Setting Up Your Organisation

Overview

Your organisation is the top-level home for everything — equipment, people, sites, and every compliance record. This article covers creating it, choosing a plan, and the setup order that matters, because two of the steps have a required sequence.

Creating your organisation

1. 1
   Sign up with your business email address and verify it.
2. 2
   Name your organisation — typically your company or division name.
3. 3

   Upload your logo — your branding appears on the console, the mobile app, and exported reports. You can add or change it later under organisation settings.

4. 4
   Note your home region. Your data is hosted in Australia (australia-southeast1).

Choosing a plan

PreStartGo has four plans, each shaped around who you are rather than how big you are.

Nobody is metered on people: no plan limits user accounts, and no plan limits devices either — each device simply carries its own monthly subscription. The free plan's limit is on machines, enforced at registration, and you'll be told before you reach it.

The REST API, webhooks and MCP server are not part of any plan — they come with the Developer platform add-on (available on any paid plan). See Plans Overview for the full matrix.

The setup order, and the two steps where it matters

Most setup can happen in any order, but two dependencies are enforced:

1. Equipment groups come before equipment. Every machine belongs to a group (Excavators, Telehandlers, Light Vehicles…), and every operator licence is scoped to a group — the group is how the platform knows who may operate what. You cannot register a machine without one.
2. Groups also come before licences. An operator licence is for a group, so the group must exist before you can licence anyone into it.

With that in mind, the working order is:

1. 1
   Organisation settings — branding, regional defaults, operational defaults.
2. 2

   Equipment groups — the classification that carries default checklists and licensing scope.

3. 3

   Equipment — individually, or in bulk by CSV import. See Managing Your Fleet.

4. 4
   GoTags — assign a tag to each machine as it's registered.
5. 5

   Checklist templates — a pre-start template is mandatory for the core workflow; service, induction and toolbox templates are there when you need them. See Working with Checklist Templates.

6. 6

   People — console users by email invite; field operators by licence. See Inviting Your Team.

7. 7

   Devices — a Technician commissions each Interlock at the machine. See Installing Your Interlock.

Sites and zones are Builder and Hire capabilities, and kiosks are Builder only — a Hire organisation's sites are its yards and depots, without check-in or kiosks. If you're on Plant Operator or Contractor you won't see any of them, because your machines work on other organisations' sites rather than hosting your own. See Site Check-In and Geofencing.

For a day-by-day version of this sequence, see the First-Week Checklist.

Edge cases

• The Account Owner role starts with whoever created the organisation, and the Account Owner can hand it to another active member in the console: Organisation → Details → Transfer ownership. The outgoing Account Owner becomes an Administrator in the same step. If the Account Owner can't sign in to do it, contact support.
• Multi-factor authentication is required for Account Owners and Administrators — you'll be prompted to enrol at sign-in. See Signing In and MFA.
• Joining someone else's org — if your company was invited onto a builder's site, you still create your own organisation; the cross-company relationship is set up separately by the site host.

Troubleshooting