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OperelliOS Help Center

OperelliOS Help Center documents verified launch workflows captured against the current product experience. It focuses on activation, the early customer–property path, reusable Price Book items, Estimates & Public Proposals, Work Orders, Invoices, Payments, Operations, and Configuration for admitted operators.

Some articles are marked Verification Pending or Partially Verified and intentionally omit unexecuted steps or evidence gaps until they can be captured in an isolated product state. This Help Center does not claim to document every module in OperelliOS.

Getting Started

Section titled “Getting Started”

Customers & Properties

Section titled “Customers & Properties”

Price Book

Section titled “Price Book”

Documentation for understanding reusable Price Book items, creating items, finding items, viewing and updating items, understanding visible fields, and using items in estimate drafts.

Estimates & Public Proposals

Section titled “Estimates & Public Proposals”

Documentation for estimate workflow overview, draft creation, Price Book line-item usage, viewing and updating drafts, visible fields and deterministic totals, governed public proposal sharing, customer proposal review, and observed statuses.

Some sharing, customer-action, and status behaviors remain partially verified.

Work Orders

Section titled “Work Orders”

Documentation for understanding Work Orders, creating one from an approved Estimate, finding and opening Work Orders, viewing and updating observed fields, fields and scope, observed statuses, progress and completion actions, and the Estimate-to-Work-Order relationship.

View and Update is partially verified. Progress and Completion is partially verified. Payment workflows will be documented in their own Help category.

Invoices

Section titled “Invoices”

Documentation for understanding invoices, creating an invoice from a completed Work Order, finding and opening invoices, viewing and updating draft invoice fields, fields, totals, due dates and balances, View & Print, PDF generation, and observed invoice statuses and workflow boundaries.

Download PDF is partially verified because completed browser download was not visually confirmed. Statuses is partially verified because some labels were observed as filters or visible states, not executed transitions. Payments are documented separately.

Payments

Section titled “Payments”

Documentation for understanding Payment Records, recording a manual/synthetic payment, finding and opening payment records, viewing read-only payment details, payment fields and methods, invoice balance changes after payment, observed payment statuses, and safe workflow boundaries.

View and Update is partially verified because Payment Records were observed as read-only after save. Statuses is partially verified because Void was observed on a pre-existing record and not executed. Card/ACH processing, refunds, void execution, reversals, reconciliation and accounting sync are outside this Help batch.

Operations

Section titled “Operations”

Documentation for Operations overview, Queue as a review/link-out surface, Queue tabs and counts, finding and reviewing Queue items, Issues overview and empty state, and operational workflow boundaries.

Queue Review is partially verified because search, sort, bulk actions, and Queue mutation were not observed. Issues is partially verified because the current product state showed an empty-state only. Issue Review is deferred until a product-supported synthetic Issue record exists.

Configuration

Section titled “Configuration”

Documentation for Configuration overview, Team list and member review, invite/access management review, Settings overview, workspace settings review, safe settings update boundaries, and configuration workflow boundaries.

Invite/access management is partially verified because invite submission was intentionally excluded. Safe workspace settings update is partially verified because save was not executed in the live workspace. Billing, payment processor settings, authentication, domains, legal settings, tax settings and real permission changes require separate approval and verification. Support and pending foundation pages are documented separately.