Franchise operations portal for restaurants

A restaurant and franchise ops portal is where each location works through its opening and closing checklists and logs incidents, and corporate sees every location while each location sees only its own.

Pattern: Checklists

Describe it to Pory

“We run 12 franchise locations. Each location needs its opening and closing checklists and a way to log incidents like food-safety issues, and each location should only see its own while corporate sees all of them.”

Viewing as

Today's checks

Daily checks

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In plain English

How Pory sets it up

Pory gives every location manager and corporate ops a sign-in of their own. Each location manager sees only their own incidents. It covers checklists & incident logs. Incidents, daily checks, documents, corporate visits, bulletins, locations and corporate team live in Pory's own database, so there's no spreadsheet to keep in sync.

What it does

01

Each location works through its opening and closing checks on a phone

Opening checks were a paper sheet on a clipboard by the pass, and by Friday it had a coffee ring and three missing days. The manager on shift works through the day's checks (fridge temps, sanitizer, allergen board, fryer oil) checking each one off, with progress shown at the top. Corporate stops asking for photos of the clipboard.

ChecklistsDone by: Location manager
02

Kitchens log a food-safety scare or a late delivery as it happens

Incidents reached corporate in a Monday email, if the manager remembered, with half the details gone. The location manager picks the type (food safety, equipment, a complaint, an injury), adds when it happened, what went on and a photo. Each incident shows where it stands, so corporate follows up with the facts instead of a phone call asking what happened.

Forms to submit a recordDone by: Location manager
03

Each location sees its own incidents, corporate sees all twelve

A shared spreadsheet meant every franchisee could read every other store's complaints and injuries, which nobody enjoyed. Each location manager signs in to their own location's incidents, checks and documents, and corporate sees every location side by side. Franchisees stop scrolling past another store's walk-in cooler problems to find their own.

Who sees which recordsDone by: Location manager

Who sees what in a restaurant & franchise ops portal

Every person signs in to their own view. This is what each role in the demo gets.

Location manager

Sees only their own incidents.

Pages
Home, Today's checks, My incidents, Documents, From corporate
Can start
Log an incident, New incident, Upload a document

Corporate ops

Sees every incident in the portal.

Pages
Home, Incidents, Daily checks, Documents and visits, Locations, Bulletins
Can start
Post a bulletin

What’s in the restaurant & franchise ops portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Incidents

  • Incident (text)
  • Type (choice: Food safety, Customer complaint, Staff injury, Equipment failure, Delivery issue)
  • Occurred on (date)
  • What happened (long text)
  • Photos (file)
  • Location (choice: Wicker Park, Naperville, Lincoln Park, Evanston, Logan Square, Schaumburg, Oak Park, Orland Park)
  • Location manager (link)
  • Status (choice: Logged, Following up, Resolved)

Daily checks

  • Check (text)
  • Date (date)
  • Location (choice: Wicker Park, Naperville, Lincoln Park, Evanston, Logan Square, Schaumburg, Oak Park, Orland Park)
  • Done (yes/no)
  • Location manager (link)

Documents

  • Document (text)
  • Needed by (date)
  • Location (choice: Wicker Park, Naperville, Lincoln Park, Evanston, Logan Square, Schaumburg, Oak Park, Orland Park)
  • File (file)
  • Status (choice: Requested, Uploaded, Checked)
  • Location manager (link)
  • Notes (long text)

Corporate visits

  • Visit (text)
  • Date (date)
  • Location (choice: Wicker Park, Naperville, Lincoln Park, Evanston, Logan Square, Schaumburg, Oak Park, Orland Park)
  • Status (choice: Booked, Done)
  • Score (%) (number)
  • Location manager (link)
  • Visiting (link)

Bulletins

  • Bulletin (text)
  • Published (date)
  • Kind (choice: Menu, Food safety, Operations)
  • What it says (long text)

Locations

  • Location (text)
  • Location manager (link)
  • Address (text)
  • Status (choice: Open, Remodel, Opening soon)

Corporate team

  • Name (text)
  • Role (text)
  • Phone (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Collect

1 part
  • Forms

    Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

Decide

1 part
  • Checklists

    A task list on each record, ticked off in its detail view, with progress shown. Use it for onboarding, inspections or opening duties.

Control

3 parts
  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

A location manager signs in with a link sent to their email and lands on Home. They see Home, Today's checks, My incidents, Documents and From corporate, and only the incidents that are theirs. From there they can use “Log an incident”, “New incident” and “Upload a document”.

You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.

Build your restaurant & franchise ops portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited franchisees.

See pricing · How Pory builds a portal