DecisionOSGuide Open DecisionOS
DecisionOS · User guide

Learn DecisionOS in ten minutes.

Short chapters, real screens, and the exact place to tap lit up on every step.

Start with who you are
Your path
    Your Desk: what needs you ← Swipe left to ask Swipe right to decide →
    Start here

    Five things to know first

    Everything else builds on these. Each one opens its chapter.

    1. 01Swipe right to decideSay what you decided. Dex writes the tasks and waits for your OK.See how →
    2. 02Swipe left to askAsk anything about your company and get an answer from your own records.See how →
    3. 03The Desk shows what needs youYour score, what's late, and decisions waiting for your call.See how →
    4. 04Work is where tasks get doneUpdate a task, add a photo as proof, mark it complete.See how →
    5. 05More has everything elseApprovals, leave, customers, team, and Preferences, where this guide lives.See how →

    Sign in

    You sign in with your mobile number and a code we text you. There's no password to remember.

    1. Type the mobile number your company registered for you.
    2. Tap Text me a code, then type the 6-digit code from the SMS. That's it, you're in.
    3. Prefer email? Owners can switch to Email & Password.

    Joining a team? Your manager adds you and shares an invite link. Open it on your phone and confirm with the code we send.

    Find your way

    The bar at the bottom of the screen is home base. It's the same on every screen.

    1. Desk is what needs you today. Work is your task list.
    2. Dex lives in the middle: slide right to decide, left to ask.
    3. Money holds invoices, bills and the numbers.
    4. More opens every other screen: Approvals, Workflows, CRM, Team, Company Brain, Leave, and Preferences.
    5. The bell holds your notifications. Tap one to jump straight to it.
    6. The first time you open the app, a short walkthrough points all this out. Replay it from More → Preferences → Help & guide.

    Your Desk

    One screen that says how the company is doing, and what's waiting for you.

    1. Your operating score out of 100. Tap it to see what's pulling it up or down.
    2. The numbers that need you: delayed work, complaints, money to collect, and workflows at risk.
    3. The black sheet has three tabs: Decisions, Approvals and Watch.
    4. Show all opens the whole list.

    Tell Dex a decision

    Say it once. Dex writes the tasks, picks the people and dates, and waits for your OK. Nothing goes out until you approve.

    1. Press the round handle and slide it right, all the way to Decide.
    2. Speak naturally: “Approve 35,000 for a second cutting table, Amit to buy it by Friday.” Tap the handle to stop.
    3. Check what Dex heard. Fix any word, then tap Next.
    4. Dex builds it in a few seconds. You can close this; it keeps working and the decision lands on your Desk.
    5. See everything it will create — decision, tasks, people, approvals — before anything is created.
    6. Approve to send the tasks out. Or Save as draft, or Reject.

    Changed your mind mid-sentence? Slide the handle back to the middle. The recording is thrown away and nothing is sent.

    Approve what's waiting

    Decisions your team raises wait for you on the Desk, with everything they will set in motion.

    1. Tap a decision on your Desk.
    2. Read what was said, the amount, and the tasks it will create.
    3. Your call stays at the bottom: Approve or Reject, or Save as draft to decide later.

    Ask Dex

    Ask anything about your company: numbers, customers, a document. Dex answers from your own records.

    1. Slide the handle left to Ask, and speak your question.
    2. Dex opens right in the bar while you speak. Tap the handle to send.
    3. The answer appears in the same place, from your own records and documents, like the Quality Check SOP here.

    My Work

    Your tasks, soonest first. Open one to update it, prove it, and close it.

    1. Your tasks. The coloured stripe is the priority; the date chip is when it's due.
    2. Tap My Tasks to switch: tasks you asked others for, or everyone's.
    3. Open a task and move it to Doing when you start.
    4. Add proof of work: a photo, a document or a voice note. Some tasks need it before they can close.
    5. Tap Complete when it's done. Whoever asked is told.
    6. Tap + to ask someone for something: what, who, and by when.

    Approvals

    Everything your team needs you to sign off, in one place.

    1. Tasks and Leave, side by side.
    2. Each card says who asked and why. Open it to approve or send it back.
    3. Leave: Approve, Reject, or ask for more Info.

    Leave

    Ask for time off, or tell your approver you're out today.

    1. Tap Mark Leave to ask for time off.
    2. Pick the type and the dates. Add a reason if you like.
    3. Choose who covers your approvals while you're away, then send it.
    4. Unwell today? Report Absence Today tells your approver straight away.

    Workflows

    Orders, purchases and production move through stages. You see where each one is, and what's holding it.

    1. Pick a pipeline: Procurement, Distribution, Production…
    2. Each stage folds open to show its cards.
    3. A card shows the amount, the open task, and how long it has been at this stage.
    4. Advance moves it on to the next stage.
    5. Work still open? You're asked what happens to it first: Done, Not needed, or Keep.

    Money

    Invoices, bills and the numbers behind them. Dex reads your bills so you don't type them.

    1. Overview, Revenue, Expenses, Assets, Inventory and Inbox.
    2. Upload a bill or snap a photo. Dex reads it for you.
    3. Check what Dex read, then tap File it. Nothing is saved until you do.
    4. Add record for an invoice, income, expense, asset or stock.
    5. A GST invoice: buyer, GSTIN and lines. Tax and totals are worked out, and it downloads as a PDF.

    Customers & suppliers

    Everyone you buy from and sell to, with what they owe and what they've said.

    1. Buyers, Partners and Suppliers.
    2. Search by name, company or phone.
    3. Each card flags what matters, like money owed or an open complaint.
    4. Open a contact to log a complaint or edit it; call or email from the top.
    5. See what they owe, their invoices, workflows and activity.

    Team

    Who works here, who reports to whom, and how to bring someone in.

    1. Add a member with their name, mobile and team. Share the invite link it gives you; they confirm with a code.
    2. Your organisation, by team: tap a person to see their access and work.

    Company Brain

    Your SOPs, price lists and policies, in one place, and Dex reads them.

    1. Add document: upload a PDF, tag it, choose who can see it.
    2. Everything is searchable, and Dex uses it to answer questions.
    3. To ask Dex about it, swipe left on the bar. The handle shows you the move when the page opens.

    Operating score

    One number for how well the company is running, and what would lift it.

    1. The company's score, out of 100.
    2. Four parts: Execution, Finance, Decisions and Responsiveness.
    3. Do these first: the moves that lift it most.
    4. Team members see their own score: completed, open, overdue, and proof added.

    Preferences

    Help, your profile, language and security. Owners also set up the business here.

    1. Help & guide is at the top: open this guide, or play the walkthrough again.
    2. Owners set the business up in Business, Team & access, Operations and Money. Your own settings live under Account.
    3. Pick English, हिन्दी or தமிழ்.

    Questions

    Can I type instead of speaking?

    For a decision, yes: after you stop recording, edit or replace what Dex heard before you tap Next. On the phone you ask Dex by voice; on a computer the Dex page also takes a typed question.

    What if Dex gets something wrong?

    Nothing happens until you approve. Change the summary, the tasks, the people and the dates first, or reject it.

    Who can see what?

    The owner decides, in Preferences → Team & access. Team members see their own work and what's shared with them.

    I didn't get the code.

    Wait half a minute and tap Resend. If it still doesn't come, check with your owner that your mobile number is right on the Team page.

    Which languages does it speak?

    English, Hindi and Tamil. Change it in Preferences → Account → Language.

    Is my data private?

    Your company's records stay in your workspace. A recording is sent to a speech-to-text provider only to turn it into words. Read the privacy policy.

    How do I delete my account?

    In Preferences → Account → Delete your account, or at decisionos.biz/delete-account.

    Still stuck? Write to us and a person will reply, usually the same working day.

    support@decisionos.biz