Cloudcon Technical Glossary

An A-Z reference guide for system terminology, module definitions, and compliance acronyms used across the platform.

A

  • Account: An accounting code used for Products and Services.

  • Action: A step for end users when viewing a Work Order. It can require a Form Template to be completed 1st.

  • Allocation: An assignment of Staff or Plant to a Job, Work Order, or scheduled activity.

  • Archive List: A job or forms that have been removed from the general views.

  • Assigned Users: Users allocated to a Job or another record so they can participate in or access the work.

  • Attendance Register: A Table Field used to record attendance during a Site Prestart.

B

  • Budget: A financial plan attached to a Job that tracks target, forecast, and actual project costs.

  • Budget Item: A top-level Budget container holding Subitems and its own cost or a calculated cost based on its Subitems.

  • Button Field: A form field that triggers another action, such as creating or refreshing a Subform or using a Job QR code.

C

  • Catalogue: A configuration area with options for Finance, Cost Controls, Plant Management, and Scheduling settings.

  • Checkbox Field: A form field used for a single yes/no or selected-state response, with optional Show/Hide and Defect rules.

  • Claim Period: A configured date range used for project or cost claims.

  • Client: The customer or organisation for whom a Job is being delivered.

  • Combo Box Field: A selectable form field that can use configured options, link to another entity, or allow multiple selections.

  • Company: A customer, supplier, subcontractor, or other organisation record managed in Prestartr.

  • Company Group: A category used to organise Companies into manageable groups.

  • Component: A cost or service element used to define the breakdown and cost price of a Service.

  • Cost Centre: A specific project, phase, or activity within which expenses accumulate but does not directly generate revenue.

  • Cost Code: A code selected against labour or another cost record for classification and reporting.

  • Cost Estimate: A financial estimate linked to a Work Order. Once approved, it can create Work Order Tasks and an Invoice.

  • Cost Type: A cost category used for Invoice lines, Budget Subitems, Job Costs, Quote line items, and other transactions.

D

  • Dashboard: A landing or overview screen that displays records, actions, or key information for a module or the app.

  • Date Field: A form field for recording a date, date and time, or a duration-related value.

  • Defect: A failure or issue affecting equipment or controlled assets, created manually or from a form response.

  • Defect Configuration: The form-field settings defining priority, type, photos, and comments used when a Defect is created.

  • Dependant Field: Field used with a Work Order Task Combo Box to calculate or display estimated and remaining duration.

  • Direct Allocation Scheduler: A Scheduler mode that places Staff or Plant directly under Job lanes for each Zone.

E

  • EBA: A legally binding workplace agreement negotiated between an employer, a group of employees.

  • Expiry List: An ascending list of Plant with overdue or upcoming expiry dates.

  • Expiry Matrix: Configurable dashboard showing Plant expiry, including overdue items and future periods.

  • External Form: A form made available to third parties, such as contractors, using a QR code and sharing settings.

F

  • Field: An individual input, display, calculation, or action element within a Form Template.

  • Finance Module: The module for managing Invoices, Quotes, Cost Estimates, Purchase Orders, and Purchase Requisitions.

  • Fixed Price Work Order: A Work Order created from a Quote where the pricing is fixed and cannot be altered during invoicing.

  • Form: A completed or in-progress instance created from a Form Template.

  • Form Status: The state of a Form, such as Draft or Submitted, which can control whether fields are displayed.

  • Form Template: A reusable form structure containing configured fields, rules, links to entities, and display settings.

  • Formula Field: A calculated form field that can perform normal calculations or calculate hours, rates, or allowance amounts.

H

  • Hidden Field: A field that is not displayed initially and can be revealed by a Show/Hide Rule or another condition.

  • Hours Left: The remaining hours, based on the time allocated or budgeted for the day.

I

  • Import/Export: Tools for uploading records into Prestartr or downloading records and reports for external use or integration.

  • Incident Form: A form used to record an incident, including relevant people, witnesses, questions, and submission details.

  • Invoice: A financial document generated from selected labour, materials, purchase orders, Quotes, or Work Orders.

  • Invoice Method: The method selected when generating an Invoice, including finalised or progressive invoicing options.

J

  • JHA: A Job Hazard Analysis (JHA) in construction is a safety tool used to study a specific task.

  • Job: Project or work with details such as a name, code, client, location, zone, status, budget, schedules, and users.

  • Job Code: The shorthand identifier for a Job.

  • Job Markup: A percentage applied to Job costs or pricing.

  • Job Subitem: (A smaller component of a larger primary job or project (often called a sub-job or sub-project).

L

  • Label Field: A layout or organisational element used to display text or headings within a form.

  • Labour Subform: The Site Diary section used to record employee hours, start and end times, cost codes, and related labour.

  • Line Item: A detailed priced item within a Quote, Cost Estimate, Invoice, or related financial record.

M

  • Milestone: A progress point or deliverable within a Budget or project plan.

  • Mobile Menu: The menu opened from the upper-left menu icon in the mobile app to navigate between modules.

  • Module: A major functional area of Prestartr, such as Companies, People, Plant, Jobs, Finance, or Scheduler.

N

  • Normal Work Order: A Work Order whose pricing is not fixed to a confirmed Quote.

O

  • Office: The browser-based Prestartr interface used for administration, setup, data entry, reporting.

  • On-charge: An expense originally paid by a contractor or builder that is then billed directly to the client or a subcontractor.

P

  • Payment Method: A configured method used for recording or processing payment information.

  • Payment Terms: Configured options defining when or how payment is due.

  • People: The Prestartr module for managing staff, workers, subcontractors, contacts, and related personal information.

  • People Group: A category used to organise People, with support for parent and child group relationships.

  • Photo Field: A form field used to upload or select photos.

  • Plant: Equipment, vehicles, machinery, tools, or other assets tracked in Prestartr.

  • Plant Allocation: The assignment of Plant to a Job or another operational area.

  • Plant Group: A category for organising Plant by function, or another structure; groups can have parent and child levels.

  • Plant Register: The centralised list of Plant records and their details.

  • Plant Status: A configurable state assigned to Plant, such as Available, On Hire, or Unavailable.

  • Plant Zone: A configured allocation area used to assign Plant and limit which Plant is available in zone-specific forms.

  • Prefill: The automatic population of a field using information from a related record or another configured source.

  • Product: A configured item with pricing, markup, supplier, account, and related catalogue information.

  • Product Group: A category used to organise Products and define group-level markup.

  • Profile Picture: The image associated with a user profile.

  • Purchase Order: A financial purchasing document that can be linked to a Job or Work Order and later included in an Invoice.

  • Purchase Order Number: The client purchase-order reference associated with a Job.

  • Purchase Requisition: A purchase request linked to a Job and managed through configured spending limits and statuses.

Q

  • QR Code External Form: A Button Field that provides third parties with access to a shared Prestartr form.

  • QR Code Job: A Button Field used for scanning into or out of a Job.

  • Question Field: A form field that presents a configured question and response options, such as Yes, No, or N/A.

  • Quote: A financial document containing pricing and line items that can be linked to a Job or Work Order.

  • Quote Line Item: A priced line within a Quote that can become a Task on a Work Order.

  • Quote Method: The format used for a Quote, such as Itemised, Summary, Lump Sum, or Task.

R

  • Residual Consequence: The expected severity remains after you apply the planned safety controls.

  • Residual Likelihood: The probability or chance of an injury after you have put all your planned safety control measures in place.

  • Residual Risk Rating: The calculated score or level of risk that remains after safety control measures have been put in place.

  • Risk Activity: A dangerous task with a high potential to cause serious injury or death.

  • Risk Category: Identifies a dangerous activity that legally requires the creation of the SWMS before work can begin.

  • Risk Field: Form field linked to a Risk Register entry and used to display or update risk information and control measures.

  • Risk Register: The configured collection of risks available for selection in Risk Fields.

  • Risk Type: Defines the danger or harm, such as physical, chemical, or environmental.

S

  • Service: A configured offering with sale price, cost price, unit, markup, group, account, and optional components.

  • Service Cycle: A repeating sequence of maintenance steps performed across successive services.

  • Service Form: A Form Template selected for use during a service activity.

  • Service Group: A category used to organise Services.

  • Service Record: A record of a completed or previous service for Plant, including service dates, readings, costs, and comments.

  • Service Register: A maintenance dashboard with expected due dates, readings, services, history and create a Work Order.

  • Service Schedule: A set of rules defining the interval, duration, Service Cycle, form, budget, and Plant to which servicing applies.

  • Service Step: An individual step within a Service Cycle.

  • Show/Hide Rule: Conditional logic that displays or hides a field based on a response or another form condition.

  • Signature Field: A form field that captures a user’s signature.

  • Site Diary: A daily record of site activity, including labour hours, delays, incidents, contractors, signatures, and notes.

  • Site Prestart: A safety check, a briefing, carried out before any work or machinery operation begins on a project.

  • SMU: Service Meter Unit hours, measure the exact operating or engine time of heavy machinery or vehicles.

  • Standard Scheduler: A Scheduler mode that uses Allocations for Staff or Plant.

  • Subitem: A Budget component nested under a Budget Item, containing values, unit pricing, dates, and cost lines.

  • SWMS: A safety document used to map out high-risk work activities, identify dangers, to keep workers safe.

  • Sync: An app action that updates the mobile app with recent product changes or data.

T

  • Table Field: A form field that displays information in a table, including attendance records for Site Prestarts.

  • TAKE 5: A quick, 5-minute safety check and risk assessment that a worker performs before starting any new task.

  • Task: A unit of work in a Work Order, with fields such as a name, quantity, service, cost type, unit, price, and status.

  • Tenant: A selectable Prestartr environment or organisation profile that a user may access.

  • Text Field: A form field for text, long text, numeric, or related text-based input.

  • Time and Material: Work Order transactions used to record labour or Plant time and material costs, quantities and pricing.

  • Timesheet: A record of time worked by a person, often linked to a Job and used with the Site Diary.

  • Training Matrix: A register of who has what qualification and whether they are current.

U

  • Unit: A configured measurement option, such as Hour, Day, Week, or Month.

  • Unit of Measure (UOM): The measurement unit used for quantities, rates, or service intervals.

  • User Notification: A notification configured on a Form Template or another workflow.

  • User Zone: Configured access or visibility area used to control which users, fields, plants, or forms are available in a zone.

  • Utilisation Record: A record of a Plant usage reading, including the reading value, date, and person who recorded it.

W

  • WBS Code: The numbered Work Breakdown Structure code used to identify a Budget Item.

  • Work Breakdown Structure: The structured breakdown of project work into Items, Subitems, and related cost lines.

  • Work Order: A record used to assign, schedule, track, and complete work, including Tasks, Actions, Transactions, and files.

  • Work Order Number: An automatically generated number that increments for each Work Order.

  • Work Order Scheduler: A Scheduler mode that assigns Services, Staff, or Plant to an existing Work Order allocation.

  • Work Order Summary: A short summary of the Work Order.

  • Work Order Task: A Task within a Work Order. Quote line items can become Work Order Tasks when a Work Order is created.

Ready for Total Control

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Ready for Total Control

See how Cloudcon can be configured around the way your business works.

Pricing is tailored to your business size, required modules, and user count. Book a demo for a custom quote.