Help Documentation
User Guide for Cabinetshop Maestro Software
Custom Company Settings
Job Milestones
Default Tasks Lists
Default Job Materials Lists
Proposals & Invoices -- Default Text
Default Cabinets & Components
Add New User / Employee
User Permission Levels Explained
User Task Responsibilities Explained
Welcome
Welcome to Cabinetshop Maestro!
This guide will help show you some of the ins and outs of Cabinetshop Maestro and help you to set up the program to get the most out of it.
Please feel free to reach out with any questions you might have after reading through the guide. We are here to help!
Email: info@cabinetshopmaestro.com
Phone: (815) 388-8624
*Note: This guide is located on our sales website and not in the application itself.
The top navigation bar has a black color background and is located fittingly enough on the top of every page you visit. It should be considered the top-level navigation for the application, items in this navigation will generally be for company-wide items. For example, the JOBS nav item is for all your jobs, and the MATERIALS nav item is for all your needed materials across all of your jobs, not just one.
The left side of the top navigation is fairly self explanatory. There are icons + text for explanation. Click through thes items to discover how they link within the application.
The right side of the top navigation starts with some icons that do not have any text, so will take a little getting used to until you can readily know where they link.
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Depending on your permission level, the first nav item (of the right section of the top navigation) is a tachometer icon which will link to a overall company financial dashboard only if you have CEO permissions.
The second nav item is a plus sign which will display a drop down of quick links to common actions such as adding a new customer, job, or task.
This nav item is the help/support link. It will display a drop-down of diffrent help and informational items in addition links for you to reach us with any support issues via phone or email.
This nav item will open the Enhancements pages. This is where you can request any enhancements that you'd like to see in Cabinetshop Maestro as well as report any bugs or issues you are having. We encourage you to visit this page often to "vote" on which enhancements you'd like to see implemented in the program as well as see which items we have been working on. It's also a good place for us to communicate changes and new features.
SEARCH BOX Next to the enhancements nav item is the search box. It's a way for you to quickly find either a particular job, or customer, or maybe a discussion topic that you are looking for without having to go through the normal navigation. Once you get used to this is can be a good time saver when you are jumping around from job to job, or just looking for that one thing that you you can quite remeber where it is. You can enter full or partial text into the box (and press enter) and it will search through various areas in the program and display some possible listings for you to quickly navigate to.
Your COMPANY NAME Proceeding to the right after the search box wilol be you company name that will open a drop-down consiting of various company-related links such as editing your company information, setting custom settings for you company and your billing information if you need to to change anything regarding billing or to cancel your account. To upload a company logo for more professional looking proposals and invoices, for example, you would click here and select the "Edit company information" and select a logo image to upload from your computer.
Your INITIALS or your AVATAR This nav item will open a drop down for you to either edit your user account info (like changing your password) or for you to sign out.
Last item in the top navigation is the notification / activity panel. This nav item will open a drop-down panel that will show several things including recent discussions, laste tasks, tasks assigned directly to you, and recent company activity. Note: This bell icon will also llight up as green when you have any discussions or notes that you have not read or seen. This is to help with overall company communication and to let you see all your unread discussions in one place rather than having to open up all the individual jobs to see them.
You will notice in addition to the top navigation links that many pages you open will also have a secondary navigation on the top of the page under the top naviagtion. This secondary navigation is to help you view or drill down into different areas of the main navigation topic. For example, after navigating to the Jobs page (by clicking Jobs in the top navigation) you will be directed to the main Workflow Board. But you will also see that you have options for a "Prospect Board" (if you have existing jobs in the prosepect phase) as well as a "Jobs List (all)" option. These are just diffrent options for you to navigate to relating to the main naviagtion of Jobs. Note: Looking for a job marked as "completed" or "not-awarded"? Those will not show up on any of the Workflow Boards but will show up on the Jobs List (all) view. In addition, if you couldn't find a job on the boards, you could search for it in the topnavigation search bar :)
A Sample Job -- Job Overview
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1 Job Secondary Navigation: Another example of the secondary navigation refered in previous section. These nav items link to sevaral plages that re all a part of this main job page.
2 Side Panel: This side panel shows the main job contact info and other details about this job and customer. These items can be edited inline/on-page right hree (for example and of the addresses, emails, phone items).
3 Customer Questionnaire: This is an optional item to your job folder that can be turned on/off is Company Custom Settings (located in drop-down after clicking your company name in top right corner). The idea behind the Customer Questionnaire is to start the information and detail gathering with your customer, just some basic questions to get the process started and can help you andyour designers start crafting a design that will be right for them. Your company was set up with a default questionnaire with questions but can be customized with your owm questions by:
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Customize Questionnaire
- Make sure the 'Use Questionnaire?' box is checked in your CUSTOM COMPANY SETTINGS
- To edit questionnaire questions go to LIST, REPORTS & SETTINGS >> and select 'Customize Customer Questionnaire Form'
4 Rooms: Break your job down into rooms, even if it is just a 1-room job. You'll be able to specify cabinet details by room, create cabinet lists by room, manage tasks and material lists per room, as well as manage and store images and documents by room. This will help you keep even the big jobs organized!
5 ToDos (job): her on the overview tab of the Job page you will see the most pressing of tasks only, this list of tasks is design to be concise similar to the workflow board. To open th efull job schedule and see all the tasks you can click on "ToDos" section heading or the secondary job naviagtion item of "Schedule".
6 Needed Materials: Similarly to ToDos section above it, this section of the Job overview page is a concise material list of job material that are marked as Needed. To open the full Job Material list you can click on "Needed Materials" section heading or the secondary job naviagtion item of "Materials".
7 Financials: Depeneding on your persmission level (only those with "CEO" permission will be able to access or even see the Financials section of jobs. This is where you can calculate your costs estimate, create proposals, create invoices, and manage payments received. In addition you can create and manage,change orders and credit memos for the job her as well.
8 Job Files: In addition to being able to store images and files per ROOM, you can also store more general job-wide images and documents. They will all show up here in the job overview page. you can open a bigger view for all the job files by clicking on the section heading "JOb Files" or by clicking the secondary job navigation item of "Files".
9 Discussions: Her you will be able to discuss and note certain aspects or items that need attention on this job. You can limit who sees each discussion and send email notification to those who you feel need to be notified of soemthing immediately.
Edit Company / Upload logo
To edit your basic company info as well as upload a logo for more impressive Proposals and Invoices, follow these steps:
- Click your company name in the top right corner of your desktop screen
- Select 'Edit company information' and add/ edit any information necessary.
- Upload a logo? Click on the 'Browse' button and select the company logo image from your local computer
- Click 'Update company info and settings'
Custom Company Settings
'Custom Company Settings' is where you can customize some of your company-wide settings.
You can get to this page by again clicking your company's name in the upper right hand corner and this time select 'Custom Company Settings'.
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Here you can control various settings and set different defaults:- Set your default time zone
- Move on Workflow Board automatically after each job milestone's tasks are complete?
- Use the 'Cutomer Questionnaires'?
- Use 'Job Numbers'?
- Use and categorize jobs by different 'Job Types'?
- Include taxes?
- Simplify Proposals and Invoices
- Set default labore rates for job 'Cost Estimates'
Job Milestones
Job Milestones can be thought of as "phases" of the job. Each job will go through the different job milestones on it's way to being completed. Each task will also be categorized as one of these job milestones.
We can change the names of these milestones if you have a more fitting way of decribing your job process.
*Just let us know if you would change the names of these milestones or add new ones *
The default job milestones are as follows:
- Prospect
- Sales
- Schedule/Order
- Build
- Finish
- Install
- Puchlist
- Completed
- Not-awarded
So, let us know if you have any special circumstances or changes you'd like made to the Job Milestones and we will be as accomodating as possible.
Default Tasks Lists
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Default Job Materials List
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Proposals & Invoices
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Default Cabinets & Components
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Edit / Change My Password / Upload User Avatar Image
You'll likely want to edit your user info at some point as well as maybe upload a user avatar image (avatar is optional).
To edit your user info perform the following steps:
- To edit user info, you'll click on your initals or avatar image in the upper right of any page in the top navigation. From the drop-down you'll select "Edit my profile."
- An "editing user" page will appear where you can customize your account profile. You can add info such as your name, email address, password, manage permissions for multiple users, and modify your user labor rate. Finally, you can add an avatar profile photo.
- To upload an avatar photo, you'll need to revisit the top of the edit user info page and, under the words "choose avatar picture," select "choose file." Choose the picture from your files. Once you do, you'll see the file name beside the "Browse" button. When you're finished with uploading an avatar, choose the green "Save" button at the bottom to save your changes.
Add New User / Employee
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User Permission Levels Explained
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User Tasks Responsibilities Explained
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Job Questionnaire
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Rooms
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Tasks / Schedule
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Upload Job Files & Images
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Discussions
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Cost Estimates
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Proposals
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Invoices
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Payments
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Add New Customers
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Clients List
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Add Vendors
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Vendor List
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Material Catalog
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Needed Materials
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Purchase Orders
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Timelines View Explained
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ToDos - Smart Task Lists
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ToDos - Calendar
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ToDos - My Calendar
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