Ostara Systems Knowledge Base

Open Quote

Published October 20th, 2025 by Generic User

The ‘Open Quote’ tile will show you how outstanding quote work orders you have based on your access Selecting this will take you to the Jobs (Outstanding Quote) list where you will see quote work orders that you can click on for a more detailed breakdown. Clicking the ‘Refresh’ icon in the top right hand corner of the tile, will reload the data wit

Site Documents

Published October 20th, 2025 by Generic User

The ‘Site Documents’ tile shows you how many documents you have available for you to view for your sites, based on your access Selecting this will show you a list of documents for you to view and/or download

Create Work Order

Published October 20th, 2025 by Generic User

The ‘Create Work Order’ tile allows you to choose what type of work order you wish to create Selecting one of the above work order types, will navigate to the relevant screens to create that type of work order. Below example is for ‘Reactive’

Create Supplier Invoice

Published October 20th, 2025 by Generic User

This tile allows suppliers to submit invoices and/or credit notes against work orders Click on the type of invoice you wish to submit Purchasing Invoice - A single invoice per work order Purchasing Credit Note - A single credit note per work order Purchasing Consolidated Invoice Note - An invoice note submitted to cover multiple work orders Purcha

Open Planned

Published October 20th, 2025 by Generic User

The ‘Open Planned’ tile will show you how many Planned work orders you have based on your access Selecting this will take you to the Jobs (Outstanding PPM) list where you will see planned work orders that you can click on for a more detailed breakdown. **Amend PPM when list is changed to say planned jobs**

Quote Requests

Published October 21st, 2025 by Generic User

The ‘Quote Requests’ tile shows users how many outstanding requests they have that require their attention Selecting this will take you to the Jobs(Quote Requests) list where you can review the works orders that you have been requested to provide a quote for. Clicking the ‘Refresh’ icon in the top right hand corner of the tile, will reload the dat

Open Purchasing

Published October 20th, 2025 by Generic User

The ‘Open Purchasing’ tile will show you how outstanding purchasing work orders you have based on your access Selecting this will take you to the Jobs (Outstanding Purchasing) list where you will see purchasing work orders that you can click on for a more detailed breakdown. Clicking the ‘Refresh’ icon in the top right hand corner of the tile, will

Custom Lists

Published October 21st, 2025 by Generic User

The ‘Custom Lists’ tile shows pre-defined custom work orders lists based on your access Selecting a list from the options, will take you through to the relevant list of work orders

Awaiting Actions

Published October 20th, 2025 by Generic User

The Awaiting Actions tile takes you to the various areas that require further action before they are fully completed The actions that can be shown in this tile are: Certificate - Jobs that are awaiting the upload of a certificate following works being carried out Quote Review - Jobs where the Client (authoriser) has asked for a review of a previousl

Quote Status

Published October 21st, 2025 by Generic User

The ‘Quote Status’ tile shows the client the number of quotes by status. Select on the statuses you want to review Not Selected - Quote work orders that have been received and are awaiting you to select which one you wish to proceed with Not Received - Quote work orders that you have sent to suppliers/contractors and are awaiting a response on Not S

FAQs

Published October 21st, 2025 by Generic User

The FAQs tile allows users to find the answers to Frequently Asked Questions they may have. This will be configured in lien with your access By selecting one of the above, you will be taken to the relevant screen to support your question Clicking the ‘Refresh’ icon in the top right hand corner of the tile, will reload the data within the tile.

Create Invoice

Published October 20th, 2025 by Generic User

This tile allows users to submit invoices following works being completed Click on the type of invoice you wish to submit Invoice - A single invoice per work order Credit Note - A single credit note per work order Consolidated Invoice Note - An invoice note submitted to cover multiple work orders Consolidated Credit Note - A credit note submitted to

Unread Messages

Published October 21st, 2025 by Generic User

The ‘Unread Messages’ tile shows a user how many messages they have received but are yet to read Selecting this will take you through to the ‘Messages’ list where you can individually go into a message.