Connected Insights Blog | SmartSense

Red Books to Real-Time: How Digital Checklists Are Changing Restaurant Operations

Written by SmartSense | November 24, 2022

Digital checklists are quickly becoming the new standard for top-performing restaurants. They improve employee efficiency and team accountability while giving management real-time visibility into their stores.

Franchise owners and operators are seeing a direct connection between using digital checklists and higher revenue per store. That's why over 1,300 Chick-fil-A stores use SmartSense on a daily basis.

Digital checklists use inputs like photos, scoring, and QR codes to paint a more complete picture of what's actually getting done in your store each day. Name, date, and time stamps let management see who did what — and when — right from their phone or computer.

Unlike paper, digital checklists give owners and managers real-time visibility into their stores from anywhere.

Here's how top-performing restaurant brands are using digital checklists to stay on top of their operations, even when they're not on-site.

 

E-Signatures Give You Real-Time Red Books

Many restaurant owners rely on paper binders — sometimes called red books — to run their stores. If you're not familiar, red books offer generic restaurant processes in a spiral-bound notebook that owners can purchase and employees can check off as they complete each task.

These books are mailed out monthly and are meant to keep an accountability record of critical, repeatable tasks — things like opening and closing checklists, food safety logs, and daily side work.

Instead of initialing a paper notebook, SmartSense lets employees digitally sign off on completed tasks. You get their signature along with the exact date and time it was done.

Simply moving your paper process to a digital format delivers immediate advantages over traditional red books.

 

See Your Store from Anywhere with Photo Verification

Restaurant side work can slip through the cracks, but staying on top of it is essential to running a smooth operation day after day.

Requiring photo verification for tasks that employees tend to forget — or skip — builds real accountability around those responsibilities.

Using photo inputs in SmartSense digital checklists, managers can confirm that side work is properly completed and see exactly who did it. Instead of a simple checkmark, employees take a photo of their finished task to mark it complete in SmartSense.

This works especially well for holding employees accountable around cleaning — kitchen checklists, side work, and so on.

Adding photo inputs to your restaurant checklists gives owners and managers a clear, real-time view of each location — what's done and what still needs attention — right from their phone or computer.

 

Guarantee On-Site Checks with QR Codes

QR codes — or Quick Response Codes — work similarly to barcodes. Scan them with any smartphone or tablet camera, and the information is processed instantly.

With SmartSense digital checklists, QR codes can be printed onto stickers and placed anywhere you want to confirm that an employee was physically present for a task.

For example, if employees are consistently skipping garbage and recycling separation, put a QR code on each bin. To complete the checklist item "take out the recycling," they'll need to scan the code on the recycling bin itself.

QR codes are a straightforward way to ensure accountability for location-specific tasks — whether that's equipment checks, side work, or making sure doors are locked at the end of the night.

 

Track Daily Performance with Numerical Scoring

Using SmartSense, managers can schedule daily walkthroughs and score things like cleanliness, customer satisfaction, and stocking levels.

SmartSense's built-in scoring system creates a permanent record of how each store is performing day to day. Over time, these scores surface trends in your customer experience and give you meaningful benchmarks across locations.

The simple act of tracking these scores tends to drive them upward — and with SmartSense, you can watch that progress over time.

 

Go Beyond Checkboxes with Free-Response Fields

Sometimes a checkmark isn't enough. SmartSense digital checklists support open-ended text fields, so employees can provide more context on a completed task.

Free-response fields are commonly used by managers to keep owners informed about what's happening at each location — giving a fuller picture of the day than a simple "done" or "not done" ever could.

Giving employees room to write in their own words leads to better information and more informed decisions at every level of your operation.

 

Built-In Reminders for the Details That Matter

When putting together a digital checklist, you can include small but important reminders right inside the task — so employees are prompted in the moment, not just trained once and expected to remember.

SmartSense uses simple Yes/No toggles to add these kinds of reminders to your daily checklists.

For example, before a maintenance task, you might include: "Is the machine turned off and unplugged?" The employee confirms it, taps "Yes," and then gets started.

It's a small thing, but those reminders catch the details that experienced managers take for granted and newer employees might easily overlook.

 

Even a Simple Checkmark Works Better Digitally

Not every task requires a photo or a written response — sometimes a checkmark is all you need. The difference with SmartSense is that every checkmark comes automatically attached to a name, date, and time stamp.

That's the built-in accountability that makes digital checklists so valuable. You don't have to set it up or remember to track it — the information is just there.

At the end of the day, digital checklists add real layers of accountability to your restaurant and give management a thorough, reliable record they can actually act on.