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Routines template

Store closing checklist workflow template

The nightly closing routine: cash handed over, alarm set and a located photo of the locked storefront. Schedule it every evening and set who takes turns.

3 steps 9 fields Photo evidence
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Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Store

    Whoever starts the request

    Starts the closing. Name the store if you have more than one.

    1 field in the request form
    • Store Text

  2. Closing

    A person or team you choose

    Go through every item before you leave. The storefront photo carries the time and location.

    Due in 3 hours (business time)
    7 fields
    • Closing routine *Last customers out and front door locked, Fitting rooms and restrooms checked, nobody inside, Registers closed and cash counted, Shop floor tidied and shelves faced, Lights, equipment and air conditioning off, Back door and windows locked Checklist
    • Cash handed over * Amount
    • Handed over to *Store safe, Bank deposit, Store manager, Armored car pickup Choice
    • Deposit bag number Text
    • Alarm * Checkbox
    • Locked storefront * Photo
    • Anything wrong? Long text

  3. Follow-up

    A person or team you choose

    The area manager handles anything reported at closing.

    Due in 1 day (business time) Runs only when needed
    1 field
    • What was done * Long text

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

Guides on this process

More routines templates

Office cleaning checklist

Clean every area to the same standard and prove it with photos of the kitchen, restrooms and meeting rooms. Schedule it every evening and set who takes turns.

Office → Cleaning → Follow-up

Daily vehicle check

The driver starts it before the first trip, from the app or a QR code in the vehicle, and checks it with photos of every side. Defects go to maintenance with a deadline, and a vehicle that is not fit to drive is flagged on the spot.

Pre-trip check → Maintenance

Fire extinguisher and first-aid check

A monthly walk past every fire extinguisher and first-aid kit, with photos and a signed record. Anything missing or wrong goes to facilities with a deadline. Schedule it every month per location and set who takes turns.

Location → Check → Facilities

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

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