Setting things up properly on day one avoids most of the questions that come later. Allow about twenty minutes.
1. Create your account and your establishment
Create your account, confirm your email address, then fill in the details of your establishment. It is what holds your records.
2. Choose your modules
Open Settings, then Advanced settings and Modules. Only switch on what you actually monitor: every module you enable adds a tile to the home screen and daily tasks. You can always add more later.
3. Fill in your base data
Depending on the modules you chose:
- your equipment (fridges, freezers, hot units) and their minimum and maximum temperatures;
- your suppliers, for delivery checks;
- your cleaning tasks and their frequency;
- your fryers, your cooking equipment, your preparations.
4. Get the team ready
Create a manager PIN in Advanced settings → Safety, then turn on Multi-user so every team member gets their own profile. Each record will then carry their name.
5. Check the home screen
The Dashboard tab in the bottom bar lists the day's tasks: record temperatures, validate cleaning, check the oils, finish sessions in progress. When everything is done, it shows "You're up to date!".