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Machine and Vehicle Pre-Starts via the Sitemate app
Machine and Vehicle Pre-Starts via the Sitemate app

Learn how to use Sitemate Links to allow your workforce to complete pre-starts

Sam avatar
Written by Sam
Updated over a week ago

Ongoing Submission Sitemate Links can provide anyone with access to submit multiple forms for one or more templates, via the Sitemate app without needing a Dashpivot account.

This works really well for processes like Machine and Vehicle Pre-Starts, enabling all of your operators to complete pre-starts electronically via the free Sitemate app, and submit their information into your Dashpivot account.

You'll end up with a detailed register in Dashpivot of all pre-start records, automatically organised and easy to search/filter, so that details can be found quickly as needed.

Please note: while the Sitemate app is free to download and install, setting up an Ongoing Sitemate Submission Link for pre-starts will mean that the people submitting pre-starts will become Sitemate Paid Users.

To be clear, none of the people submitting pre-starts are paid Dashpivot users and do not have access to Dashpivot. Instead, they will be Sitemate Paid Users, who use the Sitemate app to submit their pre-starts into your Dashpivot account.

Tutorial

How to create an Ongoing Submission Sitemate Link for Pre-Starts

  1. Go to the team folder where you want your Timesheets to be submitted

  2. Go to the Users section

  3. Go to Sitemate Users 'Paid'

  4. Under 'Sitemate Links' click Create Link

  5. Give your link a name, and select your Timesheet Template

  6. Click create

Note: if you don't have a pre-start template yet, there are many free pre-start templates available in the Public Template Library, for vehicles, plant machines and other equipment.

You can include multiple pre-start templates for different machines, vehicles and plant in a Sitemate Link, so that when someone clicks or scans the QR poster, they'll gain access to fill out forms for multiple templates. This is handy if you have a fleet of plant, or range of machines.

Once created, all you need to do is distribute the Sitemate Link to the relevant personnel, so they can fill out and submit pre-starts.

How do I get workers to submit the Pre-Starts?

You'll need to send your newly created link to the relevant people so they can start submitting pre-starts. There's 2 options:

  • Copy the link and send it as a URL eg. via email or text message.

  • Downloaded a QR code poster, which opens the link when scanned with a smartphone. Stick this on the wall of your site/office, or directly on the vehicle, plant or machine.

When someone clicks on the link or scans the QR poster, the pre-start template will get added into their Sitemate app, and they will become a Sitemate Paid User.

Feel free to reach out to our team via live chat if you get stuck!

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