Recommendations

OBJECTIVE

The Recommendations option allows the technicians to enter comments and recommendations for calls and/or work orders.

prErequisITE

STEPS

maestro* > Projects > Project Costing > Processing > Recommendations

maestro* > Projects > Work Orders > Processing > Recommendations

maestro* > Service Management > Service Management > Processing > Recommendations

In the Recommendations window, select the Call Number or the Work Order.
Complete the required information in the Detail tab.

Use the button to access the available information.

Fields

Action

Follow-up Date

Enter today’s date.

Follow up Next Date

Enter the date for the next follow-up.

Status

Select the status of the recommendation.

Type

Select the type of recommendation.

Follow-up Contact

Select the contact for the follow-up of the recommendation.

Name

Displays the name of the selected contact.

Equipment

Select the equipment affected by the recommendation. That is either equipment that needs a reparation or with a problem.

NOTE: Only equipment entered for the call’s contract or for the work order is available.

Customer Code

Displays the customer code of the customer related to the call or the work order.

NOTE: When selecting a call number or a work order, the list of possible customers is limited to only customers form service calls or work orders.

Contact

Select a contact.

NOTE: When a call number or a work order is entered and a customer code is selected, only the contacts associated to the selected customer are available in this field.

Name

Displays the name of the contact.

Fields	Action
Follow-up Date	Enter today’s date.
Follow up Next Date	Enter the date for the next follow-up.
Status	Select the status of the recommendation.
Type	Select the type of recommendation.
Follow-up Contact	Select the contact for the follow-up of the recommendation.
Name	Displays the name of the selected contact.
Equipment	Select the equipment affected by the recommendation. That is either equipment that needs a reparation or with a problem. NOTE: Only equipment entered for the call’s contract or for the work order is available.
Customer Code	Displays the customer code of the customer related to the call or the work order. NOTE: When selecting a call number or a work order, the list of possible customers is limited to only customers form service calls or work orders.
Contact	Select a contact. NOTE: When a call number or a work order is entered and a customer code is selected, only the contacts associated to the selected customer are available in this field.
Name	Displays the name of the contact.

Description section:
The technician can enter the description of activities, agreements, or problems for today’s date.

Follow-up Comment section:
The technician can enter the comments/recommendations for the follow-up visit.

Click on Save.
Click on Quit.

In maestro*MOBILE, a user can create a recommendation without a service call, a project or a work order number.

It is possible to access the List Generator and print a recommendation by clicking the Print icon.

Last, maestro* users can transfer emails and attachments through Outlook’s Transfer to maestro* icon. All files can be moved to the Document Management function of the Recommendations option.

See more

Define Recommendation Types

Last modification: September 02, 2026