Getting Started
Welcome to Storecall — your smart operational platform designed to help teams manage audits, logs, approvals, and real-time collaboration with ease.
Watch the quick onboarding video below to follow along visually 👇
👇 What is Storecall?
Storecall simplifies your operations by turning messy checklists, scattered follow-ups, and manual workflows into structured, trackable processes.
You can:
Digitize daily checklists and audits
Log faults or incidents across teams
Create approval flows for things like leave or discount requests
Assign and track follow-up actions
Run real-time reports
And schedule reminders via our built-in Scheduler
🧩 Template Types
There are three types of templates in Storecall:
✅ Audits
Used for structured checklists run against locations. Examples: Store cleanliness audits, safety inspections, opening/closing checklists.
📝 Logs
Used to record ongoing or process-based activities — also tied to locations. Examples: Fault logs, stock transfers, delivery issues.
✔️ Approvals
Used to route submissions through one or more approvers. Not tied to a location. Examples: Leave requests, discount approvals, asset return requests.
🏗 Creating Your First Location
Submissions for audits and logs require a location. To get started:
Go to Locations → Create Location
Give your location a name
Optionally assign:
A location group (e.g. Region or Area)
A sub-group
An email for auto-notifications
A manager from your existing users
Click Create Location
🧠 Understanding User Roles
Each user belongs to a User Group, which controls permissions on a group level, as well as access to templates.
Besides a user belonging to a User Group, there are 3 user types that each user is assigned as:
Admin: Full control across everything
Manager: Can see their own submissions and actions + those of their group
User: Only sees their own submissions and actions with limited permissions.
🧰 Explore and Use Templates
Your account includes ready-to-use templates categorized by workflow type.
Click View Templates on the home screen
Browse by category (e.g., Faults, Safety, Cleanliness)
Click a template like “Camera Faults” to preview
Use it as-is, or open in the Template Designer to customize:
Add or remove questions
Change field types
Set mandatory fields, enable scoring, allow file uploads, and more
You can also import/export sections using Excel for faster template building.
📝 Create Your First Submission
Now that you have a location and template, you're ready to create a submission.
Click Start Submission
Select a template (e.g., Camera Faults)
Choose a location
Fill in the sections and questions
Add comments or upload files
Assign actions if something requires follow-up
Click Complete Submission — your data is saved, shared, and logged!
🔁 What Are Actions?
Actions are follow-up tasks that:
Can be created within submissions or manually
Are assigned to users with a due date and priority
Automatically send daily reminder emails
Can be updated or reassigned by admins
Help your team close the loop on any issues
Admins can reassign or close actions anytime.
⏰ Smart Scheduler: Automate Reminders
The Scheduler allows you to automate recurring submissions so nothing gets forgotten.
With it, you can:
Choose a template (e.g., Daily Hygiene Audit)
Assign it to a user or group
Select a location
Set the frequency: daily, weekly, monthly, or custom
Storecall sends automated email reminders — and tracks if submissions are missed
It’s like having a digital ops assistant keeping your team on track.
📊 Storecall Reporting
Storecall includes a powerful reporting engine that lets you:
Filter by location, date range, or template
Add any fields from your templates into the report view
Group and analyze results by location, team, or category
Save custom views for fast reuse
🎉 You’re All Set!
By now, you've:
Created your first location
Viewed and customized a template
Set up your team and user permissions
Completed your first submission
Learned about actions and smart scheduling
With Storecall, you can digitize operations in just a few clicks — and scale your workflows with clarity and accountability.
Need help with templates or setup? Reach out to our team anytime.
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