What is Opscale?

Opscale is a web app that helps you manage daily routines and tasks across your team. It works in any browser on any device — desktop, tablet, or phone — and everything stays perfectly in sync. When a team member checks off a task on one device, it updates everywhere else instantly.

There is nothing to install from an app store. Simply open the link you received, sign in, and you are ready to go.

Create your account

  1. Open your invitation link or go to the sign-up page.
  2. Create your account with your email or sign in with Google.
  3. A short setup flow will help you get everything in place: select your industry, create your first location and areas, and pick from over a hundred ready-made templates based on industry standards, covering routines, recurring tasks, and SOPs, so you have a solid starting point from day one.
  4. Once onboarding is complete you will be taken to the Manager dashboard where you can customize everything further.

Works on every device

Desktop & laptop

Open your browser (Chrome, Edge, Firefox, Safari — any will work), go to Opscale, and sign in. Bookmark the page for quick access.

Phone & tablet

Open Opscale in your phone’s browser and sign in. For a smoother experience you can add it to your home screen — see the next section.

No matter which device you use, every change is saved to the cloud and visible on all your other devices within seconds.

Add Opscale to your phone’s home screen

Adding Opscale to your home screen gives you a dedicated app icon and opens the app in full screen — just like a regular app, but without needing an app store download.

On iPhone or iPad (Safari)

  1. Open Safari and go to Opscale. This must be done in Safari — it will not work from Chrome or other browsers on iOS.
  2. Tap the Share button (the square with an upward arrow) at the bottom of the screen.
  3. Scroll down and tap “Add to Home Screen”.
  4. Give it a name (or keep the default) and tap Add.
  5. Done! You will now see the Opscale icon on your home screen. Tap it to open the app in full-screen mode.

On Android (Chrome)

  1. Open Chrome and go to Opscale.
  2. Tap the three-dot menu (⋮) in the top-right corner.
  3. Tap “Add to Home screen” (or “Install app” if it appears).
  4. Confirm by tapping Add.
  5. Done! The Opscale icon will appear on your home screen. Tap it to open the app in full-screen mode.
After adding it to your home screen, Opscale will look and feel just like a native app — with its own icon, no browser toolbars, and smooth full-screen navigation.

Set your opening hours

Before creating your first routines, set your opening hours. Opscale uses them to schedule tasks at the right times.

  1. On the Manager dashboard, find the Opening Hours card in the right-hand sidebar and tap Edit.
  2. Set the hours for each day of the week. If you are closed on a particular day, leave it empty.
  3. If certain dates have different hours (holidays, seasonal changes, etc.), add them as special date overrides.
  4. Save your changes.
Keeping your opening hours up to date is important. When your hours change across seasons, update them here and all your scheduled routines will automatically adjust — no need to touch individual sequences.

Invite your team

Opscale works best when your team is on board. Go to the Team page in the sidebar to invite people by email. When inviting, you choose a role:

  • Manager — can set up and edit locations, areas, sequences, tasks, and manage team members. Add your managers early so they can help build out the system with you.
  • Employee — can view and complete tasks, access SOPs for training, and see their own statistics. Adding employees gives you completion stats, accountability, and easy access to instructions for your team.

Each role comes with granular permissions that you can adjust per person — for example, allowing someone to create tasks but not delete them, or giving them access to manage specific areas only. You can also create custom roles with their own set of permissions to match the way your team is organized.

Recommended: If certain people are responsible for certain areas (e.g. your head chef runs the kitchen), invite them as a manager and let them set up the tasks for their own area. You don’t have to configure everything yourself — delegating gives them ownership and the ability to optimize their own routines over time.

Your first steps: set up opening and closing routines

The best way to get started is to create your first opening routine and closing routine. These are the tasks your team runs through every day at the start and end of a shift.

  1. Make sure you have at least one Location and one Area set up (for example, “Main Floor” or “Kitchen”).
  2. Go to Tasks in the sidebar and open the Sequences tab. Create a new sequence and give it a specific name — for example, “Kitchen Opening Routine”.
  3. Add the tasks your team needs to complete each morning. Give each task a time window so the team knows when to start and when it should be done.
  4. When scheduling the sequence, use relative timing — for example, set it to start 45 minutes before opening time. This way, the routine automatically adjusts if your opening hours differ on certain days or change across seasons. You never have to update the schedule manually.
  5. Repeat for a “Kitchen Closing Routine” — you can schedule it relative to your closing time the same way.

By default, sequences using relative timing will not run on days you are closed. Your team will see their tasks appear on the dashboard each day, and as they complete them, progress updates in real time for everyone.

Change anything, anytime

One of the most important things about Opscale is how easy it is to make changes on the fly. There is no need to think “I’ll fix that later” and then forget about it.

  • Need to add a new task? Go to the Tasks page, open the sequence, and add it. Give it a name, set the time — done. It will show up for your team right away.
  • Need to adjust an existing task? Go to the Tasks page, find the task in its sequence, and change the name, time window, or instructions. Save, and the update takes effect immediately.
  • Need to reorder tasks? Drag them into the order that makes sense for your workflow.
  • Need to remove a task? Delete it and it’s gone from the next run.
When you notice something that should change — whether it’s a missing task, a wrong time, or a better order — just open the Tasks page and do it. It takes seconds, and your team will see the updated version immediately. Building your perfect workflow is an ongoing process, and doesn’t have to be complete before you start putting the app to use.

What to explore next

Once your opening and closing routines are running smoothly, here are a few things you can explore:

  • Weekly and monthly tasks — set up sequences that only run on certain days or once a month (deep cleaning, inventory checks, etc.).
  • OpsCenter mode — a dedicated screen mode for the floor so your team can see and check off tasks in real time.
  • SOPs (Standard Operating Procedures) — attach detailed instructions to any task so new team members know exactly what to do.
  • Multiple locations — manage several sites from a single account with location-specific routines.

Start small, get comfortable, and expand as you go. There is no rush to set up everything at once.