Clients
Keep contact details and customer history together, so your team has the context it needs before the next job.
- Customer profiles
- Connected jobs and invoices
The BusinessOS workspace
Everything in motion.All in one place.
From the first customer request to the final invoice, BusinessOS keeps the work and the details connected.
BusinessOS dashboard
Built around the work
The tools you open every day.
Customer information, active work, appointments, and billing belong in the same workspace. Here is what you can do in BusinessOS.
Jobs
Track work from creation through completion with status, scheduling, notes, and customer details in one place.
- Job details and progress
- Shareable customer job page
Schedule
See what is on the calendar and keep scheduled work connected to the people and jobs behind it.
- Calendar views
- Upcoming work at a glance
Invoices
Create detailed invoices, track their status, and give customers a link to view what they owe.
- Line items and totals
- Shareable invoice page
Appointment forms
Build forms for the requests your business receives and share a public link with customers.
- Custom form fields
- One link to share
Submissions
Review incoming appointment requests, update their status, and keep internal notes as your team follows up.
- Request status
- Internal follow-up notes
Your day at a glance
Open the app and know what needs attention.
The dashboard brings today’s work, upcoming jobs, invoices, and recent activity into view. Your team can move from the overview into the details without losing the thread.
Today
See the schedule
Know what work is lined up.
Next
Track upcoming jobs
Stay ahead of what is coming.
Billing
Review invoices
Keep tabs on open work.
Activity
Follow the details
Find recent updates faster.
Made to share
Give customers a clear next step.
Share an appointment form to collect requests, a job page to show progress, or an invoice link when it is time to review the bill.
01
Request an appointment
Send your form link and collect the details you need.
02
Follow a job
Let a customer view the progress of their work.
03
View an invoice
Give customers a direct way to see invoice details.
Ready to get your business organized?
Create your business workspace and get 14 days to explore BusinessOS.