Warehousing and logistics
The forklift check gets done before the truck leaves the charger.
PortalBase puts the pre-shift check, the dock door inspection, the onboarding course and the incident report on the handhelds and tablets you already have on the floor. Operators sign in with a badge or a PIN, not a company email. Everything saves on the device and syncs when it hits signal, even in the back of the freezer.
In the app
What a warehousing and logistics crew opens first.
Today’s tasks, the training that’s due, the checks and the forms. The tiles and the work are set up for Ostrander Distribution, a made-up company. Yours would be set up for your crews.
Try it yourself
Ostrander Distribution
Eddie Salazar
Forklift operator. Dock 6
Sample company and data, made up for the picture. Tap around.
What gets checked
The checks a supervisor has to be able to show later
Forklift and pallet jack pre-shift checks. Scan the QR tag on the truck and its checklist opens. Forks, horn, brakes, mast, battery. Each step is Pass, Concern or Fail. A Fail opens a corrective action with an owner.
Read more →Dock door and leveler checks. Door, seal, leveler, wheel chocks, trailer floor. Add a photo of the damage right on the step.
Read more →Racking and aisle walks. A supervisor walks the aisles, marks what's bent or leaning, and snaps the photo. The repair gets an owner and a due date.
Read more →Charging and spill station rounds. The same checklist every shift, the same place on the phone. Missed rounds show up on the dashboard the next morning.
Read more →The paperwork
What your floor fills out every shift
01
Onboarding course. Day-one training with a short quiz. Seasonal hires finish it on a shared tablet and the supervisor signs off.
02
Operator evaluation. The trainer watches the operator drive, then records the skill check. The record shows who, when and who signed. The driving still happens on the floor.
03
Near miss and incident report. Photo, location, what happened. The report goes to the safety lead and stays tied to the dock or aisle.
04
Shift huddle log. Topic, who was there, signatures on the tablet. Weekly huddles assign themselves to every supervisor.
Signal and crew
The freezer has no bars. Half your pickers started this week.
On the floor
Back corners, the cooler, the trailer, the mezzanine. Checklists, courses and forms are already on the device. Photos and video upload later, in the background.
On the crew
Day shift, night shift, agency temps, seasonal hires. Sign them in by employee ID and PIN, by text code, or by QR badge on a shared handheld. Each record carries the person who did the work, not the device.
On the turnover
A new hire gets the courses and checks for their role the day they're added. When someone moves from picking to the dock, their assignments change with them.
A day on one shift
From the first badge-in to the close-out
Step 1
Start of shift.
The operator badges in on the shared tablet. Today shows the truck check and the huddle to sign.
Step 2
On the floor.
Forklift check, dock door walk, racking look. A Fail opens a corrective action and notifies the shift supervisor.
Step 3
When something happens.
Near miss goes in from the handheld with a photo. Open items stay in the log for the next shift.
Step 4
In the office.
The safety lead sees which doors, trucks and shifts got checked, then opens any record behind the number.
Straight answers
- Can pickers use it without a company email?
- Yes. Crews without email sign in by text code, by employee ID and PIN, or by QR badge on a shared device. The company picks which.
- Does it replace forklift operator training?
- No. Courses and skill checks record what was taught and shown. Driving a truck is learned on a truck, with a trainer, and that stays in person.
- Does it make a warehouse compliant?
- No. It records and organizes the evidence: who, when, where, what was checked. Your rules and the rules of the bodies that apply to you still decide what compliant means.
Tell us how your floor runs.
Send us your forklift checklist and your onboarding packet. We'll show you what they look like on an operator's handheld.
Book a walkthrough