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I often meet new customers who already have their operations laid out on paper, and it’s all working just fine. So why fix something that’s not broken?
Well, it’s a bit like at the beginning of lockdown when I resolved to continue working out from the confines of my home. I would shout the name of a move (“Pushups! Lunges!”) and then do that move for 10 seconds or so before moving onto the next. “This is good,” I thought. “This is definitely working,” I believed. Eventually my roommate convinced me to sign up for an online exercise program. As if by magic my workouts improved.
Similarly, digitising your restaurant paperwork will make your operations much more effective. The tricky part is knowing where to start, which is why I’ve put together this resource—a step-by-step guide to digitising your operations with Trail.
Assuming you haven’t already, you’ll need to sign up. We offer three different plans so you can choose which one suits your business best:
No matter which plan you choose, we offer a free 30-day trial. Just answer a few quick questions about your business, and you’ll be set up in no time.
Tip💡: Before you get started, review your existing tasks. This is the perfect time to cut any fat and streamline your tasks. When you introduce Trail to your team you want all the tasks to be relevant and useful.
The name of the game is tasks, and the easiest way to create yours is to use the Task Library. You can use our best practise task templates as they are, or edit them to suit your business.
With any luck, you’ll have a healthy list of tasks from the library alone. But you can also create any task you like. There are four simple parts to creating your task:
Now that you’ve created your tasks you’ll want to make sure that they show up for your teams at the right time. Not every site operates on the same schedule. You can update your business hours for either your whole organisation or a specific site.
This part is easy. It’s the date your sites to start using Trail, we call it the Live date.
When a site is live, tasks are created, the results are saved, and the site is scored in reports. You can update live dates any time from the Sites page.
I’d hazard a guess that you already have a tablet or two lurking around your sites. Trail is a web application and will run on any modern browser—including tablets, mobile phones, ePOS systems and of course your trusty back-office PC.
We advise having two devices per site if teams are sharing. Team members can even use personal devices to access Trail.
As an Admin within Trail, you have the keys to the Kingdom—you can edit task content, update schedules etc. But you might not want the rest of your team to have those powers, so for that reason, we’ve created three levels of accounts; Team, Manager & Admin.
We recommend that you add at least one manager and team login at each site. You might choose to give each member of your team their own individual login (great for accountability!).
And that’s it! Once you have sent your team invites, they can log in and begin completing tasks. You'll be streamlined, productive and running a more efficient and effective business in no time. It really is that simple.
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