# Pisces Checklists — Staff Guide Welcome! This is your daily checklist app for opening, closing, ordering, and signing off shifts at Pisces. It works on your phone like any other app — but it's a website, not from the App Store. **The most important thing**: it works offline. If the bar Wi-Fi cuts out, the app keeps working. Your changes save to your phone and upload automatically when you're back online. --- ## 1. Getting the App The app lives at **checklists.pisc3s.com**. Open that link once, then save it to your home screen — after that it acts like a real app. ### iPhone 1. Open Safari (must be Safari — not Chrome) 2. Go to **checklists.pisc3s.com** 3. Tap the **Share** button at the bottom (square with an up-arrow) 4. Scroll down and tap **Add to Home Screen** 5. Name it "Checklists" and tap **Add** 6. The icon appears on your home screen — tap it to open The login screen shows a step-by-step picture guide if you need help. ### Android 1. Open Chrome 2. Go to **checklists.pisc3s.com** 3. Tap the three dots (top right) → **Add to Home screen** 4. Tap **Add** ### Why install it instead of just bookmarking? - Opens like an app — full screen, no browser bar - Works offline more reliably (browser tabs sometimes get cleared after 30 days) - Faster to open - Your login stays saved --- ## 2. Logging In Two ways: ### Staff Login (most people) 1. Type your **first name** 2. Type your **4-digit PIN** 3. Tap **Sign In** If your name has a duplicate (two Alexes, two Mikes), the app will ask you to pick which one you are. ### Admin Login (managers / owners) 1. Type **`0000`** as your PIN (no name needed) 2. Tap **Sign In** You'll see the manager dashboard with the team and activity log. > 💡 Forgot your PIN? Ask a manager — they can reset it from the Team screen. The admin PIN can also be changed from the gear icon. You stay signed in for **12 hours**. After that you'll need to log in again. --- ## 3. Doing Your Checklist When you log in, you see the list of templates for today — Opening, Closing, Maintenance, Ordering, etc. ### Check off an item - Tap the circle next to an item to mark it done - Tap it again to undo - Items you've done show a green checkmark and your name underneath ### Items with details Some items ask you to type a note, count something, or take a photo: | Type | What to do | |------|------------| | **Check** | Just tap to mark done | | **Count** | Tap the number, type the count | | **Note** | Tap the field, type your note | | **Photo** | Tap the camera icon, take or upload a picture | ### Order entries Some templates (like "Bar Inventory" or "Liquor Order") have rows with multiple columns — On Hand, To Order, Brand, Notes, etc. - Tap any cell to edit - The app saves automatically as you type (no Save button needed) - Tabs save when you leave them — never close the app or switch templates faster than the spinner > ⚠️ **Don't reload the page mid-shift if you're on a slow connection.** Your typing is saved on your phone, but a hard reload before it syncs can wipe it. Wait for the cloud-sync icon to stop spinning. ### Signing off When everything's checked, you'll see a **Sign Off** button at the bottom. Tap it, sign with your finger, and submit. Your signature gets stamped on today's sheet. --- ## 4. Working Offline This is the big deal. **The app works without internet.** ### How you'll know - Top of screen shows a **green dot** = online - A **gray dot** = offline (your changes are saving locally) - A **number badge** on the gray dot = how many changes are waiting to sync You can keep working. Tap, type, sign — everything is saving to your phone. ### When you reconnect - The dot turns green - The badge counts down to zero as your changes upload - A toast notification confirms when sync is complete ### What if I'm offline for a long time? - Up to a full shift: no problem - More than 24 hours: your data is still saved on your phone, but other staff won't see it until you reconnect - More than 7 days: the app will warn you that you're far behind — try to reconnect to a known Wi-Fi before continuing ### Signatures offline Sigs save locally and upload when you're back online. The line above your signature shows "Pending upload" until then — that's normal. --- ## 5. The Top Bar | Icon | What it does | |------|------------| | 🔄 (spinning) | Sync is happening right now | | 🟢 / 🔴 dot | Connection status | | 🔢 badge | Pending changes waiting to upload | | ⚙️ Gear | Settings (admin) or PIN change (staff) | | 👤 Avatar | Your profile, sign out | --- ## 6. Manager Tools If you're a Manager or Owner, you'll see extra tabs. ### Team - See all staff with their name, role, and last sign-in - Add new staff: name + role + PIN - Reset a PIN if someone forgot - Remove someone who left When you add a new staff member, **they need to log in once on each phone they'll use** while you're online. After that first login, they can log in offline from that phone. ### Activity Log - Real-time list of every checked item, signature, PIN reset, etc. - Filter by staff, action type, or date - Tap any entry to see details ### Settings (gear icon) - Change the **Admin PIN** (default is 0000) - Toggle business-day cutover hour - Square sync (re-pull staff from Square POS) --- ## 7. Common Questions ### "It says I'm offline but my Wi-Fi is on" - Pull down to refresh. Sometimes the app needs to re-check the connection. - If still offline, check that you're on the right Wi-Fi (not "Pisces-Guest" — that one blocks the app). - Last resort: close the app and reopen. ### "I checked something but my coworker's phone doesn't show it" - Their phone hasn't pulled the latest update yet. The app refreshes every **5 minutes** when online, or instantly when they reopen the app. - Have them pull down to refresh manually. ### "I tapped check but it bounced back" - That happens if you're offline AND another phone already checked the same item, AND the server picks the other version on sync. - The activity log will show who actually got credit. ### "The pending count won't go down" - You're probably online but the server is having trouble. Wait 5 minutes. If it still won't sync, message a manager — they can see "stuck syncs" in the dashboard. ### "I forgot my PIN" - Ask a manager. From the Team screen they can tap your name → Reset PIN → enter a new 4-digit PIN. Tell them in private; PIN reset is logged in activity. ### "The app icon disappeared from my home screen" - iOS sometimes evicts inactive PWAs after ~30 days. Just go back to **checklists.pisc3s.com** and Add to Home Screen again. Your saved data is still there. ### "I want to log out from a shared phone" - Tap your avatar (top right) → Sign out - Or hold the home screen icon and remove it after your shift if it's a one-time-use device ### "I can't open the app at all" - Are you connected to the internet *right now, for the first time today*? The very first load needs Wi-Fi. After that, offline is fine. - Try uninstalling (long-press icon → Remove) and reinstalling from the website. --- ## 8. Privacy & Security - Your PIN is stored encrypted. The app never sends your real PIN over the network after login — only a verified token. - Other staff cannot see your PIN, only your name and role. - Photos and signatures are stored on Pisces' servers, not on your phone permanently. - Activity logs are kept for 90 days. If you suspect someone has your PIN, ask a manager to reset it immediately. --- ## 9. Quick Reference | Action | How | |--------|-----| | Sign in | First name + 4-digit PIN | | Admin sign in | PIN `0000` | | Check item | Tap the circle | | Save count/note | Just type — auto-saves | | Sign checklist | Bottom of template → Sign Off button | | See sync status | Top of screen — green/gray dot | | Forgot PIN | Manager resets it | | Install on phone | Safari/Chrome → Share/Menu → Add to Home Screen | | Sign out | Avatar (top right) → Sign Out | --- ## 10. Need Help? - Tap the **gear icon → Help** to see this guide on your phone - Use the **Send Feedback** button (in PiscesHQ, if you have access) to report a bug or request a feature - Or message your manager — they can escalate to the dev team That's it! When in doubt: just check off your items and let the app sync in the background. It's designed to forgive bad Wi-Fi and slow phones.