Helpable is process standardization software: you agree on one way of working, write it down as clear steps, train people on it and see who works by the current version. When everyone does a task their own way, quality depends on who is on shift.
Small differences in how people work add up to complaints, rework and awkward client calls.
That's how Lisa does it. I do it a bit differently.
Two colleagues, same taskThe client noticed the new team skipped a step.
Account managerWe changed the process last month. Did everyone get that?
Operations managerEvery location has its own version of the checklist.
Owner with two locationsPick the tasks where mistakes cost the most, write each one down as numbered steps with one owner, train people on it and ask them to confirm they read it. When the process changes, publish a new version and ask again. Helpable keeps procedures, versions, read confirmations and training together, so you can see who works by the current version.
Teams where the same task is done by several people, often across shifts or locations.
Cleaning, installation and maintenance teams where the result now depends on who happens to do the job.
In practice: Every site gets cleaned to the same standard, whoever is on duty. One procedure with photos of the finished result, confirmed by each cleaner, replaces each team's own habits.
See howHospitality, retail and warehouse teams where every shift should open and close the same way.
In practice: Opening and closing work the same on every shift. The checklist lives in one procedure, new staff confirm it, and the manager sees who still has to.
See howAgencies, accountancy firms and recruiters that want client work done the same way by everyone.
In practice: Every client report goes out in the same format and on the same day. The process sits in one procedure with an owner, and the version history shows each change.
See howSupport and operations teams that need one current way of working while features and processes change every month.
In practice: Support handles refunds the same way after every pricing change. You publish the new version, announce it and see per agent who confirmed it.
See howBusinesses with several branches where team leads need a quick view of who works by the current version.
In practice: Two stores stop running their own versions of the checklist. Each store is a team in Helpable with the same procedure assigned, so every branch works from one current version.
See howA facility services company changes how damage on site is reported. This is how the change usually spreads, and how it spreads with Helpable.
The new way is agreed in a meeting and shared as a PDF in the group chat.
Location North works the new way. Location South still uses the old form.
A damage report is missing information. Nobody is sure who saw the update.
The new hire is trained from an old printout.
The owner updates the procedure, adds a short summary of what changed and publishes version 2.
Everyone assigned to it gets a message and is asked to confirm the new version.
The overview shows who confirmed. Team leads follow up with the rest.
The onboarding training links to the procedure, so the new hire learns version 2 from day one.
Five steps from an agreed way of working to a team that follows it.
Numbered steps with text, photos and checklists, one owner and a category. Start from a template if you like.
Turn a procedure into training with AI, or link it as a lesson. Add a short quiz to check it landed.
Request a read confirmation and see per person who confirmed which version.
Publish a new version with a change summary, announce the update and, if you want, ask people who finished the training to redo it.
Confirmations per version and training reports per team show where the old way still lives.
Employees ask a question in their own words and get a short answer from your own articles, procedures and documents, with a link to the exact page it came from. You stop being the person everyone asks.
Upload your handbook or policies. Helpable makes them searchable right away and suggests articles you check, change and approve. Nothing goes live until you say so.
When the answer isn't there, Helpable says so and the question lands on your list of things to write down, with no name attached.
Write the steps once, get every person to confirm them and roll out changes in one go.
Numbered steps with photos and checklists, one owner and a review date. The right way to do the job is always one click away.
Ask for a read confirmation and watch them come in per person. You only follow up with the people who haven't confirmed.
Publish version 2 with a short summary, announce it and ask for confirmation in one go.
The parts of Helpable that turn an agreed way of working into the daily standard.
Text, images and checklists inside each step, so anyone can follow a task from start to finish. The result stops depending on who happens to do the job.
Ask people to confirm a procedure and see per person who confirmed which version. You know the new way has reached everyone.
Publish a new version with a change summary and announce it in one message. Everyone opens the current version, and old copies lose their place.
Let AI draft a training from a procedure, with a quiz to check it landed. People practice the standard way before they work by it.
Training progress per team and per person, with CSV export. You see which team or location still works the old way.
Group people into teams, for example per location, and assign procedures per team. Every branch works from the same steps.
Standardizing is a team effort, with clear roles.
Picks the processes that matter most, sets an owner for each and decides when a change needs confirmation.
Updates the steps after feedback, writes what changed and publishes the new version before the review date.
Checks the confirmations for their team and follows up with the people who are behind.
Reads the procedure, does the short training and confirms the update with one click.
No promised percentages. These are the changes teams aim for when processes are written down and followed.
Clients get the same result from every team member and every location.
A new way of working reaches everyone, and you can see who has confirmed it.
Fewer skipped steps means fewer jobs done twice and fewer apologies to clients.
A new location or new hire starts from the same written standard.
Try Helpable free for 14 days, no credit card needed. Then pick the plan that fits your team.
Your knowledge base for team and customers, written faster with AI.
$29/month
Billed monthly
That's $0.95 a day
Start free trialTrain your team on that knowledge: courses, quizzes and progress per person.
$89/month
Billed monthly
That's $2.93 a day
Start free trialEverything in Business, plus:
Training that runs by itself, and proof of who really knows what.
$179/month
Billed monthly
That's $5.88 a day
Start free trialEverything in Business Plus, plus:
Add these to Business and up, any time. You only pay for what you use.
Add people one by one as your team grows, for a fixed price per person on every plan.
$9/month
A help center and handbook for another brand, location or client.
$10/month
Remove “Powered by Helpable” from your help center. Included in Business Max.
$19/month
Can't find your answer? We're happy to help.
A procedure in Helpable is a step-by-step instruction for one task, with numbered steps, text, images and checklists. It has an owner, a category, a review interval and a version history, and you can ask people to confirm they have read it.
In Helpable you edit the procedure, add a short summary of what changed and publish a new version. You can announce the update to everyone assigned to it, ask them to confirm the new version and, for linked training, ask people who already finished to redo it.
Helpable shows per procedure who acknowledged it, when, and for which version, plus who is still pending. Training reports show completion per team and per person.
Yes. Helpable lets you group people into teams, for example per location, and assign procedures and training to a team. Reports then show progress per team.
No. A read confirmation in Helpable records that someone has read the procedure. To check understanding, add a quiz to the training; practical skill is still something a team lead checks on the job.
Read confirmations are part of every Helpable plan, from Business up. Assigning with due dates and progress per person start at Business Plus.
Helpable starts at $29 per month for Business, with 3 team members included. Business Plus is $89 per month for 5 members and Business Max is $179 per month for 9 members; paying yearly is about a fifth cheaper.
Yes. Helpable has a free trial of 14 days on Business Plus, and you don't need a credit card to start.
In Helpable you can start with one process: write the steps, add photos and ask your team to confirm. Most of the effort goes into agreeing on the way of working itself; putting it in Helpable is the smaller part, and the SOP training template gives you a starting point.
Yes. Helpable works in the browser on phones, tablets and laptops, so people can follow the steps on site. There is no native mobile app, and your data is stored in the EU.
Start with the process that causes the most rework. Put it in Helpable, ask your team to confirm it and see the difference per location.