BBizOS Docs
WhatsApp-first · Made for India

Run your business from your phone.

BizOS runs an Indian shop, distributor, service business or small contractor from one app — leads, quotations, sales orders, jobs, GST invoices, payment collection, stock across godowns and branches, AMC contracts, rentals and WhatsApp campaigns. It works alongside Tally from day one. It answers your three morning questions — what’s happening, what’s pending, who needs follow-up — and does the chasing on WhatsApp for you. This is the official documentation.

WhatsApp-first

Quotes, invoices and reminders go where your customers already are. They view and pay from a link — no app, no login.

Get paid faster

UPI QR, payment links into your own Razorpay account, and reminders that fire on a cadence you set.

Automation built in

Forty business events start multi-step sequences with conditions and waits, and a wait never ends in the 9 pm–9 am IST quiet hours.

Works on a weak signal

Bill offline and it syncs exactly once when the network returns — no duplicate invoices, no fabricated numbers.

What BizOS solves

Every line below is a sentence owners actually say. Follow the link for how BizOS handles it.

“I don’t know who owes me money.”

Invoices lead with balance due and age. Receivables ageing buckets it 0–30 / 31–60 / 61–90 / 90+, and overdue invoices surface on the dashboard every morning.

Invoices

“I keep forgetting to follow up.”

Follow-ups are a dated worklist with one-tap WhatsApp and call. Workflows create them for you and chase overdue invoices on a cadence you set.

Follow-ups

“My enquiries live in WhatsApp and get lost.”

A kanban lead board with your own stages, plus inbound capture from IndiaMART, Meta Lead Ads or your website, and idle-lead rules that nudge you.

Leads

“I don’t know what my staff did today.”

Jobs carry stages, assignees, time entries and materials. Reports show completion rate per person and collection per person; the cash drawer shows who is holding your cash.

Jobs

“Billing at the counter is too slow.”

A keyboard-first line editor where Enter means “next field”, a barcode rapid mode, and a local catalogue so item search and pricing never wait on the network.

Speed & offline

“My AMCs quietly expire and I lose the renewal.”

Contracts track AMC, warranty and subscription terms, auto-schedule every service visit at purchase, and remind before expiry.

AMC & contracts

“We type every bill twice — once for the customer, once into Tally.”

A small agent on the Tally PC imports your items, stock and godowns once, then pushes every BizOS invoice, receipt and credit note into the right Tally company, voucher type and ledgers.

Tally integration

“All my numbers are in Tally on the office PC — I can’t see them when I’m out.”

Connect Tally once and your customers with what they owe, your stock and the bills made in Tally are on your phone — and you can bill and collect from it, with Tally kept in step.

Tally data on your phone

“Our whole business is in Excel sheets.”

Customers, items, leads and opening dues import from a spreadsheet in four steps. GST maths, numbering, stock and reminders then happen on their own.

Excel to BizOS

“I need GST bills that are right, every time.”

Tax invoice or bill of supply follows your registration, CGST/SGST or IGST follows the place of supply, rates can be typed including GST, and GSTR-1 exports per GSTIN.

GST billing

“I have three shops and no idea which one is doing well.”

Branches keep their own numbering, stock, staff, prices and targets inside one business, with a switcher to see one branch or all of them.

Branches

The Tally alternative for running your whole business

TallyPrime keeps your books. BizOS runs the business: billing, stock, payment collection, customers and staff on your phone instead of one office PC. It is not another accounting package. A small agent on the Tally PC brings your customers, items, stock and godowns into BizOS once, so your Tally data is on your phone; from then on every bill made in BizOS reaches Tally by itself, and your CA keeps the books exactly where they are. Stop using Tally for daily work whenever you like — nothing is lost. Tally alternative → Tally data on your phone → Connect Tally step by step →

Browse the documentation

Every part of BizOS, explained for business owners.

Getting started

Every morning

Sales & CRM

Getting work done

Billing, GST & money

Tally integration

Marketing & automation

Set up & administer

Answers