Work Order Billing

Last modification: October 23, 2025

 

Lesson Plan

At the end of the Work Order Billing course, the client and targeted users will be able to carry out all necessary configurations, billing processes, validations, report consultations, and form adjustments required to operate maestro* at the work order billing level.

 

Unit WORK01 - 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 understand the needs, requirements, and usage conditions related to work order billing in maestro*, and perform the necessary configurations.

PREREQUISITES

  • Project Managem ent
  • Security management
  • Catalogue
  • Account Receivable
  • Time Management

OPTIONAL PREREQUISITES

  • Customer Discounts Table
  • Work Orders
  • All modules that generate costs
  • Analysis
  • Configuration (Billing module)
    • Work Order B illing
  • Discussion of current and future process (strengths and weaknesses)
  • Decision-making

HOMEWORK

  • Reflect on discussions
30 min

 

Pilot

 

Unit WORK02 - Configurations - Work Order Billing

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 prior to work order billing.

  • Invoicing Contract (W/O)
  • Catalogue Management
  • Define Project Templates
  • Review of previous concepts and validation of homework assignments
  • Explanation and completion of the invoicing project management screen, based on client needs and system requirements, with the goal of automating cost invoicing

HOMEWORK

  • Finalize databases

2 h 30 min

 

Pilot and/or Super Users

 

Unit WORK03 - Operations - Work Order Billing

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 various elements and processes of work order billing.

  • Update of the configurations according to the decisions made
  • Invoice Preparation (W/O)
  • Sales
  • Review of previous concepts and validation of homework assignments
  • User training according to the process established at the time of analysis
  • Demonstration of the different options and billing methods
  • Vendor modification
  • Invoicepreparation
  • Invoice presentation validation
  • Revision of cost entries

HOMEWORK

  • Put into practice the process of entering transactions through to invoicing

6 h

 

 Pilot and/or Super Users

 

Unit WORK04 - Operational Training - Work Order Billing

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 various elements and processes of work order billing.

  • Update configurations according to the decisions made
  • Invoice Preparation (W/O)
  • Sales
  • Review of previous concepts and validation of homework assignments
  • User training according to the process established at the time of analysis
  • Demonstration of the different options and billing methods
  • Selling revisionVendor modification
  • Invoice preparation
  • Invoice presentation validation

HOMEWORK

  • Put into practice the process of entering transactions through to invoicing
6 h  

Pilot

Super Users

Users

 

Unit WORK05 - 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*'s analysis and reporting tools to find the information they need regarding work order billing.
  • Validation of selling report
  • Project Inquiry
  • Customer Inquiry
  • Invoicing Analysis (W/O)
  • Projected Sales Analysis
  • Review of previous concepts and validation of homework assignments
  • Consultation of various reports

30 min

 

Pilot

Super Users

Users

 

Unit WORK06 - 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 validate the maestro* forms, in connection with work order billing, in order to adapt them to their needs.

  • Pre-approval invoice form
  • IRMODE file (optional)
  • Invoice form
  • Review of previous concepts and validation of homework assignments
  • Validation and definition of changes to be made to the forms, if applicable

HOMEWORK

  • Validate forms
To be determined   Pilot

 

Unit WORK07 - 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.

  • Work order billing process test
  • Review of previous concepts and validation homework assignments
  • Client support during the testing phase
  • Transaction validation
  • Report validation and consultations
  • Review of configurations, if applicable
  • Review of the process, if applicable

HOMEWORK

  • Complete the integrated tests
2 h 25 min+ 6 h

 

Pilot

Users

 

Unit WORK08 - 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 work order billing in maestro*.
  • Learning validation
  • Security review
Preparation for upcoming training sessions 15 min Acquired competencies form – WORK Pilot