Find your way around

BizOS keeps one short list down the side of the screen. Everything you do has one place to live, so you shouldn't need to learn a big menu.

What's in the sidebar

• Home shows what needs you now: what's waiting on you, today's schedule, recent activity and your pipeline.
• Inbox holds every text, email and website chat, one thread per person.
• Contacts is everyone you know. Tasks and Companies are tabs inside it.
• Pipeline shows the jobs you're chasing and what they're worth.
• Calendar shows your appointments and booking pages.
• Marketing is your website, emails, forms, reviews, links and files.
• Automations are the follow-ups that happen on their own.
• Payments is invoices, quotes, payment links and products.
• Reports tells you what's working.
• Apps is where you connect other tools and switch sections on or off.
• Learn is these guides, and Settings is for your business details, phone number and AI assistant.

On a phone, the bar at the bottom holds your main screens, and More opens the rest.

Add something from anywhere

Create, near the top of the sidebar, adds a contact, deal, task, invoice, quote, appointment or form without leaving what you're doing.

Jump straight to anything

1. Press Ctrl and K (⌘ and K on a Mac), or click Search or jump to at the top of the sidebar.
2. Type what you're after. Older names work too, so "estimates" finds Quotes and "smart lists" finds your lists.
3. Press Enter to go there.

If you like the keyboard, press G and then a letter to jump to a section: G then I for Inbox, C for Contacts, P for Pipeline, A for Calendar, Y for Payments, M for Marketing, W for Automations, R for Reports, S for Settings and T for Home.

Your profile

Click your name at the bottom of the sidebar for Your profile, Notifications and Sign out.