Prestartr Knowledge Base

Budget Basics

Published April 1st, 2025 by Ryan Starr

Creating a Budget against a Job in Prestartr requires two primary items: Items Subitems Lets cover the fields available when creating both a Milestone and a Subitem. Budget Items A budget Item is a container of subitems, with either a set cost, or a calculated cost dependant on the subitems. Example Items might include “Site Preparation” or “Foundat

Managing Jobs

Published April 22nd, 2025 by Ryan Starr

The Job Dashboard is where you can view all current Jobs in your Prestartr. From the dashboard you can import or export these Jobs, create new Jobs, as well as quickly edit or delete any Jobs as needed. 💻 The Jobs Dashboard Explained There are three major areas of the dashboard: Sidebar Navigation- this is where Groups, Options, Bulk Assignment, and

Payroll Rules

Published April 28th, 2025 by Ryan Starr

Payroll Rules Configuration This guide explains how to set up payroll rules to properly manage employee payments across different types of work and conditions. A clear hierarchy of user groups is needed to organize and apply the correct rules. Payroll rules might include the following: Limits - maximum regular hours before overtime rates apply. Shi

Form Template Checkbox Field

Published April 3rd, 2025 by Ryan Starr

Checkbox Fields are some of the most common and useful fields to add to a Form Template. 💻 Before setting up your Checkbox Field When adding a Question Field to a Form Template, the following information may be important: What is the checkbox? (This is the Name of the Field) Is the checkbox mandatory? (Check the box for Mandatory.) Is this checkbox

Plant Register QR Codes

Published March 13th, 2025 by Ryan Starr

Exporting your Plant Register Begin by exporting your current Plant Register to a CSV (Comma separated value).This file can be used within Excel or Sheets to create your QR Codes. From the main menu of Prestartr, navigate to the Plant app. From the Plant app, click Import/Export. Click Export as Backup. A file named plant-backup.csv will be download

Manage Payroll Timesheets

Published March 25th, 2025 by Ryan Starr

Payroll Dashboard The Payroll module is where you can Approve, Reject, and Edit user timesheets.From here you can easily process and manage your User timesheets. 💻 The Payroll Dashboard Explained The Payroll dashboard is powerful - it has seven different areas to consider: Status Cards- This is a quick reference for Approved, Warning, Rejected, and

Show/Hide Rules on Form Templates

Published April 15th, 2025 by Ryan Starr

Hiding or Showing a field on a form requires setup and planning to do correctly. This article will provide an example of the conditional logic available in Prestartr. Setting up Show and Hide Rules 💻 Before setting up Show/Hide Rules The following fields are eligible for setting up Show/Hide Rules: All Question Fields Combo Box Field Multiselect Com

Jobs Overview

Published April 16th, 2025 by Ryan Starr

Prestartr’s Job module helps you plan, track, and manage all the moving parts of a project in one place. Whether you’re coordinating equipment, scheduling shifts, managing budgets, or keeping site records organized, Jobs make it simple to stay in control. When setting up a Job, you’ll enter basic details like the name, code, client, and location, a

Form Template Button Fields

Published April 4th, 2025 by Ryan Starr

Button Fields are advanced fields added to a Form Template that make other actions occur. 💻 Before setting up your Button Field When adding a Button Field to a Form Template, the following information may be important: What should it do? (This is the Name of the Field) Is this button only needed when something else happens? (Check the box for Hidden

Form Template Risk Field

Published April 4th, 2025 by Ryan Starr

Risk Fields are advanced fields to add to a Form Template. 💻 Before setting up your Risk Field When adding a Risk Field to a Form Template, the following information may be important: Have you set up the following: Risk Categories Risk Types Activities Control Measures Should the field prefill from another field? Is the field mandatory? (Check the b

Form Template Text Fields

Published April 4th, 2025 by Ryan Starr

Text Fields are some of the most common and useful fields to add to a Form Template.The options available include Alpha-Numeric, Numeric Only, and a special Date Selector field. 💻 Before setting up your Text Fields When adding a Text Field to a Form Template, the following information may be important: What is the text field? (This is the Name of th

Form Template Combo Box Fields

Published April 4th, 2025 by Ryan Starr

Combo Box Fields are some of the most common and useful fields to add to a Form Template. 💻 Before setting up your Combo Box Field When adding a Combo Box to a Form Template, the following information may be important: Do they need to select multiple options?(Use a Multiselect Combo Box or enable Multi*) What is the selection? (This is the Name of

Form Template Photo Fields

Published April 4th, 2025 by Ryan Starr

Photo Fields are some of the most common and useful fields to add to a Form Template. 💻 Before setting up your Photo Fields When adding a Photo Field to a Form Template, the following information may be important: Do you need to Upload a Photo? (Use the Photo field) Do you need to display a photo? (Use the Image field.) Basic Setup Name: The n

Managing Forms

Published March 17th, 2025 by Ryan Starr

The Forms Dashboard Forms Dashboard is where users to manage, create, edit, and organize forms efficiently. 💻 The Forms Dashboard Explained There are four major areas of the dashboard: Sidebar Navigation- this is where Groups and Form Options are located. Header- this is where you can Import and Add New form. Search and Filter - This is where you c

Form Template Question Fields

Published April 3rd, 2025 by Ryan Starr

Question Fields are some of the most common and useful fields to add to a Form Template. 💻 Before setting up your Question Field When adding a Question Field to a Form Template, the following information may be important: What is the question being asked? (This is the Name of the Field) Does the question have a default response? (Automatically selec

Upload a File in Prestartr

Published March 31st, 2025 by Ryan Starr

Files in Prestartr There are multiple places where you might need to upload or import a file in Prestartr. Uploading Files on Forms Access and using a Form is one of the most common activities you might do in Prestartr. Adding files, drawings, or photos might be a common request as well. 💻 How to Upload Files Adding a file while using the Prestartr

Add a Workflow to a Form Template

Published March 24th, 2025 by Ryan Starr

Workflow on a Form Template Workflows are a quick way to automate common actions on a Form.For example, when a user taps the Submit button on a Draft Site Diary, it will change the status to Submitted.When a user marks it as Approved, it will change it from Submitted to Approved. A Workflow can be broken down into three parts: Previous State Next S

Form Template Label Fields

Published April 4th, 2025 by Ryan Starr

Label Fields are critical layout and organizational fields to add to a Form Template. 💻 Setting up Label Fields When adding one of the Label Fields to a Form Template, the following information may be important: Is it a Header, a Label?(Headers can be collapsed, labels display text, and a Score is a legacy feature for specific clients.) Is this only

Set up a Plant Service Register

Published March 27th, 2025 by Ryan Starr

Purpose of a Service Register The Plant Service Register in Prestartr is intended as a dashboard where you can manage and action the maintenance and service requirements of your plant, assets, and other vital equipment. From the Service Register Dashboard you have easy access to the following: Expected Due Dates for Plant and Equipment Current Odom

Add a New Job

Published April 22nd, 2025 by Ryan Starr

Add a New Job Before adding a New Job… The following questions will help guide you through how to create or set up a Job in Prestartr, or determine is another feature, such as a Work Order, might be more appropriate. Do you need to track a specific budget for the work? Do you need to keep a daily attendance register? Do you need to maintain an asset

Payroll General Settings and Conditional Allowances

Published April 30th, 2025 by Ryan Starr

The General Settings of the Payroll module allow you to configure essential options such as Leave Types, Integration settings, and Payroll export options. You can also define which groups are considered employees, set the duration of public holidays, and specify the start and end days of the payroll period. Additionally, settings for lunch breaks an

Managing Form Templates

Published March 18th, 2025 by Ryan Starr

The Form Template Dashboard The Form Templates Dashboard is where users to manage, create, edit, and organize form templates efficiently. 💻 The Form Template Dashboard Explained There are three major areas of the dashboard: Sidebar Navigation- this is where you can create Groups and update Settings for templates. Header- this is where you can Search

Manage a Form Template Register

Published March 23rd, 2025 by Ryan Starr

Form Template Register Creating a Register against a Form Template is an easy way to manage a customizable export of the form data.The export is available as a PDF or a XLSX format. Registers allow users to format, filter, and organize form data for reporting purposes.Managing form template registers can be simplified to three steps: Create a Regis

Downloading and Logging in to Prestartr

Published March 18th, 2025 by Ryan Starr

Getting Started with Prestartr Whether your gearing up for a project or simply streamlining your workflow, getting in and getting started is quick and easy. This guide will walk you through downloading the Prestartr app and how to log in so you can hit the ground running. Let's get started! Download Prestartr on Google Play To download the Prestar

Forms Overview

Published March 17th, 2025 by Ryan Starr

What are Forms? Forms are the backbone of Prestartr. They make it easy to enter and manage information in a simple, structured way. Designed to be straightforward and efficient, forms ensure your data is clear, consistent, and easy to work with—so you can focus on the job, not the paperwork. Whether you're recording site details, logging safe

Form Template Table Field

Published April 4th, 2025 by Ryan Starr

The Table field is used for Attendance Registers on Site Prestarts. 💻 Before setting up your Attendance Table When adding a Attendance Field to a Form Template, the following information is required: Job Combo Box Date and Time QR Code (Jobs) Button

Add a new Form Template

Published March 18th, 2025 by Ryan Starr

Adding a new Form Template From the Templates module, you can add new Form Templates from the Import or Add button in the upper right. Contact Prestartr Support for assistance with using the Import functionality on the template dashboard. To add a new Form Template by hand, follow these steps: Click Add on the Form Template Dashboard. Give the templ

Form Template Signature Field

Published April 4th, 2025 by Ryan Starr

Signature Fields are some of the most common and useful fields to add to a Form Template. 💻 Before setting up your Signature Field When adding a Signature Field to a Form Template, the following information may be important: Who is intended to sign? (This is the Name of the Field) Is the signature mandatory? (Check the box for Mandatory.) Is this

Form Template Formula Field

Published April 4th, 2025 by Ryan Starr

The Formula Fields are advanced fields that can be added to a Form Template. 💻 Before setting up your Formula Field When adding a Formula Field to a Form Template, the following information may be important: What is the result? (This is the Name of the Field) Is this result only needed when something else happens? (Check the box for Hidden.) Is th

Import Plant Expenses

Published April 10th, 2025 by Ryan Starr

Bulk Importing Plant Expenses Managing Plant and Assets also means managing their costs and expenses. In Prestartr you can bulk import expenses to your Plant Register - as a once off or as an ongoing procedure - up to you. 💻 Before we import your Plant Expenses… To successfully import content into Prestartr using a spreadsheet, it's important to ens

Form Template Date Fields

Published April 4th, 2025 by Ryan Starr

Date Fields are some of the most common and useful fields to add to a Form Template. 💻 Before setting up your Date Field When adding a Date Field to a Form Template, the following information may be important: Are you recording the time, date, or both? Do you need it to prefill todays date? If you are recording time, is it the point in time or the d

Login to Prestartr in the Office

Published April 8th, 2025 by Ryan Starr

This article will cover the basics of logging into the Prestartr website and how to reset a forgotten password for users. Log In to Prestartr Login 💻 Before logging in… It's important to know your company login process, as some will use a Username and Password while others might use Microsoft Azure. Usernames are unique email addresses. Passwords ar