SOP software that stops you answering the same question every week

Stop re-explaining the same jobs in WhatsApp. Crewhall is the Slack alternative built for working with remote assistants: write each job as a step-by-step SOP once, share it, and keep it when they move on.

Step-by-step SOPs: When your assistant needs to know how a job gets done, they shouldn't have to ask you

Tuesday, 4pm: your assistant asks how you process supplier refunds, for the third time this quarter. Click New SOP and write each step once, with the links and checklists they need. Next time, they open the SOP instead of messaging you.

Mark the steps that can't be skipped as critical.
Start from one of six templates, or turn a flowchart into a draft SOP.
Draft first, publish when it's checked.
How to write an SOP your assistant can follow

Shared with your assistant: The answer lives in your workspace, not in last month's WhatsApp

Share the SOP with the assistant who does the job and they get a notification. It sits in Files beside your docs and screen recordings, so the answer is one search away for them and one less message for you.

Share with one assistant or several.
Filter Files to show only SOPs, or search by title.
Sort SOPs into folders, with a category and tags.

SOPs and routines: Turn recurring jobs into routines with the steps written in

Some SOPs describe a job that happens every Monday. Make those a routine: the steps sit on the routine's own page, your assistant runs it on schedule and ticks off each step, and you see which runs got done without asking.

Set it to repeat daily, weekly or monthly.
Your assistant ticks off each step as they go.
Share a routine by link with a new assistant.

When an assistant leaves: Keep every SOP when an assistant leaves

Your assistant of two years moves on in March. Their SOPs stay: each one is saved to your business's workspace, not to the person who wrote it, so you share the same SOPs with the next assistant on their first day.

Archive an old SOP instead of deleting it.
Copy any SOP as Markdown, or download it as a .md file.

Share by link: Share one SOP with a freelancer without opening your whole workspace

Your bookkeeper needs the month-end SOP and nothing else in your workspace. Generate a link, add a password and an end date, and turn off copy and print. Switch the link off when the job's done.

Set an expiry date or a maximum number of views.
Protect the link with a password.
Switch the link off or delete it at any time.

SOPs next to the chat: Replace the Google Doc of SOPs your assistant can never find

Crewhall is the Slack alternative built for working with remote assistants. The SOP sits in the same app as the chat where the question gets asked, the shared logins and the end-of-day report.

See everything in Crewhall

Start from our free SOP template

Start with our free one-page SOP template: the steps, the logins they'll need, what done looks like and when to stop and ask.

Free SOP template

Frequently asked questions

What is SOP software?

SOP software is where a business writes, stores and shares its standard operating procedures: the step-by-step instructions for how each job gets done. In Crewhall, SOPs sit in the same app as your assistant's chat, routines and tasks.

Are there SOP templates?

Yes, six: a blank SOP, employee onboarding, customer support escalation, software deployment, a quality assurance checklist and a data security protocol. For a one-page SOP to hand an assistant, use our free SOP template.

Can I turn a flowchart into an SOP?

Yes. Draw the process in the flowchart builder and click Create SOP. Each labelled shape becomes a step, decision branches are kept, and the flowchart is attached to the draft.

Can I share an SOP with someone outside Crewhall?

Yes. Generate a link, and add a password, an end date or a view limit if you want one. You can turn off copy and print, and switch the link off at any time.

What happens to my SOPs when an assistant leaves?

They stay. SOPs are saved to your business's workspace, not to the person who wrote them, so you share the same SOPs with the next assistant.

Does Crewhall show who has read an SOP?

No, there's no read report for SOPs. For a job that repeats, make it a routine: you'll see each run your assistant ticked off.

Can I export my SOPs?

Yes, as Markdown. Copy any SOP as Markdown or download it as a .md file. There's no PDF export.