Skip to main content

Business Profiles

To add a contact profile, go into the Businesses section of Maestro and click on the Plus button in the upper right hand corner. This will create a blank profile for you to edit and save. 

Screenshot 2024-04-19 at 2.47.43 PM.png

Required Field

Company Name
All Business profiles must have a company name to be saved.
 The full Company Name is the unique identifier for businesses and will determine if imports update the record or create a new record. 

The Business Profile contains a number of optional default fields that data can be added to (via import or manual entry). Some of the most important for reporting purposes are:

  • In District (checking this box will include the business in your reporting statistics)
  • Opened Date (allows you to have new businesses calculated correctly)
  • Closed Date (for businesses who have closed)
  • Relocated Out Date (for businesses who remain in operation but are now outside the district)
  • Employees (Full Time, Part Time, Seasonal)
Property Address

Only businesses within your geographic service area (district) should be connected to a property. Other businesses should utilize the Mailing Address section.

Businesses within your service area that have an alternate mailing address (PO Box, etc) should also utilize the Mailing Address section. 

Back to top