Manager guide

You are accountable for the organisation's compliance, and the app is built around that. Your team does and checks the work on their phones. You set it up, give final approval, keep licences and documents current, and turn the record into reports and returns.

Your time, once running: about 15 minutes a day, an hour a week, and half a day a month. More around filing dates.

Desk work is easiest on the web portal (earthreheal.com, Sign In). Approvals and checks also work in the phone app.

1. Your menu (web)

The left menu is grouped the same way for every organisation. Some entries open a page with tabs.

On the phone, the bottom tabs are Home, Job status (with a count of jobs waiting for you), Reports and Me. Home has the same six groups as tiles.

2. Every day (15 minutes)

1. Dashboard: any banner such as overdue filing(s) or Compliance incomplete? Deal with it or plan it.
2. Daily Tasks → filter Awaiting My Approval. Open each job, look at the photo and details, then:

• ✓ Final Approve, or
• ✕ Reject — Return to Supervisor (or to the worker, on 2-layer). Always write the reason.

1. Grievances: anything new? Assign it, or answer it.

Bulk approval: once you trust your supervisors, use ✓ Approve All for routine days. Still open a few jobs at random every day. Your approval is the organisation's signature.

On the phone: Job status → To approve, with the same choices.

3. Every week (1 hour)

• Job Calendar: missed and late jobs, by area and person. Act on patterns, not single days.
• Compliance Hub → Path to green: what is still open, and is anyone on it? Use the fix buttons (Upload below, Fill in below, Open setup evidence, Assign people).
• Renewals & expiry: anything inside 90 days?
• Mark the coming week's holidays in Job Calendar.
• Need a one-off job (an inspection visit, a special clean-up)? Daily Tasks → + Add task, choose it from the catalog, and set the frequency and first due date.

4. Every month and year

Follow Month-end and year-end: monthly report, renewals, vendor licences, setup evidence renewals; and at year end, the statutory filings, Mark as filed, data export and a review of your setup answers.

5. Your team

All of it is in Team and logins: adding people, giving them a sign-in code, leavers. Two habits:

• Hand every new person their guide and job sheet on day one: the Worker guide or Supervisor guide, and section 10 of your organisation type's guide.
• Deactivate leavers on their last day.

6. Changing your setup

• Site details and setup answers: Tenant Info → ✏️ Edit Tenant Info opens the setup wizard with your answers. Change what is needed, then 💾 Save Changes. Your organisation type cannot be changed.
• Turning on a recommended rule: Compliance Hub → Recommended rules → Enable rule.
• New bins or equipment: link a sticker in Infrastructure Items (see Setup evidence and QR stickers).
• Not sure what a change will switch on or off? Email us before you make it.

7. Do and don't

If you are on the free plan

The free plan is one Manager login, in the phone app only. If you sign in on the web you are asked to use the app.

In the app, everything is under Licences & documents:

• Licences: each licence with its status (Valid, Expiring soon, Expired, Not uploaded, Add expiry date). Upload each licence and add its expiry date, and the app reminds you before it expires.
• What applies: the rules for your organisation, why each applies, and the calendar of filings and renewals.
• Documents: your compliance folder. To share it with an inspector, create a share link, give it a label and an expiry (for example 7 days), choose what to include, and create it. You can withdraw the link at any time.

Your routine: upload everything once. Then once a month, look at Licences for anything turning amber or red, and at What applies for the next filing date. That's all.

When you want your staff's daily work on their phones, with approvals and reports, tap Move to the licensed plan.