PizzaOS

All help

The owner and manager app

Today, orders, the menu and kitchen, people, growth, money and settings.

Start

Opening your home page

A short wait while the app opens the first page your role uses.

Where to find it

You see it right after you sign in. You do not open it yourself.

For: Owner, Manager, Business admin

Step by step

If it stays on a spinner

  1. Wait a few seconds. A spinner is not an error.
  2. If it does not move, check your internet connection.
  3. Sign out and sign in again.

Run

Today

Your numbers for today, this week or this month, with what is happening in the shop right now.

Where to find it

Tap Today in the left bar (or the bottom bar on a phone). It is where you land after sign-in unless your store changed that.

For: Owner, Manager, Business admin

Step by step

Check how the day is going

  1. Open Today.
  2. Read the Ordered figure and Orders. Ordered counts orders placed, not money collected.
  3. Tap This week or This month to widen the range.

Clear what needs attention

  1. Look at the Needs attention card.
  2. Tap a line, for example the 86 list or Inventory levels.
  3. If it says All clear, nothing needs you.

If the numbers do not load

  1. Read the message on the screen.
  2. Tap Try again.
  3. If it says your session ended, tap Sign in.

Run

AI insights

Suggestions from Max about tomorrow's demand, deals, waste, menu changes and reviews.

Where to find it

Tap a line of the Max brief on Today, or ask Max to open Insights. Your store decides whether this page is in your bar.

For: Owner, Manager, Business admin

Step by step

Answer a promotion suggestion

  1. Open AI insights.
  2. Find the suggestion under Promotion suggestions.
  3. Tap Approve or Dismiss.

Read what Max sees

  1. Open AI insights.
  2. Read Demand forecast, Waste alerts and Menu performance.
  3. A card that says Not running for this shop yet needs more data first.

Undo something Max did

  1. Scroll to Recent AI actions.
  2. Tap Revert on the action.

Run

Reports

Pick a report, open it and read it, with Max helping you ask about it.

Where to find it

Ask Max to open Reports, or tap Reports in Quick actions on Today.

For: Owner, Manager, Business admin

Step by step

Open a report

  1. Open Reports.
  2. Tap a report in the list, grouped by topic.
  3. Read it. Tap Add note to write on it, then Save.

If the list is empty

  1. Read the message: no reports are open to your role yet.
  2. Ask your manager.

Run

Get set up

A checklist of what to finish before the shop goes live: shop and tax, menu, kitchen, delivery, team, devices, payments and store rules.

Where to find it

Tap Continue setup on the Get set up card on Today.

For: Owner, Manager, Business admin

Step by step

Finish setting up

  1. Open Get set up.
  2. Tap a row marked To do.
  3. Finish it and come back. The row shows Done, or Skipped if you skipped it.

Go live

  1. Finish every required item.
  2. Read the Go live card. It names what is still missing.
  3. Tap Go live.

Run

Shift

What the shift needs right now: orders in flight, what needs attention, who is on, and which cash drawers are open.

Where to find it

Tap Shift in the left bar (or the bottom bar on a phone). Managers land here after sign-in unless your store changed that.

For: Owner, Manager, Business admin

Step by step

See how the shift is going

  1. Open Shift.
  2. Read Orders in flight and Needs attention.
  3. Check Cash drawers for the open registers.

Orders

Orders

All your orders in one place: the live board, deliveries, past orders and your customers.

Where to find it

Tap Orders in the left bar (or the bottom bar on a phone).

For: Owner, Manager, Business admin

Step by step

Find a past order

  1. Open Orders and tap History.
  2. Pick Today, This week or This month.
  3. Type in Find an order, then tap the order to see its items and total.

Watch open orders

  1. Open Orders. Live is the first tab.
  2. Read the tickets by stage.

Look up a customer

  1. Tap Customers.
  2. Type a name or phone in Find a customer.
  3. Tap the customer to see points and recent orders.

Orders

Recall by lot

Find every order that used a supplier or prep lot code, and see where that lot went.

Where to find it

Open Orders, tap History, then tap Recall by lot. It shows only when lot tracking is on for your store.

For: Owner, Manager, Business admin

Step by step

Find orders that used a lot

  1. Type the lot code in Lot code.
  2. Tap Scan lot.
  3. Tap a matching order to see its lot-to-dish lineage.
  4. Tap Share report to copy the report.

If nothing is found

  1. Read the note. Orders without lot entries are not captured, so an empty result does not prove the lot was never used.

Menu & Kitchen

Recipes

Set the ingredients each menu item uses, so food cost is counted and ingredients run down when you sell.

Where to find it

Tap Menu & Kitchen in the left bar (or the bottom bar on a phone), then tap this one.

For: Owner, Manager, Business admin

Step by step

Write a recipe

  1. Tap Needs a recipe to see items with none.
  2. Tap an item.
  3. Tap Add ingredient, then pick the ingredient and enter Quantity and Unit.
  4. Tap Save recipe.

If Recipes are off

  1. Read the message. Recipes are turned on in Store policies.
  2. If you are not an owner, ask the owner.

Menu & Kitchen

Ingredients

The whole ingredient catalog that recipes, stock and allergen statements share. See each ingredient's cost, allergens, reorder points, stock here and the items that use it.

Where to find it

Tap Menu & Kitchen in the left bar (or the bottom bar on a phone), then tap this one.

For: Owner, Manager, Business admin

Step by step

Add an ingredient

  1. Tap Add ingredient.
  2. Enter Name and Unit. Cost and Category are optional.
  3. Pick the Allergens that apply, or None.
  4. Tap Save.

If Ingredients are off

  1. Read the message. Ingredients follow Recipes and Inventory, which are turned on in Store policies.
  2. If you are not an owner, ask the owner.

Menu & Kitchen

Inventory

See what is on hand, what is low, and what stock is worth. Count, receive and write off stock.

Where to find it

Tap Menu & Kitchen in the left bar (or the bottom bar on a phone), then tap this one.

For: Owner, Manager, Business admin

Step by step

Count an ingredient

  1. Find the ingredient.
  2. Tap Count.
  3. Enter the amount and save.

Add an ingredient

  1. Tap Add ingredient.
  2. Fill Name, Unit and On hand now.
  3. Tap Add to stock.

Write off waste

  1. Find the ingredient.
  2. Tap Waste.
  3. Enter how much and save.

Menu & Kitchen

Food cost

See food cost, labor cost and margins, with waste and trends for the last 14 days.

Where to find it

Tap Menu & Kitchen in the left bar (or the bottom bar on a phone), then tap this one.

For: Owner, Manager, Business admin

Step by step

Read your food cost

  1. Open Food cost.
  2. Read Food cost % and the target line.
  3. Open Margin analysis for the best and lowest items.

Cover items with no recipe cost

  1. Tap Cost these items.
  2. Write a recipe for each item listed.

Menu & Kitchen

Command Center

The 86 board: turn items off when you run out and back on when you have them again.

Where to find it

Tap Live 86 in Quick actions on Today, or open Menu & Kitchen and tap Command Center.

For: Owner, Manager, Business admin

Step by step

86 an item

  1. Search for the item.
  2. Turn its switch off. It shows Currently 86'd.
  3. Turn it back on when you have it again.

Menu & Kitchen

Kitchen stations

The stations that tickets can go to, such as a make line, a bar or an expo window. Add, rename, retire and reorder them.

Where to find it

Tap Menu & Kitchen in the left bar (or the bottom bar on a phone), then tap this one.

For: Owner, Manager, Business admin

Step by step

Add a station

  1. Tap Add station.
  2. Type the Station name and pick the Station type.
  3. Tap Save.

Rename a station

  1. Tap the station.
  2. Change the Station name.
  3. Tap Save.

Retire a station

  1. Tap the station.
  2. Tap Retire.
  3. Confirm. Tap Reactivate later to bring it back.

Menu & Kitchen

Floor plan

Lay out your areas and tables, the same ones staff pick when seating dine-in guests.

Where to find it

Tap Menu & Kitchen in the left bar (or the bottom bar on a phone), then tap this one.

For: Owner, Manager, Business admin

Step by step

Add a table

  1. Pick the area.
  2. Add a table from the shapes and drag it into place.
  3. Set Table number and Seats, then tap Save.

Lay out tables the first time

  1. Tap Lay out my tables.
  2. Drag the tables into shape.
  3. Tap Save.

If you are on a phone

  1. Read the note: editing the floor plan needs a larger screen.
  2. Use a tablet or computer.

Run

Bring your menu in

Hand Max your old menu and approve the menu it proposes. Nothing goes live until you approve.

Where to find it

Open Get set up and tap Menu, or ask Max to bring your menu in.

For: Owner, Manager, Business admin

Step by step

Bring in a menu

  1. Pick where the menu comes from.
  2. Type or paste what you are handing over.
  3. Tap Read it and propose the menu.
  4. Check the items, then tap Approve and write the menu.

Menu & Kitchen

Customize ordering

Decide what guests choose in a builder (pizza, wings and more) and how it looks, for the whole business or one location.

Where to find it

Ask Max to open Customize ordering. It is on plans that include builder customization.

For: Owner, Manager, Business admin

Step by step

Change what guests choose

  1. Pick the builder under Which items.
  2. Pick Whole business or This location.
  3. Tap a choice, then change what guests see, Required, or Hidden from guests.
  4. Tap Save draft, check Preview, then tap Publish.

See how a builder is set

  1. Open Customize ordering and pick the builder.
  2. Look for Changed here or Inherited from.

Menu & Kitchen

Receive an invoice

Photograph or upload a supplier invoice so its items can be added to your stock.

Where to find it

Open Inventory and tap Receive an invoice.

For: Owner, Manager, Business admin

Step by step

Capture an invoice

  1. Tap Take a photo or Upload an invoice.
  2. Check the picture.
  3. Tap Use this invoice.

If receiving is off

  1. Read the message.
  2. Tap Turn on invoice receiving, or ask the owner.

Menu & Kitchen

Review invoice

Check the lines read from your invoice, fix or skip any, and receive the stock.

Where to find it

You arrive here after Use this invoice on Receive an invoice.

For: Owner, Manager, Business admin

Step by step

Receive the invoice

  1. Tap each line marked for review.
  2. Pick the Ingredient, check the quantity, then tap Save line. Or tap Skip this line.
  3. Tap Confirm and receive.

If only some lines landed

  1. Read the message. It says how many lines were added.
  2. Tap Confirm and receive again to add only the rest.

Start

Shop and tax setup

Check and edit this store's address, time zone, hours and tax rates from the setup checklist.

Where to find it

Open Get set up, then tap Shop and tax.

For: Owner, Manager, Business admin

Step by step

Update your store's address, hours and tax

  1. Open the section you want to update: address, time zone, hours or tax.
  2. Edit the fields and save your changes.

People

People

Everything about the people who work here, in one place. Each tab is its own screen, and you only see the tabs your role has.

Where to find it

Tap People in the main menu.

For: Owner, Manager, Business admin

Step by step

Open a People tab

  1. Tap People in the main menu.
  2. Tap the tab you want, for example Schedule.
  3. If you see a message that your role has no tabs, ask an owner to change who sees what in Store policies.

People

Tip pool payroll export

Send a paid tip payout to payroll as a file. It lists payouts that are already paid.

Where to find it

Open Tips in People, pick a pool, then tap Export to payroll.

For: Owner, Manager, Business admin

Step by step

Export a payout to payroll

  1. If you have more than one pool, tap the pool you want.
  2. Find the paid payout in the list.
  3. Tap Export to payroll.
  4. Check the line that says Export produced.

If nothing is listed

  1. Read the message. No executed distribution to export yet means no payout has been paid.
  2. Go to Tip pool distributions and pay out first.

People

Tip pool distributions

Split a pool's tips for a week, check the preview, approve it and pay it out.

Where to find it

Open Tips in People, pick a pool, then tap Tip pool distributions.

For: Owner, Manager, Business admin

Step by step

Pay out a week of tips

  1. Tap the pool, then This week or Last week.
  2. Tap Calculate preview and check each share and the Total.
  3. Under Payouts, tap Approve on the new payout.
  4. Tap Pay out. It then shows as Paid out.

If it says no one clocked hours

  1. Read the message. Hours come from the time clock.
  2. Check Time and timesheets in People, then calculate again.

Growth

Growth

A list of the places that grow sales: marketing, reviews, loyalty, coupons, gift cards, the website and meeting briefs.

Where to find it

Tap Growth in the main menu.

For: Owner, Manager, Business admin

Step by step

Open a growth area

  1. Tap Growth in the main menu.
  2. Tap the row you want.
  3. Use the back arrow to return to this list.

Growth

Marketing playbook

Make deals, send text campaigns and have the AI draft social posts.

Where to find it

Tap Growth, then Marketing.

For: Owner, Manager, Business admin

Step by step

Pause or turn on a deal

  1. Find the deal under Deals.
  2. Flip its switch. A message tells you it is live or paused.
  3. A deal with an item that is no longer on the menu cannot be switched on until you fix it.

Draft a social post

  1. Type what the post is about.
  2. Tap Generate drafts.
  3. Read the prices. A note warns you if a price is not on your menu or in an active deal.
  4. Tap Copy, or Post now and confirm.

Growth

Reviews

See customer reviews, the star ratings and how many you answered. The AI can read the feeling of a review.

Where to find it

Tap Growth, then Reviews.

For: Owner, Manager, Business admin

Step by step

Reply to a review

  1. Tap a star chip to find the review, or scroll.
  2. Tap Analyze with AI on the review.
  3. Read the Suggested response.
  4. Tap Copy reply and paste it where you answer customers.

If there are no reviews

  1. Read the message. It says whether review sources are not connected yet.
  2. Tap Refresh later.

Growth

Gift cards

Look up gift cards, freeze them, fix balances and run bonus promotions. Shown only when your store has gift cards turned on.

Where to find it

Tap Growth, then Gift cards.

For: Owner, Manager, Business admin

Step by step

Freeze a lost card

  1. Type the card number or last 4 digits in Search.
  2. Tap the card.
  3. Tap Freeze and confirm. You see Card frozen.

Check a card balance

  1. Type the card number in Search.
  2. Tap the card.
  3. Read Balance and History.

Add a bonus promotion

  1. Tap Promotions, then New promotion.
  2. Enter the Name and the Minimum purchase.
  3. Choose Dollar bonus or Percent bonus and enter the bonus.
  4. Tap Pick dates, then Create.

Growth

Campaigns

Text your own guests. Pick who, write the message, preview who will get it after consent, then send. Only on plans that include campaigns.

Where to find it

Tap Growth, then Marketing, then Campaigns.

For: Owner, Manager, Business admin

Step by step

Send a text campaign

  1. Choose an Audience.
  2. Write the Message.
  3. Tap Preview and read how many guests will get it.
  4. Tap Send now. The result shows how many messages were delivered.

Growth

Loyalty

Set up the rewards program: how points are earned and spent, tiers, and the rewards members can redeem. It also shows how the program is doing.

Where to find it

Tap Growth, then Loyalty.

For: Owner, Manager, Business admin

Step by step

Set up the program

  1. If there is no program, fill in the name, Points per dollar and Dollar value per point.
  2. Tap Create program. Next time the button says Save.
  3. Read Program health to see members and points.

Add a reward

  1. Tap Add reward.
  2. Enter the Reward name and Points to redeem.
  3. Pick the menu item it gives away, then save.

Growth

Coupons

See your coupons, how often each was used, and when it ends. Make a new one or switch one off.

Where to find it

Tap Growth, then Coupons.

For: Owner, Manager, Business admin

Step by step

Make a coupon

  1. Tap New coupon.
  2. Enter the Code and the Name.
  3. Choose Percent off or Amount off and enter the value.
  4. Tap Create coupon. You see that the coupon is live.

Pause a coupon

  1. Find the coupon in the list.
  2. Turn off its switch. The coupon stays on the list.

Growth

Website

Your website pages. Add a page, publish or unpublish it, delete it, or open one to draft with Max or edit it. Only on plans that include the website.

Where to find it

Tap Growth, then Website.

For: Owner, Manager, Business admin

Step by step

Add a page

  1. Tap Add Page.
  2. Fill in Title, Slug and Page type.
  3. Tap Create page. The page starts as a Draft.

Publish a page

  1. Find the page in the list.
  2. Tap Publish. Its status changes to Published.

Growth

Build page

Build one website page from sections, preview it and save it.

Where to find it

Tap Growth, then Website, open a page, then tap Edit page.

For: Owner, Manager, Business admin

Step by step

Add a section and save

  1. Tap Add Section and choose one from the catalog.
  2. Fill in the section. Check it in Preview.
  3. Tap Save. You see Page saved.

Go back to an earlier version

  1. Open the Versions tab.
  2. Tap Restore next to the version.

Growth

Draft with Max

Ask Max to write the words for a website page. You approve before anything changes.

Where to find it

Tap Growth, then Website, open a page, then tap Draft with Max.

For: Owner, Manager, Business admin

Step by step

Have Max draft a page

  1. Type what the page should cover, or tap a suggestion.
  2. Tap Ask Max.
  3. Read the proposal and approve or decline it.

If Max cannot draft

  1. Read the message.
  2. Tap Build pages manually to write the page yourself.

Growth

Meeting briefs

Tell Max what it may say, what it must not say and what it may read before it joins a meeting. Shown only when your store has meetings on and your role may brief Max.

Where to find it

Tap Growth, then Meeting briefs.

For: Owner, Manager, Business admin

Step by step

Brief Max for a meeting

  1. Tap New brief.
  2. Enter the Meeting name and pick a date and time.
  3. Fill in what Max may say and must not say, one per line.
  4. Tap Save draft, then Review the brief and tap Mark ready.

Take Max out of a meeting

  1. Open the brief that says Max is in the meeting.
  2. Tap Pull Max out and confirm.

Catering

Catering packages

See your catering packages, quotes and orders. Start a quote from a package.

Where to find it

Tap Catering in the main menu.

For: Owner, Manager, Business admin

Step by step

Start a quote

  1. Find the package under Catering packages.
  2. Tap Use this package.
  3. Fill in the quote that opens.

If catering is not available

  1. Read the message. It says whether catering is off for this store or your role is not allowed.
  2. Ask a manager or owner.

Catering

Catering packages

Add, change, retire and bring back catering packages. Only people on the store's catering coordinator list can do this.

Where to find it

Tap Catering, then Manage packages.

For: Owner, Manager, Business admin

Step by step

Add a package

  1. Tap New package.
  2. Fill in the form and save. You see Catering package saved.

Retire a package

  1. Tap Retire on the package.
  2. Confirm. Tap Re-list later to bring it back.

Money

Money

A list of the money areas: sales and tax, registers, the payment account and fees. It also shows where accounting and payroll connect.

Where to find it

Tap Money in the main menu.

For: Owner, Manager, Business admin

Step by step

Open a money area

  1. Tap Money in the main menu.
  2. Tap the row you want.
  3. Use the back arrow to return.

Money

Sales and tax

One day's sales, tax, tips, discounts, voids and payment mix for the store you picked, or the last 7 days.

Where to find it

Tap Money, then Sales and tax.

For: Owner, Manager, Business admin

Step by step

Read a day's sales and tax

  1. Pick a location if asked.
  2. Tap Day, then Previous day or Next day to find the date.
  3. Read Net sales, Tax, Tips and Payment mix.

Money

Registers

Name the registers at this store and manage them: who uses each one, which terminal it is on, and when it is out of service or closed out.

Where to find it

Open Money, then tap Registers.

For: Owner, Manager, Business admin

Step by step

Add a register

  1. Tap Add register.
  2. Type a Name.
  3. Tap Create.
  4. You see "… created" and the register appears in the list.

Give a register to a teammate

  1. Find the register and tap Assign to…
  2. Pick the teammate, or Shared pool (unassign) so any signed-in person can ring on it.

Retire a register

  1. Open the More actions menu on the register and tap Retire.
  2. Read the warning that retiring cannot be undone.
  3. Tap Retire register.

Money

Payment account

Shows, for each of your locations, whether it can take card payments. A location takes cards only when its merchant account is verified.

Where to find it

Open Money, then tap Payment.

For: Owner, Manager, Business admin

Step by step

Check if a location can take cards

  1. Open the Payment account screen.
  2. Find the location in the list under Card acceptance per location.
  3. Read its status. Tap Refresh if you just changed something.

Money

Fee Rules

Lists your fee rules, active and not, and lets a manager add, change, turn on or turn off a fee or surcharge.

Where to find it

Open Money, then tap Fees.

For: Owner, Manager, Business admin

Step by step

Add a fee rule

  1. Tap Create fee rule, or Create your first fee rule if the list is empty.
  2. Type a Rule name.
  3. Fill in a Flat amount ($), a Percent rate, or both.
  4. Pick when it applies with the chips for payment type, card brand and order type.
  5. Tap Create.

Turn a fee off

  1. Find the rule in the list.
  2. Open its menu and tap Deactivate.

Money

Delivery zones

Shows the delivery zones for this location, each with its fee, minimum order and delivery time, and lets you add or change one. Without a zone, delivery orders cannot be priced.

Where to find it

Open Money, then tap Delivery. You can also reach it from Settings, Store, Delivery zones.

For: Owner, Manager, Business admin

Step by step

Add a delivery zone

  1. Tap Add a zone.
  2. Fill in Zone name, Delivery fee, Minimum order, ETA and Radius. A zero fee or minimum is allowed; the radius must be above zero.
  3. Tap Save.

Reopen a paused zone

  1. Find the zone marked Paused.
  2. Tap Reopen.
  3. You see that the zone is open again.

Settings

Plan details

Shows the plan your shop is on, what each plan includes, your usage, subscription and invoices, and the add-ons you can buy.

Where to find it

Open Settings, then Account, then Plan details.

For: Owner, Manager, Business admin

Step by step

Change your plan

  1. Find the plan you want in the PizzaOS comparison.
  2. Tap Change plan.
  3. Confirm. The change waits for approval.
  4. You see that the change is waiting for approval. Nothing was charged.

Settings

Shop settings

The home of your shop settings, in groups: Store, Hardware, Store policies, Phone ordering and Account. You only see the groups your role and your store allow.

Where to find it

Tap Settings in the main menu.

For: Owner, Manager, Business admin

Step by step

Find a setting

  1. Tap Settings.
  2. On a phone, tap a group such as Store or Hardware. On a wide screen the groups are on the left and the settings show on the right.
  3. Tap the row you want.

If you see no settings

  1. Read the message: there are no settings for your role here.
  2. Ask an owner to change what each role sees in Store policies.

Settings

Policies

Policies decide how this store behaves, such as who owns a cash drawer, whether staff clock in and which features are on. Change a setting for this location or for the whole business.

Where to find it

Open Settings, then Store policies.

For: Owner, Manager, Business admin

Step by step

Change a setting

For: Owner, Business admin

  1. Choose This location or Whole business to say where the change applies.
  2. Type a few words in Search settings, or open an area such as Cash and registers or Kitchen.
  3. Flip the switch or pick the value on its row.
  4. Read the result message that appears.

Settings

Devices

Shows the terminals and screens signed in to this location and when each was last seen. You can rename one, restart a screen, or remove one you no longer use.

Where to find it

Open Settings, then Hardware, then Devices.

For: Owner, Manager, Business admin

Step by step

Remove a device you no longer use

  1. Find the device in the list.
  2. Tap Deregister device.
  3. Confirm in the box. You may be asked for your password.
  4. The device disappears from the list.

Settings

My Paired Devices

Lists the terminals paired to your own account. You can release one so it is no longer tied to you.

Where to find it

Open Settings, then Hardware, then My paired devices.

For: Owner, Manager, Business admin

Step by step

Release a terminal

  1. Find the terminal in the list.
  2. Tap Release.

Settings

Peripherals

Lists the printers, cash drawers, scanners, card readers and displays at this location, and lets you add, change or remove one.

Where to find it

Open Settings, then Hardware, then Peripherals.

For: Owner, Manager, Business admin

Step by step

Add a peripheral

  1. Tap Add peripheral.
  2. Pick its Class.
  3. Pick a Station if it belongs to one.
  4. Fill in the connection and address if you know them.
  5. Tap Save.

Settings

Compliance

Shows the alcohol service rules that apply to your store, by state, and a log of alcohol service events such as ID checks and refused sales.

Where to find it

Open Settings, then Store, then Compliance.

For: Owner, Manager, Business admin

Step by step

See the alcohol rules for your state

  1. Open Compliance and stay on the Rules tab.
  2. Read which state is used. It comes from your store address; if none is set, add the state in Settings.
  3. Read the closing time and the container size.

Review alcohol service events

  1. Tap the Event log tab.
  2. Use Filter by event type to pick one kind of event.
  3. Read each event.

Settings

Phone ordering

Set up the phone agent that answers your shop line: its name and greeting, its number, its voice, its hours and its voicemails.

Where to find it

Open Settings, then Phone ordering, then Voice agents + data access.

For: Owner, Manager, Business admin

Step by step

Create the phone agent

  1. If the screen says the location has no voice agent, fill in the agent card.
  2. Give the agent a name.
  3. Save it, then pick its number and voice.

Stop or restart answering calls

  1. Open the Agent section.
  2. Switch Answering calls off or on.
  3. Tap Save agent.

Settings

What Max remembers

Shows what Max has kept about you and about this store. You can edit or forget what is there, and add a fact about the store.

Where to find it

Open Settings, then Store, then What Max remembers. You can also reach it from Max and privacy.

For: Owner, Manager, Business admin

Step by step

Make Max forget something about you

  1. Find the memory under What Max remembers about you.
  2. Tap Forget this, or tap Forget everything about me to clear all of it.

Teach Max a fact about the store

  1. Type it in Add a fact about this store.
  2. Tap Save.

Settings

Max and privacy

Where you choose what Max may do with what you say. It has a switch for each thing Max does, plus links to what Max remembers and to suggestions.

Where to find it

Open Settings, then Store, then Max and privacy.

For: Owner, Manager, Business admin

Step by step

Change what Max may do

  1. Read the choices on the screen.
  2. Flip the switch beside any one thing Max does, or use Turn everything on or Turn everything off.
  3. If a save fails you are told nothing changed. Try again.

Settings

Your suggestions for Max

Lets you suggest something for Max to know and shows what happened to each suggestion. A suggestion is not live until a manager or owner approves it.

Where to find it

Open Settings, then Store, then Max and privacy, then Your suggestions for Max.

For: Owner, Manager, Business admin

Step by step

Suggest something for Max

  1. Tap Suggest something for Max.
  2. Write it in What should Max know?
  3. Choose This store or The whole company.
  4. Tap Send for review.

Settings

Suggestions to review

The queue of store facts people want Max to know. Nothing here is live until you approve it.

Where to find it

Open Settings, then Store, then Max and privacy, then Suggestions to review. It shows there for an owner, manager or admin when suggestions are on.

For: Owner, Manager, Business admin

Step by step

Review a suggestion

  1. Read the suggestion in the list.
  2. Tap Approve to let Max use it, or Not this one to turn it down.
  3. If nothing is listed, it says nothing is waiting for review.

Settings

Peer benchmarks

Compares your shop with similar shops without naming any of them. It only shows once your plan includes it and enough shops are in the group.

Where to find it

Open Settings, then Policies, then Peer benchmarks.

For: Owner, Manager, Business admin

Step by step

What to do if you see no comparison

  1. Read the note on the screen. It says either that your plan does not include benchmarks or which plan does.
  2. If it says the pool is still forming, check back later. A comparison needs at least 25 similar shops.

Settings

Data export

Lets the account owner or an admin ask for a full export of the shop data and download it when it is ready.

Where to find it

Open Settings, then Account, then Data export.

For: Owner, Business admin

Step by step

Request a full export

  1. Tap Request export.
  2. Read the warning and confirm.
  3. Watch the list for your export and its progress.
  4. When it finishes, open it to get the download link and read whether it was verified.

Settings

Cancel subscription

Closes this business account for every location and teammate. Export your data first. You can restore the account until the purge date shown after cancelling.

Where to find it

Open Settings, then Account, then Cancel subscription.

For: Owner

Step by step

Cancel the subscription

  1. Tap Open data export and get your export first.
  2. Come back and type the business slug in the box.
  3. Tap Cancel subscription.
  4. To change your mind, tap Undo on the confirmation page before the purge date.

Settings

What Max does alone

See, job by job, what Max does on its own, what it asks a person about first, and why, and adjust each rule.

Where to find it

Open Settings, then tap What Max does alone.

For: Owner, Manager, Business admin

Step by step

Review or tighten what Max does on its own

  1. Pick whether you are viewing this store or all stores.
  2. Find the job in its group and read what Max does now and why.
  3. Pick a level or update the dollar limit for that job.

Settings

Kiosk

Every rule that changes what a guest meets at an unattended order kiosk. Each row shows its current value and where that value comes from; a change made here reaches the kiosk at its next policy refresh.

Where to find it

Open Settings and tap Kiosk, or ask Max to open the kiosk settings.

For: Owner, Manager, Business admin

Step by step

Change a kiosk rule

  1. Find the rule in its section.
  2. Change the value. The row says where the current value comes from.
  3. Tap Save.

Settings

Plan features and more switches

The switches for your plan's features and the settings that do not belong to one group.

Where to find it

Open Store policies and open the plan features from there, or ask Max to open the plan features.

For: Owner, Manager, Business admin

Step by step

Turn a plan feature on or off

  1. Find the feature in the list.
  2. Turn its switch on or off.
  3. Go back. The change applies to your store.

Catering

Catering order

One catering order with its status and deposit. The button changes with each step until the order is done.

Where to find it

Open Catering and tap an order.

For: Owner, Manager, Business admin

Step by step

Move an order to the next step

  1. Open the order.
  2. Tap the button for its next step, for example Confirm order.
  3. The status chip changes.

Cancel a catering order

  1. Tap Cancel order.
  2. Read the warning, then tap Cancel order again, or tap Keep order.
  3. Refund any deposit yourself.

Money

Tenders

The ways this store takes payment. Each tender says whether it opens the drawer, gives change, needs a reference or needs approval. A retired tender keeps its history.

Where to find it

Open Settings, then Money, then tap Tenders.

For: Owner, Manager, Business admin

Step by step

See the tenders we take

  1. Open Tenders.
  2. Read each row: its kind and what it does, such as Opens the drawer or Gives change.
  3. A tender marked Retired is no longer offered but keeps its history.

Add a tender

  1. Tap Add a tender.
  2. Type the English name and the Spanish name, then pick the Kind.
  3. Tap Save, then confirm.

Today

Approvals

Everything waiting on you to approve or deny in one inbox: refunds, voids, comps, discounts, time off and shift swaps, with who asked and how long it has waited.

Where to find it

Tap the approvals badge, or open a push notification about a request.

For: Owner, Manager, Business admin

Step by step

See what is waiting for you

  1. Open Approvals.
  2. Use Type or Store to narrow the list.
  3. Each row says who asked, how much and how long it has waited.

Approve or deny a request

  1. Find the request.
  2. Tap Approve or Deny.
  3. You cannot approve your own request.

Help

Alerts

What needs someone right now: each alert says what fired and when, and whether anyone has acknowledged it.

Where to find it

Open Help and support, then tap Alerts.

For: Owner, Manager, Business admin

Step by step

See what alerts are active

  1. Open Alerts.
  2. Read Needs attention first, then Acknowledged.
  3. Each alert shows when it was raised.

Acknowledge an alert

  1. Find the alert under Needs attention.
  2. Tap Acknowledge.
  3. It moves to Acknowledged.

Help

Help and support

Report a problem, see the alerts that need you, read who changed what, and follow the reports you filed once they are resolved.

Where to find it

Open Help and support from the menu.

For: Owner, Manager, Business admin

Step by step

Report a problem

  1. Tap Report a problem.
  2. Write what went wrong.
  3. Send it. The report carries the app, version and trace.

See what happened to my reports

  1. Scroll to My reports.
  2. Each resolved report shows Resolved.

See who changed what

  1. Tap Audit trail.
  2. Read who changed what, and when.

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.