One of the first things you might set up within your Prestartr is the valid States and Territories - this information is primarily used for the Plant that you manage. If you don’t work across multiple states, this setting may be optional. 

The Company Group area lets you set up categories called Groups to bundle the Companies in your Prestartr based on the label you provide. These will be important for importing your company list and other setup functions.

Click the ➕ tabs above to set up your States and Territories, then your Company Groups and Companies.

Add a new State and Territory

Click to watch Video Overview.

To add a new State or Territory, from the setting area, click the Plus icon in the upper right. From the Create Menu, enter the Name and Code text as desired for your State or Territory. Click Save to add this item to your States and Territories List. To Edit a State or Territory click the Edit pencil icon. To Delete a State or Territory click the Rubbish icon.

Set Up Company Groups

To create a new Company Group, navigate to the Company module and click the Groups submenu item. 

Click Create New Group and give it a name and save.

When creating a new Company, you can now select the Group and view it under the same tab on the dashboard. 

Now that you have created at least one group - let’s add a new Company.

Click to watch Video Overview.

Set Up Companies We've prepared an Import Template that you can access below.    Use this template to record your information.    The template, when used to import needs to be a CSV file - avoid changing the file type when populating the template.   Instruction for importing the Companies is available in the Add a New Company section below.

Add a New Company

Add a New Company

Adding a new Company to Prestartr

You can add individual a Company  via the New Company button in the header of the Company module.

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Before Companies… The following questions will help guide you through how to create or set up a new Company in Prestartr.   How many Companies do you need to add? If you need to add more than one at a time, use the Bulk Import tool. How often does your Company register change? Frequent changes can be streamlined using our Import/Export tool.   If you are ready to add a new Company by hand, click the Details tab above to begin.  To do a Bulk Import, see the instructions below.

Click here for video overview!

 

 

Details

When creating a new Company manually, there are three sections of information available to populate:

• Details
• Address
• Insurances

A full list of the fields available are listed below, divided by their specific section.

When creating a record in the Company module, the only required field is the Name field in Identity.

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Details

• Name
• Email
• Phone
• ABN
• Fax
• Website
• Company Groups*
• Client Markup %
• Note  

If a Company is not set against a Group - it cannot be selected as a Supplier on Purchase Orders.

 

 

Address

• Street    
• City    
• State    
• ZIP Code    
• Country    
• External

 

 

Insurances

• Workers Compensation | Expiry Date
• Prof. Indemnity | Expiry Date
• Product Liability | Expiry Date
• Public Liability | Expiry Date
• Motor & Plant Insurance | Expiry Date
• Technology & Cybercrime Insurance | Expiry Date

 

 

 

 

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Bulk Import

Import Company Sample Template

To import multiple Company records into Prestartr, use the Export as Sample option from the Import/Export button in the Company module.

This will download the Company Import Template CSV.

There are currently 15 Available Fields for Companies.

Of these fields, only Name is required to import a Company record into Prestartr.

When using Company Groups, record the lowest level of the Child Group in Column H in the Import Template.

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Bulk Importing Companies

Once the template has been updated with the relevant information, click Import from the Import/Export button in the Company module.

Select your Import Company CSV Sample file.

It will process and import the Company records.

 

 

 

Now we are going to add a few settings to the Catalogue: Departments, Roles, and Qualifications. 

Departments are internal categories or division for your business - this can be something as clear-cut as Technicians and Operations, or something more specific for your industry.

Roles are a bit more granular - within a business, this might extend to both productive and non-productive roles, such as Field Workers and Office Staff.

Qualifications are specific to people and their ability to interact with specific plant in Prestartr, as well as a means to determine if they are eligible for resourcing to jobs or work orders. 

Click the ➕ tabs above to set up your Departments, Roles, and Qualification, then your Accounts, Products, and  Services.

The Finance Catalogue controls the Account Codes and the defaults for Invoices, Purchase Orders, Quotes, Purchase Requisition, and Cost Estimates in the Finance module.

The Cost Controls Catalogue controls the Cost Types and the defaults for Products, Services, and Payment Methods as well as other options. See the specific information for each section as detailed below.

Click to watch Video Overview (Accounts and Products)

Click to watch Video Overview (Services)

Adding Accounts The Account section of the Finance Catalogue is where you can view, edit, and delete Accounts. Accounts are used adding lines to an Invoice. Add a New Account Click the Add button in the upper right. Give it a Name and Code. Click Save.     Edit/Delete an Account Edit an Account Click the Edit button in the upper right. Update the Name and Code. Click Save. Delete an Account Click the rubbish icon to Delete an account. You will be prompted to confirm. A deleted account cannot be retrieved.         Adding Services Services is where you can define specific services you offer, as well as their details, such as Sale pricing, Sales Account, and Service Group. To add a new Service, click the Add icon in the upper right corner. When adding a new Service by hand, you have the following fields to consider: Name Sale Price Cost Price Unit of Measure Markup Type Markup Amount $ Percentage % Service Group Sales Account Once you have filled out the details as available, click Create Service in the upper right to create the new product. You can also define the Cost Price of the service by using Components. Click the Add  icon in the Components section to add a blank component line. Select the specific Sales Component and the set the Quantity. These components will update the Cost Price to reflect the costs set when setting up the Components. You can also add Labour and Plant specific costing when this Service is used on the Scheduler. Click the Add  icon in the Scheduler section to add a blank component line. Select the specific People or Plant and the set the Quantity or Capacity and Quantity.  To Edit a Service, click the Edit pencil icon. To Delete a Service, click the Rubbish icon.     Adding Products Products is where you can define specific products you offer, as well as their details, such as Cost Unit pricing, Markup, and Unit Pricing. To add a new Product, click the Add icon in the upper right corner, or click Import/Export. If adding Product in bulk, use the Import/Export details provided below. When adding a new Product by hand, you have the following fields to consider: Name Cost Price Markup % Sell Price Product Group Sales Account Job/Supplier Specific Info Supplier Company Prestartr Job Cost Unit Price Once you have filled out the details as available, click Create Product in the upper right to create the new product. To Edit a Product, click the Edit pencil icon. To Delete a Product, click the Rubbish icon. Importing/Exporting To import or export items in bulk, click Import/Export. Import From the dropdown menu, click Export as Sample to download the import template. The file it downloads will have a column for each field available. Fill out the file as desired, and save. To import your file, click Import/Export, and click Import. Select your import file, and the system will process the file and add them to your Products.

The same way you created Groups for Companies, is the way you will create Groups for People. The tags may be different, but the process is identical. 

The only difference is the inclusion of selecting a Parent Contact Group - what this means is selecting an existing People Group to create sub-groups.

People are the important stakeholders or employees that will interact with prestartr or be referenced by forms and othe parts of the system.    A Person in Presetartr is a set of information, their Identity, Personal Details, Address, Emergency Contact Information, and the More and Files section.

Click to watch Video Overview (People)

People Groups

The same way you created Groups for Companies, is the way you will create Groups for People. The tags may be different, but the process is identical. The only difference is the inclusion of selecting a Parent Contact Group - what this means is selecting an existing People Group to create sub-groups.

To create a new People Group, navigate to the People module and click the Groups submenu item. Click Create New Group and give it a name and save.

When creating new People, you can now select the Group and view it under the same tab on the dashboard. Now that you have created at least one group - let’s add new People.

Set Up People

We've prepared an Import Template that you can access below. Use this template to record your information. The template, when used to import needs to be a CSV file - avoid changing the file type when populating the template.

Instruction for importing People is available in the Add new People section below - as well as a short video demonstrating the process.

Add new People

Add new People 

Adding New People to Prestartr

You can add individual People via the New People button in the header of the People module.

💻

Before People… The following questions will help guide you through how to create or set up a new People in Prestartr.   How many People do you need to add? If you need to add more than one at a time, use the Bulk Import tool. How often does your People register change? Frequent changes can be streamlined using our Import/Export tool.   If you are ready to add a new People by hand, click the Details tab above to begin.  To do a Bulk Import, see the instructions below.

Click here for a video overview!

 

 

Details

 

When creating new People manually, there are five sections of information available to populate:

• Identity
• Personal Details
• Address
• Emergency Contact Information
• More / Files

A full list of the fields available are listed below, divided by their specific section.

When creating a record in the People module, the only required field is the Name field in Identity.

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Identity

• Name
• Job Title
• Company
• Department
• Role
• Email
• Email 2
• Mobile
• Phone
• Phone2
• Fax
• Website
• Skype

 

 

Personal Details

• Date of Birth
• Date of Commencement
• Date of Probation
• Date of Termination
• Student Number

 

 

Address

• Street Address
• City
• State
• Postal Code
• Country

 

 

Emergency Contact Information

• Emergency Contact Name
• Relationship to Person
• Emergency Contact Number

 

 

More/Files

• Select Contact Group
• Related Companies
• Salutation
• Code
• Rate
• Weekend Rate
• Cost Per Hour
• Sell Per Hour
• Select Product Type
• Select Service Type
• Select Pay Type
• Note
• Upload Files

 

 

 

 

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Bulk Import

Import People Sample Template

To import multiple People records into Prestartr, use the Export as Sample option from the Import/Export button in the People module.

This will download the People Import Template CSV.

There are currently 34 Available Fields for People.

Of these fields, only Name is required to import a People record into Prestartr.

When using People Groups, record the lowest level of the Child Group in Column R in the Import Template.

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Bulk Importing People

Once the template has been updated with the relevant information, click Import People from the Import/Export button in the People module.

Select your Import People CSV Sample file.

It will process and import the People records.

 

 

Accordion Body

 

 

The process for Plant Groups is very similar to Companies and People. The difference is that Plant Groups can have a hierarchy of up to Three Groups. A Top level - a middle level - and a bottom level. This is an optional formatting for Plant.

Prestartr’s Plant module enables streamlined tracking and control of equipment, vehicles, and plant through a centralised register.    Users can configure service schedules linked to odometer or hour meter readings, with predictive maintenance alerts based on recent utilisation.    Work orders support task tracking, defect management, time logging, and cost allocation, while archived equipment retains full service history.    Tools and safety equipment like drills, fire extinguishers, and first aid kits can also be tracked using expiry and allocation features.

Click to watch Video Overview (Plant)

Set Up Plant Groups

The process for Plant Groups is very similar to Companies and People. The difference is that Plant Groups can have a hierarchy of up to Three Groups.
A Top level - a middle level - and a bottom level. This is an optional formatting for Plant.

To create a new Plant Group, navigate to the Plant module and click the Groups submenu item. Click Create New Group and give it a name.

From this menu you can also select Group Types: either Hours or Kilometers, Mandatory Qualifications, and Prestart Template. For now we will only update the Group Name.

When creating new Plant , you can now select the Group and view it under the same tab on the dashboard. Now that you have created at least one group - let’s add a new Plant.

Set Up Plant

We've prepared an Import Template that you can access below. Use this template to record your information. The template, when used to import needs to be a CSV file - avoid changing the file type when populating the template.

Instruction for importing Plant is available in the Add new Plant section below - as well as a short video demonstrating the process.

Add new Plant

Accordion Body

Add new Plant

Adding New Plant to Prestartr

You can add or update individual Plant via the New Plant button in the header of the Plant module.

💻

 

Before adding a Plant… The following questions will help guide you through how to create or set up a new Plant in Prestartr. How many plant do you need to add? If you need to add more than one at a time, use the Bulk Import tool. How often does your plant register change? Frequent changes can be streamlined using our Import/Export tool. Do you manage your plant service register internally, or externally? Depending on your workflows, this will impact your Service Register. If you are ready to add a new plant by hand, click the Details tab above to begin.  To do a Bulk Import, see the instructions below.

Click here for a video overview!

 

 

Details

When creating a new Plant manually, there are only three minimum required fields: 

• Plant ID
• Name
• Status

These three fields are in the Basic Details section of the Details tab when creating a new Plant.

Additional fields are available for Technical Details, Plant Servicing, Location Details, and Integration Details. 

The Technical Details and Plant Servicing sections have an expanded list of additional available fields - click See More to reveal these fields.

A full list of the available fields is provided below.

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Basic Detail

• Plant ID
• Name
• Status
• Make
• Model
• Plant Group

 

 

Technical Details

• Build Date
• Warranty Date
• VIN
• Serial #
• Engine #
• Registration
• Registered In
• Registration Expiry
• Risk Assessment Expiry
• Number Of Engines

Additional Technical Details

Set One

• Operating Weight (tons)
• Max Dig Depth
• Net Power
• Digging Depth
• Width
• Height
• Length
• Max Dump
• Reach
• Bucket Capacity
• Engine Power
• Ground Clearance
• Load capacity
• Gross Vehicle Mass
• Fuel capacity
• Tyre Model
• Tyres Last Replaced
• Wiper Model Numbers Front
• Wiper Model Numbers Rear

 

 

Set Two

• Vehicle Type
• Vehicle fuel tank size [L]
• Vehicle Fuel type
• Expected Vehicle Fuel consumption [L/hr]
• Vehicle Smart fill number
• Aux Fuel Tank size [L]
• Toolboxes Fitted
• Tow Capacity Braked [kg]
• Tow Capacity Unbraked [kg]
• Brake Controller Fitted?
• GVM Weight [kg]
• Brakes Last Changed
• Brakes Model
• Driver/Operator
• Last Electrical Test Date
• Electrical Retest Date
• Last Lifting Test Date
• Next Lifting Certification Due

 

 

Set Three

• Last Calibration Date
• Next Calibration Date
• NHVR Quad Float TLC 2-1 Category
• NHVR Quad Float Loaded Height
• Load Scales Make
• Load Scales Model
• Load Scales Serial Number
• Load Scales Capacity
• Load Scales Division
• Load Scales Calibration Date
• Battery Model
• Transmission Type
• Brake Controller Model
• First Aid Kit ID
• First Aid Kit Expiry
• Fire Extinguisher ID
• Fire Extinguisher Size
• Fire Extinguisher Expiry

 

 

 

 

 

 

Plant Servicing

• Primary Engine Label
• Has Secondary Engine?

Additional Plant Servicing Fields

Coolant

• Coolant Type
• Coolant Volume [L]

Transmission Oil

• Transmission Type
• Transmission Volume [L]
• Final Drive Oil Type
• Final Drive Oil Volume (L)

Hydraulic Oil

• Hydraulic Type
• Hydraulic Volume [L]
• Engine Make
• Engine Model
• Filter Kit Number
• Air Filter Model

Primary/Secondary/Tertiary Engine

• Engine Make
• Engine Model
• Filter Kit
• Engine Oil Filter
• Engine Oil Filter Model
• Engine Oil Type
• Engine Oil Volume
• External Air Filter Model
• Internal Air Filter Model
• Fuel Filter Model
• Fuel Separator Model
• Hydraulic Oil Filter Model
• Date Tracks Last Replaced

Buckets, Attachments and Hitches

• Pin size [mm]
• Pin spacing [mm]
• Hitch Make
• Hitch Model
• Case Drain Fitted?

Tracks/Running Gear

• Date Tracks Last Replaced
• Meter Reading at Replacement

NHVR

• Quad Float TLC2-1 Category
• Quad Float Loaded Height

 

 

 

 

Location Details

• Physical Location
• Job Allocated To

 

 

Integration Details

• Accounting System
• Accounting ID
• Telematics ID
• Telematics Provider
• Custom Barcode ID

 

 

 

 

Files

To add related files to the Plant, click Select File to browse your local files.
The uploaded files will be displayed in the Files section and uploaded to the plant when you click Create Plant.

 

 

Financial

The Financial tab when creating a new Plant includes options around purchasing details, pricing, as well as repayment and financing details of the specific plant.

Of the available fields, the Purchased From, Sold To, Lender, and Entity draw from the Companies module. 

The Payroll Service Type will influence your Payroll Rules, if used.

Financial Details

• Purchased From
• Purchased Date
• Purchase Price ($)
• Sold To
• Sold Date
• Sold Price ($)
• Select Product Type
• Select Service Type
• Select Payroll Service Type
• Current Market Value

 

 

Financing

• Lender
• Entity
• Contract No
• Day of Month Payment
• Repayment Start Date
• Repayment End Date
• Amount Financed
• Amount incl. Interest
• Residual Payment
• Repayment Amount/Month
• Term (Months)
• Interest Rate

 

 

 

 

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Bulk Import

Import Plant Sample Template

To import or update multiple Plant records into Prestartr, use the Import Plant Sample option from the Import/Export button in the Plant module.

This will download the Plant Import Template CSV.

There are currently 162 Available Fields for Plant.

Of these fields, only Plant ID, Name, and Status are required to import or update a Plant record into Prestartr.

When using Plant Groups, record the lowest level of the Child Group in Column F in the Import Template.

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Trying to edit or update plant in bulk?

If you are trying to edit or update your plant register in bulk - there is an easy option for you from the Import/Export menu.

Rather than the Export as Sample option - use Export as Report option instead.

This will produce all of your current plant and their details - use this for editing and importing.

 

 

Bulk Importing Plant

 

Once the template has been updated with the relevant information, click Import Plant from the Import/Export button in the Plant module.

Select your Import Plant CSV Sample file.

It will process and import or update the plant records.

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Quick Guide: Import Plant

 

 

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Bulk Import Error Messages

When using the Bulk Import tool, you may encounter an error message. We have provided examples below with the relevant solution to resolve the error when importing your Plant.

Click for Error Message Details

Error Message	Solution
[X] can not be empty for [X]	Ensure the named column is not empty. Check the Plant ID, Name, or Status columns.
Invalid [Y] Date (Ensure format should be 'dd/MM/yyyy' or ‘d/MM/yyyy’)	Check the date provided or the cell format in the import template. - 01/12/2025 - 1/12/2025
Value must be between 1 and 3	Check Number of Engines (Column AP). Prestartr Plants support up to three engines.
Invalid [Z]: Cannot find Company with name ‘[Z]’	Ensure the named column matches an available Company from the Companies module in Prestartr.
Invalid 'Plant Group' for ‘Plant Group must be at the lowest level’	Ensure the Plant Group (Column F) displays the lowest level of a Plant Group.  Example  Company Plant > Loads > 10T  - 10T would be the lowest level of the Plant Group.

 

 

 

 

 

 

Plant Zones

Plant Zones are used to assign Plant to specific zones, as well as limit the displayed options when interaction with zone specific forms like Prestarts.

When creating a new Plant Zone, it requires a Zone Name and that you select the relevant plant from your Plant list.

Click Save Plant Zone to confirm updates and changes.

Risk Register Data Entry

To set up the Risk Register, there are six different data entry areas to complete.

• Department
• Risk Categories
• Risk Types
• Activities
• Control Measures
• Roles

Once these are set up, you can start adding risks to the Risk Register. 
Each risk you add can then be used in Risk Fields when building Form Templates.

Click ➕ Risk Categories and Types, Activities, and Control Measures to cover how to set these up.

Adding Risk Categories, Risk Types, Activities, and Control Measures Risk Categories, Risk Types, Activities, and Control Measures are all created and managed from the Catalogue module.    Click on the submenu of the same name to access the relevant dashboard.   From the setting dashboard , click the Create button in the upper right corner.   This all open up the Add New Menu.   From the setting section, click the Create button in the upper right corner.   This will open up the Add New Menu.

Click to watch Video Overview (Risk Register Catalogue)

Enter the text for the related setting in the Name field.

Click the Save icon in the upper right.

To Edit a Simple Setting click the Edit pencil icon.

To Delete a Simple Setting click the Rubbish icon.