Troubleshooting — "Why can’t I…?"
The most-searched section — blocked states and what to do about them. — 12 articles
Why does the mobile app say it's for field engineers only?
The BO360 Field Service mobile app admits only users with the Field Engineer role. Sales, coordinator, manager, admin, and owner accounts are refused at sign-in — by design. Use the web workspace instead.
My sign-in code didn't arrive by SMS
BusinessOps360 sends every one-time code by email, never by SMS. Check your email inbox (and spam folder), not your phone's messages.
The "Sign in" link on the signup page doesn't work — where do I sign in?
The marketing/signup site doesn't have a working sign-in link. Sign in at your own workspace address — yourslug.businessops360.com/login — not from the signup page.
Why was I suddenly logged out of the customer portal?
Either your 8-hour session simply expired, or your agency has changed your access. If signing in again doesn't fix it, your access to that agency's portal may have been removed — contact the agency.
Why does my quote need approval?
A quote is routed for approval if its grand total is above the approval threshold (default ₹1,00,000) or if any line is quoted below its list price. If neither is true, it's approved automatically.
Why can't I revise my quote after converting it?
Once a quote is converted into a Sales Order it becomes Converted, which is permanent. To sell again, raise a brand-new quote — even if the Sales Order was later cancelled.
Why doesn't the "Deactivate" option on a quote do anything?
Deactivating a quote isn't available in this version — the menu item only shows a "coming soon" message. Quotes retire on their own by reaching a terminal status.
Why can't I cancel this sales order?
A Sales Order can only be cancelled while it's Draft or Pending Dispatch with nothing dispatched yet, and you must attach a proof file. Once anything has shipped, cancellation is no longer possible.
Why can't I void this invoice?
An invoice can only be voided while it is Issued, has never been marked as sent, and has no payments. Once it's been sent to the customer or has any payment, void is gone for good.
Why is my service request flagged "Needs info"?
The request was created from an asset that's missing site details — a primary contact and/or a shipping address. Fill those in on the request and the flag clears by itself.
Why can't I close (or reopen) a service request?
There's no manual "Close" button — a completed request closes automatically overnight after a grace period. And you can only reopen a request while it's Completed; once it's Closed, reopening isn't possible.
My trial expired and now every page says "not found" — what do I do?
When a trial expires, the workspace is locked and its pages stop loading. You can't reactivate it yourself from inside the app — contact BusinessOps360 / your Kaara representative to subscribe and have the workspace reopened.