Getting started

Quick start

From empty workspace to your first sent quote in about ten minutes.

  1. 1Fill in your company once, Settings → Company: name, address, VAT ID, bank details and logo. Every document and form reuses them.
  2. 2Add your first contact, or let a form collect it for you.
  3. 3Hit Create and start a quote. Pick the client, add line items (or draft them from a briefing with AI), and share the link.
  4. 4Your client opens the link, reads, and signs online. The status moves on its own: sent → viewed → signed.
  5. 5Turn the signed quote into an invoice, send it the same way, and record the payment when it lands.
Everything in SystemOS is a shareable link. Documents, forms and booking pages all work without your client creating an account.

Where things live

  • Dashboard, the day's overview: KPIs, upcoming calls, your open todos, recent activity.
  • Documents: quotes, invoices, contracts, receipts and notes, organised in folders.
  • Forms: client intakes with their own share links.
  • Finance: money in, money out, and recurring costs.
  • Bookings: bookable call links backed by your availability.
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