Free Trial: 30 days left
Dashboard
Dashboard View
Choose whether you want to see daily, weekly, or monthly information.
Quick Actions
⚡ Quick Phone Visit
Enter the client phone number and check them in. For one-day visitors use 🎟️ Visitor.
⚡ Financial Summary
📋 Overdue Clients
👥 Recent Visits
🔧 Open Repairs
📅 Upcoming Appointments
📦 Low Stock Alerts
🧾 Outstanding Invoices
🔔 Upcoming Follow-ups
🔧 Open Work Orders
📋 Pending Quotes
🛒 Purchase Orders
🎯 Active Leads
⚠️ Open Incidents
🔧 Overdue Maintenance
📅 Today's Bookings
⏱️ Unbilled Time
💵 Cash Drawer
🎯 Goals Progress
🔁 Recurring Billing
🎂 Upcoming Birthdays
🤝 Top Referrers
📢 Announcements
⭐ Client Satisfaction
✅ Daily Tasks

The administrator creates tasks. Staff only see them and can mark whether the task was completed or could not be done.

📋 Task List
Recent Notifications
All Notifications
Phone Number
Enter the number
Name Search
Search by full name
Code Scanner
Scan the barcode
📅 Today's Visits
Latest 20
ClientRecurring FeeBalance Due Next DueStatusLast PaymentActions
📋 Timesheet Log
StaffClock InClock OutHoursPay
💵 Weekly Payroll
Auto-history · updates every Monday
🕒 Clock In / Clock Out
Staff can only use this tab to clock in and out. The administrator can view all records and hours worked.
👷 Staff Status
📋 Recent Records
StaffNumberClock InClock OutHours
Pay PeriodEmployeePay TypeGross PayDeductionsNet PayStatusActions
💵

No Payroll Runs Yet

Create payroll runs to track employee wages and deductions.
# Client Date Valid Until Amount Status Actions
PO #VendorOrder DateExpectedTotalStatusActions
#NamePhoneService InterestDate AddedWait TimeStatusActions
CodeDescriptionDiscountUsesExpiryStatusActions
ClientTierPointsLifetime PtsLast ActivityActions
TitleClientTypeValueStartEndStatusActions
VendorCategoryContactPhoneEmailRatingStatusActions
🏭

No Vendors Yet

Add suppliers, contractors, and service providers.
Due DateVendorCategoryReference #AmountPaidBalanceStatusActions
# Title Client Assigned To Priority Due Est. Hrs Status Actions
# Client Date Due Amount Status Actions
CodeRecipientOriginal ValueBalanceIssuedExpiresStatusActions
🎁

No Gift Cards Yet

Issue gift cards to clients and track balances.

Session Transactions

Session History

Spending vs Budget

💚 Revenue / Income

❤️ Expenses

Manual Adjustments

DateClientCategoryRatingCommentActions
0 of 0 done
Closing tasks for today
Customer Deposit Tracker
Track deposits held for future services or products
Client Purpose / Job Date Received Amount Applied Toward Due / Event Date Status Notes Actions
Marketing / Campaign Tracker
Plan, track, and measure marketing campaigns and promotions
Campaign Name Channel Start End Budget Spent Leads Conversions Revenue ROI Status Actions
Vendor Price Comparison
Compare prices for the same item across multiple vendors to find the best deal
Staff Availability Preferences
Track each staff member's preferred days, hours, and scheduling constraints
Tax / Estimated Payment Log
Track tax obligations, estimated payments, and filing deadlines
Tax Type Period / Label Due Date Amount Due Amount Paid Date Paid Status Reference # Notes Actions
Inventory Stocktake
Record physical counts and compare against system quantities
Item / Product Category System Qty Counted Qty Variance Unit Cost Value Impact Notes Actions
Client Blacklist / Do Not Serve
Flag clients who should not be served or require extra caution
Client Name Phone / ID Date Added Reason Severity Added By Review Date Status Actions
Equipment & Key Checkout Log
Track who has equipment, keys, or assets checked out
Item Type Checked Out To Date Out Due Back Date Returned Condition Out Status Actions
Waste & Spoilage Log
Track inventory lost to spoilage, damage, theft, or expiry
Date Item / Product Category Qty Lost Unit Est. Value Lost Reason Logged By Actions
Staff Loan Tracker
Track cash advances and loans issued to employees
Date Issued Staff Member Loan Amount Repaid Outstanding Reason Status Actions
Staff Disciplinary Log
Track warnings, write-ups, and performance actions
Date Staff Member Type Reason / Summary Manager Follow-Up Acknowledged Actions
Customer Complaint Tracker
Log, assign, and resolve customer complaints and feedback
Date Client Category Summary Priority Assigned To Follow-Up Status Actions
Business Licenses & Permits
Track licenses, permits, registrations, and renewal deadlines
License / Permit Type License # Issuing Authority Issue Date Expiry Date Status Cost Actions
Current Balance
$0.00
DateClientTypeDirectionDurationOutcomeSummaryActions
DatePurposeFrom → ToCategoryMilesVehicleEst. DeductionActions
ℹ️ IRS standard mileage rate: $0.70/mi (2025). Update in

🔧 Maintenance Schedule

Track recurring maintenance tasks, equipment checks, and scheduled upkeep.

Opening the hotel system…

📅 Room & Resource Booking

Manage rooms, equipment, and other resources with conflict-free scheduling.

Resources:

📊 Daily Business Snapshot

A live read-across of your whole business — every key metric in one place.

📝 Daily Notes
📅 Recent Daily Notes

🎯 Goal Tracker

Set business goals, log progress, and celebrate milestones.

⏱️ Time Tracker

Track billable hours by client and project. Start a live timer or log time manually.

⏱ Live Timer
00:00:00
👤 Tips by Employee
DateEmployeeAmountMethodClientNotesActions
💰

No Tips Logged Yet

Track tips received by your staff.

✉️ Message Templates

Store reusable messages for clients, invoices, follow-ups, and more. Copy with one click.

Item SKU Category Qty Low-Stock At Unit Cost Total Value Status Actions
Date Category Description Method Amount Actions
🔁 Recurring Expenses
NameCategoryFrequencyAmountNext DueStatusActions
🏢 Business Information
No logo
🕘 Business Hours
🧩 Industry Features
Turn features on or off for your industry. Disabled features are hidden from the menu — your data is kept and comes back when re-enabled.
🛟 Automatic Backups
Checking your backups…
💾 Data Management
v2 — USA sample data for your industry
Adds additional days to the trial period
Permanently deletes all local data
🌐 Language / Idioma
Change the language of the entire application
ℹ️ System Information
📜 Terms & Conditions
The agreement that governs use of this software, in plain language. Share this with your team, or link to it from your own website or client agreements.
Last updated: October 4, 2026
🤖 Support Assistant
Local Help Mode
Active now. Answers come only from this app's own built-in knowledge base — nothing leaves the browser.
● Active
BusinessOS User Guide
Complete reference for managers, front-desk staff, and staff. Learn every module, understand every status, and run your business with confidence.
📖 Full Reference v2.0
🚀 Daily Workflow — Start Here Recommended
1
Open the Dashboard
Every day starts here. Review your client count, today's visits, overdue payments, and any assets alerts. It gives you the full picture in seconds.
2
Handle Overdue Alerts
The dashboard highlights clients who are overdue or due soon. Click their name to go directly to their payment record and collect.
3
Check In Arriving Clients
When a client walks in, go to Visit. Search by phone number, name, or scan their barcode. The system instantly shows their payment status.
4
Collect Payments
If a client owes money, go to Payment Control → find their name → click Register. Enter amount, date, and payment method. A receipt is generated automatically.
5
Clock Staff In/Out
Go to Attendance. Staff enter their staff number and press Clock In when they arrive and Clock Out when they leave. Hours and pay are calculated automatically.
6
End-of-Day Review
Go to Reports to see how the day went — revenue collected, visits, and payroll cost. This is your business snapshot.
⚡ First-Time Setup Checklist
1
Set Business Name & Address
Go to Settings → enter your business name and address. This appears on all receipts.
2
Add Your Clients
Go to Clients → click + Add Client. Fill name, phone, recurring rate, and next payment due date.
3
Add Your Staff
Go to Staff (admin only) → click + Add Staff. Set their role and hourly rate.
4
Choose a Theme
Go to Settings → pick Light, Dark, or a custom accent color.
🔑 Key Concepts
Client StatusEach client is automatically marked Paid, Due Soon, Overdue, or Inactive based on their next payment date.
Admin vs StaffAdmins see everything. Staff can check in clients and process payments but cannot edit staff or see reports.
ReceiptsEvery payment automatically creates a receipt stored in Payment Control → Receipt History.
Data StorageAll data is saved in your browser's local storage. It persists between sessions on the same device.
📊 Dashboard — Your Business at a Glance

The Dashboard is the home screen. It gives you a live summary of every key metric without needing to dig into individual sections.

1
Stat Cards (Top Row)
Shows total clients, active clients, today's visits, revenue collected, and payroll cost — all for the selected time range (Today / This Week / This Month).
2
Time Range Filter
Use the Today / Week / Month buttons at the top to change what period the stats cover. The numbers update instantly.
3
Overdue Clients Dashboard
Clients with overdue or soon-due payments appear here with their name and balance. Click Collect Now to go straight to their payment form.
4
Recent Visits
A live list of the most recent client entries today. Useful for confirming who came in.
5
Quick Phone Lookup
Type a client's phone number directly in the dashboard to instantly see their status without switching to the Visit tab.
6
Assets Alerts
If any assets needs repair, a warning badge appears here. Click it to jump to the Assets section.
👥 Clients — Managing Your Client List
1
Adding a New Client
Click + Add Client in the top right. Fill in: Full Name, Phone Number, Recurring Rate ($), Start Date, and Next Payment Due date. Phone number must be unique.
2
Editing a Client
Click the ✏ pencil icon on any client row to open their edit form. Change any field and click Save.
3
Viewing Client Details
Click View to open a full profile showing their payment history, access code, and barcode for scanning.
4
Filtering Clients
Use the filter pills — All / Current / Due Soon / Overdue / Inactive — to quickly segment your list. Use the search bar to find by name, phone, or client ID.
🏷️ Client Status Explained
StatusMeaningAction Needed
✓ PaidNext payment due is more than 5 days away.None — client is current.
⚠ Due SoonPayment due within the next 5 days.Remind client. Collect when they arrive.
✕ OverduePayment due date has already passed.Collect payment immediately. Client may be restricted.
— InactiveClient has been manually marked inactive.Re-activate in the client edit form if they return.
💡
Status updates automatically every time the page loads — you don't need to manually change it. Just keep the Next Payment Due date accurate.
✅ Visit — Logging Client Arrivals

Use Visit every time a client arrives at the business. There are three ways to look them up:

📞
By Phone Number
Type the client's phone number. Results appear after 4+ digits. Click their name to check them in.
👤
By Name Search
Switch to Name Search mode. Type their first or last name. Select from the list that appears.
📷
By Barcode / QR
Switch to Barcode mode. Scan the client's card with a barcode reader or camera. Visit happens instantly.
Visit Results
✅ Welcome!
Client is current. Entry logged.
⚠ Payment Due Soon
Client is admitted but reminded to pay.
✕ Overdue
Client has an outstanding balance. Collect before entry.
💡
Today's visits are listed on the right panel so you can see at a glance who came in. The last 20 entries are shown.
💳 Payment Control — Collecting & Tracking Payments

Payment Control has two tabs: Client Status (who owes what) and Receipt History (every transaction ever recorded).

1
Collecting a Payment
Find the client in the list → click Register. A payment form opens showing their current balance. Enter the amount received, date, and payment method (Cash, Zelle, Venmo, etc.), then click Register Payment.
2
Printing a Receipt
After registering a payment, check "Print receipt after registering" in the payment form — a professional receipt will open automatically. You can also reprint any past receipt from the Receipt History tab.
3
Receipt History Tab
Click 🧾 Receipt History to see every payment recorded. Filter by Today / This Week / This Month / All, or search by client name, receipt ID, or note. Summary cards show total collected, receipt count, and average payment.
4
Reprinting a Past Receipt
In Receipt History, click the 🖨️ Receipt button on any row. The receipt opens in a print window with all the original payment details.
⚠️
If a payment is less than the recurring rate, the client's balance is reduced but their next due date does not advance. Only when you pay the full recurring amount does the next due date move forward by one month.
🧑‍💼 Staff — Staff Management Admin Only
1
Adding Staff
Click + Add Staff. Enter their full name, role (Team Staff, Front Desk, Manager…), and hourly pay rate. The system assigns them a unique staff number automatically.
2
Staff Cards
Each staff shows today's hours, weekly hours, monthly hours, and estimated monthly pay. A green dot means they are currently clocked in.
3
Timesheet Log
Scroll down to see the last 20 clock-in/clock-out records across all staff — who clocked in, when, for how long, and the pay earned for that session.
4
Payroll History
Weekly payroll is tracked automatically. Each Monday, the prior week closes and is archived. You can view weekly totals, filter by staff, and see running averages.
💡
Staff cannot see this section. They use the Attendance module to clock in/out using only their staff number — no admin password needed.
⏱ Attendance — For Staff
1
Clocking In
Go to Attendance in the sidebar. Type your staff number (e.g. 1001) and press ▶ Clock In. The system records the exact time.
2
Clocking Out
At the end of your shift, enter your staff number and press ⏹ Clock Out. Your hours worked and pay earned for that session are shown immediately.
⚠️
If you forget to clock out, your time will show as still active. Let your administrator know so they can correct the record.
🔧 Assets — Maintenance Tracking
1
Logging a Problem
Click + Add Assets Issue. Enter the assets name, describe the problem, set a status (Needs Repair / Under Repair / Working), and optionally enter the estimated repair cost.
2
Updating Status
As repairs progress, click ✏ to edit the record and change the status. When fixed, mark it Resolved — it will no longer appear in the dashboard alerts.
3
Repair Cost Tracking
Every repair cost entered here is included in the Reports section under operating expenses, giving you an accurate picture of your net revenue.
💡
The dashboard shows a red badge when any assets is marked Needs Repair or Under Repair. This ensures nothing gets forgotten.
📈 Reports — Business Intelligence Admin Only

Reports give you a full financial and operational view of your business for any time period. Use the range tabs to switch between Today, This Week, This Month, or set a Custom Date Range.

1
Revenue Summary
Total payments collected in the period, broken down by how many clients paid and the total amount outstanding.
2
Client Metrics
New sign-ups, active clients, total visits, and clients who have gone inactive in the period.
3
Payroll Cost
Total wages paid to staff based on clocked hours and hourly rates — compared against revenue collected.
4
Repair Costs
Assets repair expenses logged during the period, pulled from the Assets module.
5
Net Estimate
Revenue minus payroll minus repair costs. This is your approximate profit for the period.
6
Print Report
Click Print Report to get a clean black-and-white printable version of all report data.
⚙️ Settings — Customize Your System Admin Only
1
Business Name & Address
This appears on every printed receipt. Keep it accurate — include your full address for professional receipts.
2
Default Recurring Rate
When adding a new client, this rate pre-fills the recurring amount field. Change it to your standard client plan price.
3
Theme — Light / Dark
Switch between Light mode (clean white, professional) and Dark mode (dark blue, ideal for evening use or low-light environments).
4
Accent Color
Pick a custom color for buttons, active states, and highlights. Use the color picker or enter a hex code. Preset swatches are available for quick selection.
5
Admin Password
The 4-digit PIN that locks admin sections (Staff, Reports, Settings). Change this periodically for security.
💡
Settings are saved immediately when you click Save Settings. Changes to theme and accent color apply instantly across the whole app.
🔐 Roles & Access Control
FeatureStaff / Front DeskAdministrator
View Dashboard✅ Yes (limited)✅ Full access
Check In Clients✅ Yes✅ Yes
Add / Edit Clients✅ Yes✅ Yes
Delete Clients✅ Yes✅ Yes
Register Payments✅ Yes✅ Yes
View Receipt History✅ Yes✅ Yes
Clock In / Out (own)✅ Via Attendance tab✅ Yes
View / Add Staff❌ Locked✅ Yes
View Reports❌ Locked✅ Yes
Change Settings❌ Locked✅ Yes
View Payroll History❌ Locked✅ Yes
💡
To access admin sections, click the lock icon or navigate to a restricted section — a PIN prompt will appear. The default PIN was set during initial setup.
🛡️ Security Best Practices
1
Change the Admin PIN Regularly
Go to Settings and update your 4-digit PIN every few months, or whenever a staff client leaves.
2
Log Out When Leaving
Use the ↩ Return to Dashboard button at the bottom of the sidebar to lock the admin view when stepping away from the computer.
3
Back Up Your Data
BusinessOS backs up automatically every 30 minutes on the main computer. For extra safety, go to Settings → Backups and choose a second folder (a USB stick or a cloud folder) so a copy is kept off this computer.
BusinessOS
Choose how you want to sign in
Forgot your password? Ask your administrator to reset it.
Create your admin account
Your business is set up. This is the owner login with full access. You can add your team later.
Keep your password somewhere safe — there is no email reset.
New password
Set a password to continue.
You're using a temporary password.
Sign out instead