Ops Assistant

Ops Assistant is the all-in-one field operations app built for district managers, market leaders, and multi-location teams who need to move fast, stay organized, and execute consistently.

From store visits and follow-ups to mileage and expenses, Ops Assistant brings your daily workflow into one focused app so you can spend less time juggling tools and more time improving performance in the field.

WHAT YOU CAN DO WITH OPS ASSISTANT

Home Dashboard See a clear snapshot of what matters most: recent activity, open work, overdue follow-ups, and totals that help you prioritize your day.

Store Visits Create structured visits with clear goals, custom sections, notes, and status updates. Capture observations while you walk the store and keep everything tied to the visit record. Add photos to support findings and keep visual context with your notes.

Follow-Up Board Track action items in a simple board workflow with Requested, In Progress, and Completed stages. Move work forward, monitor overdue tasks, and keep accountability visible across your team.

To-Do List Manage personal or quick-hit tasks that are not tied to a store visit. Keep your day organized without mixing every item into formal follow-up workflows.

Store Management Maintain store profiles with key operational fields, including store number, city/state, district code, SKU count, square footage, rent factor, lease expiration, and home-to-store miles. Open store details quickly to review visit history and follow-up activity.

Mileage Tracker Track mileage for reimbursement and reporting. Support both visit-based mileage and stand-alone mileage entries when you need to log travel without creating a visit. Delete or correct entries as needed.

Expense Tracking Log expenses by category, amount, date, and store. Attach receipt photos directly to each expense entry. Keep expense details organized and ready for submission.

PDF Expense Packets Generate professional expense packet PDFs from selected entries. Include key expense details and receipt documentation. Share or email reports quickly from your device.

Reports Review operational activity across visits, follow-ups, mileage, and expenses so you can identify trends and manage execution with confidence.

ONBOARDING + BRAND CUSTOMIZATION

One-time onboarding guides users through each major tab and workflow so teams can get started quickly. Customize the app with your company branding by uploading:

A main company logo A smaller icon used across cards and list views Choose a theme color that matches your brand and preview changes live during setup. Branding and theme settings can be updated later from Settings at any time. BUILT FOR REAL FIELD WORK

Ops Assistant is designed for fast-moving environments where consistency and follow-through matter:

Retail operations District and market leadership Multi-site field management Store performance coaching Daily execution and accountability WHY TEAMS CHOOSE OPS ASSISTANT

One app for visits, follow-ups, to-dos, mileage, and expenses Clear visibility into open and overdue work Photo-supported documentation for better communication Faster expense reporting with shareable PDF packets Flexible setup for different company workflows and branding If you lead field execution across multiple locations, Ops Assistant gives you a practical, organized system to run your day and keep your team aligned.