How to Add a Form to the App Dashboard Before you can configure these settings, you must have the appropriate Administrative access to view and edit the Dashboard Settings. Click on your Profile Picture at the Top Right of your screen. Click on Settings. Under the Dashboard Configuration, click Add New Form Choose the Name of the button. Choose the ...

How to Display Subform Details in the Main Form If you have a subform within a main form but cannot see the subform's details (as shown in the image below), this guide will walk you through how to configure your display settings so the information appears correctly. Setting up the Subform Display Follow these steps to customize which subform fields ...

Exporting and Sharing Form PDF Links Use this guide to generate temporary shareable links for any form in Prestartr on the web, allowing external users or team members to download a PDF copy directly without needing full system access. Steps to Generate and Share a PDF Link Navigate to the Form: Log into Prestartr on the web and open the specific fo...

How to Add a New Work Order Type Before you can configure these settings, you must have the appropriate Administrative access to view and edit the Catalogue. Navigate to the Catalogue module. Select 'Work Order Types.' Click New Type to add your new work order type. Fill in the details and save. Once saved, the new Work Order Type will be available ...

Routing Prestart Submissions to Specific Job Docket Recipients Basic Information or Requirement Before configuring automatic prestart routing, ensure you have: Administrative or Managerial access to both Jobs and Form Templates . An existing Prestart Form Template set up in your system.   Step 1: Add Docket Recipients to the Job Navigate to the Jobs...

Why Staff Aren’t Showing Up in Your Scheduler (And How to Fix It in 60 Seconds) You’ve added a team member to your platform. Their profile is active, their name is spelled correctly, and their login works. Yet, when you open the Scheduler to assign them a shift or book them an appointment… they are completely invisible. The Problem: When you create ...

Quick Troubleshooting Guide When the Prestartr web application acts up, displays outdated information, or throws login errors, cached files or stale cookies are usually the culprit. You can resolve most display and functionality issues in seconds using browser keyboard shortcuts. Quick Keyboard Shortcuts Action Windows / Linux Mac Full Cache & C...

Adding Fuel Readings to a Plant This guide outlines the steps to record fuel readings for your selected plant. You can choose to enter these readings manually or import them in bulk using a CSV file. Navigate to the Plant module. Select your plant. Click on the Service Tab. Navigate to the FUEL READINGS section. You can either Add Manually or import...