| Contractor | Work | Area | Start | End | Hrs | Status |
|---|
► Employee Monthly Detail
Open Items
Progress Tracker
No conveyor units yet. Click "+ Add Unit" to start tracking.
No documents uploaded yet.
No RFIs yet
No punch items yet
| Code | Name | Description | Original | Changes | Revised | Expenses | Billed | Job to Date | Committed | Projected | FTC | Over/Under | Remaining |
|---|
No change orders yet
No equipment tracked yet. Click "+ Add Equipment" to start.
No photos yet. Upload photos or create an album.
Drawing Viewer
Field Inspections
Daily Log
Requests for Information
Submittal Log
Punch List
Meeting Minutes
Project Directory
Customer Records
Projects
Projects linked to this customer via customer_id.
Contracts
Prime contracts across this customer’s projects.
History
Lifecycle audit log — created, archived, and unarchived events with the user who performed each action and an optional reason.
Subcontractor Records
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.
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.
General
Your account and company details.
Branding
Logo and brand colors. Enterprise tier applies these across your users' views.
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.
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.
Equipment Inventory
Machines you own. Assign them to projects and track service across jobs. Rented equipment lives on the project it was hired for, not here.
Vendors
Every company you buy from or contract with — subcontractors and suppliers. Customers live in their own directory (they're the revenue side).
Cost Codes
Classify what a dollar was spent on (concrete, drywall, electrical). Every budget line, commitment line and change order carries a code. Company-level — shared across all projects.
Integrations
Connect Maestr to your accounting, payments, and field tools.
Notifications
Check for overdue items and send alerts.
Legal
The agreements that govern your use of Maestr.
Sign-in & Session
Company-wide inactivity timeout. Admin-only.
Your password
Change the password you use to sign in.
We will email you a link to choose a new password. It expires in 30 minutes and can only be used once.
Signed-in devices
Lost a phone or laptop? End every session immediately.
This signs you out everywhere, including this device, and you will be asked to sign in again.
Help & Support
Send a message to the Maestr team.
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.
Master verification required to view tenant management.
Master verification — confirm it is you to open tenant management. If you signed in within the last few minutes this opens straight away; otherwise you will be asked to sign in again, including your authenticator code.
—
If you signed in within the last few minutes this shows the code straight away. Otherwise you will be asked to sign in again, including your authenticator code.
Changing this code controls who can be added as an admin. If you signed in within the last few minutes this saves straight away; otherwise you will be asked to sign in again first.
No panel tests yet. Click "+ New Panel Test" to start.
| 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 |
| 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. |
| Check | Result | Notes |
|---|
No units ready for commissioning. Complete installation milestones in the Conveyor Install Tracker first.
| 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 |