How to use this documentation
Use this page as an end-user workflow guide. It explains who should use the page, what setup is needed, what steps to follow, what fields matter, and what to check when something looks wrong.
Who should use it
Before you start
- Shift timings are configured.
- Users and roles are assigned.
- Nozzles, fuels, tanks, and payment setup are ready.
- Staff know whether they are entering shift data from mobile or web.
Step-by-step workflow
- 1
Check in and start the shift
Use mobile when staff are at the pump. Use web when a manager is starting or reviewing the shift from the office.
- 2
Track current shift activity
Use mobile for quick live checks and web for detailed shift readings, daily operations, and reconciliation review.
- 3
Enter readings and DSR data
Enter readings and daily sales consistently so downstream daily operations, reports, stock review, and owner review remain reliable.
- 4
Close the day from web
Use web for final closing review because it is easier to compare sales, readings, cash, card, UPI, coupons, invoices, and exceptions.
- 5
Review reports and create follow-up tasks
Owners or managers should review daily operations and reports, then create tasks for unresolved exceptions.
Important fields
Best on mobile
Shift check-in, current shift review, and quick staff updates.
Best on web
Shift readings, daily operations review, DSR, closing, and reports.
Downstream records
Shift records, readings, DSR entries, daily operations, invoices, payments, stock context, and reports.
Owner review
Daily operations, DSR, shift readings, invoices, payments, outstanding, and exceptions.
Common mistakes
- Checking in without verifying the selected shift.
- Entering DSR or readings inconsistently across days.
- Closing the day before reviewing coupons, invoices, and payment modes.
- Not creating tasks for unresolved closing exceptions.
Troubleshooting
Current shift totals do not match expectations.
Check readings, DSR entries, payment modes, coupons, invoices, and selected date or shift filters.
A staff member cannot check in.
Confirm user status, shift timing, role permission, and mobile access.
Owner report differs from shift data.
Review whether the day has been fully entered and whether filters match the shift date.
Related documentation
Web dashboard docs
Mobile app equivalents
- Mobile Shift Check-In
- Mobile Current Shift
- Mobile Daily Sales Report
Screenshot note
- Uses shiftManagement from the existing static image set.
Start the shift from mobile or web
Employees can use mobile shift check-in when they are at the pump. Managers can use the web dashboard when they need broader control or need to review shift setup before activity starts.
Track the current shift
Use mobile current shift for quick on-floor review. Use the web dashboard for detailed shift readings, daily operations, and reconciliation checks.
Enter daily sales and readings
DSR and readings should be entered consistently because they drive daily operations, stock review, reports, and owner summaries.
Close and review the day
Use the web dashboard for end-of-day closing because the larger review surface helps compare sales, readings, cash, card, UPI, coupons, invoices, and operational exceptions.
Owner checks reports
Owners should review dashboard totals, daily operations, DSR, shift readings, and reports after the shift is closed or when a manager has completed the daily review.
Daily shift lifecycle checklist
How Petrodweep connects daily shift work
- Petrodweep supports mobile entry for staff near the pump and web review for managers who need complete shift context.
- Shift data connects to DSR, daily operations, reports, invoices, payments, and owner review.
- The workflow page avoids splitting check-in, readings, and closing into disconnected guidance.
Frequently asked questions
Which platform should staff use during an active shift?
Use mobile for quick shift activity and on-floor review. Use web for detailed review, corrections, closing, and reporting.
What records are created downstream?
Shift records, readings, DSR entries, daily operations totals, invoice/payment context, and reports.
When should owners review the day?
Owners should review after the manager has entered or checked the core shift and sales data, and again when exceptions are unresolved.