Your first hour in ShopMaxx

1. Create the shop

1. Open Start free trial (or Sign up for a permanent plan).
2. Enter shop name, email, 6-digit PIN.
3. Pick the industry closest to your floor (metal fab is fine if you’re unsure).
4. Agree to Terms → create.
5. On the success screen, hit Log in.

Done when: you have a shop and are headed to login.

2. Log in

1. Use Log in on this site (or https://app.maxxshopsystems.com/).
2. Type your shop name.
3. If more than one shop shows up, click yours in the list.
4. Enter your 6-digit PIN.

Done when: you see the dark shop UI (sidebar + board or Maxx chat).

3. Answer Maxx (or skip letterhead)

First login may open a short Maxx chat that pins your New buttons.

• Do: describe the shop in plain words; when asked for New button names, use short names like Work order, Repair, Install.
• Don’t: paste your city into button names; type a long paragraph as a button name.
• If letterhead/rates setup appears, choose run later / cancel — come back from Settings later.

Done when: left sidebar shows short New … buttons.

4. Add one customer

1. Open Customers (or the customer field on a new work order).
2. Add someone real, or Test Customer.
3. Name + phone is enough. Save.

Done when: customer is in the list / selectable on a job.

5. Create one work order

1. Click a New … button in the left sidebar.
2. Pick the customer from step 4.
3. Add one line: part name + qty 1. Skip drawings / photos / freight for now.
4. Save.

Done when: job is saved and visible (or form closed ready for the board).

6. Find it on Active Jobs

1. Open the Dashboard / Active Jobs board.
2. Find your job card.
3. Open it once, then go back.

Done when: you can point at that card — that’s the first hour.