Feature tour

Everything in Handbook

Five layers, built to be used together. You do not have to adopt all of them at once, and most teams do not.

Training and onboarding

New hires who can find the answer themselves

Training steps, courses, and guides give a new hire a path to work through instead of a shift spent shadowing whoever happens to be free that day.

Because the training sits beside the SOPs and checklists it describes, what someone learns in week one is the same material they will reference in month six.

  • Structured training steps and courses for ramp-up.
  • Guides and reference material for day-to-day questions.
  • Role-based expectations, so people see what applies to them.
A Handbook training guide open beside the assistant answering a question about it.

SOPs, recipes, and standards

One current version, not four half-current ones

Policies, SOPs, recipes, prep standards, and reference documents live in a shared library rather than across a binder, a shared drive, and three pinned messages.

When a standard changes, it changes in one place, and the checklist that references it is already pointing at the new version.

  • A shared document library for policies and references.
  • Recipes and prep standards with the detail the line actually needs.
  • Shift guides for the questions that come up mid-service.
The Handbook library with SOPs, recipes, and guides grouped by category.

Checklists

Recurring work you can actually verify

Opening, closing, cleaning, prep, and weekly maintenance run as real checklists with a record of who completed what and when.

Managers stop reconstructing the shift from memory, and the list itself carries the standard rather than assuming everyone remembers it.

  • Recurring and one-off checklist workflows.
  • Completion history, so follow-through is reviewable.
  • Items that link straight to the SOP explaining them.
A closing checklist in Handbook with completed items, timestamps, and an open sign-off.

Inventory

From counting to ordering, without the spreadsheet

Inventory checks, forecasting, shopping lists, transfers, stores, items, and source tracking are one connected workflow instead of a spreadsheet only one person understands.

Counts feed the forecast, the forecast builds the shopping list, and the list knows which supplier each item comes from.

  • Guided inventory checks tied to your own item list.
  • Forecast Center and economics views for purchasing decisions.
  • Shopping lists, transfers, multi-store setup, and bulk editing.
  • Source and supplier tracking, connected to the local marketplace.
The Handbook inventory list showing counts, units, par levels, and linked suppliers.

Handbook Assistant AI

It proposes. You approve.

The assistant can answer questions about your handbook and draft structured changes to it: adding items, drafting a checklist, cleaning up a list after a CSV import.

Every write waits for explicit human approval. The assistant never applies a change on its own, which is the whole reason it is safe to point at your operating data.

  • Answers grounded in your handbook, not the open internet.
  • Proposed changes shown in full before anything is applied.
  • Approve, edit, or reject each proposal individually.
The Handbook Assistant showing a proposed inventory change awaiting explicit approval.

See it against your own operation

Set up a handbook with your real SOPs and run one shift through it.