BusinessOps360 Help Portal
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Quote to Invoice
  • Quoting a customer, and getting paid
  • Logging a service request from the sales desk
Break-Fix Service Request
  • Logging a breakdown call and getting it fixed
AMC Contracts & Preventive Maintenance
  • Selling an AMC and getting the maintenance visits scheduled
  • Scheduling maintenance for a unit under warranty
Customer Portal Service Requests
  • Reporting a problem with your equipment
Getting Started
  • How do I sign up for BusinessOps360?
  • Which modules can I choose, and how do they fit together?
  • How do I sign in to my BusinessOps360 workspace?
  • I forgot my password — how do I reset it?
  • I was given a temporary password — how do I set my own?
  • How do I change my password?
  • How do I invite teammates to my workspace?
  • How do I reset a user's password? (Tenant Admin)
  • How do I export my workspace data?
Sales — Quotes & Orders
  • How do I create a quote?
  • How do I submit a quote, and will it need approval?
  • How do I approve or reject a quote waiting on me?
  • How do I send a quote and record the customer's response?
  • How do I revise a quote?
  • How do I convert an accepted quote into a sales order?
  • How do I work a sales order from confirm to delivery?
Invoicing & Payments
  • How do I issue an invoice?
  • How do I record a payment against an invoice?
  • How do I mark an invoice as sent, or void a wrong one?
  • How do I see what's owed and chase unpaid invoices?
Service Requests & Dispatch
  • How do I create a service request?
  • How do I use the Dispatch Board?
  • How do I assign, schedule, or reassign an engineer?
  • How do I approve or reject an engineer's job-cancellation request?
  • How do I edit, cancel, reopen, or comment on a service request?
  • How do I send the Field Service Report (FSR) to the customer?
  • How do I correct (revise) a Field Service Report?
  • Where do I see service performance and SLA reports?
Assets (Installed Base)
  • How do I find and view an installed-base asset?
  • How do I edit an asset, its status, components, or battery banks?
Field Engineer — Mobile App
  • How do I sign in to the BO360 Field Service app?
  • How do I see and open my jobs?
  • How do I move a job through its stages?
  • What's the difference between "End Work" and "Complete Job"?
  • How do I fill in the Field Service Report (FSR)?
  • How do I capture signatures (and what if the customer can't sign)?
  • What happens when I work with no signal?
Customer Portal
  • How do I sign in to the customer portal?
  • I'm served by more than one agency — how do I switch between them?
  • How do I raise a service request in the portal?
  • How do I track my service requests?
  • Will I get updates on my request?
  • How do I see and pay my invoices in the portal?
  • How do I check my equipment, warranty, and AMC contracts?
  • How do I rate a completed visit?
Support & Help
  • How do I raise a support ticket?
  • How do I open the Help Center?
Troubleshooting — "Why can’t I…?"
  • Why does the mobile app say it's for field engineers only?
  • My sign-in code didn't arrive by SMS
  • The "Sign in" link on the signup page doesn't work — where do I sign in?
  • Why was I suddenly logged out of the customer portal?
  • Why does my quote need approval?
  • Why can't I revise my quote after converting it?
  • Why doesn't the "Deactivate" option on a quote do anything?
  • Why can't I cancel this sales order?
  • Why can't I void this invoice?
  • Why is my service request flagged "Needs info"?
  • Why can't I close (or reopen) a service request?
  • My trial expired and now every page says "not found" — what do I do?
Account & Billing
  • How do I subscribe and pay by NEFT?
  • What's on my subscription invoice?
  • When does my subscription renew, and will I be reminded?
  • What happens when my trial ends?
Is This Supported?
  • Is Service Sales (AMC, PM plans, service-sales quotes) available in the web app?
  • Can customers pay invoices online through the portal?
  • Can I issue a credit note?
  • Does BusinessOps360 do e-invoicing, e-way bills, or GST return filing?
  • Can I use other currencies or languages?
  • Does BusinessOps360 send SMS notifications?
  • Does BusinessOps360 have a leads / inquiry pipeline?
  • Can I add or remove modules myself?
Home / Account & Billing

Account & Billing

Subscriptions, NEFT payment, renewals, and what’s on an invoice. — 4 articles

How do I subscribe and pay by NEFT?

On the Billing page click Subscribe via bank transfer, pick your modules and billing cycle, transfer the amount by NEFT using the reference code shown, then tell us the UTR and transfer date. We verify within one business day and activate your subscription.

Tenant Admin / Owner

What's on my subscription invoice?

Your BusinessOps360 subscription invoice is a proper GST tax invoice — it shows both GSTINs, the GST split (CGST + SGST or IGST), the SAC code for the service, and the amount you paid. You can download it as a PDF from the Billing page.

Tenant Admin / Owner

When does my subscription renew, and will I be reminded?

Your Billing page shows your renewal date, and you're emailed reminders 14 days and 3 days before it. To renew, you make another NEFT transfer — the same way you first subscribed.

Tenant Admin / Owner

What happens when my trial ends?

The free trial runs for 14 days with full access. When it ends, the workspace is locked until you subscribe. You can't reactivate it from inside the app — subscribe by NEFT and contact BusinessOps360 to reopen it if it's already locked.

Tenant Admin / Owner
Built from the live product — screens shown are from a demo workspace.