Consultancy OS Support.
Consultancy OS is a platform for professional-services teams, available as a web app and a mobile app. This page is for the mobile app: how to get help and answers to the most common questions.
Get help.
Email: info@consultancyos.ai. We aim to reply within one business day.
Please include your name, your organisation, the device you're using (for example iPhone 15, iOS 18), and a short description of the problem. Screenshots help a lot.
Before you contact us.
Signing in. Consultancy OS uses the account your organisation gave you for the Consultancy OS platform. Use the same email and password you use at operate.consultancyos.com. If you can't sign in, first confirm those details work on the web; if you've forgotten your password, reset it there or ask your organisation's administrator.
Just want to look around? On the sign-in screen, tap "Preview with sample data" to explore the whole app with a demo dataset. No account required.
Frequently asked questions.
How do I log time?
Use the Time tab. You can start a one-tap timer, quick-log an entry, or (where your organisation has it enabled) draft your whole week from your calendar and confirm it.
How do I submit an expense?
On the Expenses tab, add an expense and tap to attach a photo of the receipt. The app uses your camera or photo library only for the receipt you choose.
How do I request time off?
More, then Time Off, then Request time off.
Why can't I see revenue, margins, or company dashboards?
Financial figures and leadership dashboards are only available to managers and admins. Your access follows your role in the Consultancy OS platform.
Does the app work offline?
Yes. You can capture time and expenses without a connection, and they sync automatically when you're back online.
How do I turn notifications on or off?
Go to Settings in the app, tap Notifications, and adjust them in your device's system settings.
How do I connect my calendar?
If your organisation has enabled it, the app can suggest timesheet entries from your Microsoft/Outlook calendar. This is read-only and only happens if you connect it.
Account and data.
Your Consultancy OS account is provided and managed by your organisation. To update, export, or delete your account or data, contact your organisation's administrator or email us at info@consultancyos.ai and we'll work with your organisation to action the request. See our Privacy Policy for details on how data is handled.
Requirements.
- iOS 16 or later. Android 10 or later, once the Android app is released.
- An active Consultancy OS account (or use demo mode to preview).
Links.
- Privacy Policy: consultancyos.ai/privacy
- Terms of Service: consultancyos.ai/terms
- Consultancy OS platform (web): operate.consultancyos.com
Consultancy OS is a product of Loading Growth Pty Ltd.