The foundation and the build
Start with a head start. Make every part your own.
Your team is not waiting on a blank system while discovery happens. The base foundation already runs, and everything beyond it is scoped and built around the way your company actually works.
A useful foundation, not a fixed product
Start with a head start. Make every part your own.
The base BusinessOS already contains working modules, so your team is not waiting on a blank system while discovery happens. Modules can be enabled or disabled, and access is controlled through roles and permissions.
Built into the starting foundation
Communication & AI
Team Chat
Real-time direct messages, group chats, file sharing, reactions, threads and unread badges.
AI Assistant
Answers from company data by default — documents, procedures, announcements, directory, calendar and opted-in chat history.
Company Information
Announcements
Published updates with pinning.
Documents / Procedures
Policies and procedures with acknowledgment tracking.
Directory
Staff, roles, departments and contact information.
Calendar
Events, recurring items and US holidays.
Apps
Quick-access links to external tools.
Operations
Helpdesk
IT request tickets and status tracking.
Maintenance
Facilities and equipment work orders.
Files
Internal storage, sharing and previews.
People & Administration
HR
Onboarding, offboarding and PTO tracking.
Administration
Dashboard, module toggles, team and role management, groups and branding.
Change any feature. Remove any module. Build something entirely different.
The foundation accelerates your start—it does not define your limits. The external demo shows this starting foundation, so you can see the ground you begin from before we design what goes on top.
Custom capabilities we can scope and build
Explore what your Business OS could include.
120 capabilities across 16 areas of a business. These are things we can design and build for you — distinct from the modules already in the starting foundation. Complexity, integrations and scope are assessed together with your team.
Showing a curated selection
Contacts
One record per person, with every call, email and document attached to it.
Accounts
Company-level view of sites, contracts, contacts and open work in one place.
Leads
Capture enquiries from forms, email or import and qualify them against your own rules.
Opportunities
Value, expected close date and required scope held against the account.
Pipeline management
Stages that match how your team actually sells, with entry and exit criteria.
Activity tracking
Calls, meetings and notes logged against the account without a separate tool.
Follow-ups
Automatic next-step reminders so nothing stalls quietly after a good meeting.
Territories
Route and report on accounts by region, industry or named-account ownership.
Forecasting
Weighted pipeline views built from your stages, not a vendor's default model.
Quotes
Generate priced quotes from your catalogue with approval rules for discounts.
Proposals
Assemble proposal documents from approved content blocks and track what was sent.
Renewals
Contract end dates raise renewal work early instead of surfacing after they lapse.
Ticketing
Every request becomes a tracked item with an owner and a status the customer can see.
Routing
Send requests to the right queue by product, region, customer tier or keyword.
Service requests
Structured request types that collect the right information the first time.
Escalations
Age, severity or customer tier raise a case to a named person automatically.
SLA tracking
Response and resolution clocks with warnings before a commitment is missed.
Customer portals
A branded place for customers to log requests and follow progress themselves.
Knowledge bases
Answers written once, reused by agents and offered to customers before they ask.
Satisfaction surveys
Short post-resolution feedback tied back to the team and the request type.
Tasks
Owned, dated work items that live with the project rather than in someone's inbox.
Boards
Visual stages for delivery work, configured per team rather than one house style.
Milestones
Dated commitments that roll progress up for leadership and customers.
Dependencies
Make it obvious what is blocked and what unblocks it when a date moves.
Resource planning
See who is committed, to what, and where the next job can actually fit.
Time tracking
Hours recorded against the job so cost and capacity are real numbers.
Project budgets
Track committed and actual spend against plan as purchases and hours land.
Approvals
Route scope changes, spend and sign-offs to the person who decides.
Client updates
Share progress from the same data the team works in, without rewriting it.
Applicant tracking
Applications, stages and interview notes held against each role you are filling.
Recruiting pipelines
Stage-by-stage hiring views with the responsibilities and dates made explicit.
Onboarding
One new-hire record starts equipment, access, training and paperwork.
Offboarding
Reliable return of equipment, removal of access and handover of responsibilities.
PTO
Requests, approvals and balances visible to the employee and their manager.
Employee records
Role, department, manager, documents and history in one governed place.
Reviews
Scheduled performance conversations with prompts and a written outcome.
Skills
A register of who can do what, used for staffing and for training plans.
Training
Assign, schedule and evidence required and optional learning by role.
Policy acknowledgments
Issue a policy version and see exactly who has confirmed reading it.
SOPs
Written procedures kept current, versioned and linked to the work that uses them.
Recurring checklists
Daily, weekly and monthly routines that appear on the right list at the right time.
Inspections
Structured on-site checks with photos, results and follow-up actions.
Incident tracking
Record what happened, what was done, and what changed as a result.
Corrective actions
Assign, date and verify fixes so findings actually close.
Quality assurance
Checks against defined standards with the evidence stored alongside.
Document control
Controlled versions, owners and review dates for documents that matter.
Approval workflows
Route anything that needs a decision to the right person with a record of it.
Service desk
Internal IT requests with categories, priorities and a status people can see.
Asset inventory
Every device and its status, location, warranty and history in one register.
Equipment assignment
Who currently holds what, from issue to return, with acceptance recorded.
Software license records
Track entitlements, renewal dates and who is actually using each seat.
Access requests
Request, approve and record system access with an auditable trail.
Change requests
Proposed changes with impact, approval and a scheduled implementation window.
Vendor records
Suppliers, contracts, contacts and renewal dates held in one place.
Work orders
Reported faults become dated, owned jobs with full asset context attached.
Preventive maintenance
Schedules by time or usage that raise the job before something fails.
Equipment history
Every intervention on an asset, ready for budget and replacement decisions.
Technician scheduling
Assign work by skill, location and availability instead of by phone call.
Dispatch
Send the day's jobs to the field with routes, access notes and priorities.
Mobile forms
Complete job cards, readings and photos on a phone, including offline capture.
Service records
Signed-off records of work done, ready for customers and for compliance.
Stock records
Live quantities by item, with movements recorded as work consumes them.
Locations
Stock held across stores, vans and sites, each with its own counts.
Reorder alerts
Minimum levels that raise a purchase request before you run out.
Purchase requests
A simple internal ask that captures what is needed, why and by when.
Purchase orders
Approved orders to suppliers, linked to the job or budget that drove them.
Receiving
Record deliveries against orders, including partial and over-receipts.
Supplier management
Supplier records, agreed pricing, lead times and performance history.
Barcode workflows
Scan to issue, receive, count and move stock without typing codes.
Expense submissions
Employees submit costs with receipts; approvals follow your own thresholds.
Invoice approvals
Route supplier invoices for coding and approval against the original order.
Budget tracking
See committed and actual spend against budget as the work happens.
Purchase approvals
Spend limits and approval chains that reflect your delegation of authority.
Billing workflows
Prepare what should be invoiced from delivered work, ready for accounting.
Accounting integrations
Exchange approved transactions with your accounting platform; it stays the system of record.
Campaign planning
Campaigns with owners, dates, deliverables and a visible status.
Content calendars
What is publishing where and when, shared across the team.
Creative requests
A structured intake for design and content work with clear priorities.
Asset libraries
Approved logos, images and templates with versions and usage rules.
Lead capture
Web and event enquiries arriving directly as qualified records in your CRM.
Marketing approvals
Review and sign-off on outbound material, with the record kept.
Chat
Direct and group conversation attached to the work being discussed.
Announcements
Published company updates with pinning, so news does not get lost in email.
Employee directories
Who does what, in which department, and how to reach them.
Document libraries
Shared storage with permissions, versions and preview in the browser.
Procedures
How-we-do-it content maintained alongside the systems it describes.
Meeting actions
Decisions and actions captured as owned tasks instead of buried in notes.
Internal search
One search across documents, procedures, records and announcements.
Shared calendars
Team and company calendars with recurring events and holidays.
Appointments
Bookable slots for internal or customer meetings, with confirmations.
Shifts
Rosters that reflect coverage requirements, availability and skills.
Rooms
Room booking with capacity and equipment, visible to everyone.
Equipment reservations
Reserve shared kit and vehicles with clear collection and return times.
Availability
A dependable view of who and what is free before you commit to a date.
Intake
Customers and partners submit requests into your process, correctly structured.
Document exchange
Send and receive documents securely without long email chains.
Approvals
External sign-off captured with a date, a name and a record.
Order status
Let customers see where their order is instead of calling to ask.
Project visibility
Share the milestones and progress you choose to share, live.
Service requests
A single front door for support that lands in the right queue.
Partner onboarding
Collect documents, agreements and details from new partners in one flow.
Operational dashboards
Live views of the work in progress, by team, customer or site.
KPI tracking
The measures you actually manage by, calculated from source records.
Cross-department reports
Reports that span sales, delivery, people and purchasing at once.
Scheduled reports
Delivered to the right inboxes on the right day, without anyone building them.
Exception alerts
Get told when something is late, over budget or stuck, as it happens.
Forecasting workflows
Combine pipeline, capacity and commitments into a forward view.
Company knowledge assistants
Ask questions and get answers drawn from your own documents and records.
Document extraction
Pull structured fields out of invoices, forms and PDFs instead of typing them.
Classification
Sort incoming requests, documents or messages into the right category.
Summaries
Condense long threads, tickets or documents into what someone needs to act on.
Drafting assistance
First drafts of replies and documents, using your own approved content.
Workflow triggers
Events in one part of the business start the next step in another.
Reminders
Nudges based on real status, not a calendar entry someone has to maintain.
Human review and approval
Automated output waits for a person to check it wherever the stakes require.
Role-based permissions
Access defined by role and department rather than granted case by case.
Audit trails
A record of who changed what and when, on the records that matter.
Retention workflows
Keep and dispose of records according to the schedule you set.
Policy tracking
Owners, review dates and acknowledgment status for every policy.
Compliance evidence collection
Gather the evidence your own audits ask for as work happens, not afterwards.
Not listed does not mean not possible. If the thing you need is specific to your industry, that is usually the most valuable part to build.
Regulated financial functions and compliance certifications are not included. Payroll, payment processing, accounting engines and other specialist services are treated as integration opportunities, with the specialist platform remaining the system of record.
Integrate or replace
Keep what works. Connect the rest. Replace what holds you back.
Most companies arrive with a stack that grew one decision at a time. We go through it with you, system by system, and decide what earns its place.
Platforms we commonly assess
- Salesforce
- ServiceNow
- HubSpot
- Microsoft 365
- Google Workspace
- Slack
- Asana
- Monday.com
- QuickBooks
- Xero
- Jira
- Zendesk
- SharePoint
- DocuSign
- and whatever else you run
Named as examples only. We are not a partner or reseller of these platforms, we do not ship prebuilt connectors for them, and we do not claim complete feature parity with any of them.
Integrate
The platform does its job well, your team knows it, and it exposes a usable interface. We connect to it so information flows both ways and stops being re-keyed.
Replace selected functions
You are paying for a large platform to do one or two things that a purpose-built capability would do better, inside your own system, without per-seat cost.
Leave it alone
Sometimes the honest answer. Specialist systems — payroll, payment processing, accounting engines — usually stay exactly where they are, connected rather than rebuilt.
Final invitation
What would your business look like with fewer steps?
Tell us about the systems that don't talk to each other, the process that still runs on a spreadsheet, the report someone rebuilds every month. That conversation is how every Business OS we build starts.