Build My Checklist in Storecall

Upload your PDF or Excel checklist for a free digitisation review. We help multi-site teams turn paper audits, safety inspections, and operational forms into structured mobile workflows with photo evidence, automatic scoring, and real-time dashboards.

If your team runs checklists on paper, in Excel, or in Word — you already have the foundation. Storecall takes what you already use and transforms it into a digital workflow that schedules itself, captures evidence, alerts the right people when something's wrong, and builds compliance dashboards automatically.

How It Works

Step 1: Upload Your Existing Document

Send us your PDF, Excel file, Word document, or even a photo of your paper checklist. Any format, any industry, any complexity. Our team reviews it at no cost and no commitment.

Step 2: We Model It in Storecall

Our operations specialists rebuild your checklist using Storecall's 21+ field types — including photos with timestamps, Yes/No with auto-scoring, dropdown lists, digital signatures, item matrices for multi-row data, calculation fields with formulas, and asset pickers linked to your equipment register. The result is a structured workflow that captures exactly the data your process needs.

Step 3: Review and Refine Together

We walk you through the digitised version. You tell us what to adjust — add conditional logic, change scoring weights, add escalation rules, or split into sections for different roles. The checklist is tailored to how your team actually works.

Step 4: Deploy Across Your Locations

Once finalised, deploy the checklist to every site from a single dashboard. Set schedules, assign teams, and configure alerts. Your team completes checks on any device — mobile, tablet, or desktop. Results flow into dashboards in real time.

What You Can Upload

  • PDF checklists, audit forms, and inspection sheets
  • Excel spreadsheets used for daily checks, logs, or reconciliations
  • Word documents with SOPs, procedures, or structured forms
  • Photos or scans of paper forms currently in use
  • Descriptions of processes that don't have a template yet

What You Get Back

  • A fully digitised workflow built in Storecall — ready to deploy
  • Automatic scheduling with reminders and overdue escalation
  • Photo evidence fields with timestamps and GPS location
  • Auto-calculated compliance scores and KPI dashboards
  • Instant email alerts for failed items or out-of-range readings
  • Corrective action workflows that spawn from failed checks
  • Cross-site comparison dashboards for multi-location teams
  • Nova AI analysis — ask questions about your data in plain language

Industries We Serve

We've digitised checklists for operations teams across every industry where recurring processes, compliance standards, and multi-site coordination matter:

  • Retail — store opening/closing checklists, regional audits, cash reconciliation, merchandising standards
  • Manufacturing — quality inspections, safety checks, shift handovers, equipment maintenance logs
  • Logistics — vehicle inspections, delivery receiving, warehouse safety audits, fleet management
  • Food & Beverage — HACCP temperature logs, hygiene audits, food safety checklists, kitchen compliance
  • Hospitality — room inspections, maintenance checklists, brand standards audits, guest readiness checks
  • Facilities Management — building inspections, fire safety audits, contractor verification, maintenance tracking

Why Not Just Use a Form Builder?

Form builders like Google Forms or Jotform can digitise a checklist — but they stop at data collection. When an inspection reveals a problem, a form can't escalate it, assign an owner, track resolution, or alert a manager. Storecall is purpose-built for operational workflows: what happens after the checklist is completed matters as much as the checklist itself.

With Storecall, a failed inspection item can automatically trigger a corrective action. A maintenance request spawns an approval. A temperature exceedance alerts the quality manager. Every step is connected, tracked, and visible — across every location.