Yard handover
Review restrictions from the previous yard shift.
DAILY CHECKS. CLEAR NEXT STEPS.
Builders’ merchants checklist software.
Builders’ merchant checklist software for yard opening, trade-counter routines and loading-area findings. Keep operational restrictions visible between teams.
Fictional business records. No account or card needed.Staff checks on phonesPhotos and written findingsNamed follow-upPDF & Excel records
WHO IT HELPS
Connect yard readiness with the trade counter.
Builders’ merchants managers and teams coordinating opening, assigned routines and operational follow-up.
Trade counter
Complete assigned public-area opening tasks.
Collection routes
Follow the approved accessible-route round.
Loading-area readiness
Record only assigned checks within training.
ONE FINDING. A CLEAR NEXT STEP.
The detail reaches the person who can act.
A damaged accessible barrier fitting is reported beside collection bay BM-02. The yard team records the bay and follows the site restriction procedure.
The counter lead receives the temporary collection arrangement. The authorised assessment and later clearance stay linked to the original finding.
Explore findings in the manager demo- Record what happened
Choose the result, write the observation and attach suitable evidence.
- Give follow-up an owner
Review the finding, assign a person, agree the next action and set a review date.
- Keep the original record
Record the outcome without turning the original failure into a pass.
FROM YOUR PROCEDURE TO THEIR PHONE
Start with one routine, then expand.
Choose a routine your team already uses. Add its questions, locations and instructions, agree the assigned role and due time, then practise recording a finding and reviewing it with a manager. Link relevant guides or staff learning so the procedure stays beside the work. Review the first week before adding more routines.
Vehicle movements, loading, stacking and lifting follow competent site procedures. A general premises record does not authorise loading or certify equipment.
Before you choose your checklist software
Compare digital checklist software around a real team routine, including the staff phone experience, findings and manager follow-up.
Can we use our existing checklists?
Yes. Configure questions, instructions and assignments around your organisation’s procedures. Keep a routine focused on a particular area or responsibility, rather than putting the whole site into one long checklist.
How do managers see missed work and faults?
Managers review submitted routines and exceptions, inspect the actual answers and evidence, and assign follow-up. Missing work and failed answers have different meanings and should be reviewed separately.
Can we review records across shifts?
Yes. Use the manager workspace and reporting views to inspect dates, people and findings. Export the appropriate PDF or Excel record for your authorised operational review.
What systems should we keep?
Vehicle movements, loading, stacking and lifting follow competent site procedures. A general premises record does not authorise loading or certify equipment.
Further reading: HSE: workplace transport.
Explore related business routines
See the check and the handover.
Try a staff routine, then follow the result into the manager’s view.
Explore your business demo