GOAL Investment Inc.
GOAL Investment Inc.
Insured & Bonded  |  Est. 2013  |  Crystal Lake, IL

QUICK START GUIDE  |  WAREHOUSE STAFF  |  MAY 2026

Tek-Trol · Crystal Lake   |   Autrol · McHenry

Step 1 — Get On the App

app.base44.com/apps/6a10bb9c3cdb4673be199fa6
1

Open Safari on your iPad

Must use Safari — not Chrome. Safari is required to add the app to your home screen on iPad.

2

Type the address above into the address bar

Tap the address bar at the top, type the URL, and press Go.

3

Add it to your home screen

Tap the Share button (box with arrow ↑) at the top of Safari → scroll down → tap "Add to Home Screen" → tap Add. It will appear on the iPad home screen like a native app.

4

Log in with your assigned credentials

Use the email and password provided by your manager. See the table below.

Login Credentials

Role Email Password Location
Administrator admin@goalinvestment.biz AulTek@Admin2026 Both
CL Manager cl.manager@goalinvestment.biz AulTek@CL2026 Crystal Lake
MH Manager mh.manager@goalinvestment.biz AulTek@MH2026 McHenry
CL Receiving cl.receiving@goalinvestment.biz AulTek@CL2026 Crystal Lake
MH Receiving mh.receiving@goalinvestment.biz AulTek@MH2026 McHenry
Accounting accounting@goalinvestment.biz AulTek@QB2026 Both
⚠️ Do not share your login with anyone. Each action is recorded under your name. Contact your manager if you need your password reset.

Step 2 — Common Workflows

📦 Receiving New Product

  1. Tap Receiving in the menu
  2. Tap + New Receiving Record
  3. Enter: location, carrier, PO number, product model, serial number, quantity
  4. Mark packaging condition and whether label & nameplate were verified
  5. Note any damage or discrepancies
  6. Tap Save — the record is logged under your name

🔢 Counting Inventory

  1. Tap Inventory Count in the menu
  2. Tap + New Count
  3. Enter: location, bay/shelf/pallet, product model, serial (if required), quantity counted
  4. The system will compare your count to the record — differences are flagged automatically
  5. Add notes for any mismatch, then tap Save

🚚 Moving a Product to a New Location

  1. Tap Location Transfer in the menu
  2. Enter the product model, serial number, and quantity
  3. Enter the FROM location and TO location (bay/shelf/pallet)
  4. Enter who moved it and who received it
  5. Note the reason and condition before/after
  6. Tap Save — status is set to Pending until a manager approves it

🚨 Reporting a Discrepancy

  1. Tap Discrepancy Log in the menu
  2. Tap + Report Discrepancy
  3. Describe what was found — wrong serial, missing product, damaged item, label mismatch
  4. Select the confidence level (High / Medium / Low)
  5. Tap Save — management will review and resolve it

Step 3 — Voice Receiving (Hands-Free)

📞

Call the warehouse line

Dial (815) 572-6031 from any phone in the warehouse.

🎙

Speak your receiving details after the beep

Say the product model, serial number, quantity, and any notes clearly. Press # when done.

Review in the app

Your spoken entry will appear in the Receiving page as a draft record. A manager reviews and confirms it.

Important Rules

🚫 Never guess a model number or serial number. If you can't read it clearly, mark the record as "Needs Review" and note why.
🔤 Watch for look-alike characters: The letter O and the number 0 look the same. So do I and 1, S and 5, B and 8. Always double-check before saving.
📸 When in doubt, take a photo. Use the photo upload feature on any record to attach images of the label, nameplate, or damage.