Smarter Week

How to automate it

How to automate “track equipment, assets or stock in spreadsheets”

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

30 min
typically, once a week
55%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Track assets with QR or barcode labels in an asset app

Asset apps let anyone scan a label to check something in or out or update its location, so the record stays current without a weekly spreadsheet update.

Typically saves about 50% of the time3 h to set up
  1. 1Choose a tool: Sortly, Asset Panda, Snipe-IT (free, self-hosted) or your ERP's asset module.
  2. 2Import your current spreadsheet.
  3. 3Print QR labels and tag items.
  4. 4Set low-stock and maintenance alerts.

Tools: Sortly · Asset Panda · Snipe-IT · ERP asset modules

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.

Operations coordinator

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 Operations coordinators