management (service calls)

Review of previous concepts and validation of homework assignments
Explanation and completion of various management screens based on client needs and system requirements, with the goal of automating data entry

HOMEWORK

Finalize data entry

1 h

Pilot and/or Super Users

Unit MOBSERV03 - Operations - Mobility Service Calls / Work Orders

Date:

Time:

Trainer:

Objective	Content	Conduct	Time	Learning Material	Targeted Audience
At the end of this session, the client and designated users will be able to configure and use the different elements and processes of service call and/or work order mobility.	Update of the configurations according to the decisions made Mobility navigation	Review of previous concepts and validation of homework assignments User training according to the process established at the time of analysis Mobility data input Service Materials and Billing Labour Orders Material Requisition Document Management Recommendations Unplanned receipts	1 h 30 min	Mobility lesson plan	Pilot and/or Super Users

Unit MOBSERV04 - Operational Training - Mobility Service Calls / Work Orders

Optional Session - Training of the client's employees with the implementation specialist

Date:

Time:

Trainer:

Objective	Content	Conduct	Time	Learning Material	Targeted Audience
At the end of this session, the client and designated users will be able to configure and use the different elements and processes of service call and/or work order mobility.	Update of the configurations according to the decisions made Mobility navigation	Review of previous concepts and validation of homework assignments User training according to the process established at the time of analysis Mobility data input Service Materials and Billing Labour Orders Material Requisition Document Management Recommendations Unplanned receipts	1 h 30 min	Mobility lesson plan	Pilot and/or Super Users

Unit MOBSERV05 - Analysis and Inquiry

Date:

Time:

Trainer:

Objective	Content	Conduct	Time	Learning Material	Targeted Audience
At the end of this session, the client and designated users will be able to use maestro* analysis and reporting tools to find the information they need regarding service call and/or work order mobility.	Analysis and inquiry of completed calls	Review of previous concepts and validation of homework assignments Inquiry of worked hours Inquiry of completed calls tab	30 min		Pilot Super Users Users

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to use maestro* analysis and reporting tools to find the information they need regarding service call and/or work order mobility.

Analysis and inquiry of completed calls

Review of previous concepts and validation of homework assignments
Inquiry of worked hours
Inquiry of completed calls tab

30 min

Pilot

Super Users

Users

Unit MOBSERV06 - Form Validation

Date:

Time:

Trainer:

Objective	Content	Conduct	Time	Learning Material	Targeted Audience
At the end of this session, the client and designated users will be able to use the standard maestro* forms defined to meet their needs.	Work Order Return from a Service Call	Review of previous concepts and validation of homework assignments Validation and definition of changes to be made, if necessary, to the service callforms HOMEWORK Validate forms	To be determined		Pilot

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to use the standard maestro* forms defined to meet their needs.

Work Order
Return from a Service Call

Review of previous concepts and validation of homework assignments
Validation and definition of changes to be made, if necessary, to the service callforms

HOMEWORK

Validate forms

To be determined

Pilot

Unit MOBSERV 07 - Tests and Validation

Date:

Time:

Trainer:

Objective	Content	Conduct	Time	Learning Material	Targeted Audience
At the end of this session, the client and designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.	Process for data entry in work order and/or r eturns from a service call	Review of previous concepts and validation homework assignments Client support during the testing phase Return of mobility transaction validation Report and inquiry validation Review of configurations, if applicable Review of the process, if applicable HOMEWORK Complete the integrated tests	4 X 1 h 30 min		Pilot Users

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.

Process for data entry in work order and/or r eturns from a service call

Review of previous concepts and validation homework assignments
Client support during the testing phase
Return of mobility transaction validation
Report and inquiry validation
Review of configurations, if applicable
Review of the process, if applicable

HOMEWORK

Complete the integrated tests

4 X 1 h 30 min

Pilot

Users

Unit MOBSERV08 - Conclusion

Date:

Time:

Trainer:

Objective	Content	Conduct	Time	Learning Material	Targeted Audience
At the end of this session, the client and designated users will have shown the necessary knowledge and skills to use service call and/or work order mobility in maestro*.	Learning validation Security review	Preparation for upcoming training sessions	15 min	Acquired fompetencies form - MOBSERV	Pilot