Consumer Products · Module
Solopreneur OS
Inquiry to proposal to e-signed contract to GST invoice to UPI payment, in one flow
A single-user space for running a one-person service business, composed from One3 CRM, Billing, Sign and Calendar. An assistant crew drafts proposals and reminders, and the owner approves every send, signature and invoice.
What it does
Solopreneur OS is planned to run a one-person service business on one screen. Capture an inquiry, send a proposal, get it signed and a deposit paid through one link, book sessions, issue GST-compliant invoices, collect by UPI or card, track expenses and see what the business earned.
The catalog defines it as a simplified single-user tenant composed from CRM, Billing & Invoicing, Sign and Calendar & Booking. Clients are CRM records, invoices are Billing invoices and contracts are Sign envelopes. Nothing is copied into a separate system, which is what makes graduation possible: when the business hires, the owner changes plan to a business tenant and keeps the same data, invoice series and portal links.
Built for Indian tax and payment rails
Invoices follow the owner's registration type: tax invoice or bill of supply, series per GSTIN and financial year, CGST/SGST or IGST by place of supply, SAC codes, reverse-charge and export flags, and IRN through a GST Suvidha Provider where e-invoicing applies. Payment links run through an RBI-authorised payment aggregator, and One3 does not hold funds. TDS deducted by clients can be recorded with certificates, and an accountant export pack gives the CA a GSTR-1-ready invoice register. These statutory points are planning assumptions to verify with a chartered accountant and counsel.
An assistant crew that drafts
The inquiry-to-proposal assistant drafts proposals using only the services and prices in the owner's catalog. The collections assistant drafts reminders with tone options. Both start in draft-only mode. For reminder templates the owner pre-approves, the collections assistant can earn the right to send within caps (per client per week, quiet hours) after reaching an Eval Coverage of at least 85 and 200 approvals, and it pauses on any client reply or dispute.
What is different
- One portal link where the client accepts, signs and pays the deposit in sequence.
- WhatsApp-first: proposal, invoice and booking links by WhatsApp template; inbound WhatsApp inquiries become leads.
- A Solo ROI view that sets plan and credit cost against payments collected, with evidence links.
- Switching presets for HoneyBook, Bonsai and Refrens exports with invoice-number continuation.
MVP features are planned first (W3), with recurring invoices, time tracking, accounting integrations and graduation following at GA.
Features
What Solopreneur OS includes
Guided business setup
Business name, PAN and optional GSTIN, registration type, address and state for place of supply, currency and logo, with payment aggregator onboarding where KYC is done by the aggregator.
Clients, leads and simple pipeline
Client records with contact points, tags, notes, files and a full timeline; duplicate check by email and phone; pipeline stages from inquiry to completed or lost with value and expected date.
Services catalog
Services with SAC code, unit, rate, GST rate and default description, plus packages with deposits.
Proposal builder
Templates, packages and optional add-ons the client can tick, terms, validity date and cover letter, as a web view and PDF with client e-acceptance on the portal.
Contract and e-signature
Contract from a template with merge fields, sent as a Sign envelope with a signed PDF and audit certificate; the owner countersigns with step-up authentication.
GST invoices with IRN
Tax invoice or bill of supply by registration, series per GSTIN and financial year, CGST/SGST or IGST by place of supply, IRN and QR via a GST Suvidha Provider where applicable (verify).
Online payment collection
Payment link per invoice for UPI, cards and net banking as supported by the aggregator; partial payments; webhook marks the invoice paid with the aggregator reference.
Booking page
Bookable services with duration, buffers, availability windows, minimum notice and time zone; two-way calendar sync; paid bookings confirm only after payment.
One link: accept, sign, pay
A single client portal flow where the client accepts the proposal, signs the contract and pays the deposit invoice in order, with progress saved if interrupted.
Expense capture
Photo or PDF receipt becomes an expense with vendor, date, amount, GST breakdown and vendor GSTIN extracted, tagged to a client or project; the user confirms.
Reminders and collections
Proposal follow-ups and invoice reminders before, on and after due date by email and WhatsApp, stopping automatically when paid or accepted.
Accountant export pack
Invoice register, credit notes, payments and expenses with GST breakdown by month in CSV and XLSX, in a GSTR-1-ready format confirmed with a CA, plus a Tally-compatible export (verify).
Recurring invoices, retainers and milestones
Planned for GA: invoice schedules with optional UPI AutoPay or card mandate (verify), deposit percentages and milestone invoices drafted when a milestone is marked complete.
Graduation to a business tenant
Planned for GA: change plan to Growth or Business and keep tenant, data, invoice series and portal links, then add seats. No re-import.
Workflow
Invoice issue with GST and IRN
- 1
The owner chooses to issue an invoice.
- 2
Tax is computed from registration, place of supply and SAC.
- 3
The owner sees a preview and confirms with step-up authentication.
- 4
Where e-invoicing applies, an IRN and signed QR are requested from the GST Suvidha Provider.
- 5
The invoice number is allocated in the same transaction and the invoice is marked issued.
- 6
A payment link is created, ready to send after approval.
Workflow
Collections with earned autonomy
- 1
An invoice due date passes and the next reminder step comes up.
- 2
If the invoice is paid, disputed or the client replied, reminders stop and the owner is told.
- 3
If the template is pre-approved and the skill has earned A3, the reminder sends within caps and quiet hours.
- 4
Otherwise a draft goes to the Approvals Inbox with a preview for the owner.
Workflow
Graduation
- 1
The owner chooses a business plan and sees a dry run of features, limits and seats.
- 2
On confirmation, subscription items change and entitlements recompile.
- 3
Business navigation opens for CRM, Billing and Calendar, and team members are invited.
AI
AI skills and Digital Employees
Inquiry to proposal draft
Drafts a proposal from the inquiry message and the services catalog, with prices taken only from the catalog.
Collections drafts
Drafts a reminder per schedule step with tone options; may send pre-approved templates within caps once earned.
Receipt and vendor-bill extraction
Reads vendor, date, amount, GST split, vendor GSTIN and category; the user confirms every field.
Invoice field assistant
Proposes SAC, GST rate and place of supply from the service and the client's state, showing the rule applied. Issuing is never automated.
Home prioritiser
Ranks today's follow-ups by amount at risk and age, with the reason shown.
Migration mapper
Maps HoneyBook, Bonsai and Refrens exports, including invoice-number continuity checks.
Digital Employees that use this module
- Solo Proposal Assistant
- Solo Collections Assistant
- Solo Books Assistant
- Solo Booking Assistant
They act through the same governed Actions as people; risky steps wait for approval.
Frequently asked questions
Do I need a GSTIN to use Solopreneur OS?
No. GSTIN is optional at setup. The invoice type follows your registration: regular, composition or unregistered. Registration rules are to be verified with your chartered accountant.
Does One3 hold the money my clients pay?
No. Payment links are planned through an RBI-authorised payment aggregator, and the money settles with you through that aggregator.
Will the assistant send reminders without asking?
Not at first. It drafts and you approve. For templates you pre-approve, it can later send within per-client caps and quiet hours, after passing evaluation thresholds, and it stops on any reply or dispute.
Can I move from HoneyBook, Bonsai or Refrens?
Import presets for their exports are planned, along with CSV import of clients, services, open invoices and the invoice register with next-number continuation. Export availability from each tool is still to be verified.
What happens when I hire a team?
You change plan to a business tenant. Your data, invoice series and portal links stay, and you add seats. No re-import is needed.
See Solopreneur OS in your workflow
Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.