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Ops Builder — the shift checklist itself: stages, tasks, standards, deadlines. Numbers Builder — sales figures and other numbers managers log each shift. Comms — one-off announcements to the team, separate from the checklist. Ops and Numbers can each be switched on or off independently ("ops on/off" next to the tabs) — turning one off hides it from managers entirely without deleting anything.
A stage is a time-blocked section of the shift — Opening, Midday Peak, Closing, whatever fits your business. Click + Stage to add one, give it a name and a short purpose line. Everything a manager needs to do in that window goes inside it as blocks. If you've reshaped the default stages and want them back, ↺ Restore defaults replaces your current stages with the originals — this goes live immediately, same as any other change, so use it deliberately.
Click into a stage, then add blocks — each one is a different kind of thing a manager can be asked to do:
Deadline sets when a task is due — miss it and it shows as late, or missed entirely if never completed. Points is how much a task is worth toward the shift score. Pillar is which of the four scoring categories it feeds — Compliance, Speed, Standards, Sales — this is what shows up broken out in Perception, so a task's pillar should match what it's actually testing.
On any Task, Non-negotiable, Alert or Handover note, switch on Low-score scrutiny (step 3, Extra rules). While a manager's scores have dropped below their own normal (judged against their own history, not a fixed number), that task needs a photo before they can complete it; when their scores recover, it goes back to normal. Photos must never be taken in toilets, change rooms or other private areas, and your team must be told photos can be required. You choose which tasks this applies to, and the 📷 Scrutiny ON/OFF button next to the builder tabs switches the whole feature off and on.
Any task can be restricted to specific days instead of showing every shift — useful for weekly deep-cleans or monthly checks that don't need doing daily. Options: Every day (default), Weekly (pick a day), Monthly (pick a date), or a Custom cycle — fortnightly, every 3–4 weeks, or once a year on a specific financial week. A task hidden by its own schedule doesn't count toward or against the score that day — it simply isn't part of that shift.
Separate from the checklist — this is for figures a manager logs each shift: a Metric (a number with a target, e.g. daily sales), a Target (a number that should stay within a range, e.g. till variance), or a Snapshot (a photo or note, not a number — e.g. best sellers). Each has a "direction" — higher is better, lower is better, or simply completed — which decides how it affects the score.
There's no separate "draft" mode — changes go live on their own, about 4 seconds after you stop editing. The button in the top-right shows "Unsaved changes…" while you're actively working, then flips to "Saved ✓" once it's live for managers. Clicking Save & Go Live yourself just forces that to happen immediately instead of waiting. Worth knowing before you start reshaping something mid-shift — managers see it the moment it lands, not after you explicitly publish.