Advanced Workflow Videos

Improve your workflow efficiency with step-by-step tutorials in these advanced video guides.

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Welcome & Accessing the Web Interface
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Welcome & Accessing the Web Interface

The Dashboard & Navigating the Modules
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The Dashboard & Navigating the Modules

Accessing Prestartr Summary
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Accessing Prestartr Summary

Welcome & Installing the App
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Welcome & Installing the App

States and Territories
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States and Territories

Catalogue Foundation (Departments, Roles, Qualifications)
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Catalogue Foundation (Departments, Roles, Qualifications)

Cost Controls (Accounts & Products)
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Cost Controls (Accounts & Products)

Cost Controls Services
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Cost Controls Services

Importing and Editing a Form Template
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Importing and Editing a Form Template

Adding a Workflow
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Adding a Workflow

Creating a Form Register
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Creating a Form Register

Email Notifications & Sharing
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Email Notifications & Sharing

The Finance Catalogue
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The Finance Catalogue

The Finance Module Overview
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The Finance Module Overview

Creating a Quote
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Creating a Quote

From Quote to Work Order
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From Quote to Work Order

Cost Estimates & Invoicing
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Cost Estimates & Invoicing

Exploring and Editing Work Orders
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Exploring and Editing Work Orders

The Transaction Tab & Manual Invoicing
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The Transaction Tab & Manual Invoicing

Creating a Job and Building a Budget
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Creating a Job and Building a Budget

Adding New Plant Groups
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Adding New Plant Groups

Adding and Editing Plant
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Adding and Editing Plant

Creating Service Cycles and Schedules
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Creating Service Cycles and Schedules

Updating Plant Service Details
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Updating Plant Service Details

Setting up the Expiry Matrix
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Setting up the Expiry Matrix

The Service Register
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The Service Register

Payroll Categories & Default Rules
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Payroll Categories & Default Rules

Creating a New Payroll Rule
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Creating a New Payroll Rule

Conditional Rules
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Conditional Rules

The Timesheet Dashboard
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The Timesheet Dashboard

Exporting Reports
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Exporting Reports

Understanding the Three Scheduler Setups
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Understanding the Three Scheduler Setups

The Standard Scheduler
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The Standard Scheduler

The Direct Allocation Scheduler
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The Direct Allocation Scheduler

The Work Order Scheduler
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The Work Order Scheduler

Creating a Hire Contract
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Creating a Hire Contract

Invoicing a Hire Contract
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Invoicing a Hire Contract