Getting Started
This guide walks you through your first steps with Bob Studio.
Desktop App
Bob Studio is available as a native desktop app for macOS, Windows, and Linux. The desktop app installs locally and updates automatically in the background.
Download the latest version for your platform from the Bob Studio download page.
The app will notify you and update automatically when a new version is available.
Login
Bob Studio supports two ways to log in — no password required.
Magic Link
- Enter your email address and click Send Magic Link
- Check your inbox and click the link in the email
- You are now logged in
The magic link expires after a short time. If it has expired, request a new one.
Google
Click Continue with Google and complete the sign-in flow in the popup. You will be logged in automatically once authorized.
Choose a Workspace
After logging in, you will see the Workspace Selection screen. A workspace is your organization's shared environment where all data lives.
- If you already belong to a workspace, select it from the list
- If you need a new workspace, click Create Workspace and give it a name
Select a Company
Inside a workspace you can manage one or more companies (billing entities). Use the company selector in the sidebar to switch between them.
- All companies - See data from every company in the workspace
- Specific company - Filter all views to show only that company's data
The company filter applies globally. When you select a company, every page (clients, invoices, projects, etc.) will only show data belonging to that company.
Navigating the Platform
The left sidebar contains all sections of the platform:
| Section | Description |
|---|---|
| Dashboard | Overview with KPIs and recent activity |
| Leads | Potential clients pipeline |
| Clients | Customer database |
| Offers | Commercial quotes |
| Projects | Active projects |
| Tasks | Kanban task board |
| TimeSheet | Time tracking |
| Invoices | Customer invoices |
| Passive Invoices | Supplier invoices |
| Recurring Fees | Subscriptions |
| Cash Flow | Financial forecasting |
| Products | Product catalog |
| Customer Orders | Orders from clients |
| Purchase Orders | Orders to suppliers |
| Suppliers | Supplier database |
| Events | Event management |
| AI Copilot | AI assistant |
| Settings | Workspace configuration (accessible from the user menu in the top-right header) |
Roles and Permissions
Each user in a workspace has a role that determines what they can do:
- Admin - Full access to everything
- Sales - Manage leads, clients, offers
- PM - Manage projects and tasks
- Developer - View and update tasks, log time
- Accounting - Manage invoices, payments, cash flow