May 2026
One new feature in Maestro this month, plus an update on the three I introduced last month.
Save time on every new job. The new Client Intake Form lets clients enter their own starting details.
Client Intake Form
Every prospect starts the same way: a few emails, a phone call, half-answers, and a follow-up asking for the things they forgot. Days go by before you have enough to actually start the job.
Open any prospect-stage job and click Send intake link. Type the client's email, pick who on your team gets notified when they reply, and send. The client gets a short, mobile-friendly form: name, contact info, mailing and project addresses, timeline, budget, the rooms they want done with notes on each, and a catch-all field for anything else. It takes them about three minutes from the couch.
When they submit, the contact fields fill in, the job address fills in, and each room they listed shows up on the job's room list with their notes already in the description. You get an email and a bell alert the moment it lands, and the full response is kept on the job page so you can pull up exactly what they said whenever you need it. No more typing up the call afterward, and nothing falls through the cracks.
▶ Watch the demo and see the full write-up
Last month's features are now live for everyone
The three features I introduced last month are now fully available to every shop: the Job & Room Assistant, Client Update Emails, and Kiosk Mode.
I'd love to hear how these are working out for you. If something's off, or you want a hand getting started, just get in touch.
Also from May
A lot shipped alongside the headline feature:
● Simpler new-job form: one search box to find a customer, or add a new person or company right from the dropdown. Much clearer when the customer is a business.
● Customer pre-filled: start a job from a customer's page and they're already selected, so you don't pick them a second time.
● Task pop-up that stays put: rename, start or stop the timer, upload files, and mark a task done all in one window, plus an "open full page" icon next to task names.
● Clear a room's tasks in one click: loaded a task list onto the wrong room? Delete all of that room's (or the whole job's) open tasks from the new three-dot menu.
● More on your purchase orders: POs now show the vendor's address, the project name and number, and a shipping-method field, on screen and on the PDF.
● Turn weekends off anytime: skip Saturdays and Sundays in your job timelines from Custom Settings, not just onboarding.
● Guided setup for new shops: a cleaner three-step wizard walks new accounts through their workflow, team, and current jobs.
Plus a few smaller touches: vendor names are back on the Needed Materials list, purchase orders read cleaner, and timelines handle two-week jobs better. Add in refreshed help docs and a stack of bug fixes.
That's May. Next up is material inventory: a proper way to see what you have on hand, what's running low, and reorder stock back into inventory, instead of only ordering materials by job. It's coming soon.
If something's not working right, or there's something you wish Maestro did, just get in touch. I read every reply.
Brian Haughey
Founder, Cabinetshop Maestro
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