Documentation
Learn how to use the Business OS platform to manage your operations with peak efficiency.
Getting Started
Follow these core steps to get your workspace up and running in minutes:
Create an account
Sign up with your business email to start your journey.
Create a workspace
Set up a dedicated space for your team and data.
Add initial data
Import your products or sync your customer list.
Customize Dashboard
Arrange widgets to see what matters most.
Managing Products
Your Inventory, Simplified
Our product management system is built for speed. You can add items one-by-one or via bulk CSV import.
- Create products with rich descriptions and media
- Track inventory levels across multiple locations
- Define custom data fields for specific business needs
- Categorize and tag items for powerful filtering
Orders & Customers
Order Lifecycle
Track every transaction from pending to fulfilled. Connect orders directly to customer profiles to see purchasing trends over time.
Customer CRM
Maintain a clean database of every person you do business with. Store contact info, order history, and custom notes.
Power Search
Use our global search bar (Cmd+K) to find any order or customer instantly across your entire workspace.
Dashboard Customization
Add Widgets
Choose from a library of pre-built analytics and management modules.
Drag & Resize
Perfect your layout with a fluid grid system that adapts to your screen.
Save Layouts
Create multiple specialized dashboards for different team departments.
Team Collaboration
Roles & Permissions
Manage who can see and edit what. From "View-Only" guest roles to full "Owner" permissions.
- Invite via email
- Custom role definitions
- Audit logs for every action
Unlimited
On Business Plan
Ready to transform your business?
Start managing your operations with the efficiency of a world-class enterprise today.