Hospitality checklists for every part of the working day

A daily record that confirms fridges and freezers run at safe temperatures, keeping food in the best condition for customers.

This food safety template checklist will make sure teams are fit for work and food is stored, handled and prepared correctly.

Reminders and daily reports make missed checks less likely. Out-of-range readings prompt a corrective action, and every record is timestamped and can be exported as a PDF for an EHO visit.

Simplify your everyday tasks, checks and logs with pre-made templates or create your own to cater to your unique ways of working.

Temperature monitoring makes sure these temperatures are achieved and your food is safe. These repetitive tasks need to be done but it doesn’t need to be so painful.

Helps businesses separate and label the 14 allergens they handle, and prevent cross-contamination, which inspectors check for a 5-star hygiene rating.

 A digital form that records key incident details, such as timing, food eaten and any hospital visits. It asks for personal information only when consent is given, and sends completed reports to the relevant people for escalation.

The timing, food eaten and any hospital visits affect how a food poisoning incident is handled, so accurate initial records matter for management and council investigations.

Pest activity found during an environmental health inspection can lead to a temporary site closure, so Trail supports regular checks, quick logging, prompted corrective action when droppings are found, built-in training videos and guides, and photo uploads from any device.

Water must reach 50°C after a minute for detergent to lather and remove bacteria, and insufficient hot water can lead to heavy fines or closure. Trail prompts corrective action when temperatures drop, provides training videos and guides, and time- and user-stamps each completed checklist item.

Legionella grows in tepid water (20–45°C), so COSHH requires regular temperature checks even without an outbreak. Trail prompts action when readings fall in that range and supports logging with training and photos.

Part of HACCP, these confirm food quality, safety and pest-free storage. Trail offers quick data entry, refusal prompts, digital audit logs and training guides.

Wash water must reach 50°C after a minute for detergent to remove bacteria, and insufficient hot water risks heavy fines or closure. Trail prompts corrective action, provides training guides, and time- and user-stamps completed checks.

Probes are checked in boiling water (99–101°C) and ice (-1 to 1°C) and recalibrated or replaced if they fail, which keeps food temperature records accurate. Trail offers hot and cold reading inputs, corrective prompts, a digital log for auditors and calibration guides.

Regular internal audits help identify risks, process problems and hygiene gaps before an EHO inspection. Trail sends audit reminders, turns issues into tasks, supports photo evidence and shows real-time dashboards.

Daily checklists help teams track critical tasks before and after service. The passage cuts off before the checklist content.

Trail offers customisable, FSA-approved checklists to help businesses reopen safely. They can be used to roll out new processes, such as social distancing, communicate cleaning and hand-washing routines across sites, and track task completion.

Shift-start forms record each team member's symptoms so anyone unwell stays off work until their isolation ends. Trail also gives site-level visibility and shows who is self-isolating, which helps with shift planning.

Prompts teams to wipe down high-traffic surfaces every hour, with editable tasks, photo evidence and live dashboards.

A digital task that tells teams the steps and techniques for deeper, more regular cleaning, with easy edits for changing guidelines, set schedules and daily reporting.

A checklist that helps teams and customers interact safely, such as when to hand out cutlery and how far apart to space tables, with easy updates as guidelines change.

A set of customisable, FSA-approved checklists and forms covering site preparation, supply chain restart, team preparation, social distancing, cleaning and hygiene, and product and equipment checks. Digital versions can be updated quickly and monitored across sites.

Trail helps teams learn and follow changing processes, such as takeaway service and new customer service steps, through clear task instructions and performance reports.

A reminder task that reassures teams with clear procedures and suggests simple steps they can take to look after their wellbeing.

Covers opening and closing tasks, from checking the premises and stock to wiping taps and cleaning behind the bar. Trail assigns these tasks to the right people at the right time, with digital records, real-time alerts, training videos and time-stamped completion.

A clean, organised and cold cellar keeps beer free from bacteria and stock rotated. Trail offers training videos, real-time alerts, corrective prompts when readings fall out of range, and quick temperature logging.

Trail lets baristas log dose, extraction time, espresso weight, grind setting and grinding time quickly, prompts grinder adjustments when extraction time falls outside a set range, and offers training videos for latte art and deep cleans.

aily checklists help teams prepare before service and wind down afterwards. The opening section covers reviewing the previous shift's closing work and safety checks such as fire extinguishers, PPE and chemical storage.

Daily tasks such as reviewing bookings, checking fridge and freezer temperatures, and planning the next day help teams work efficiently and reduce errors.

A simple end-of-day log for checking the cash float. It prompts action if the count is off, allows photos or comments, and time- and user-stamps each completed item.

Recurring tasks prompt teams to check washrooms throughout the day, with alerts for late or missed tasks and maintenance logging. 

Trail lets managers build onboarding workflows, attach training documents and videos, assign bite-sized tasks, and keep a digital record of completed training with sign-offs.

Trail sends information as tasks with attached videos, PDFs and links, so head office can instruct sites and sites can reply through comments, photos and issue flags.

Six-monthly drills help teams practise exit routes and guide customers calmly. Trail captures drill details quickly, flags issues to head office or maintenance, and asks GDPR-sensitive questions only when relevant.

A daily morning checklist covering trips, slips and falls, electrical and fire hazards, blocked exits, cleanliness and pest activity. Teams can photograph issues before opening and alert the right people.

A nightly checklist covering trips, slips and falls, electrical and fire hazards, blocked exits, cleanliness and pest activity. Teams can photograph problems so management can act before the next shift.

Daily reminders and reports stop the first aid box being forgotten, staff log missing items or expired stock with evidence, and training videos explain how to treat minor injuries.

Regular tests confirm that emergency lighting works when mains power fails, which helps people exit safely and supports fire safety compliance. Trail offers testing guides, maintenance logging, fault-triggered guides and a digital audit log.

Records days off, the illness, medical certification and any medical advice, so EHOs can confirm a returning employee is fit for food handling. Trail's smart forms ask about medical advice only if it was received, let teams photograph GP notes, and show absence trends by site.

A digital checklist for logging injuries, illness or property damage, with extra questions for RIDDOR-reportable incidents, photo evidence and trend insights by site.

Records who is on site, where they came from and why they are there, and confirms visitors know the fire plan before entering food prep areas. Trail adds quick data entry, a digital audit trail and mandatory consent fields for GDPR.

Site audits score food quality, produce dates, storage and order preparation, and Trail's dashboards and daily reports flag problem areas for quick resolution.

Turns fire log books and safety checklists into time-stamped daily tasks with fire safety training videos and prompts for corrective action if a fault is found.

Monthly checks confirm extinguishers work and are stored correctly, and cover the types on site (water, powder, foam, CO2 and chemical). Trail offers training guides per extinguisher type, maintenance logging, fault-triggered guides and a digital audit log.

Trail's integration with Feed it back sends real-time guest feedback from EPOS, social media and online reviews directly to the relevant site, so teams can fix issues like cleanliness, wait times or food quality before they spread.

Trail turns Carbon Statement's weekly energy reports, which flag costly waste, into daily tasks for site teams, with time-stamped records and alerts when issues arise.

Trail can prompt teams to act on the forecast, such as promoting ice cream, cold beer or iced coffee on hot days, securing umbrellas when it's windy, and scheduling extra staff for the garden on dry days.

Trail can trigger a tailored first-day induction through PandaDocs, HelloSign or SignRequest, with role-specific training videos, a personalised checklist, and a manager sign-off after the probation period.

Trail creates a task for each new Google review so sites can celebrate positive feedback or act quickly on negative feedback. It can also create different tasks based on sentiment analysis using tools such as IBM Watson.

Trail alerts sites to head office social media promotions and triggers checklists so teams have the stock and materials ready, such as prepping Pimm's garnishes in advance. It was built after a marketing team promoted an event at a venue that wasn't open yet.

Issues raised in Surefoot audits automatically become Trail tasks, so sites can act on them and keep operations safe.

Teams are notified when a booking is made during the day, so they can plan for unexpected arrivals instead of turning them away.

Deputy and Trail trigger tasks for managers when new starters join, when staff forget to clock out, when late arrivals reach a set threshold, and when staff leave in high numbers.

Trail creates a task whenever someone posts on the business's Facebook page, so social media replies become part of the daily routine.

Trail creates tasks from tweets by nearby venues and companies, so managers can plan rotas for busy event days and use the information to drive sales.

Teams record equipment and building issues in Trail with location, priority and annotated photos, and these flow to Google Sheets, Excel or Trello so maintenance can track them in one place.

Hardware partner integrations send temperature readings straight to Trail and alert teams when a unit drops out of range, so staff don't need to take manual readings.