Logistics and Operation Companies Common Use Cases
Curious to know how logistics and operation companies utilize Connecteam?
Yuval M avatar
Written by Yuval M
Updated over a week ago

This is your 'How To Build My Company App' if you are a logistics and operations company. We gathered examples of best practices from leading companies in the market to help you identify what can be relevant for your company - check it out!

Logistics and Operation Companies use Connecteam for:

  1. Day to Day Digital Reporting and Checklists

  2. Streamlining Communication

  3. Raising Safety Standards and Awareness

  4. Making SOPs and Company Protocols Available

  5. Job Scheduling

  6. Time-Tracking

  7. On-boarding New Hires

  8. Training

  9. Compliance Purposes

  10. Human Resources needs

1. Day to day Digital Checklists and Reports

As day-to-day operations are a core element for logistics and operation companies, checklists and reports are very commonly used to reduce friction from day-to-day activities, automate information flow for improved response time, and gain better oversight. Few popular examples are detailed below:

  1. Pre-trip inspection checklist for truck / vehicle

  2. Pre-drive checklists for forklift.

  3. Driver checklists for loading / unloading procedures 

  4. Driver Trip Report, including loading information 

  5. Daily crane inspection

  6. Repair Order ticket (truck / trailer / forklift / pickup / crane)

  7. Speed and parking tickets - digitally documented in real time.

  8. Field / Job invoice: filing a digital copy of the hand-written invoice.

  9. Accident report - document all the relevant information in real time and distribute the information to the relevant stakeholders

  10. Incident report

  11. Hazard observation report

  12. Customer complaint form

  13. Post Delivery/Job form - customer wan't in attendance? Address was wrong? post delivery/job forms help keep track with all the relevant details and notify the relevant stakeholders in real time.

All entries submitted by employees are always digitally logged, can be automatically sent to a predefined email address as a pdf copy and can be exported in an excel supported format.

2. Streamlining Communication

Communication needs are a fundamental element for all logistics and operations companies . Communication methods and tools include:

  1. Targeted communication: The ability to address all or a specific group of employees, for example targeting just supervisors / all employees working in a specific wear-house / all users.

  2. Employee directory - making it easy to find the contact details of  team members, with full permission management.

  3. Chat groups and channels - to streamline day-to-day communication easily and efficiently. 

  4. Realtime Push notifications and updates: for both formal and informal announcements. Few examples to such announcements:
    - Route 90 is closed for traffic due to maintenance work starting today at 03:25am.
    - Safety Alert: The fires in California are moving quickly and may arrive to our facilities in Reno. All personnel must read the updated fire safety instructions in the App.
    - Please make sure you read and sign the incident investigation report published on June 23rd.
    - Letter from the CEO to all employees

3.Raising Safety Standards and Awareness

When it comes to safety, logistics and operations companies leverage Connecteam to raise awareness and uplift cross company safety standards. Best practices include:

  1. Quick and easy reporting - making it easy to all employees wether on the wear-house, shop or on the road to report in realtime, and automatically sending this to the relevant officer/supervisor for further evaluation and response.

  2. Ongoing safety trainings - allowing managers and safety officers to keep close track with progress on the individual level. (for training examples see clause 8 'Training' and clause 9 'Compliance)

  3. Safety first communication - distribution and communication of safety related updates and protocols. Some examples may include incident finding report, update to procedures, realtime updates on prohibitions or risk factors such as a closed route or rough wether conditions.

  4. Safety digital resources - making all safety protocols available in a click, as well as 'lessons learned', incident findings, and periodical safety tips

4. Making SOPs and Company protocols available

The most common resources logistics and operations companies tend to make available on the App for their employees include:

  1. Standard Operating Procedures (SOPs) 

  2. Safety and emergency protocols

  3. Employee handbook

  4. Code of ethics

  5. Sexual harassment policy

  6. Uniform policy

5. Job scheduling 

Logistics and operations companies often require the ability to manage complex scheduling needs, and utilize Connecteam to do that: 

Job scheduling:

  1. Assigning employees to shifts based on different locations and customer base

  2. Dispatching teams or individuals to specific missions, providing all the relevant information for the shift.

  3. Keeping records of check-in / check-out time and location, and allowing for shift notes and comments.

  4. Allowing employee to accept/reject shifts (optional - can be disabled)

6. Time Tracking

Taking advantage of mobile phones availability, logistics and operations companies use Connecteam for time tracking and payroll sheets:

  1. For clocking in and out of shifts with a GEO location stamp

  2. Leveraging predefined reminders settings to make sure employees are clocking in and out on time

  3. Utilizing notes and tags, to address specific needs (like filtering by customer or specific dates)

  4. Exporting payroll sheets, per shift or as a total

7. On boarding new hires 

The need to deal with high employee turnover and to bring them up-to-speed as quickly and as efficiently as possible, leads logistics and operations companies to build an in-App on boarding process. Usually this process incorporates:

  1. A formal letter welcoming the employee to the company

  2. Guidance checklist "New employee checklist"

  3. Personal information form (personal info, contact info, emergency contact)

  4. Confidentiality and non-disclosure agreement

  5. New employee startup form

  6. Criminal record application

  7. Getting a copy of ID and other relevant documents

  8. Health and safety training

  9. Copy of other relevant training certificates

  10. Uniform, badge and other equipment signing

8. Training

In App training is mostly used for reaching every single employee and keeping track of progress and execution of trainings, on subjects such as:

  1. Health and safety training

  2. Driving related trainings 

  3. Sexual harassment training

  4. Equipment usage and maintenance

  5. Test and quizzes

9. Compliance purposes

Connecteam is used by logistics and operations companies for compliance purposes. 'Read and sign' forms are common, as well as periodical refresh trainings. All documents are logged, and auto sent as a pdf copy to predefined email(s)  that can be customized per each form, and users can export a summary report at any time.

Read and sign documents:

  1. Employee handbook acknowledgment

  2. Uniform agreement 

  3. Sexual harassment policy

  4. Incident findings reprot

  5. Other read and sign documents

Periodical refresh trainings

  1. Winter driving

  2. Working at height

  3. Sexual harassment training

  4. Loading safety tips

  5. Protocols refresh training

10. Human Resources Needs

 HR teams and executives in logistics and operations companies leverage Connecteam for automating process and gaining better control over workforce related issues.

  1. Friend bring a friend: making it easy for the workforce to recommend friends for a position, increasing their recruitment reach.

  2. Vacation/sick leave request management: users are auto-updates if request were denied / approved.

  3. Personal information form for on-boarding new employees ( personal info, contact info, emergency contact, documents such as tax forms /photo ID etc.)

  4. Updating contact information  (Address /name / mobile/ email /bank account change)

  5. Employee satisfaction quarterly survey

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