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Flip Card The Finance Module Video Guide Your browser does not support the video tag. The Finance module...
May 6th, 2025 683 views 0 likes
The Invoice dashboard is where you'll find a list of all invoices in the system, each displaying important details such...
May 6th, 2025 375 views 0 likes
The Quotes dashboard is where you'll find a list of all Quotes in the system, each displaying important details such...
May 6th, 2025 418 views 0 likes
The Cost Estimate dashboard is where you'll find a list of all cost estimates in the system, each displaying important...
May 6th, 2025 399 views 0 likes
Purchase Requisitions Dashboard The Purchase Requisitions dashboard is where you'll find a list of all Purchase Requisitions in the system,...
May 6th, 2025 366 views 0 likes
Creating Invoices Invoices can be created and linked to relevant entities to support your financial tracking and reporting workflows. Creating...
May 6th, 2025 466 views 0 likes
Flip Card Create a Quote Video Guide Your browser does not support the video tag. Creating Quotes Quotes...
May 6th, 2025 396 views 0 likes
To create an invoice from a quote in Prestartr, open the quote, whether it's stand-alone or part of a work...
May 16th, 2025 356 views 0 likes
To create an invoice from a Cost Estimate in Prestartr, open the Cost Estimate, whether it's stand-alone or part of...
May 16th, 2025 375 views 0 likes
To create an invoice from a Purchase Order in Prestartr, access the Work and navigate to the Transactions tab. From...
May 16th, 2025 343 views 0 likes
To create an invoice from a Work Order in Prestartr, access the Work and navigate to the Transactions tab. From...
May 16th, 2025 406 views 0 likes
Creating Cost Estimates Cost Estimates can be created and linked to Work Orders to support your financial tracking and reporting...
May 22nd, 2025 404 views 0 likes
The Purchase Order dashboard is where you'll find a list of all Purchase Orders in the system, each displaying important...
May 22nd, 2025 470 views 0 likes
Creating Purchase Orders Purchase Orders can be created and linked to Work Orders or Jobs to support your financial tracking...
May 22nd, 2025 352 views 0 likes
Purchase Requisitions are created and linked to Jobs to support your financial tracking and reporting workflows. Purchase Requisitions, when approved,...
May 27th, 2025 350 views 0 likes