How-to guides
Short guides in the order you'll need them, from adding your first ticket type to printing site cards.
New here? Work through guides 1 to 4 in order and the Overview will show who can and can't go to site. Each takes a few minutes. Start with guide 1.
Getting started
Set up the account once: what tickets exist, which ones each job needs, and who your operatives are.
Set up your account in 10 minutes
Create your account, then follow the setup checklist on the Overview. It ticks itself off as you go.
Who can do this: Owner, Admin
4 min read
Add your ticket types
Tick the tickets your operatives hold from a ready-made list, or add your own. Everything else picks from this list.
Who can do this: Owner, Admin
3 min read
Set job roles and required tickets
Say which tickets each job needs for site work. This is what decides whether someone is cleared.
Who can do this: Owner, Admin, Manager
4 min read
Add your operatives
Add people one at a time, or bring everyone across from a spreadsheet, tickets and training included.
Who can do this: Owner, Admin, Manager
5 min read
Day to day
Record tickets and training as they come in, see who's red or amber, and choose who gets the 90, 30 and 7 day reminders.
Record a ticket and upload a certificate
Add a ticket with its expiry date and a copy of the certificate, then record that you checked the card is genuine.
Who can do this: Owner, Admin, Manager
3 min read
Record training, for one or a whole gang
Record a toolbox talk for everyone who attended in one go, and choose which training is needed before anyone goes to site.
Who can do this: Owner, Admin, Manager
4 min read
Understand status: who can go to site
What site ready, expiring, not cleared and incomplete mean, and why someone shows as each.
Who can do this: Owner, Admin, Manager, Viewer
3 min read
Search for operatives in plain English
Type who you need, like everyone whose NRSWA runs out before Christmas, and the list filters to match.
Who can do this: Owner, Admin, Manager, Viewer
2 min read
Set up alerts and send a test
Choose who gets reminders before tickets and training run out, then send yourself a test to check they arrive.
Who can do this: Owner, Admin
3 min read
Print site cards
Give every operative a card with a QR code. Whoever scans it sees today's status, not a status printed months ago.
Who can do this: Owner, Admin, Manager, Viewer
3 min read
Send a client a pre-start pack
Send a client the tickets, training and certificate copies of everyone going to their job, as a link only they can open.
Who can do this: Owner, Admin, Manager
4 min read
Your team
Invite admins, managers and viewers, and decide which department each manager looks after.
Invite your team and set their roles
Add departments, invite managers and office staff, and give each person the access they need.
Who can do this: Owner, Admin
4 min read
The pictures in these guides are drawings of the app, so the details on your screen may look a little different. The steps and button names are the real ones.
No expired tickets. No Monday surprises.
Add your operatives this afternoon and the first reminders go out tomorrow.
No card needed. A person reads the email.