Skip to content
Vantrel

Support center

Set it up.
Ask us anything.

The first steps, written down in the order you’ll take them. If you get stuck, email us — a person who sets up workspaces reads every message.

Email support
01

Set up your workspace

  1. 1Sign in with the administrator invitation you received by email.
  2. 2Add your business name, time zone and locations under Settings.
  3. 3Choose which modules each location uses — you can switch them on later.
02

Invite your team

  1. 1Open Team and add people by name and work email, or by phone for crew members.
  2. 2Pick a role for each person: Owner, Manager or Team member.
  3. 3Assign each person to one or more locations. They only see what their role allows.
03

Lay out your first board

  1. 1Start with one routine you already run every day, such as opening or closing.
  2. 2Add this week’s shifts and the jobs that are already open.
  3. 3Pin the board on a shared screen or tablet so the team sees the same thing.
04

Write a checklist

  1. 1Create a checklist, add items in the order they are done, and mark items that need a photo or a reading.
  2. 2Set the repeat (daily, weekly, specific days) and the time it should be finished by.
  3. 3Assign it to a role or a person. Missed items appear on the board as gaps.
05

Create and assign work orders

  1. 1Use New job from the board or from an equipment record.
  2. 2Add a title, location, due time and assignee; attach photos if useful.
  3. 3Team members update the status from their phone; the history keeps every change.
06

Track stock and minimums

  1. 1Import your item list from a spreadsheet or add items one by one.
  2. 2Set a minimum for each item and the shelf or room it lives in.
  3. 3Run a count from a phone; items below minimum go to the reorder list.
07

Export your records

  1. 1Open Reports and choose the records and date range you need.
  2. 2Download as CSV to open in any spreadsheet tool.
  3. 3Administrators can request a full workspace export by email at any time.
08

Manage your subscription

  1. 1Account owners can see their plan and renewal date under Settings → Account.
  2. 2To change your plan, add a location or stop renewal, email us from an owner’s address.
  3. 3See the Cancellation Policy for what happens at the end of a term.

Screens and menu names may differ slightly while the product evolves. If a step doesn’t match what you see, tell us and we’ll walk you through it.

Contact support

Write to us. Include your business name and what you were trying to do.

Support requestSomething isn’t working as expectedSetup helpYou’d like help laying out a board or importing a listAccount questionPlan, locations, renewal or ending a subscriptionPrivacy requestAccess, correction or deletion of personal informationAbuse reportReport misuse of the service
Directcontact@vantrelqh.com+1 970 293 1355

Looking for a quick answer? Try the FAQ.