Smarter Week

How to automate it

How to automate “fill in forklift and equipment pre-use checks”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

10 min
typically, every day
40%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Do pre-use checks, damage and incident forms on a phone

Digital forms fill in the date, site and equipment for you, take photos, and send anything failed to the right person straight away. No paper to file or retype.

Typically saves about 40% of the time1 h to set up
  1. 1List the paper forms used most (forklift checks, damage reports, near misses).
  2. 2Rebuild them in SafetyCulture or your fleet or WMS app, or use ready templates.
  3. 3Put a QR code on each forklift that opens its check.
  4. 4Set failed items to alert the lead immediately.

Tools: SafetyCulture (iAuditor) · Samsara, Motive or Geotab · Forklift telematics pre-op checks

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Warehouse associate / lead

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Warehouse associates / leads