Orders

• When can I create an Online Order?
• Can I create an Online Order from a ‘Product List’?
• Can I create an Online Order from ‘My Quotes’?
• How do I create a new order?
• Can I place an Online Order for a location I don’t usually work?
• Do I need to delete my Online Orders?

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Invoices & Payments

• What does it mean when a payment is ‘Pending’?
• Does the account balance include today's purchases?
• How do I make a payment using QuickPay?
• Can I see a summary of all invoices from a particular job?

Quotes

• Where can I add my Terms and Condititions?
• How do I email My Quote?
• How long with My Quotes be stored online?
• Can I add my labour costs?

Product Lists

• What does the 'Manage List' button do?
• What would I use a product list for?
• What is included in My Regular Products?
• How do I add a product to a product list?
• If my prices change, does the price in the product list change?

Apps & Integrations

• How do I integrate my maX account with simPRO?
• How do I integrate my Reece pricefile into ServiceM8?
• How do I upload my Reece pricefile into Fergus?
• How do I import my Reece pricefile into Tradify?
• How do I download the maX App?
• How do I integrate my maX account with MYOB?

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Account Management

• How do I reset my password on maX?
• How do I add users to my maX account?
• How do I switch between my accounts while logged in to maX?
• How do I add another trade account to my maX login?
• If I need further help, who do I speak to?
• What does allow access to 'My Quotes' do?

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