Training Record Forms are how qualifications and compliance records are captured in Prestartr. Each Training Record is linked directly to a person's profile and feeds into the Training Matrix, giving you a real-time view of your workforce's compliance status. This guide walks you through creating a Training Record form from a person's profile. Navig...

Training Matrix — ZIP Export The Training Matrix now supports a ZIP export that bundles employee training records, competencies, and induction documents into a single downloadable archive. This makes it significantly easier to package and share compliance records for audits, tenders, or site access requirements. What the ZIP Export Includes Employee...

Jobpac Integration with Prestartr The Jobpac integration enables automatic synchronisation of debtor (company) data from Jobpac into Prestartr. This ensures that company records in Prestartr are kept up to date with the latest information from your Jobpac system, including contact details, financial terms, and identifiers. This article covers the fi...

Capturing multiple photos in forms Photo fields allow field users to capture evidence, site conditions, defects, progress, and supporting records directly inside forms. Where enabled, users can capture multiple photos in a single form workflow. Before you start You need access to the relevant form. The form template must include a photo field. On mo...

Using the Site Diary The Site Diary in Prestartr allows supervisors and site managers to record daily site activity, including labour hours, delays, incidents, and general notes. The Site Diary integrates with the Scheduler and Timesheet modules to automatically prefill employee and allocation data, reducing manual entry and ensuring accuracy. This ...

Payment Terms Catalogue The Payment Terms Catalogue defines the available payment term options across Prestartr. These terms are used in Company records, Invoices, Purchase Orders, and any integration that syncs financial data (e.g., Jobpac). This article covers how to access the catalogue, the available payment terms, and how to create, edit, and r...

Company Fields, Financials & Payment Terms This article covers the layout of a Company record in Prestartr, including the Details, Address, Financials, and Insurances sections. It also explains how company data is populated from external systems such as Jobpac, and how to manage Payment Terms.   Companies List View Navigate to Companies from the...