The Operations section serves as your central hub for managing the day-to-day running of your business. Organising your daily workflow through these integrated tools allows you to monitor performance, schedule jobs, and maintain tight compliance across your entire workforce and fleet.

This section covers:

• Navigating the Dashboard for a high-level operational overview.
• Using the Job Scheduler to coordinate people, equipment, and worksites.
• Managing your central directory via the All People page.
• Overseeing global compliance through the Attainments register.
• Utilising the Onboarding wizard to import clean data at speed.

Your daily operations are now centralised for maximum visibility and control.

💡 Power User Insight: Use the Onboarding wizard to bulk-load your parent Companies and Worksites before adding People or Equipment. Establishing this top-down data hierarchy first ensures that every asset you subsequently import is immediately linked to the correct entity, saving hours of manual data entry.