Checklists, procedures & paperwork

Every shift done the right way

Build task templates and assign checklists that land on each employee’s dashboard. Publish store procedures in the Protocol Hub, log vendor deliveries, and turn any receipt or report into data with Smart Scan.

Today’s Checklists

Store #1
Opening tasks8 / 8 ✓
Coffee bar5 / 6
Restroom checks3 / 4
Invoice scannedACME → costs
SOP acks pending2
What you get

Everything Tasks, SOPs & Documents should do

Tasks & checklists

Create task templates, assign them to staff, and watch checklists get ticked off in real time from the employee dashboard.

Protocol Hub (SOPs)

Publish standard operating procedures your team can read and acknowledge, so everyone runs the store the same way.

Smart Scan documents

Upload a PDF or photo — daily reports, invoices, lottery, fuel deliveries, safety records — and CStoreSync reads it and offers to merge or file it.

Vendors & licenses

Log vendor check-ins and invoices (which update your costs), and keep licenses and permits with renewal reminders.

Why it matters

Consistency without hovering

  • Turn “did anyone do it?” into a checklist you can see
  • Onboard new staff with procedures they acknowledge
  • Stop typing invoices — scan them and move on
  • Never miss a license renewal again
Try it free

Today’s Checklists

Store #1
Opening tasks8 / 8 ✓
Coffee bar5 / 6
Restroom checks3 / 4
Invoice scannedACME → costs
SOP acks pending2
More of what's inside

It all works together

Ready to run a tighter Tasks, SOPs & Documents?

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