Learn OmniSchema Operations
Short videos that show you, step by step, how to set up OmniSchema, build your system, run your company, and use it on a phone. Watch them before you sign up, or come back whenever you need a hand.
66 lessons · about 131 minutes in all · subtitles on every video
Get it onGoogle PlayThe phone lessons use our Android app.
Getting started
Sign up, set up, and find your way around.
Operations · Lesson 1 · 1 min 7 s
From our website to your own account
Go from our website to your own OmniSchema account: sign up, confirm your email, and arrive at the setup steps.
Operations · Lesson 2 · 2 min 36 s
Setting up with your own data
Pick your type of business, install the recommended kits, and bring in your customer spreadsheet, so your app starts with your real data.
Operations · Lesson 3 · 2 min
Setting up without data: the example rows
No spreadsheet? Set up straight from paper, and see the example jobs OmniSchema fills your pages with until you add your own.
Operations · Lesson 4 · 2 min 13 s
Finding your way around
Today's tiles, the jobs list and its filters, opening a job and its history, the menu, planned maintenance and the top bar.
Operations · Lesson 5 · 2 min 33 s
Skipping setup and building your own page
Start from a blank app, meet Studio's three panels, and add your first text, page and table.
Building your system
Lists, pages, kits and connections in Studio.
Operations · Lesson 6 · 2 min 34 s
Creating lists and columns in Database Hub
Make a new list, add the columns you need, and choose the right type for each one.
Operations · Lesson 7 · 2 min 30 s
Connecting a list to your app, and publishing
Show your list in a table, publish the system, and choose which pages each role sees in the menu.
Operations · Lesson 8 · 2 min 37 s
Kits: ready-made lists and pages
Ready-made lists and pages you can add to your app in one click, with example rows to get you started.
Operations · Lesson 9 · 3 min 13 s
Connecting your lists to each other
Link jobs to customers, sites and team members, so each job shows who it's for and who's doing it.
Studio blocks, one by one
Every block in detail, plus the Outline and page settings.
Operations · Lesson 10 · 1 min 40 s
Studio: the Outline
See every block on a page in one list: select them, select several, and change which sits in front.
Operations · Lesson 11 · 2 min 3 s
Studio: Page settings
A page's icon (line icons, emoji or your own picture), subtitle, web address, search-engine text, Home page and Duplicate.
Operations · Lesson 12 · 2 min 3 s
Blocks: Section, and settings every block has
Group blocks under a title, and learn the settings every block has: position, size, layer, screens, who can see it, and delete.
Operations · Lesson 13 · 1 min 33 s
Blocks: Text
Write instructions or notes, make important words bigger, and turn words into links to other pages.
Operations · Lesson 14 · 1 min 8 s
Blocks: Button
A single button that opens another page, another app or a website.
Operations · Lesson 15 · 1 min 24 s
Blocks: Tabs
Put more on one page with tabs, and choose which blocks show in each tab.
Operations · Lesson 16 · 1 min 57 s
Blocks: KPI Summary
One important number from a list: count, sum, average and more, with filters, and a click through to the rows.
Operations · Lesson 17 · 5 min 58 s
Blocks: Table
Every Table setting in detail (columns, sort, filters, size, matrix views), then everything your team can do with it: periods, quick filters, saved views, grouping, exports and QR labels.
Operations · Lesson 18 · 1 min 33 s
Blocks: Chart
Bar, line and pie charts from a list, with colours, and bars you can click to see the rows behind them.
Operations · Lesson 19 · 1 min 19 s
Blocks: Calendar
Put rows on the days they're due, in month, week or day view, and open any of them.
Operations · Lesson 20 · 1 min 16 s
Blocks: My Day
Each person's own open jobs and the planned maintenance that's due, with nothing to set up.
Operations · Lesson 21 · 1 min 25 s
Blocks: Status Board
Rows as cards in a column for each status, and dragging a card to change its status.
Operations · Lesson 22 · 1 min 48 s
Blocks: Weekly Rota
Who's working when, and where: a week or month of shifts for each person.
Operations · Lesson 23 · 1 min 18 s
Blocks: Toolbar
A row of buttons for the things people do most, each going to a page, another app or a website.
Operations · Lesson 24 · 1 min 23 s
Blocks: Action Form
A form that adds a new row to a list, with the boxes you choose, in the order you choose.
Operations · Lesson 25 · 1 min 21 s
Blocks: Input Group
A search box that filters the tables and other blocks on the page as people type.
Operations · Lesson 26 · 1 min 18 s
Blocks: Select
A drop-down that filters the page to one value, such as a site, and back to everyone.
Operations · Lesson 27 · 59 s
Blocks: Notice
A message in a coloured box that stands out, for the one or two things that really matter.
Operations · Lesson 28 · 1 min 4 s
Blocks: Metric Grid
A row of figures you type yourself, such as this month's targets.
Operations · Lesson 29 · 1 min 14 s
Blocks: Image
Add your logo or a photo to a page, from your computer or a web address.
Kits, sharing, and done for you
See kits before you install them, share apps, and let us build yours.
Operations · Lesson 30 · 1 min 42 s
See every kit before you sign up
Look through every kit on our website, page by page with example rows, before you sign up.
Operations · Lesson 31 · 57 s
Previewing a kit in Studio
Use Preview in Studio's Kits tab to see a kit's pages, forms and lists before you install it.
Operations · Lesson 32 · 1 min 15 s
Sharing an app with a code
Make a share code so another company can add their own copy of your app: what's shared, and what never is.
Operations · Lesson 33 · 1 min 2 s
Importing a shared app
Got a share code? Look through the app's pages, then add your own copy to your OmniSchema.
Operations · Lesson 34 · 1 min 3 s
We'll build it for you
Answer a few questions about how your business works, and we build your app for you.
People and access
Who can do what, and who sees which rows.
Operations · Lesson 35 · 1 min 45 s
Who sees which rows
Everyone, Assigned to me, I created, or In my sites, and what an engineer sees compared with the owner.
Operations · Lesson 36 · 1 min 23 s
User roles
What each role is allowed to do, such as building in Studio or seeing costs, and how to add a new role like Supervisor.
Operations · Lesson 37 · 1 min 17 s
Team members
Add a person, give them a role and their sites, and share their login details safely.
Operations · Lesson 38 · 1 min 15 s
Requiring two-step sign-in
Set up two-step sign-in with an authenticator app, then make everyone in your company use it.
Running your company
The Governance workspace, screen by screen.
Operations · Lesson 39 · 2 min 20 s
The Governance workspace
A quick tour of every screen where you run your company: billing, payments, accounting, texts, the customer portal, security and more.
Operations · Lesson 40 · 1 min 23 s
Global billing
See your products, plan and users, what you pay, and the new price of a change before anything changes.
Operations · Lesson 41 · 1 min 4 s
Card payments
Let your customers pay invoices by card, straight into your own account.
Operations · Lesson 42 · 1 min 50 s
Accounting with Xero or QuickBooks
Connect Xero or QuickBooks once, choose how invoices arrive, and invoices paid there are marked Paid here.
Operations · Lesson 43 · 1 min 16 s
Text messages and reminders
Send customers a text when a job is booked, and automatic reminders before it's due.
Operations · Lesson 44 · 1 min 10 s
The customer portal
Your customers sign in to see their jobs and invoices and ask for new work.
Operations · Lesson 45 · 49 s
Security and audit logs
See who signed in and what changed, and when, so you can spot anything that looks wrong.
Operations · Lesson 46 · 1 min 32 s
Company settings
How the last 30 days went, working without signal, message settings, and each role's menu.
Operations · Lesson 47 · 58 s
Your web address and custom domains
Your own company address for your team, or your own domain name.
Operations · Lesson 48 · 52 s
Getting things back from the Trash
Anything deleted stays for 30 days, so a mistake is easy to undo.
Operations · Lesson 49 · 54 s
Data import and export
Bring in a spreadsheet, and take your data out whenever you want.
Certificates
Every certificate in one register: reviews, what each building must hold, follow-on actions and audit packs.
Operations · Lesson 50 · 2 min 47 s
Certificates: the workspace and the register
See every certificate in one register: the overview, compliance by building, expiry dates, finding a certificate fast, adding one, and the evidence engineers leave on their jobs.
Operations · Lesson 51 · 2 min 33 s
Certificates: reviews, requirements and actions
Check certificates awaiting review, say which certificates each building must hold, and turn follow-on work into actions and jobs.
Operations · Lesson 52 · 1 min 50 s
Certificates: audit packs and exports
Make an audit pack for an inspector or a client: one ZIP with the original certificates and a spreadsheet index.
Stock
Parts and materials in your stores and vans: receiving, moving, parts used on jobs, and reordering.
Operations · Lesson 53 · 2 min 51 s
Stock: switching it on, stores, vans and items
Switch Stock on, choose who can use or manage it, and add your stores, vans and items with a reorder level.
Operations · Lesson 54 · 2 min 33 s
Stock: receiving, moving and putting counts right
Receive stock at a cost, see the average cost, move stock to a van, put counts right with a reason, and reverse a mistake.
Operations · Lesson 55 · 3 min 3 s · Phone
Stock: parts used on jobs and My van
On the phone: My van, using parts on a job and when closing it, the cost on the job and its asset, and what To check is for.
Operations · Lesson 56 · 2 min 17 s
Stock: deliveries and reordering
Low stock, Reorder as a draft request in Purchasing, deliveries put into stock, and the daily low stock email.
Connecting other systems
API keys, webhooks, and linking Zapier or Make.
Operations · Lesson 57 · 2 min 28 s
API keys and webhooks
Make an API key that acts as one of your roles, send a webhook when a row changes, and follow every delivery in the log.
Operations · Lesson 58 · 2 min 6 s
Connecting Zapier or Make
Everything you do on OmniSchema's side to connect Zapier or Make: the key, the role, and the connection their triggers make.
Booking page
Let anyone book an appointment with you online.
Operations · Lesson 59 · 2 min 6 s
Setting up your booking page
Turn on a public booking link: choose where bookings go, your opening hours and appointment length, and put it on your website.
Operations · Lesson 60 · 1 min 13 s
How customers book
What your customers see when they book: free and booked times, their details, and the booking arriving in your list.
Operations · Lesson 61 · 43 s · Phone
Booking from a phone
The same booking page on a phone: swipe through the days, tap a free time, and book in seconds.
On the phone
What your engineers see in the app.
Scenarios
Real working situations, start to finish, across the screens a job of work really uses.
Operations · Lesson 64 · 6 min 21 s
Your first afternoon: from spreadsheets to a working system
A new plumbing firm goes from sign up to a published system in one afternoon: business type, customer and equipment spreadsheets, two engineers with logins, and publishing.
Operations · Lesson 65 · 3 min 43 s
A breakdown call, from phone call to paid invoice
A tenant reports no heating: the manager logs the job, the engineer starts it with the safety check and closes it on the phone, and the owner invoices it and marks it paid.
Security operations
A guarding company, from a new account through to the control room.
