Operations

Routines, deliveries, documents, training, equipment, suppliers, and the Knowledge Hub.

Routines and Checklists

See today's tasks across your sites, build recurring checklists with rich field types, schedule them flexibly, assign them, and change them later.

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Scheduling checks around service

The routine editor shows the quiet windows in each site's day so a check lands in a lull, not the lunch rush.

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Late and missed tasks

When a task becomes overdue, when it becomes missed, what "missed in the busiest hour" means, and how to resolve one.

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Closing a Site for a Period

Tell Paddl a location is shut between two dates so no tasks are created for those days, and clear any that already were.

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Recording Deliveries & Traceability

Check deliveries in against the supplier's paperwork, take chilled and frozen temperatures, and keep the batch detail you need for a recall.

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Documents and Staff Sign-Off

Upload certificates, policies and reports by category, track expiry and review dates, require staff signatures, and let AI extract key data from what you upload.

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Delivery Notes

Turn a supplier's order confirmation or delivery note into a due delivery, with every product linked to your allergen chart.

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Knowledge Hub and Ask Paddy

Build a searchable knowledge base, and use Ask Paddy to answer questions from it and to set work up for you.

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What Ask Paddy can do for you

Ask Paddy can set up routines, book visits, draft paperwork, chase your team and build an audit pack. Here is what to ask for.

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Confirming and cancelling Paddy actions

Ask Paddy always shows you what it is about to do and waits for you to confirm. Here is how that works and what gets recorded.

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Staff Training & Compliance

Assign training modules, run assessments and certificates, manage renewals, and read the compliance matrix.

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Equipment Management

Track equipment, schedule servicing and PAT testing, attach manuals, and link items to your HACCP controls.

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Managing Suppliers & Recalls

Keep supplier records and act on recalls fast using the batch detail captured at goods-in.

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Managing Contractors

Set credential requirements, invite contractors, review their documents, and control access with events.

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Managing Visitors

Log visitors quickly or send a self sign-in link, capture badge details, and keep an on-site record.

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Importing Data with CSV

Bulk-load equipment, suppliers, and allergens from a spreadsheet, with Paddy reading it for you, instead of adding them one at a time.

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The Calendar

See tasks, equipment servicing, maintenance, and appointments on one calendar, and subscribe to it.

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Maintenance Jobs & Appointments

How a reported fault becomes a booked job, gets a deadline, and is tracked through to done.

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Areas & Rooms

Divide a venue into the places work actually happens: the cellar, the customer WC, or all sixty guest rooms.

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Assigning Maintenance Work

Give a job to a person, a team or a contractor, and make sure the person it lands on is told.

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Planned Maintenance (PPM)

The checks and services that should happen on a cycle, from a catalogue of what a UK hospitality site is expected to do.

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Maintenance Reporting

What you spent, where the backlog is, which places keep breaking, and what the landlord should be paying for.

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Recalls & Batch Traceability

Trace stock from supplier to use, and act quickly and provably when a supplier issues a recall.

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Staff Inductions

Set up an induction so new starters complete the right steps and sign the right documents on day one.

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Exporting & Printing Your Records

Where to find the export, download and print options across Paddl, including the per-chip export on every Records page, and which format each gives you.

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Building your first rota

Draft a week, copy last week forward, and save a template you can reuse.

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Publishing a rota, and what the notice counter means

What staff see when you publish, and why Paddl records how much notice each change gave.

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Eligibility warnings on the rota

What each warning means, and why Paddl warns you rather than stopping you.

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Approving hours and timesheets

How Paddl works out what was worked, what the flags mean, and how to correct a line.

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Exporting hours to payroll

The four formats, what is in the file, and what Paddl deliberately does not do.

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Recording tips and how they were shared

Enter a tip pot per period, share it over approved hours, and keep the record the law now asks for.

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The rota and closed sites

What happens to shifts and alerts when a site is shut for a refurbishment or a holiday.

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Connecting Square

Connect your Square account so takings arrive every half hour, with thirteen months of history to start from.

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Mapping Square locations to your sites

Pair each Square location with the Paddl site it feeds, and what happens to the locations you leave unmapped.

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What the till sync brings in

What Paddl reads from Square, how often, how long a day keeps settling, and which features each figure feeds.

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Entering takings by hand or from a spreadsheet

Enter a day's takings, import a CSV of them, and what happens when an entry and the till disagree.

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Reading the sales forecast

What the expected figure and the likely range mean, what drives them, and what the notes on a day are telling you.

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How accurate is the forecast, and when it says no

How the accuracy figure is measured, what moves it, and every reason a site can have no forecast.

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Who can see sales and labour cost

Sales are owner-only unless the owner lets managers in. Labour cost has its own switch. What each setting exposes.

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The demand band on the rota

The strip under each rota day shows how busy the site usually is, hour by hour, from up to thirteen weeks of takings.

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Letting Paddy suggest a week

Ask Paddy to draft a week of open shifts against the demand band and your labour target. It never publishes.

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The labour cost report

What the rota will cost against what the approved hours cost, by site, person and day, and as a share of sales.

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What are Rules & Automations?

Set up rules that prompt staff and create tasks automatically based on real conditions like the weather and forecast.

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Create your first automation

Use a starter template to set up a working rule in a couple of minutes.

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Show weather, wind and tide at check-in

Give staff live conditions for their location the moment they check in.

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React when a temperature is logged out of range

Automatically create a corrective task and alert managers the moment a fridge or freezer is logged out of safe range.

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Send staff a task when the forecast matches

Create a task automatically when the day is forecast sunny, hot or wet.

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Conditions explained

How weather conditions work, and how combining them controls when a rule fires.

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Actions explained

The things a rule can do when it fires, from showing a panel to creating a task.

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Apply a rule to specific locations

Run a rule everywhere or only at the sites it suits.

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Handovers

Where handover and end-of-day reports live in the admin panel, how to acknowledge one, and what the Handovers module switches on.

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Add manager notes to the handover report

Leave attributed notes on the day's handover so the next shift knows what changed.

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Supplier Approval

Record when you approved each supplier and when to review them, and clear the Supplier approval chip on the Food Safety Records page.

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PPM Certificates under Documents

Complete a planned maintenance visit with its certificate attached and Paddl files it under Documents, with an expiry worked out from the interval.

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