PizzaOS

All help

The franchise console

Every store, the brand menu, standards and new stores.

Home

Franchise Home

Your starting page. It shows who you are signed in as, which part of the business you are looking at, and a Fleet card with how many stores you have and how many are open.

Where to find it

Tap Home in the bottom bar.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

See how many stores are open

  1. Tap Home in the bottom bar.
  2. Read the Fleet card.
  3. To look at one part of the business, tap the scope button under your name and pick it.

Look at one brand or store

  1. Tap the scope button that says All locations.
  2. Tap the place you want.
  3. The cards now cover only that place. Tap the button again and choose All locations to go back.

Locations

All your locations

A live card for every store with its status, revenue, orders and staff. Tap a card to open that store. This is the page the franchise app opens on.

Where to find it

Tap Locations in the bottom bar.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Open one store

  1. Find the store. Use the search box, the region list or a status chip if the list is long.
  2. Tap its card to open the store page.

Pause or deactivate a store

For: Owner, Franchise admin, Business admin

  1. Tap the three dots on the store card.
  2. Tap Pause and give a reason and a time to reopen, or tap Deactivate location.
  3. If the store still has open orders, you are told to settle or move them first. Otherwise confirm.

Locations

Store page

One store: its status and today's revenue, orders, average ticket and staff on shift, plus its phone, timezone, connectivity and lifecycle. It also has its hours and tax rates.

Where to find it

On Locations, tap a store card.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Change a store's details

For: Owner, Franchise admin, Business admin

  1. Open the store from Locations.
  2. Tap Edit location.
  3. Change the fields you need.
  4. Tap Save. If the map pin could not be placed, you are told to check the address and save again.

Check how a store is doing today

  1. Open the store from Locations.
  2. Read Revenue, Orders, Avg ticket and Staff on shift.

Benchmark

Benchmarking

Compares your stores side by side: revenue, orders and average ticket over a period, with a 7-day trend line. Figures that are not reported yet are left out, not shown as zero.

Where to find it

Tap Benchmark in the bottom bar.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Compare your stores

  1. Tap Benchmark in the bottom bar.
  2. Pick 7 days, 30 days or 90 days, or tap the date box to choose your own dates.
  3. Tap Revenue, Orders or Avg ticket to sort the stores.
  4. Read each store against the Fleet avg.

Compliance

Brand standards

Shows how each store holds up against brand standards: menu adherence, pricing band deviation and food-safety certification. Audits are recorded by an inspection, not on this page.

Where to find it

Tap Compliance in the bottom bar.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Check a store against brand standards

  1. Tap Compliance in the bottom bar.
  2. Read the summary at the top: Shops, Fleet menu average and Cert alerts.
  3. Tap a store row to open its bars. A store with No audit recorded yet has nothing to open.

Onboarding

Bring a new shop online

A guided setup for a new shop, from an empty storefront to taking orders. Steps stay locked until you create or pick a location. Finished steps are kept on the shop, so you can leave and come back.

Where to find it

Tap Onboarding in the bottom bar.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Add a new shop

For: Owner, Franchise admin, Business admin

  1. In the Location step, choose the Brand / region parent.
  2. Type the Store name and address.
  3. Tap Create location.
  4. Work through the steps: Tax, Menu sync, Kitchen, Delivery zones, Seating areas, Staff import, Devices, Payments, Web address and Policies. Tap Continue after each, or Skip.

Finish a setup you left

  1. Open Onboarding. Unfinished setups are listed with the step they reached.
  2. Tap Resume on the shop.
  3. Carry on from that step.

Cutover

Cutover checklist

One ordered path from your old POS to us: provision the store, import your data, verify your domain, then go live. A step is never marked done unless it really is. Only people who may change the business get the buttons.

Where to find it

Tap Cutover in the bottom bar.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Move your store over

For: Owner, Franchise admin, Business admin

  1. Tap Open onboarding wizard and finish it.
  2. Tap Open migration lane and approve your import.
  3. Check Domain status.
  4. When every step is complete or skipped, tap Go live.

Website

Website

Your website pages. Add a page, open one to read it, edit it, publish or unpublish it, or delete it. Your plan must include the website.

Where to find it

Tap Website in the bottom bar. It only shows when your plan includes the website.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Add a page

For: Owner, Franchise admin, Business admin

  1. Tap Add Page.
  2. Fill in Title, Slug and Page type.
  3. Tap Create page. It appears in the list as a draft.

Publish a page

  1. Find the page in the list.
  2. Tap Publish.
  3. If the platform refuses, a message says so and the page stays as it was.

Website

Build page

The page builder. Build a page from sections, see it as a phone, medium or desktop screen, set its search and share fields, pick a colour palette and go back to an earlier version.

Where to find it

On Website, open a page and tap Edit page.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Add a section and save

  1. Tap Add Section.
  2. Choose a widget from the catalog.
  3. Check it in Preview.
  4. Tap Save. You see Page saved.

Go back to an earlier version

  1. Open the Versions tab.
  2. Find the version you want.
  3. Tap Restore.

Website

Draft with Max

Ask Max to draft the words for a website page. Max does not change your site by itself.

Where to find it

On Website, open a page and tap Draft with Max.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Draft a page with Max

  1. Type what Max should write, or tap a suggestion.
  2. Tap Ask Max.
  3. If Max answers without a draft, say more about what the page should cover.

People

Tip pool payroll export

Turns a tip pool's paid-out distribution into a file for payroll. It says when there is no executed distribution to export yet.

Where to find it

Open People, go to Tips, then choose the payroll export. Not in the bottom bar.

For: Owner, Manager, Business admin

Step by step

Export tips to payroll

  1. Choose the pool to export.
  2. Pick a format.
  3. Tap Export to payroll.
  4. If it is refused by the figures check, nothing is produced.

People

Tip pool distributions

Work out, approve and pay out the split of a tip pool for a pay period. Hours come from the time clock.

Where to find it

Open People, go to Tips, then choose distributions. Not in the bottom bar.

For: Owner, Manager, Business admin

Step by step

Pay out a tip pool

  1. Pick the Pool and the Pay period.
  2. Tap Calculate preview and check the Total and each person's share.
  3. Tap Approve.
  4. Tap Pay out. If a step fails, tap Retry step.

Policies

Policies

The settings that decide how a store runs, in groups such as Cash and registers, Kitchen and Team and time clock. A change can apply to one location or the whole business. Devices may take up to 5 minutes to pick it up.

Where to find it

Not in the bottom bar. Open it from a link or ask Max to open the policies.

For: Owner, Manager, Business admin

Step by step

Change a store setting

  1. Choose Whole business or This location.
  2. Type in Search settings, or open a group.
  3. Change the value and tap Save.
  4. Read the result banner at the top to see whether it was saved.

People

People

One place for your people, with a tab for each area your role may see: People, Schedule, Time and timesheets, Tips, Certifications, Roles and access, Audit, Knowledge.

Where to find it

Not in the bottom bar. Ask Max to open People, or use a link.

For: Owner, Manager, Business admin

Step by step

Find the area you need

  1. Open People.
  2. Tap the tab you need.
  3. If you see that your role has no People tabs, an owner sets who sees what in Store policies.

People

People

The team directory, opened on the People tab. A manager here can set or reset the sign-in PIN of someone they manage.

Where to find it

Not in the bottom bar. Ask Max to open the team directory.

For: Owner, Manager, Business admin

Step by step

Reset a team member's PIN

  1. Open the team directory.
  2. Open the person.
  3. Set or reset their sign-in PIN.

Locations

Processor routing

Pick which card processor each store uses, or let it follow the business default. Only people who may change the business can pick.

Where to find it

On Locations, tap Processor routing.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Change a store's processor

For: Owner, Franchise admin, Business admin

  1. Find the store card.
  2. Tap the processor you want.
  3. Read the question and confirm. The store then takes cards through that processor.

Locations

Display authority

Set menu board mode, theme and prices on several stores at once, and set the limit a single store cannot go past. A live preview shows your unsaved choice.

Where to find it

On Locations, tap Display authority.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Change the boards at several stores

For: Owner, Franchise admin, Business admin

  1. Pick the values you want to set. Leave the rest on Unchanged.
  2. Tick the stores, or tap Select all.
  3. Tap Apply to the number of locations and confirm.
  4. Read the report. Each store is reported on its own.

Locations

Website templates

The brand builds its website once, sets where it applies and what each store may change.

Where to find it

This screen has no tab in the bottom bar. It opens from its own link.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

See a node's template and locks

  1. Pick a Node. Each one says whether it has a template.
  2. Read the Lock map to see which parts are Free, Choose from a list or Locked.

If you see No brand tree

  1. The brand's stores could not be read. Try again in a moment.

Locations

Payment account

Shows whether each store can take card payments: Not configured, Pending verification, Verified or Rejected. A store takes cards only when its merchant account is verified.

Where to find it

On Locations, tap Payment account.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Check a store's card account

  1. Find the store.
  2. Read its status.
  3. If it is not Verified, tap Set up card payments or Finish verification.
  4. If you see that the status could not be read, do not assume it is connected. Pull to refresh.

Locations

Customize ordering

Change what guests choose in a builder and how it looks, for the whole business, a brand or one location. Drafts stay private until you publish. If your plan does not include it, the page says so.

Where to find it

On Locations, tap Customize ordering.

For: Owner, Franchise admin, Business admin

Step by step

Change and publish a builder

  1. Pick the builder under Which items, and where it applies.
  2. Change the choices, sauces or look.
  3. Tap Save draft, then check it in Preview.
  4. Tap Publish.

Max

Meeting briefs

Tell Max what it may say, what it must not say and what it may read before it joins a meeting. Your store can turn Max in meetings off, or limit which roles can brief it.

Where to find it

Not in the bottom bar. Ask Max to open meeting briefs.

For: Franchise admin, Franchisee, Franchise viewer, Owner, Business admin, Manager

Step by step

Brief Max for a meeting

  1. Tap New brief.
  2. Fill in the meeting name, when it starts, what Max may say and what it must not say.
  3. Tick what Max may read in the room. Nothing is allowed unless you tick it.
  4. Tap Save draft, then review it and tap Mark ready.

Locations

Switch to us from another POS

Bring your menu, customers and content over from your old POS. Nothing is written until you approve the field mapping, and nothing is invented.

Where to find it

Open Cutover and tap Open migration lane.

For: Owner, Franchise admin, Business admin

Step by step

Import from your old POS

  1. Choose a source: upload an export, photograph a menu board or connect a website address.
  2. Check the mapping. Map each column or tap Skip.
  3. Tap Run migration.
  4. Read the Migration report. It says what was imported and what could not be carried.

Stores

Fleet & health

Every store's devices, its open alerts and the recent changes, in one place, so you can see which store needs help.

Where to find it

Open it from the franchise home, or ask Max to open fleet and health.

Step by step

Find a store whose devices stopped checking in

  1. Look at Stores. A store that is offline says since when.
  2. Open the store's alerts under Open alerts.
  3. Tap Refresh after the store fixes it.

Where do you want to start?

  • Book a demo

    Pick a time with a person.

  • Try the demo

    Open a demo shop and press around.

  • Sign up

    Not open yet. Here's how to get in first.

  • Ask Max anything about PizzaOS.