Site Management

Project dashboard, labor, operations, and field tracking

Field Schedule

Select a project from Dashboard first

⇧ Import

By Time

By Work

Project

Contractor

Start Date

Days

Zoom

Entry Log0 entries

Contractor	Work	Area	Start	End	Hrs	Status

Field Timesheets

Straight time · travel · overtime · per employee

⇧ Import

Weekly Detail

…

Contractor

► Employee Monthly Detail

Contractor	Employee	Jan	Feb	Mar	Apr	May	Jun	Total

Site Storage

Organized by job number · click row to expand pallets

Project #

Type

Sign Orders

Create · save · submit to email

Select a project

Pick a project to continue.

Sign Types Library

Build your catalog of sign types. Each entry becomes a selectable option when you create an order.

Add new sign type

Needs per-location quantity grid 📷 Add Thumbnail (optional)

Aisle Audit

Rail-to-Rail ±2.0mm · Aisle Width +3/-2mm · Splice +3/-2mm

Select Audit

Site Updates

Daily job site log · email to stakeholders

Team

Site Manager

Controls Team

Software Team

Shipment Log

BOM verification · grouped by shipper

Manage Shipping Companies

Shipping Company Name *

Logo (SVG/PNG)

Assign Logo

New Shipping Company

Name *

Contact

Phone

Website

Notes

Site Inventory

Track received materials vs. consumed on site

⇧ Upload Scope Document

Project scope:

No document uploaded

Items

0 items

Part #	FO #	Description	Qty	Received	Consumed	Remaining	Status

Open Items

Missing · Damaged · On Order · Field Changes

⇧ Import

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Module Tracker

Unit-based tracking

Tracker Units

Add Unit

Name / ID *

Location

Area

Ownership

Assigned Subcontractor

Show all active subs (not just contracted on this project)

Milestones

Tick each milestone as it's completed on site. List comes from this module's preset — edit in Settings › Modules.

Notes

Progress Tracker

Drawing-based progress tracking · rack, conveyor, GC + specialty trades

🔍

Add Drawing

Drawing Name

Tracker Module

Rack: auto-divide a rectangle into rows × columns. Draw multiple sections for irregular layouts (front/rear bays of different sizes).

Add more modules or edit presets in Settings → Modules.

Image (PNG / JPG)

🖼

Click to select file (PDF, PNG, JPG)

Conveyor Install Tracker

Track conveyor unit installation by section

⚙

No conveyor units yet. Click "+ Add Unit" to start tracking.

Add Conveyor Unit

Unit / Zone ID

Conveyor Type

Belt / Surface Type

Location / Area

Drive / Motor Type

Speed (FPM)

Installation Milestones

Notes

Site Documents

Drawings, permits, equipment checklists & reference docs

Filter by Category

📄

No documents uploaded yet.

Project Schedule

Authored tasks · in-app planning

Add Schedule Task

Task name *

Parent task

Pick a parent to nest this task under it. Top-level tasks render at the root.

Start date *

End date *

Predecessors

Finish-to-start dependencies — this task starts after each predecessor finishes.

% Complete

Assigned subcontractor Show all active subs (not just project subs)

Notes (optional)

Timeline

Customer Portal

Manage customer access codes for the project dashboard

Employee Access

Manage Maestr team login credentials

Project Management

Overview of all project management activity

Open RFIs

Awaiting response

Submittals

Pending review

Punch Items

Open deficiencies

Meetings

This month

RFI Status

Punch List Overview

Subcontractors on this project

Recent RFIs

📄

No RFIs yet

Punch List Summary

☑

No punch items yet

Budget & Change Orders

Track original budget, change orders, and cost variance

⇧ Import Budget ⇧ Import COs

Original Budget

Base contract

Change Orders

0 approved

Revised Budget

Current total

Import Format: Your file must have these column headers: Category, Description, Amount. Valid categories: Labor, Materials, Equipment, Subcontractor, Permits, Overhead, Contingency, Other.

Budget Line Items

Category	Description	Vendor ▾	Original	Changes	Revised

Change Orders

📄

No change orders yet

Add Budget Item

Drawing Viewer

Upload, view, and redline project plans

🔍

Upload Drawing

Add a new sheet or set. Each PDF page becomes its own drawing.

Discipline / Category

Sheet Set / Revision (optional)

File

📤

Click to select · PDF, PNG, JPG

Opens your OS file picker

Field Inspections

Quality, safety, and compliance inspection checklists

🔍

New Inspection Template

Template Name

Daily Log

Daily job site activity reports

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Requests for Information

Track questions, responses, and resolution

⇧ Import

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Submittal Log

Track submittals through the approval process

⇧ Import

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Punch List

Deficiency tracking · linked to Open Items

⇧ Import

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Meeting Minutes

Record meetings, decisions, and action items

⇧ Import

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Project Directory

Contacts for all project stakeholders

⇧ Import

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Projects

PINNED · 0

Manage pins

Customer Records

Workspace-level directory · projects link via customer_id

🔍

New Customer

Identity

Name *

Type *

Contact

Phone

Website

SitesPhysical locations; each site holds its own address + local contact

BillingCompany-level billing address (separate from site addresses)

Billing Street

Billing Street 2

Billing City

Billing State

Billing Postal Code

Billing Country

Billing Terms *

Tax-exempt

Notes

New Site

Site Name *

AddressPhysical location of this site

Street

Street 2

City

State

Postal Code

Country

Local ContactSite-level contact (e.g. site foreman, local PM)

Name

Title

Phone

Notes

CUSTOMER

/ CUSTOMERS / OVERVIEW

ARCHIVED

CUSTOMER

Overview

Projects

History

Overview

Customer record details.

Projects

Projects linked to this customer via customer_id.

History

Lifecycle audit log — created, archived, and unarchived events with the user who performed each action and an optional reason.

Subcontractor Records

Workspace-level directory · contracts link a sub to a project via subcontractor_id

🔍

New Subcontractor

Identity

Company Name *

Trade(s) *

Free-form for now. Trade-type vocabulary tightens in a later phase.

Contact

Phone

Website

AddressOptional

Street

Street 2

City

State

Postal Code

Country

Insurance

Certificate of Insurance (COI) received

COI Expiry

Drives the traffic-light pill on the list and detail. Leave blank if unknown.

LicenseOptional

License Number

License State

License Expiry

Billing & Tax

Default Hourly Rate

Tax ID — Last 4 Digits

Notes

SUBCONTRACTOR

/ SUBCONTRACTORS / OVERVIEW

ARCHIVED

SUBCONTRACTOR

Overview

Contracts

Active Work

Documents

Notes

History

Overview

Subcontractor record details.

Contracts

Contracts where subcontractor_id matches.

Active Work

RFIs and submittals assigned to this subcontractor. Punch items and tracker units gain the same FK in Phase 2.x.

Documents

Deliberate placeholder — see below.

COI and W9 document upload is deferred to a post-1.B polish pass (see future-polish.md). The schema reserves coi_document_id + w9_document_id fields so a future migration doesn't grow them. For 1.B operations, the COI traffic-light pill on the Overview tab uses the coi_expiry date set in the Insurance section of the edit modal.

Notes

Internal notes from the edit modal.

History

Lifecycle audit log — created, archived, and unarchived events with the user who performed each action and an optional reason.

New Contract

Identity

Project *

Subcontractor

Set by the subcontractor detail context.

Contract Number

Status *

Scope Description

AmountDrafts may have no amount set

Contract Amount

Change Order Total

Revised Amount

— (no base amount)

Auto-computed: Contract Amount + Change Order Total.

Retainage %

Dates

Start Date

End Date

Compliance

COI required for this contract

COI received

Lien waiver required

Notes

/ SETTINGS / GENERAL

⌘K

WORKSPACE

General

Branding

Plan & billing

DIRECTORIES

Customers

Subcontractors

Shipping Companies

PROJECT

Modules

Dashboard

Customer Portal

Photo Tags

Open Item Categories

CONNECTIONS

Integrations

ADMIN

Notifications

Sign-in & Session

MASTER

Tenants

General

Your account and company details.

Your Account

Display Name

Company Info

Company Name

Industry

Website

Getting Started

Re-display the onboarding Next Steps banner on the dashboard. Useful if you dismissed it earlier and want to revisit the setup checklist.

Field Schedule Reason Codes

Reason codes appear when a Field Schedule entry is marked slipped, no-show, or cancelled. Used in the Schedule Risk widget + reports. Archive (don't delete) codes so historical entries keep their context.

Admin Access Code

Required to add new admins to this workspace. Any current admin can view or change it. Leave the field empty and save to disable (any admin can be added without a code).

Set or change code

Branding

Logo and brand colors. Enterprise tier applies these across your users' views.

Company Logo

SVG recommended. Max 500KB.

Brand Colors

Primary

Buttons, highlights

Accent

Alerts, emphasis

Plan & billing

Your current tier, upgrade options, and subscription details.

Modules

Turn features and Progress Tracker modules on or off. Tracker modules appear as sidebar tabs under Progress Tracker in the Site Management panel.

Dashboard

Pick which widgets appear on each dashboard. Hidden widgets keep their data — you can turn them back on any time.

Customer Portal

Choose what customers see when they log into their project portal with an access code. Unchecked sections are hidden from their sidebar.

Photo Tags

Customize the tags available when uploading photos. Photos tagged with an archived tag keep the tag (it still resolves); new uploads pick from active tags only.

Show archived

Open Item Categories

Customize the categories available when adding an Open Item. Items already in an archived category keep the category (it still resolves); new items pick from active categories only.

Show archived

Integrations

Connect Maestr to your accounting, payments, and field tools.

Notifications

Check for overdue items and send alerts.

Scan all active projects for overdue RFIs, submittals, punch list items, and equipment maintenance. Email alerts go to assignees.

Sign-in & Session

Company-wide inactivity timeout. Admin-only.

Set a company-wide inactivity timeout. All users on this account will be signed out after the selected idle period on any device. Useful for shared laptops or equipment left on a job site.

Auto sign-out after inactivity

Applies to every user in your company. Admin-only setting.

Customers Open Customers page →

Workspace-level customer directory. Click a row to open the customer's detail modal. Use the full page for filtering, search, and creating new customers.

Subcontractors Open Subcontractors page →

Workspace-level subcontractor directory. Click a row to open the subcontractor's detail modal. Use the full page for filtering, search, and creating new subcontractors.

Shipping Companies Open manager →

Workspace-level shipping company directory. Click a row to edit. Use the full manager for logo uploads, auto-claim of legacy logos, and the create-new flow.

🔒

Master verification required to view tenant management.

Master verification

Master verification — enter your master password to open tenant management.

Master password

Tenant detail

—

Confirm to view code

Re-enter your credentials to display the workspace's admin access code.

Password

Confirm to save code

Re-enter your credentials to save the workspace's admin access code.

Password

Edit Module

Module name

Components / stages to track

Ordered stages of work for this discipline. Every region on every drawing progresses through these in order.

Help & Index

Search guides, how-tos, and feature reference

Commissioning Dashboard

Select a project to view shuttle status

Shuttle Status

Shuttle History

Medical records for all shuttles on this project

Shuttle Fault Tests

Empty box testing by aisle - track fault codes across test rounds

Aisle

Commissioning Checklists

Pre-power and power-on verification by aisle

Aisle

Checklist

Manage Checklist Items

Add, edit, or delete items. Changes apply to every aisle for this checklist type.

Rack Conveyor Tracker

Infeed & outfeed status per level

Aisle

Panel Commissioning

480V power and 24V control side verification

⚡

No panel tests yet. Click "+ New Panel Test" to start.

New Panel Test

Panel ID

Location

Date

Technician

Status

480V Power Side

Check	Result	Notes
Visual inspection — wire terminations torqued, proper gauge, labeling matches drawings
Breaker / fuse sizing confirmed per design
Grounding and bonding continuity verified
Incoming voltage measured — phase-to-phase and phase-to-ground
Disconnects, contactors, and overloads functional test
VFD parameter programming verified — accel/decel, speed, fault settings

24V Control Side

Check	Result	Notes
24VDC power supply output voltage and capacity verified
PLC I/O mapping matches wiring drawings — each point toggled and verified
Safety relays and interlocks — guard switches, light curtains
Indicator lights, HMI communication, and alarms functional
Network communication verified — Ethernet/IP, DeviceNet, etc.

Custom Checks

Check	Result	Notes

General Notes

Conveyor Commissioning

I/O checkout and functional verification for completed installs

⚡

No units ready for commissioning. Complete installation milestones in the Conveyor Install Tracker first.

Commission Unit

Unit

Date

Technician

I/O Checkout

Check	Result	Notes
Motor wired — terminations, connections, grounding verified
Motor direction — forward/reverse confirmed correct
Belt tracking — runs centered, no drift
E-stop circuits — each E-stop kills correct zones
Sensors installed — photo-eyes, proximity switches mounted and wired
Photo-eye sensors — alignment and function verified
Proximity sensors — verified triggering correctly
PLC I/O mapping — inputs/outputs match drawings
Accumulation logic — zones release correctly under load
VFD / speed control — accel, decel, speed verified
Safety interlocks — guards, gates, light curtains
Network / comms — Ethernet/IP, DeviceNet, etc.
Divert / merge / sort function — routing logic verified
Full load test — rated speed and weight

Status

Notes

Shuttle 001 - Medical Record

Commissioning Progress

Configuration

Network & Setup

Fault test history0 tests

Notes & observations