When setting up a Job, you’ll enter basic details like the Name, Code, Client, and Location, along with optional fields like Purchase Orders Number, Markup percentages, and Assigned workers. 

You can also define shift rules, including standard working hours, lunch breaks, and notification preferences, to make sure everyone stays informed. 

Jobs allow you to manage budgets by tracking milestones, forecasts, and actual spend. 

You can add rental details, set claim periods, and handle billing by equipment usage where required. 

Files and photos can be uploaded for easy access, and mandatory induction and training forms ensure users meet safety and compliance requirements before starting work. 

Once a Job is active, the dashboard gives you a clear overview of everything you need. 

Click the ➕ Add a New Job tab above to see the full details of adding a Job.

Before we build a budget for a Job, let's detail the most relevant information about Budgets.

Click the Budget Basics tab abo ve to view the relevant details.

The first step in creating a Job Budget is to access the Budget dashboard.

From a Job, find the Budget tile on the left side of the screen and click See All.

This will navigate you to the Budget Dashboard.

From the Budget Dashboard, click Add Item, on the left hand side to begin building a budget.

When creating a top-level Budget Item, you can record the Name, the WBS Code, a Description of the item, as well as the Start/End Dates for this part of the budget. There is also a toggle for how the budget is calculated, either as a manual number you input, or as a Revised Budget, which calculates based on the Subitems added.

Once you have filled out the details of your Budget Item, click the Save icon in the upper right to add it to the Budget.

On the Budget Dashboard, you will now see an entry for your recently created Budget item.

Right-click the Budget item to display the context menu.

Click Add Sub-item.

When adding a Subitem, it functions similarly to when adding a top-level Item, just with extra details available.

The same basics of Name, WBS Code,  Description, and Start/End Dates are available at the top, followed by the more specific subitem details.

Complete these details as needed, then look to Line item sections underneath to begin populating the specific costs within the subitem

Click the + icon next to a cost centre to add a new cost to the Subitem. Depending on the cost centre, it may be a free-text field or a drop-down field populated with relevant options.

To the left of each cost is an Edit icon - click this to add the quoted value of each cost.

Click to see the Edit Screen of a Line Item

Below is an example of the Edit screen for the Labor line item.

 

 

Add and edit your line items to your Subitem. Click the Save icon in the top right to add this Subitem to your budget.

After adding your Item, Subitem, and Line items to your Budget, you can now expand/collapse the budget with the two arrow icons at the top left of the budget.

This will expose or hide the full details of your budget.

This covers the basics of building a budget.

To manually create a new Work Order, you have a couple of options: 

• You can navigate directly to the Work Order module.
• You can click the Create New button in the top left of Prestartr. 

Once you're there, simply click the New Work Order button with the plus sign. 
Then, you'll fill out the applicable Details, Tasks, and Actions as needed.

Click the ➕How to Add a New Work Order tab above for full details.