Help & Support › Troubleshooting

Troubleshooting

Most issues have a quick fix. Work through the relevant section below — if you’re still stuck, email [email protected].

I Can’t Log In

• Check your email and password are entered correctly — passwords are case-sensitive
• Tap Forgot Password to reset via email or WhatsApp
• If using Apple or Google sign-in, ensure you’re logged into that account on your device
• If you’ve recently changed your Apple or Google password, sign out and back in on your device first

My Quote Won’t Send

• Check the customer has a valid email address (for email sending) or phone number (for WhatsApp)
• Ensure you have an active internet connection — pull down to refresh if offline
• Check your quote allowance — if you’ve reached your monthly limit you’ll need to upgrade

The App Shows Cached / Stale Data

You’re offline — look for the orange offline banner. Reconnect to the internet and pull down on any list screen to force a refresh. All changes made offline sync automatically once you reconnect.

My Logo Doesn’t Appear on the PDF

• Ensure your logo has been uploaded in Manage Company → Branding
• Logos must be JPG, PNG, or GIF and under 5 MB
• After uploading, regenerate the quote PDF — open the quote and re-send or re-download

Magic Mailbox Isn’t Picking Up My Emails Max

• Confirm the sending email address is registered as a Sender in Integration Hub → Magic Mailbox
• Allow a few minutes for processing — complex PDFs take longer
• Check your Import Queue — items may already be there waiting for review

The Camera Scan Isn’t Reading Correctly Pro Max

• Ensure good lighting — the scan works best in natural daylight or under a bright lamp
• Hold the camera steady and ensure the text is fully in frame before capturing
• Very small print or unusual fonts may not scan accurately — manual entry may be faster

Still Need Help?

Email us at [email protected]. We aim to reply within 24 hours. Priority support is included on the Max plan.