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The complete guide

Helm Shift, screen by screen.

This is the whole tool, explained plainly — from sign-up to your first published schedule, plus inventory, labour cost, sick-call coverage, the AI assistant, and what your team sees on their phones. Everything lives in one login and works alongside any POS. No app to install, no system to rip out.

Getting started — set up the same day.

Book a free 30-minute walkthrough or email Tyler. While we're small, every restaurant is set up personally, so you'll have your setup code and your account the same day. No card and no contract, and your first 30 days are free. Once you're in, Helm Shift asks four quick questions about your restaurant, then drops you on a dashboard with a four-step checklist that walks you the rest of the way. Each step takes under a minute.

Get Helm Shift running in 4 steps Each takes under a minute. Add your first staff member Add your first inventory item 3 Schedule a shift this week 4 Put it on your phone (Add to Home Screen)
The first-run checklist on your dashboard. Green ticks fill in as you go.

Your dashboard — the whole week at a glance.

Every time you log in, the dashboard tells you what needs you today and nothing you don't. Up top, anything urgent — a critically low item, an open sick call, a time-off request to approve — sits in a Needs attention strip you can act on with one tap. Below it, four numbers: active staff, shifts this week, this week's labour cost, and inventory items with how many are below par.

Hi Maria 👋 The Corner Kitchen NEEDS ATTENTION 2 items critically low — reorder now 1 open sick call needs cover 3 time-off requests to review 4 more items below par ACTIVE STAFF 8 SHIFTS THIS WEEK 42 168.0 hrs $ LABOUR (WEEK) $4,820 INVENTORY ITEMS 36 6 below par
The home screen: act on what's urgent, then the four numbers that matter this week.

Building the schedule — AI drafts it, you decide.

This is the heart of it. Tap Build this week and Helm Shift drafts a full schedule from everyone's availability, time-off, and target hours. The builder lays your team out as rows across the days of the week — tap a shift to change the hours, drag it to a different person or day, and the labour estimate updates live. Nothing is published until you say so. The AI suggests, you decide — it never commits a schedule on its own.

This week's schedule + Build with AI Mon 06-08 Devon 8a–4p MORNING Sam 4p–10p DINNER Tue 06-09 Priya 8a–4p MORNING Devon 4p–10p DINNER Wed 06-10 Sam 8a–4p MORNING Thu 06-11 Maria 4p–10p DINNER Fri 06-12 Devon 8a–4p MORNING Open Sat 06-13 Priya 4p–10p DINNER Sun 06-14
The week builder. Each card is one shift — staff name, hours, and shift type. Drag to move, tap to change, publish when it's right.

Sick calls & swaps — coverage without the 6 AM scramble.

When someone calls in sick, Helm Shift flags the open shift and suggests the best replacement — someone who's available, qualified, and under their target hours. You approve with one tap and they're notified. Staff can also post and pick up shifts themselves in a shared pool, and no two people can ever claim the same slot.

OPEN SICK CALL · Fri dinner Sam called out — Fri 4p–10p needs cover. SUGGESTED REPLACEMENT DP Devon Park Available · 6 hrs under target this week Assign One tap notifies Devon with the shift time. Shift pool Open shifts staff can pick up Sun · 11a–4p Brunch · unclaimed Claim Wed · 4p–10p Dinner · unclaimed Claim
A sick call with the AI's suggested cover (left) and the open-shift pool staff claim from (right).

Inventory — counted by your team, flagged when it's low.

Helm Shift isn't a perpetual inventory system — it doesn't watch stock deplete as you sell, and it doesn't connect to your POS. It reflects the counts your team enters, three ways: tapping the steppers, running a quick weekly count, or snapping a photo of the shelf for the AI to read. Whenever your latest count lands below par, that item flags Low — and Critical at the critical line — on your dashboard, where one tap starts the supplier order. Nothing changes your numbers but your team, and every change is logged.

2 items critical. 4 more below par. Place an order → Produce (3) Romaine CRITICAL Sysco Atlantic Par12 cs $ / unit$24.50 2 cs + Edit Tomatoes LOW Sysco Atlantic Par8 cs $ / unit$31.00 5 cs + Edit Yellow onions Pete's Frootique Par6 cs $ / unit$18.75 9 cs + Edit
Inventory grouped by category. Below par = Low (amber); at the critical line = Critical (red) and it surfaces on your dashboard.

Labour cost — see the week's number before you publish.

As you build the schedule, Helm Shift adds up the cost in real time — total for the week, and a breakdown by day — so an expensive week shows up before payroll, not after. Unassigned open shifts are kept separate so your totals stay honest. It's the kind of number the big platforms charge hundreds a month to show you; here it's just part of the page.

Labour this week TOTAL COST $4,820 HOURS 168.0 AVG / HR $28.69 COST BY DAY M T W T F S S Weekend dinners drive most of the cost — visible here before you hit publish.
Labour totals and a cost-by-day view that update live as you edit the schedule.

The AI assistant — it already knows your restaurant.

Tucked in the corner is an assistant you can ask in plain English — "who could cover Friday dinner?", "how should I think about this week's labour?" Tell it what's going on in your restaurant and it works through the problem with you and drafts the next step. As everywhere else in Helm Shift, it suggests; you're the one who hits send.

Ask Helm Shift Who can cover Friday dinner? Devon and Priya are both free Friday evening and under their target hours. Devon's the closer fit. Want me to draft a message? Draft the message
Ask in plain English. It answers from your live data and drafts the next step — you decide whether to send it.

Your team's phone — no app, no password.

Once you publish, your staff open a phone-friendly link and see exactly their week — colour-coded by shift type, with the hours and any notes. They request time off and set their future availability right there, so you stop fielding texts at midnight. No app store, no password to reset. (A dedicated mobile app is coming soon; anyone who prefers email can get the schedule that way instead.)

My Schedule Week of Jun 8 MONDAY 8:00 – 16:00 morning TUESDAY Off WEDNESDAY 16:00 – 22:00 dinner THURSDAY 8:00 – 16:00 · morning What staff see • Their week, colour-coded by shift type • Exact hours and any notes • Request time off & set future availability themselves What you skip • No app store download • No passwords to reset • No midnight "what's my shift?" texts
The staff view: their week on their phone, colour-coded by shift type. They manage their own availability — you stop chasing texts.

All of it shares one login — and your POS stays put.

Scheduling, sick-call coverage, inventory, labour cost, and the assistant aren't five apps bolted together — they're one system with one set of data, which is why the schedule you build and the labour it costs are the same screen, and why the assistant can answer about staff and stock in the same breath. It runs alongside any POS — Toast, Square, Clover, Lightspeed, or none — with nothing to rip out and nothing to integrate. One login, at a price an independent owner can actually justify.

The questions owners ask first.

Does Helm Shift work with my POS?
It works alongside any POS — Toast, Square, Clover, Lightspeed, or none. There's no POS to switch and no integration to maintain. Your point of sale stays exactly as it is.
Is it really one tool for scheduling, inventory, and labour cost?
Yes. Scheduling, inventory, labour cost, and the AI assistant share one login and one set of data — you're not stitching together separate apps or paying for three subscriptions.
Will my staff need to install an app?
Not today. Staff view their schedule and request time off from a phone-friendly link — no app and no password. A dedicated mobile app is coming soon, and anyone who prefers email can get the schedule that way.
How does the AI actually decide things?
It drafts and suggests — schedules, replacements, supplier orders — from your real availability and stock. You always review and confirm before anything is published or sent. The AI never commits on its own.
Is my data safe, and who can see it?
Yes. Your data is encrypted both in storage and as it moves across the internet, and each restaurant's data is walled off — one restaurant can never see another's. You own it and can export it anytime as CSV, we never sell or share it, and we never use your operational data to train AI models. The infrastructure that hosts and serves Helm Shift meets industry-standard security certifications.
Is it really free for 30 days?
Yes. No credit card to start. After 30 days you choose a plan — Starter ($99 CAD/month), Professional ($199 CAD), or Enterprise ($349 CAD) — or cancel and walk away.
What if it doesn't work for my restaurant?
That's what the 30-day trial is for. If it isn't saving you time, cancel — no card on file, no obligation. We'd rather hear it didn't fit than have you stuck on a tool that doesn't work.

Set it up this week.

Say hi, get set up the same day, and have a published schedule before the next shift. No card required, and the founder walks every new restaurant through it personally.

Start free for 30 days—no card required

The founder

Built by someone who worked the floor.

Helm Shift is built in Halifax by Tyler MacDougall, who worked restaurants as a line cook, dishwasher, and host before building the tool he wished those owners had. When you email support, you're emailing him, and he answers the same day.