Otto Business Help Center

Getting started

Sign up, set up your business and bring your team in.

Your customer list, your pipeline and what you keep about each person.

Prices customers accept, invoices, repeat billing and the customer portal.

The work on a calendar, repeat visits and online booking.

Where money is waiting, worked out from your own records.

Profit, customers, what changed, and questions about your data.

Workflows that do routine jobs on time.

Small AI tools of your own that customers can use.

Orders and products from where you sell.

Parts, supplies and products, and when to reorder.

Expenses, receipts and a simple profit and loss.

Bring your records in, take everything out.

Sign-in protection, approvals and your data.

Plans, the monthly allowance and usage.