The staff app

Home

Dashboard

Your starting page for the shift. It shows how the shop is doing and gives you one big button to start taking orders. If the register was locked, you unlock it here first.

Where to find it

Tap Dashboard in the top bar.

For: Owner, Manager, Staff

Step by step

Start taking orders

1. Open the Dashboard.
2. Tap Start taking orders.
3. The Order screen opens.

Unlock a locked register

1. Read Register locked at the top.
2. Type your PIN.
3. Tap Unlock register. If the PIN is not yours, tap Switch user.

Order

Build Your Pizza

Where you build a pizza for the ticket, step by step, with the live price at the bottom.

Where to find it

On the Order screen, tap a menu item that has options.

For: Owner, Manager, Staff

Step by step

Build the item and add it

1. Pick the options the guest asked for.
2. If the add button is greyed out, read the line under it. It names what you still have to choose.
3. Tap the add button. You go back to the Order screen with the item on the ticket.

If it says Item unavailable

1. Tap Back to Order.
2. Tap the menu item again.

Order

Sandwich total

Where you pick the options for a sandwich. The running total shows at the bottom.

Where to find it

On the Order screen, tap a menu item that has options.

For: Owner, Manager, Staff

Step by step

Build the item and add it

1. Pick the options the guest asked for.
2. If the add button is greyed out, read the line under it. It names what you still have to choose.
3. Tap the add button. You go back to the Order screen with the item on the ticket.

If it says Item unavailable

1. Tap Back to Order.
2. Tap the menu item again.

Order

Building your wings

Where you choose the wings, the sauces and how many of each. Your store sets how many sauces are allowed.

Where to find it

On the Order screen, tap a menu item that has options.

For: Owner, Manager, Staff

Step by step

Build the item and add it

1. Pick the options the guest asked for.
2. If the add button is greyed out, read the line under it. It names what you still have to choose.
3. Tap the add button. You go back to the Order screen with the item on the ticket.

If it says Item unavailable

1. Tap Back to Order.
2. Tap the menu item again.

Order

Build your calzone

Where you pick the fillings and options for a calzone or pocket.

Where to find it

On the Order screen, tap a menu item that has options.

For: Owner, Manager, Staff

Step by step

Build the item and add it

1. Pick the options the guest asked for.
2. If the add button is greyed out, read the line under it. It names what you still have to choose.
3. Tap the add button. You go back to the Order screen with the item on the ticket.

If it says Item unavailable

1. Tap Back to Order.
2. Tap the menu item again.

Order

Total

Where you pick the options for any other menu item that has choices.

Where to find it

On the Order screen, tap a menu item that has options.

For: Owner, Manager, Staff

Step by step

Build the item and add it

1. Pick the options the guest asked for.
2. If the add button is greyed out, read the line under it. It names what you still have to choose.
3. Tap the add button. You go back to the Order screen with the item on the ticket.

If it says Item unavailable

1. Tap Back to Order.
2. Tap the menu item again.

Messages

Messages

Texts and WhatsApp replies that customers send the shop. You can read each one and answer from here.

Where to find it

Tap Messaging Inbox in the top bar. The icon only shows when your sign-in is allowed to read messages.

Step by step

Reply to a customer

1. Tap a message to open it.
2. Type in Write a reply…, or tap Draft with Maximus and change the draft.
3. Tap Send reply. You see Reply sent.

Messages

Team channels

Chat rooms for the crew: channels, announcements and direct messages. Some rooms only let managers post.

Where to find it

Tap Team channels in the top bar. The icon only shows when your sign-in is allowed to read messages.

Step by step

Post a message to a channel

1. Tap a channel under Channels.
2. Type in the Message box at the bottom.
3. Tap Send. If it fails you see Message not sent. Your text is still here.

Catering

Catering packages

Lists the catering packages, the quotes and the catering orders for this store.

Where to find it

On the Dashboard, tap Catering. It only shows when your store has catering turned on.

For: Owner, Manager, Staff

Step by step

Start a catering quote

1. Find the package the customer wants.
2. Tap Use this package.
3. Fill in the quote form.

If it says Not authorised

1. Ask a manager or owner. Quotes and orders are for certain roles only.

Catering

New catering quote

The form for a new catering quote. It starts from the package you picked and sends the quote to the customer.

Where to find it

On Catering, tap Use this package under a package.

Step by step

Create and send a quote

1. Fill in the event name, the customer, the date and the guest count.
2. Pick the Delivery type. Add the Delivery address if it is not pickup.
3. Check the Total (USD).
4. Tap Create and send quote. You see Quote created and sent to the customer.

Catering

Quotes

One catering quote with its status and total. What you can do depends on the status.

Where to find it

On Catering, tap a quote under Quotes.

Step by step

Send a draft quote

1. Open the quote. Its status shows Draft.
2. Tap Send proposal.

Accept a quote

1. Open a quote that shows Sent.
2. Tap Accept. The order opens.

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

On Catering, tap an order under Orders.

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.

Tools

Translate

A two-sided translator so you and a guest who shares no language can read each other. It changes no order.

Where to find it

Tap your name at the top, then tap Translate for a guest. It only shows when your store has live translation on.

For: Owner, Manager, Staff

Step by step

Talk with a guest in another language

1. Pick the guest's language on the Guest side.
2. Type in the box and tap Translate.
3. Tap Turn the guest's half to face them so the guest can read and answer.
4. Check an order with the guest before you change it. Translations are made by a machine and can be wrong.

Team

Time Clock

Where you clock in and out, start and end a break, and see your next scheduled shift.

Where to find it

Tap Time clock in the top bar.

For: Owner, Manager, Staff

Step by step

Clock in

1. Open the Time Clock.
2. Tap Clock In. You see Clocked in.
3. If you are away from the store or outside your shift, you may see why it did not work.

Clock out

1. Tap Clock Out.
2. Answer the break or Cash tips question if one appears.
3. Tap Clock out.

Tools

Printer

Where you connect the receipt printer and set up the kitchen printer for this location.

Where to find it

Tap Printer in the top bar.

Step by step

Connect a receipt printer

1. Pair the printer in the system Bluetooth settings.
2. Tap Scan for printers.
3. Tap Connect next to your printer.
4. Tap Print test ticket to check it.

Sign-in

Set your PIN

Where you choose your own sign-in PIN. Your store can ask for this the first time you sign in with your password.

Where to find it

It opens by itself after you sign in with a password, when your store asks staff to choose a PIN.

Step by step

Choose your PIN

1. Type Your password.
2. Type your New PIN, then Confirm PIN.
3. Tap Set PIN.

Dine-In

Open checks

The board of open dine-in checks. Open a new check, or tap one to add items, move the party, merge, split and close it. Dine-In only shows when your store takes dine-in and has a floor.

Where to find it

Tap Dine-In in the bottom bar. Tap a check on the board to open it.

For: Owner, Manager, Staff

Step by step

Open a check

1. Tap Open a check.
2. Pick the table, or leave No table. Add a guest name if you like.
3. Set the Party size.
4. Tap Open check.

Add items to a check

1. Tap the check on the board.
2. Tap Add items and pick the items.
3. They show on the check and the Running total goes up.

Close the check

1. Open the check and tap Split the check.
2. Choose Even or Item if you need to split it.
3. Tap Close check & charge. With no card on file, tap Take payment at the register.

Cash

Registers

The list of cash registers at this location. Managers add, rename, assign, bind to a terminal, suspend, retire and count out registers here.

Where to find it

On the Register screen, when a drawer problem blocks you, tap Manager → Registers.

For: Owner, Manager

Step by step

Add a register

1. Tap Add register.
2. Type a Name, for example Register 1.
3. Tap Create.

Bind a register to a terminal

1. Open the more actions menu on the register.
2. Tap Bind to terminal and choose the terminal.
3. Tap Bind.

Team

Team

The team directory. Add teammates, change roles, set or reset a sign-in PIN, and suspend or restore someone.

Where to find it

Tap Team in the top bar. It shows for owners, and for managers your owner has given the Team permission.

For: Owner, Manager

Step by step

Set a teammate's sign-in PIN

1. Pick the person in the list.
2. Tap Set sign-in PIN.
3. Choose Set it here, tell them in person, or Email them a link.

Add a teammate

1. Tap Add teammate.
2. Fill in Name, Email, Role and Initial password.
3. Tap Add teammate.

Orders

Quick order

Where you take an order: walk-ins, phone orders and dine-in. Pick items from the menu, check the ticket, then send it to the kitchen.

Where to find it

Tap Order in the bottom bar, or tap Start taking orders on the Dashboard.

For: Owner, Manager, Staff

Step by step

Take and send an order

1. Tap a category, then tap items to add them. An item with options opens its builder.
2. Check the lines in Your ticket. Use the stepper to change quantities.
3. Tap Send to kitchen.
4. Pick how the order goes out and finish. You see the order number is on its way to the kitchen.

Attach a customer to an order

1. Tap Lookup customer.
2. Type a phone number, an email or a name and pick the match.
3. Build the ticket and tap Send to kitchen.

Orders

Queue

The live list of open orders. Move each order along, take payment, reprint a kitchen ticket, recall, refund or cancel.

Where to find it

Tap Queue in the bottom bar.

For: Owner, Manager, Staff

Step by step

Move an order to the next stage

1. Find the order. Use the search box if you need to.
2. Tap the Bump to button on its card.
3. The order moves to the next stage.

Cancel an order

1. Tap Cancel order on the card.
2. Give the reason and get a manager's approval if it asks.
3. You see that the order was cancelled.

Reprint a kitchen ticket

1. Tap Reprint kitchen ticket on the order.
2. You see that the ticket was sent to the kitchen.

Tools

Reports

Pick a report and Max fills it in from the store's numbers. Reports are listed by topic, and what you see depends on your role.

Where to find it

There is no button for it in the bar. Ask Max to open reports.

For: Owner, Manager, Staff

Step by step

Run a report

1. Ask Max to open reports.
2. Tap the report you want.
3. Read it, add a note if you like, then tap Save.

Delivery

Dispatch

The dispatch board. See delivery runs that need a driver, assign drivers, and manage runs already on the road. Only owners and managers assign drivers.

Where to find it

Tap Dispatch in the bottom bar. It shows for owners and managers.

For: Owner, Manager

Step by step

Assign a driver to a delivery

For: Owner, Manager

1. Find the run marked Needs a driver.
2. Tap Assign driver and pick a driver.
3. The run moves to that driver and the guest is texted.

Finish a run

For: Owner, Manager

1. Tap the run to open Run actions.
2. Tap Mark delivered, or Close run, didn't happen.

Cash

Register

Where you take payment, and where you open, count and close the cash drawer session. Cash and card are both here.

Where to find it

Tap Register in the bottom bar. A ticket sent from the Queue with Take payment opens here.

For: Owner, Manager, Staff

Step by step

Take payment for a ticket

1. Open the ticket on the Register, or tap Find order.
2. Tap Cash or Card.
3. For cash, enter the cash given.
4. Tap the Charge button. You see Paid, and the change to give for cash.

Open the cash session

1. Tap Open a new session.
2. Count the starting cash and confirm the count.

Close the cash session

1. Tap Close session.
2. Count every bill and coin and confirm. You see whether the drawer is balanced, short or over.

Dine-in

My tables

See your section of tables at a glance: which tables are free, open checks and totals, seated time, course firing status, and items not yet sent.

Where to find it

Open Dine-In, then tap My tables.

For: Owner, Manager, Staff

Step by step

Open a table to take or add to its order

1. Switch between Mine and All at the top if you want to see every table.
2. Tap a table card to start or join its check on the Order screen.