Staff Help
Staff Tip Sheet
Keep this page handy during busy hours for quick reminders on intake, scanning, pricing, and common troubleshooting.
Quick Start
- From the Home page, choose New Intake for a fresh tag, or Scan to update an existing job.
- Always verify Tag #, Customer Name, and Phone before saving.
- Use Search if the barcode is damaged or missing; you can search by name, tag, or confirmation #.
- Set the correct Process Type first - it drives pricing and downstream steps.
- Hit Save even if you only changed status - it logs the update.
Status Flow
1
Dropped Off
Intake complete
2
Processing
On the table
3
Finished & Ready
Triggers the ready notification
4
Picked Up
Closed
Caping and any optional partner workflows can have their own sub-statuses; update those when relevant.
Scanning Tips
- Use the Scan page for the fastest status updates.
- If scanning fails, type the Tag # and press Enter.
- On shared devices, keep brightness high and lens clean for better reads.
Pricing Gotchas
- Process Type sets the base. Changing it later will change the total preview.
- Beef Fat adds a small fee; optional partner workflows or outside services may add separate fees.
- Specialty Products only show if selected; make sure to fill in the pounds.
Troubleshooting
- "Failed to fetch" on Save: Check your environment vars, staff auth setup, and network connection.
- Search shows no rows: Try the exact name, tag, or phone last-4.
- Ready notification did not send: Verify the status really hit Finished & Ready and that the contact details are present.