Repeated questions
Managers become the search engine for basic instructions.
SOP portal for 5–250 user teams
Stop answering the same process questions all day.
TechSavvy SOP Portal turns scattered instructions into one searchable, branded system with AI-assisted SOP drafts, QR-code mobile access, training checks, checklist runs, and manager approval controls.
- AI
- Generate SOP drafts from descriptions or existing content.
- QR
- Open the right procedure on mobile devices at the point of work.
- Training
- Use quizzes, read confirmations, and checklist runs to create accountability.
Play video to learn more!
One source of truthNo more old PDFs and group-chat guesses.
Mobile SOPsScan a QR code and take instructions with you.
The operational leak
Most small businesses lose time because the process lives everywhere.
Binders, shared drives, old PDFs, chat messages, and “ask the person who knows” all create the same problem: staff hesitate, managers repeat themselves, and training depends on memory instead of a current approved process.
Old documents
Staff cannot tell which version is current or approved.
Slow onboarding
New hires learn by interruption instead of a repeatable path.
No field access
Procedures are often needed away from a desk, computer, or binder.
The better system
Create the process once. Make it searchable, mobile, trainable, and improvable.
Find the answer fast
Search approved SOPs, scan QR codes, run checklists, export PDFs, and suggest updates when something is unclear.
Control what gets published
Create, import, approve, assign, review, back up, and update procedures without building a custom training system from scratch.
Protect the way work gets done
Turn institutional knowledge into a practical operating asset that helps consistency, training, and daily execution.
Product video
See exactly how the portal works.
Simple to use, easy to navigate, and built to help work move faster. Better turnaround times, fewer missed steps, and stronger outcomes are just the beginning.
Interactive guided demo
Preview the staff and manager experience before a live walkthrough.
Explore a screenshot-based tour created from a branded test portal. It shows the staff experience, SOP workflows, support requests, and the full manager admin area.
See the portal flow in context.
Move through staff search, SOP details, QR codes, checklist runs, training, support, manager dashboards, users, branding, backups, and advanced tools.
Modern SOP features
Built for the way small teams actually operate.
Generate a structured SOP draft from a description.
Start with a rough process, existing SOP document, or manager notes. Review before publishing so AI accelerates setup without replacing approval.
Put SOPs where work happens.
Place QR codes near desks, equipment, rooms, counters, or printed signs so staff can open the correct procedure on a phone or tablet.
Give staff one place to look.
Organize procedures by section, role, or workflow while keeping approved SOPs searchable from a clean staff dashboard.
Make onboarding repeatable.
Add training questions, review completion, and turn important procedures into a consistent learning path.
Make recurring work trackable.
Staff can complete checklist-style work, add notes, and leave a practical completion record.
Let the people doing the work improve the process.
Staff can suggest changes while managers review, approve, and publish updates so procedures stay current.
Why buyers care
The product is not just an SOP library. It is an operating system for repeatable work.
For teams too small for a full training department but too large to rely on memory, the portal gives managers a way to standardize the details that usually get lost during growth.
BeforeOld PDFs, tribal knowledge, repeated questions, inconsistent training, and no mobile access.
AfterSearchable SOPs, AI-assisted setup, QR mobile access, manager approvals, training records, and continuous improvement.
Clickable highlights
Explore the portal screens.
Launch workflow
A practical rollout path for busy businesses.
- 1
Collect what already exists
Start with current SOP documents, manager notes, recurring task lists, and staff pain points.
- 2
Generate or import drafts
Use AI-assisted generation and import workflows to build the first organized procedure library faster.
- 3
Review, approve, and assign
Managers publish approved SOPs, assign visibility by role, and add QR codes where staff need them.
- 4
Train, track, and improve
Use training questions, checklist runs, read confirmations, and change requests to keep the system useful.
TechSavvy managed IT advantage
A stronger add-on for managed service customers.
For qualifying TechSavvy Managed Service customers, SOP Portal can become part of the operational support stack: IT support plus the procedures staff need to follow the right steps.
- Branded setup for the customer’s business
- AI-assisted SOP creation support
- QR codes for mobile procedure access
- Training, checklists, and manager controls
- Support from the same team managing all your technology
Plans
A clear business improvement, not another generic software subscription.
Managed Service Customers
Included for qualifying clients
For TechSavvy managed IT customers that want stronger operations, easier training, and a branded SOP system supported by their IT partner.
- Branded SOP portal
- AI-assisted setup workflow
- QR mobile access
- Training and checklist tools
Standalone SOP Portal
Quoted by team size
For businesses that need the SOP system even if they are not currently on a TechSavvy managed IT plan.
- Designed for 5–250 users
- Launch and onboarding available
- Manager, staff, training, QR, and backup workflows
- Optional SOP conversion support
Rollout Services
Optional project help
For companies that want help converting existing instructions into a clean process library before launch.
- SOP cleanup and structure
- QR placement planning
- Training question setup
- Manager handoff session
Questions buyers ask
Clear answers for small-business decision makers.
Can we use our existing SOP documents?
Yes. Existing SOPs can be brought into the portal and organized into searchable procedures. AI-assisted drafting can help structure content, but managers still review before publishing.
Do staff need to install an app?
The portal is mobile-friendly in a browser. QR codes can open SOP links on phones and tablets, making procedures portable without forcing staff back to a desk.
How does this help training?
Managers can create training questions, review completion, use read confirmations, and keep important instructions next to the procedure itself.
Can staff suggest changes?
Yes. Staff can submit change requests when a process is unclear, outdated, or missing. Managers review and approve updates before they become the current version.
Is it branded for each business?
Yes. The portal can use the customer’s company name, portal name, colors, logo, support details, and other brand settings.
Who is this best for?
Small businesses with 5 to 250 users that need repeatable training, consistent service delivery, mobile access to procedures, and better control over operational knowledge.
Book a call
Give your staff one current answer.
Ask for a walkthrough of the SOP Portal, the AI-assisted setup workflow, QR-code mobile access, and how a relationship with TechSavvy can help your business work cleaner, faster, and more consistently.