Creating a New Form Click the Global 'Create New' (+) icon in the main navigation bar. Select Form from the dropdown menu. Choose the People Entity .  An entity corresponds to a specific module in Prestartr (e.g., People, Job, Plant, etc.). Select the specific Record from the next dropdown.  For Leave Forms, the Record is the User requesting leave. ...

Finance       The Finance Catalogue controls the Account Codes and the defaults for Invoices, Purchase Orders, Quotes, Purchase Requisition, and Cost Estimates in the Finance module. Flip Card Finance Catalogue Video Guide Your browser does not support the video tag.   Accounts The Account section of the Finance Catalogue is where you can view, edit...

Getting Started with Hitachi Integration  This guide outlines the procedure for integrating your telematic provider with Prestartr. This integration enables the automatic retrieval of essential asset data, including odometer readings, machine hours, and location information, directly into your Plant details.    Prerequisites   HITACHI Provide the fo...

Before we get started… There are a few things to consider before you start adding Subforms to a Form Template. Do you need to add subforms while filling out the intial form?(Add Subform Field) Do you need to add subforms after filling out the form or need multiple options?(Form Template Tabs) Consider the points above while going through the guide b...

Getting Started with Bell Integration  This guide outlines the procedure for integrating your telematic provider with Prestartr. This integration enables the automatic retrieval of essential asset data, including odometer readings, machine hours, and location information, directly into your Plant details.    Prerequisites   BELL Provide the followin...

The Quotes dashboard is where  you'll find a list of all Quotes in the system, each displaying important details such as the Quote name, method, status, due date, and what the Quote is linked to.  Quick action icons let you easily edit or delete any Quote. To help you find specific Quote quickly, a search bar is available at the top of the screen. Y...

Getting Started with John Deere Integration  This guide outlines the procedure for integrating your telematic provider with Prestartr. This integration enables the automatic retrieval of essential asset data, including odometer readings, machine hours, and location information, directly into your Plant details.    Prerequisites   JOHN DEERE Provide ...

The Invoice dashboard is where  you'll find a list of all invoices in the system, each displaying important details such as the invoice name, type, invoicing method, status, due date, and what the invoice is linked to.  Quick action icons let you easily edit or delete any invoice. To help you find specific invoices quickly, a search bar is available...

Training Log The Training Log is an interactable and user configurable, dashboard of Qualification expiry areas that you have configured. The dashboard for the Training Log displays all Overdue items, as well as items that will expire in the next 30, 60, and 90 Days. The available fields you can select and sort by are the Qualification set up within...

June 05th 2025 Product Improvement Summary Scheduler Job Navigation: Clicking the job label on a plant should take you to that job’s allocation in the scheduler. If multiple jobs exist, show a menu to choose which one. Drag-and-Drop File Uploads: Users can drag files onto Jobs, Plant, People, and more. Upload modal appears automatically with tags/fo...

Files and Pictures You can easily upload files and photos to Prestartr using either the website interface or the dedicated mobile app.  Both platforms support a streamlined process for attaching documents and images to your work orders, jobs, or other relevant records, making it simple to keep all necessary information in one place, whether you're a...

💻 Using the Scheduler The Scheduler module in Prestartr has three different setups: Standard Scheduler:Drag and drop your resources and fill out the Allocation form.  Direct Allocation Scheduler:Drag and drop your resources onto Job Lanes.  Work Order Scheduler:Drag and drop your Services and resources on your scheduled Work Orders. For details on h...

Curated Gallery PrestartrVideoLibrary Click one of the tiles below to access the video content. While playing a video, click the three vertical dots to get options for Direct Download, Playback Speed, as well as Picture in Picture functionality. Search Cards Welcome & Accessing the Web Interface Your browser does not support the video tag. The D...

Purchase Requisitions are created and linked to Jobs to support your financial tracking and reporting workflows. Purchase Requisitions, when approved, create Purchase Orders.Purchase Requisitions feature the ability to set a specific monetary limit per user.  Creating a Purchase Requisition To manually create a new Purchase Requisition: Navigate to ...

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...

The Defect Dashboard is where you can view all current and historical Defects in Prestartr.  From the dashboard you can import or export Defect records, create new Defects, as well as edit or delete Defects as needed. 💻 The Defect Dashboard Explained There are three major areas of the dashboard: Sidebar Navigation- this is where Options, and the Def...

Card Deck Create a Timesheet Form Form Details Draft, Submit, and Delete Print / Save PDF Workflow Details Save Prestartr Timesheets Log in to the Prestartr app and tap the Complete Timesheet button. Fill out the required details of the Timesheet such as Job, Start/End Times, and Type of Shift. Tap Save and check your Timesheet draft is correct. You...

Getting Started with OEM Integration  This guide outlines the procedure for integrating your telematic provider with Prestartr. This integration enables the automatic retrieval of asset data, including odometer readings, machine hours, and location info, directly into your Plant details.  Komatsu Komatsu Integration with Prestartr Getting Started wi...

The Rental Option area in Prestartr is your central hub for managing the default invoice line descriptions for rental contracts. It provides visibility and control over both wet hire and dry hire invoices. Updating Rental Invoice Line Item Descriptions The Rental Option area is split into two sections: Wet Hire and Dry Hire. While separate, the inst...

Exploring the Scheduler with Toufic Exploring the Scheduler with Toufic Getting Started > Foundational Setup > Forms & Workflows > Finance Mgmt > Job Budget & WOs > Plant & Service Mgmt > Payroll Mgmt & Rules > Setup Knowledge Base > Scheduler > Rental This guide will teach you how to use the Scheduler modu...

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...

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. Flip Card Payroll Categories & Default Rules - Video Guide Your browser does not support the vi...

Card Deck Daily Prestart Overview Create the Prestart Complete Prestart Questions Check in & Check Out Overview Create Questions Check in/Check Out How to Complete a Daily Site Prestart Follow these steps to complete your daily equipment inspection. Start a New Prestart There are two ways to begin:   From the Dashboard: Tap Daily Site Prestart. ...

The General Catalogue. In the Catalogues Module, there are seven different sections. The General Catalogue is a catch-all location with common settings used in Prestartr. Details on each option in the General Catalogue is displayed below. Internal Companies   The Internal Companies section of the General Catalogue will display the available records ...

Card Deck Plant Prestart Overview Create the Prestart Complete Prestart Questions Sign & Submit the Prestart Overview Create Questions Sign/Submit How to Complete a Plant Prestart Follow these steps to complete your daily equipment inspection. Start a New Prestart There are two ways to begin: From the Dashboard: Tap Complete Plant Prestart. From...

To create an invoice from a Work Order in Prestartr, access the Work and navigate to the Transactions tab. From the Transactions tab, click Create New Invoice in the top right. Now, select the Material, Labour, or Purchase Orders you want to invoice - ensuring the items are not already Invoiced. With the Items selected, click Generate Invoice in the...

Card Deck Create a TAKE 5 TAKE 5 Questions Add a Job/Task to the TAKE 5 Sign & Submit the TAKE 5 Overview Questions Job/Task Sign/Submit The Take 5 form in Prestartr is designed to help you identify hazards and manage risks before starting a task. Follow these steps to create, document, and submit your assessment. Initiate the Form Select Projec...

The Knowledge Base module in Prestartr serves as your central repository for critical information, empowering your team with easy access to essential documentation and vital alerts. This module is organized into two main areas:  Knowledge Base and Notification Centre. Knowledge Base: Articles: Manage and access all user-created articles here.  See M...

Card Deck Create a Training Record Print / Save PDF Creating a Form Prestartr Training Records Log in to the Prestartr app and open the Menu. Tap Forms. Tap the All form filter. Tap the Add icon in the bottom right or the Add New icon in the upper right. Image failed to load. Create a Training Record Prestartr Training Records Log in to the Prestart...

      The Plant Management Catalogue is a critical area of Prestartr for managing your Plant.   It contains the settings for your Service Cycles, Service Schedules, and Plant Expense Cost Types - important information when allocating Plant to Jobs, Work Orders, as well as your Service Register. Flip Card Creating Service Cycles and Schedules - Video...

Card Deck Incident Form Overview Complete the Incident Report Add People and Witnesses Save and Submit Overview Questions People & Witnesses Save & Submit How to Complete an Incident Report Follow these steps to complete Incident Form. Start a New Incident Report There are two ways to begin:   From the Dashboard: Tap Incident Report.   From ...

2026 Release Calendar...

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. Flip Card Updating Plant Service Details - Video Guide Your browser does not support the video tag. Before we import you...

Getting Started with Prestartr You can access Prestartr in two different ways:  Login via the Web, or via the mobile Application. Click the option below to get the details you need. Click the Back arrow to see the other option, as needed.   Office or App?   Office   App     Login to Prestartr in the Office Login to Prestartr in the Office This artic...

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...

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          ...

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...

Anatomy of Prestartr Analytics+ Dashboards Prestartr Analytics+ Dashboards consist of two primary areas: the Widget space (where your data is visualized) and the Filters space (where you refine the data). This guide covers how to interact with these areas to get the most out of your data. Interacting with Widgets     Widgets are the charts and table...

The Basic Catalogue Within the Catalogues module, the Catalogue section is where the majority of settings reside. 💻 In the Basic Catalogue, there are a number of settings which work the same, but display in different areas. The following list of settings all share the same steps for adding, editing, and deleting options: Simple Settings Plant Fuel C...

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 I...

Creating a New Form   You can create a new form in the Prestartr office interface from several different locations. The creation process varies slightly depending on where you start. This guide outlines the three primary methods. Regardless of the method, all new forms are initially created with a Draft status. Using the Global 'Create New' Menu  Th...

Form Scripts - User Guide These scripts run in the background when you Submit or Approve a form to ensure data is clean, valid, and correctly recorded in the system. There are three types of Generic Scripts available currently: Job Costing Scripts Rental Wet Hire Scripts Payroll Timesheet Scripts Additional scripts and script types will become avail...

Getting Started with Volvo Integration  This guide outlines the procedure for integrating your telematic provider with Prestartr. This integration enables the automatic retrieval of essential asset data, including odometer readings, machine hours, and location information, directly into your Plant details.    Prerequisites     Volvo Provide the foll...

How to Create a New Form Creating a new form in the Prestartr app is a straightforward process that can be started from several different locations. This guide will walk you through the steps to successfully create and configure a new form. Starting Points for Form Creation You can begin the process of creating a new form from multiple modules withi...

The Admin Panel is where you can view the User List, the Audit Log, and access your Integrations.  Audit Logs The Audit Logs available in Prestartr includes the following information, by which you can Search and Filter: Date Created Type Group Sign-In Create Form Purchase Order Defects Job Actual Lines Type Login Logout Create Site Diary Create Dock...

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

Getting Started with Caterpillar Integration  This guide outlines the procedure for integrating your telematic provider with Prestartr. This integration enables the automatic retrieval of essential asset data, including odometer readings, machine hours, and location information, directly into your Plant details.    Prerequisites   CATERPILLAR Provid...

Getting Started with Toyota Halo Integration  This guide outlines the procedure for integrating your telematic provider with Prestartr. This integration enables the automatic retrieval of essential asset data, including odometer readings, machine hours, and location information, directly into your Plant details.    Prerequisites     Toyota Halo Prov...

Getting Started with Verizon Integration  This guide outlines the procedure for integrating your telematic provider with Prestartr. This integration enables the automatic retrieval of essential asset data, including odometer readings, machine hours, and location information, directly into your Plant details.    Prerequisites     VERIZON Provide the ...

This article will cover the basics of logging into the Prestartr website and how to reset a forgotten password for users. Click here to 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...

Getting Started with Kobelco Integration  This guide outlines the procedure for integrating your telematic provider with Prestartr. This integration enables the automatic retrieval of essential asset data, including odometer readings, machine hours, and location information, directly into your Plant details.    Prerequisites   KOBELCO Provide the fo...

The Purchase Order dashboard is where  you'll find a list of all Purchase Orders in the system, each displaying important details such as the PO Number, name, delivery date, expiry date, supplier, status,  goods receipt, and what the Purchase Order is linked to.  Quick action icons let you easily edit or delete any Purchase Order. To help you find s...

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 ...

Curated Gallery PrestartrVideoLibrary Click one of the tiles below to access the video content. While playing a video, click the three vertical dots to get options for Direct Download, Playback Speed, as well as Picture in Picture functionality. Search Cards Welcome & Accessing the Web Interface Your browser does not support the video tag. The D...

The Work Orders module in Prestartr is your central hub for managing ongoing work orders related to your projects and operations. Designed to streamline the management processes, this module brings together key financial areas into a single, easy-to-navigate space....

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 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...

Getting Started with Komatsu Integration  This guide outlines the procedure for integrating your telematic provider with Prestartr. This integration enables the automatic retrieval of essential asset data, including odometer readings, machine hours, and location information, directly into your Plant details.    Prerequisites   KOMATSU Provide the fo...

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...

Forms & Workflows with Toufic Forms & Workflows with Toufic Getting Started > Foundational Setup > Forms & Workflows > Finance Mgmt > Job Budget & WOs > Plant & Service Mgmt > Payroll Mgmt & Rules > Setup Knowledge Base > Scheduler > Rental Building on the fundamentals of form creation, this guide d...

Card Deck How to Create a Purchase Order Add a Purchase Order Purchase Order Details Add items to a Purchase Order Save, Duplicate, and Delete a Purchase Order Overview Add Details Items Save, Duplicate, and Delete Follow these steps to add a new Purchase Order. Finance Module From the dashboard, tap on the menu in the upper left corner. Locate and ...

  Getting Started & Dashboard Navigation Getting Started & Dashboard Navigation Getting Started > Data Entry > Knowledge Base > Forms & Defects > Jobs & Work Orders Getting Started with Toufic One of the first things to do when learning a new system is to log in - take a look around - and get familiar with the interface. ...

Catalogue & Foundational Setup Catalogue & Foundational Setup Getting Started > Foundational Setup > Forms & Workflows > Finance Mgmt > Job Budget & WOs > Plant & Service Mgmt > Payroll Mgmt & Rules > Setup Knowledge Base > Scheduler > Rental Setting up your Prestartr Each of the following steps is ...

Exploring the Rental Module with Toufic Exploring the Rental Module with Toufic Getting Started > Foundational Setup > Forms & Workflows > Finance Mgmt > Job Budget & WOs > Plant & Service Mgmt > Payroll Mgmt & Rules > Setup Knowledge Base > Scheduler > Rental This guide will take you through the process of...

Our Xero Integration  There are a few things to consider before you use your integration to Xero. Ensure the integration has been setup in the Integrations menu. To setup the integration, you will need the Username and Password for Xero.   Payroll Integration Your integration to Xero will use Payroll information to populate a Payrun. Before using th...

Forms & Basic Defects with Toufic Forms & Basic Defects with Toufic Getting Started > Data Entry > Knowledge Base > Forms & Defects > Jobs & Work Orders In this guide, we will focus on building and using interactive forms to create an automated defect reporting process. You will learn the entire workflow, starting with ho...

The Rental Dashboard in Prestartr is your central hub for managing hire agreements and hire contracts.  It provides visibility and control over both wet hire and dry hire operations. Using the Rental Dashboard When navigating to the Rental module, you will land on the Dashboard by default. The Dashboard is split into three tabs: All, Wet Hire, and D...

The People Dashboard is where you can view all current People in Prestartr.  From the dashboard you can import or export People records, create new People, as well as quickly edit or delete any People as needed. 💻 The People Dashboard Explained There are three major areas of the dashboard: Sidebar Navigation- this is where Groups, Zones, Training Ma...

Basic Data Entry Basic Data Entry Getting Started > Data Entry > Knowledge Base > Forms & Defects > Jobs & Work Orders Getting the required information There are a few things that would likely be beneficial to have on hand. - Company, Client, or Customer data- Employee, Worker, or Subcontractor data- Plant, Asset, or Equipment Re...

    Welcome & Installing the App 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! Flip Card Downloading & Installing the App Y...

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...

Creating a Defect in Prestartr Defects can be created in two ways: Manually via the Defect Dashboard Automatically through custom form fields with a Defect Configuration. Click the Dashboard tab for Manual Instructions. Click the Form tab for Automatic Form instruction. Dashboard To create a new Defect from the Dashboard, click New Defect. When crea...

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...

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 ...

In the Rental module there are two types of Hire forms - Hire Agreement and Hire Contract. The Hire Contract provides the following format of information: Basic Details Wet Hire Conditions - Advanced Plant - Labour - Material Create a New Hire Contract Click New Hire Contract in the upper right corner of the Hire Contract list to open the creation m...

In Prestartr, a defect is a record of a failure or issue affecting equipment or other controlled assets such as plant.  Defects can be created manually via the Dashboard or automatically through custom forms using Show/Hide Rules, which support all question fields, combo boxes, and multiselect combo boxes.  The Defect Dashboard allows users to impor...

The Work Orders module is where you can access and manage your Work Orders, Work Order Tasks, and view the financial impact in a single place. 💻 The Work Order Dashboard Explained The Dashboard is a quick-view area of all your current Work Orders in Prestartr. It will display totals for common financial areas such as the total costing of things like...

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 ...

To create an invoice from a Cost Estimate in Prestartr, open the Cost Estimate, whether it's stand-alone or part of a work order, and ensure it's in the Confirmed state.  In the Cost Estimate header, click Approve Cost Estimate to generate a linked invoice.  The invoice will appear in the Created Invoice section, where it can be edited, approved, or...

The Scheduler is an advanced component of setting up a Prestartr - contact Prestartr Support for assistance. Within the Scheduler Catalogue, there are options for editing your Scheduler Work Order Groups and for managing equipment and plant Stand Down Reasons. Scheduler Work Order Groups When editing a Scheduler Work Order, the selected Work Order G...

Before you begin… Importing a Budget to a Job in Prestartr uses a CSV template. When working with the template, there are a few things to keep in mind to ensure the process is straight-forward. There are three templates: Item, Sub-Item, and Line. Each line of the Item and Subitem template requires a Date field. The date field format only accepts Day...

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 ...

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 c...

Jobs & Work Orders with Toufic Jobs & Work Orders with Toufic Getting Started > Foundational Setup > Forms & Workflows > Finance Mgmt > Job Budget & WOs > Plant & Service Mgmt > Payroll Mgmt & Rules > Setup Knowledge Base > Scheduler > Rental This guide expands on work management fundamentals by exp...

To create an invoice from a quote in Prestartr, open the quote, whether it's stand-alone or part of a work order, and ensure it's in the Confirmed state.  In the quote header, click Approve Invoice to generate a linked invoice.  The invoice will appear in the Created Invoice section, where it can be edited, approved, or printed as needed. Print this...

Creating Invoices Invoices can be created and linked to relevant entities to support your financial tracking and reporting workflows. Creating an Invoice Manually To manually create a new invoice: Navigate to the Invoices section within the Finance module. Click the ➕ Add button. In the invoice creation form, you will be prompted to link the invoice...

Budget Costs Recording the incurred costs is one of the most important actions of managing a budget. In Prestartr, you can record costs directly, through a selection menu or in bulk via import. In the Job, click the See All link on the Budget, to access the Budget Dashboard. From here, enter the dates for we can add our Direct Costs. Add Costs Costs...

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 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 the Arc...

  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...

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...

To create an invoice from a Purchase Order in Prestartr, access the Work and navigate to the Transactions tab. From the Transactions tab, click Create New Invoice in the top right. Now, select the Purchase Order you want to invoice below - ensuring the Purchase Order is marked as complete. With the Purchase Order selected, click Generate Invoice in ...

  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...

Creating Cost Estimates Cost Estimates can be created and linked to Work Orders to support your financial tracking and reporting workflows. Creating a Cost Estimate Manually To manually create a new Cost Estimate: Navigate to the Cost Estimate section within the Finance module. Click the ➕ Add button. To link the Cost Estimate to a Work Order, it mu...

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. Frequently Asked Questions Click on the questions below ...

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...

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. Flip Card Adding a Workflow Video Your browser does not suppor...

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...

The Companies module is where you can record, manage, and maintain records and details for each company you work with in Prestartr. Using Company groups, you can sort, categorize, and list your companies in easy to digest tabs. Using the Import/Export feature, control your Company register easily and keep it up to date at a moment's notice.  ...

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

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...

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...

The Cost Estimate dashboard is where  you'll find a list of all cost estimates in the system, each displaying important details such as the cost estimate name, method, status, due date, and what the cost estimate is linked to.  Quick action icons let you easily edit or delete any cost estimate. To help you find specific cost estimates quickly, a sea...

Jobs & Work Orders with Toufic Jobs & Work Orders with Toufic Getting Started > Data Entry > Knowledge Base > Forms & Defects > Jobs & Work Orders This guide covers the workflow for managing projects in Prestartr, focusing on the relationship between Jobs, Budgets, and Work Orders. We will begin by creating a Job. You wil...

The Articles Dashboard is where you can view all current and historical Articles in your Knowledge Base.  From the dashboard you can export your Articles as PDFs, create new Articles, as well as refresh your article list as needed. 💻 The Article Dashboard Explained There are three major areas of the dashboard: Group and Role Filter - this is where f...

Flip Card The Finance Module Video Guide Your browser does not support the video tag.     The Finance module in Prestartr is your central hub for managing key financial documents related to your projects and operations.    Designed to streamline your financial processes, this module brings together key financial areas into a single, easy-to-navigate...

Setting up the Knowledge Base with Toufic Setting up the Knowledge Base with Toufic Getting Started > Foundational Setup > Forms & Workflows > Finance Mgmt > Job Budget & WOs > Plant & Service Mgmt > Payroll Mgmt & Rules > Setup Knowledge Base > Scheduler > Rental This guide focuses on populating the core c...

Prerequisites for Knowledge Base Articles To use the Article section of the Knowledge Base to it's full capability, there are two areas that warrant prior setup: Article Groups User Roles See Managing Knowledge Base Articles for details on Article Groups.See Catalogue Basics for details on creating Roles.   Uploading a new Article Click the Plus but...

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. Cost Type The Cost Type section of the Cost Controls Catalogue is where you can view, edit, and delete Cost Types. Cost Types are used when adding ...

Claim Configuration Before generating a Project Claim, each Job must be configured with its claim periods.  In the Jobs module, click the edit pencil on a job record, scroll to Cost Control Details. From here, enter the dates for First Claim Period Start Date and End Date.  Job Claims can be enabled for Claims per calendar month. Project Claims Proj...

Creating Purchase Orders Purchase Orders can be created and linked to Work Orders or Jobs to support your financial tracking and reporting workflows. Creating a Purchase Order Manually on a Job or Work Order To manually create a new Purchase Order: Navigate to a Job or a Work Order. Click the ➕ Create New button. Click Purchase Order. Fill out Purch...

Supported Web Browsers When accessing Prestartr website, we support the latest versions of these web-browsers: Chrome Edge Firefox Safari If advised by Customer Support to clear the Cookies and Cache of your web browser, click the relevant link below for the most up to date instructions for your specific browser.         Google Chrome Microsoft Edge...

The Test Register offers a customizable list of items that can be set up in the Knowledge Base module, using the Edit button. Once your Test Register is set up, you can access it via a Form Template, allowing your workers to access it in the field. Setting up the Test Register Setting up the Test Register is done directly from the Test Register in t...

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. ...

Curated Gallery BasicWorkflowVideos Click one of the tiles below to access the video content. While playing a video, click the three vertical dots to get options for Direct Download, Playback Speed, as well as Picture in Picture functionality. Search Cards Welcome & Accessing the Web Interface Your browser does not support the video tag. The Das...

Purchase Requisitions Dashboard The Purchase Requisitions dashboard is where  you'll find a list of all Purchase Requisitions in the system, each displaying important details such as the PR Number, name, Zone, delivery date, expiry date, status, and what the Purchase Requisition is linked to.  Quick action icons let you easily edit or delete any Pur...

Setting up the Knowledge Base Setting up the Knowledge Base Getting Started > Data Entry > Knowledge Base > Forms & Defects > Jobs & Work Orders This guide focuses on populating the core content of the Knowledge Base module. You will learn how to build out two key components: Articles and the company's Risk Register. We will begi...

How to Create a New Form Creating a new form in the Prestartr app is a straightforward process that can be started from several different locations. This guide will walk you through the steps to successfully create and configure a new leave form. Starting Points for Form Creation You can begin the process of creating a new form from multiple modules...

    Creating a Work Order Work Orders can be created Manually, in Bulk, or from a Quote or Defect. Flip Card Video Overview: Create a Work Order Your browser does not support the video tag. Creating a Work Order Manually To manually create a new Work Order: Navigate to the Work Order module or click the Create New button in the top left of Prestartr...

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...

The Risk Register is a list of all known risks in your Prestartr. To set it up, you need to first complete six sections in the Catalogue: 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 added can be used in Risk Fields on Form Templates. See ...

Risk Fields are advanced fields to add to a Form Template. 💻 Before setting up your Risk Field Flip Card Setup Risk Fields Your browser does not support the video tag. 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...

Getting Started with Toufic Getting Started with Toufic Getting Started > Foundational Setup > Forms & Workflows > Finance Mgmt > Job Budget & WOs > Plant & Service Mgmt > Payroll Mgmt & Rules > Setup Knowledge Base > Scheduler > Rental One of the first things to do when learning a new system is to log in -...

    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. Flip Card Click here for video guide Your browser does not support the video tag. Budget Items A budget Item is a container of subitems, with either a set cost, or a calculated cost...

The Payroll Module with Toufic The Payroll Module with Toufic Getting Started > Foundational Setup > Forms & Workflows > Finance Mgmt > Job Budget & WOs > Plant & Service Mgmt > Payroll Mgmt & Rules > Setup Knowledge Base > Scheduler > Rental This guide covers the end-to-end process of managing payroll in P...

In the Rental module there are two types of Hire forms - Hire Agreement and Hire Contract. The Hire Agreement provides a simple format of information: Client Details Detail of Charges Terms and Conditions Supply with Equipment Special Conditions Additional Charges Create a New Hire Agreement Click New Hire Agreement in the upper right corner of the ...

Allocation Summary The Allocation Summary screen provides a detailed breakdown of all costs associated with your Job, organized by cost centre.  You can find this screen within the Job Budget section for a specific Job, after clicking to view the Job Budget. Click the Budget drop-down on the right and click Allocations Summary. Viewing and Filtering...

Plant & Service Management with Toufic Plant & Service Management with Toufic Getting Started > Foundational Setup > Forms & Workflows > Finance Mgmt > Job Budget & WOs > Plant & Service Mgmt > Payroll Mgmt & Rules > Setup Knowledge Base > Scheduler > Rental This guide provides a comprehensive guide...

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 ...

Converting Paper Forms to Form Templates 🛈 Info Before we get started… There are a few things to consider before you start building a Form Template. Do you need to add or remove options based on the choices a user selects?(Hide/Show Rules) Does the information already live in Prestartr somewhere?(Prefilled/Combo Box) Consider the points above while ...

Adding a new Company to Prestartr You can add individual a Company  via the New Company button in the header of the Company module. 💻   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 ...

Flip Card Create a Quote Video Guide Your browser does not support the video tag.     Creating Quotes Quotes can be created and linked to relevant entities to support your financial tracking and reporting workflows. Creating a Quote Manually To manually create a new Quote: Navigate to the Quote section within the Finance module. Click the ➕ Add butt...

The Finance Module and Work Order Basics Forms & Workflows with Toufic Forms & Workflows with Toufic Getting Started > Foundational Setup > Forms & Workflows > Finance Mgmt > Job Budget & WOs > Plant & Service Mgmt > Payroll Mgmt & Rules > Setup Knowledge Base > Scheduler > Rental This guide introdu...

Zones in Prestartr Zones can be created from the People or Plant modules in Prestartr. Parts of a Zone Zones consist of three parts: Name of the Zone List of Managers List of Members In a Zone, Users can be either a Manager, or a Member. Users can be in multiple Zones. When creating Forms, creating Defects, and Jobs, selecting the relevant Zone cont...

Adding a new Form Template Single Tile Page Creating and Navigating a Form Template Your browser does not support the video tag.     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. Whe...

The Files Dashboard is where users manage, create, edit, and organize files efficiently.  💻 The Files Dashboard Explained There are four major areas of the dashboard: Folder Navigation- this is where All files and your File Folders are located. Search and Filter - This is where you can Search and Filter the visible files. File list - this is where y...

The Rental Catalogue is where you can setup your default Terms and Conditions, specific goods you Supply with Equipment, and any Special Conditions you might have for Plant Rental. Terms and Conditions Fields From the Rental Catalogue, you can access the Rental Hire Terms and Conditions section. This is where you can add, edit, and delete the option...