SOP365 Help Center.
Everything you need to create your first SOP, set up approvals and get procedures to your team.
Getting started
- Go to app.sop365.ca/register.php and create a free account. No credit card is needed.
- Record a short task on your phone, or choose a video you already have.
- Upload it, and SOP365 drafts the procedure with steps and screenshots.
- Review the draft, edit any step, and add tools, PPE and warnings.
- Approve and publish, then share by link or QR code.
Recording tips
- Record one task per video, start to finish.
- Use good light and keep the camera steady; landscape works best for equipment.
- Say each step out loud as you do it, including warnings and why each step matters.
- Pause for a second on key moments such as a gauge, a lock or a finished part, so the screenshot is clear.
- Don't film people who haven't agreed to it, patients, or confidential screens.
Review and approval
AI only creates drafts. A reviewer edits the steps, checks hazards and controls, and approves the procedure before it is published. Each change creates a revision in the version history, so you can see what changed, when and who approved it. Roles decide who can create, review, approve and view.
Publishing and QR codes
Approved SOPs can be shared by web link, opened on mobile devices, or printed as a QR code to post at a machine, workstation or vehicle. Scanning the code always opens the current approved version.
Training and acknowledgements
Assign procedures to workers for onboarding or after a revision. Workers review the procedure and acknowledge it, giving you a record of who reviewed which version and when. This is useful for WorkSafeBC inspections and COR audits.
Plans and billing
The Trial is free for 1 user. Team is CAD $49 per month for up to 10 users, Business is CAD $89 per month for up to 50 users, and Enterprise pricing is custom for 100+ users. You can cancel anytime. For invoices, payments or plan changes, email [email protected].
Security and privacy
SOP365 uses role-based access, controlled records and permissions, and audit-ready activity history. Read the Privacy Policy and Terms of Service. Report security concerns to [email protected] with "Security concern" in the subject line, and never include passwords.
Contact support
Email [email protected]. Include your organization name, account email, the page or feature involved, and screenshots if you can. See the Contact page for more options.
Frequently asked questions
How do I create my first SOP?
Create a free account, upload or record a video of a task, review the AI draft, then approve and publish it.
Is there a mobile app?
SOP365 works in the browser on phones and tablets, so you can record, review and open procedures on mobile.
How do I cancel?
Plans can be cancelled anytime. Email [email protected] if you need help.
Your next SOP could be ready in minutes.
Record a task on your phone and see what SOP365 creates for your team. No credit card required.
