BizOS on your phone

You are rarely at a desk when the work happens. A customer pays at the counter, a technician finishes on a rooftop, a lead calls while you are at a supplier. The BizOS phone app lets the office bill, collect and follow up from anywhere, and gives field technicians a small app of their own that shows only the jobs they are on. Both views use the same live data as the web app.

Which view will I see?

The app decides from the member's role, not from a setting you choose. A role that sees the whole business gets the office view. A role limited to assigned work gets the field view. Of the six fixed roles, only Field technician is limited this way; an extra role made by BizOS support with the same limit gets the field view too.

If a member's role changes, or they switch to another business where they hold a different role, the app moves them to the right view by itself.

What can the office do from the phone?

The office view is built for running the day away from the desk:

• Invoices tab — invoices, quotations and (when your business uses them) sales orders, each opened from one tab. New invoices and quotes open a full-screen composer.
• Jobs — the jobs board with your own stages, crews and assignees.
• Ask BizOS — type, record a voice note or photograph a bill, and Ask BizOS does the work.
• Dashboard — today's picture: what came in, what is due, who to chase.
• More — customers, payments, expenses, cash in hand, leads, follow-ups, the daily Brief, items and stock, equipment, deliveries, reports, and common settings such as billing defaults, invoice design and logo, team, WhatsApp templates and notifications.

A tile or tab the member's role cannot open is not drawn at all. Members who work at more than one branch get a branch switcher under More; everything they see then narrows to that branch.

What does a field technician see?

The field view is deliberately small. It answers three questions: what am I doing today, what am I delivering, and what is with me.

• Jobs — the jobs they crew. From a job they can call the customer, open directions, start and stop time, add materials used, take before and after photos, and mark the job complete with the customer's signature (or skip the sign-off when the customer is not there). The job's own invoice and UPI QR are reached from the job, so they can collect on site without seeing every other bill.
• Deliveries — the deliveries assigned to them. They can share the confirmation link with the customer or record the acceptance themselves, which is always labelled as staff-recorded.
• Me — notifications, a button to call the office, equipment they are holding, and, where the role allows, their leads, follow-ups, expenses, cash in hand, an item lookup and Ask BizOS.

How do I start using the app?

Billing from the phone

Invoices and quotations share one composer, so learning one teaches the other. Totals update as you type: line by line, then the order discount, then GST on the discounted amount. The server recalculates on save, so the number the customer sees is never a phone-side guess. Custom fields appear on these forms exactly as on the web, including the required ones, and measured lines (length × breadth, or a tailor's sizes) work in the composer too.

Push notifications

Signing in registers the phone for push. A notification opens the screen it is about; if the phone has no such screen, or your role may not open it, you land on your usual tab instead. What reaches you is set per event under Settings → Notifications in the app or under Settings → You → Notifications on the web. See Notifications & push.

Updates

The app updates through the store like any other app. BizOS keeps a minimum supported version: if your copy is too old to work safely with the current BizOS, the app asks you to update before going further, instead of failing mid-task. A newer version that is optional shows a reminder you can dismiss. Keeping auto-update on means you will rarely see either.