Help center
Learn StoreBoard step by step
Guides for owners, managers, and floor staff — from first signup through tasks, timeclock, incidents, and AI features.
Start with getting startedRecommended path
New customers — follow these guides in order:
Getting started
Account setup, locations, billing, and your first invites.
Getting started with StoreBoard
Create your account, set up your organization, add a location, and choose a plan — the full onboarding path in under ten minutes.
Read guide Guide 2Setting up locations
Add store addresses, operating hours, and timezone settings so tasks, shifts, and digests run on the right schedule.
Read guide Guide 3Plans, seats, and billing
Understand Essentials vs AI plans, how seat billing works, and how to manage your subscription from the dashboard.
Read guide Guide 16FAQs & troubleshooting
Answers to common questions about billing, invites, GPS permissions, photo uploads, and account access.
Read guideTasks
Templates, photo proof, and the daily employee board.
Creating task lists & templates
Build recurring open, close, and shift-duty templates with schedules, assignees, and optional photo requirements.
Read guide Guide 6Photo verification on tasks
Require photo proof when tasks are marked complete so owners and managers review timestamps, not verbal assurances.
Read guide Guide 7My Today — employee daily board
How floor staff see assigned tasks for the day, track progress, and complete work from the Today tab on mobile or web.
Read guideTeam
Roles, invites, and multi-location access.
Inviting team members & roles
Send email or SMS invites, assign store manager vs employee roles, and control which locations each person can access.
Read guide Guide 15Managing multiple locations
Run several stores from one dashboard — compare task completion, shifts, and incidents across every site.
Read guideOperations
Timeclock, schedule, incidents, and stock alerts.
GPS clock in/out & timesheets
Track shifts with GPS-verified punch times, photo proof at clock-in, and exportable timesheets for payroll.
Read guide Guide 9Shift scheduling
Create recurring shift rules and one-off shifts so employees know when they work and managers can plan coverage.
Read guide Guide 10Incident reporting
Log spills, equipment failures, and customer issues with severity levels, photos, and manager acknowledgment workflows.
Read guide Guide 11Stock alerts
Let floor staff flag out-of-stock items with photos and notes so managers resolve gaps before they cost sales.
Read guideAI
Scout assistant and AI plan features.
Mobile
Employee app, notifications, and floor workflows.
Mobile app for employees
How floor staff use the StoreBoard mobile app for Today, Tasks, Clock, incidents, and stock alerts on the floor.
Read guide Guide 14Notifications, SMS & daily digests
Configure email and SMS alerts for stock rollups, end-of-day digests, and incident routing across your locations.
Read guide