Welcome. This guide explains Biz1 Tools for Windows: what it does, how to install it, and how to use each area. The app runs in the system tray and connects to your Biz1 account.
What you need
- Windows 10 (build 17763) or newer.
- Internet for Biz1 sync, updates, VoIP, remote control, and notifications.
- Biz1 API token from Biz1 Settings for full CRM, sync, and phone features.
- If Windows asks for .NET, follow the prompt or ask IT (included in some self-contained builds).
Installing the app
- Get the app package from your organization (often a zip file).
- Unzip into a folder you can use (for example Documents or Program Files).
- Run
win-tool.exe. - Find the Biz1 Tools icon in the system tray (near the clock; click ^ if hidden).
- Optional — start with Windows: Press Win + R, type
shell:startup, press Enter, and add a shortcut towin-tool.exe.
If Windows warns about an unknown publisher, only continue if you trust your organization’s package.
First-time setup
- Sign in to Biz1 in the browser → Settings → copy your API token.
- Paste the token into Biz1 Tools → Settings and save.
- Choose English or Hebrew for the app UI.
- Configure SIP and WhatsApp in Settings if your admin provided credentials.
- The first time you open Notes, create a password (and optional hint).
Open features from the tray menu, the Home window, or keyboard shortcuts below.
What is Biz1 Tools?
Transliteration (Ctrl+F1)
- Converts text between Hebrew and English-style letters in the current line or selection.
- Works inside most Windows apps (editors, chat, email, browsers).
- Can adjust keyboard layout after conversion.
- Ideal when you typed in the wrong keyboard layout.
Translation (Ctrl+T)
- Sends selected or captured text into your translation workflow (typically opens in the browser).
- Quick access without leaving your current app.
Copilot assistant (Ctrl+F3)
- Copies your current selection, opens the Copilot-style helper workflow, and pastes content for you.
- Speeds up AI-assisted writing and editing.
What you need
A full task list for daily work, integrated with Biz1 when your API token is configured.
Task operations
- Create, edit, and delete missions (tasks).
- Mark tasks as done or active.
- Drag and drop to reorder tasks.
- Sub-missions for breaking large tasks into steps.
- Mission chat when your organization uses task-level messaging.
Organization
- Categories with custom colors.
- Assign tasks to team members.
- Filters: all tasks, active only, or completed.
- Views: my tasks, created by me, or team tasks.
- Pagination for long lists.
Scheduling & reminders
- Due date and time per task.
- Optional WhatsApp reminders before due dates (when WhatsApp API is configured in Settings).
Sync & storage
- Local storage with automatic save.
- Server sync with Biz1 when connected (fetch, add, edit, delete, status updates).
Installing the app
Private notes on your PC, with optional Biz1 cloud sync.
Security
- Password protection with optional hint.
- Encrypted local storage.
Editing
- Multiple notes as tabs.
- Rich text notes or spreadsheet-style tables.
- Right-to-left (RTL) support for Hebrew.
- Text highlighting and formatting.
- Undo history (up to 50 versions per note).
- Auto-save after you pause typing.
Window & convenience
- Remembers window size and position.
- Optional always on top.
- Drag tabs to reorder.
Backup & sync
- Export and import backup files.
- Sync with Biz1 organization storage when enabled.
- Clear conflict resolution if computer and server versions differ.
First time you run it
The Customers module is a powerful desktop view of your Biz1 customer database.
Search & filters
- Filter by name, email, mobile, phone, company ID.
- Filter by folder, status, tags, and internal status.
- Sort and order customers using Biz1 metadata.
Customer grid
- Paginated list (25 customers per page).
- Dynamic columns based on your folder configuration.
- Tag chips, team avatars, follow-up indicators.
- Column widths saved locally and can sync with the web CRM.
Actions per customer (based on your organization’s settings)
- Open customer profile and details.
- Start customer timer (billable time).
- View or add entry listings and reminders.
- Open files, email compose, WhatsApp.
- Call via SIP phone.
- Add mission linked to the customer.
- Add or remove tags and folders.
- Add new customer via dynamic form from Biz1 schema.
- Update customer fields inline; delete when permitted.
How to open things
Make and receive calls through your Biz1 SIP line on Windows.
Setup
- SIP credentials can be loaded automatically from Biz1 after you save your API token.
- Configure Biz1 SIP in your Biz1 user profile for reliable registration.
Calling
- Dial pad and call controls in the phone window.
- Incoming calls: match caller number to Biz1 customers and show name/details.
- Outgoing calls: show customer context when the call is linked to a CRM record.
- Call log: direction, number, customer name, time, duration, quick links to CRM.
Click-to-call from Biz1
- Click a phone number in Biz1 CRM → Biz1 Tools dials automatically (
biz1://protocol). - Example:
biz1://call?phone=%2B919876543210&customer_id=12345
Call recordings
- Recording can start when the call is answered and stop when it ends.
- Local storage in a CallRecordings folder; play from the Recordings tab.
- Upload to Biz1 CRM when linked to a customer (viewable in CRM call history).
Keyboard shortcuts
Secure remote desktop for IT support and team collaboration.
Connection modes
- Direct WebSocket connection for low latency.
- Relay server when firewalls or NAT block direct access.
- Hybrid mode with automatic fallback.
Capabilities
- Real-time screen viewing.
- Mouse control: click, move, scroll, drag.
- Keyboard input on the remote PC.
- Clipboard sync between computers.
- File upload and download during a session.
Security
- API token authentication.
- Approval required before someone can control your PC.
- Team member permissions—choose who may connect.
- Configurable ports and optional UPnP port forwarding.
How to use
- Allow access: Tray → Remote control → Allow → select team member.
- Connect to someone: Remote control → Start → pick person or enter ID/phone.
Using each feature
Start Time
- Start and stop your work-day timer from Home or the tray.
- Syncs with Biz1 time-counter APIs.
- Tray icon feedback (including blink when active).
- Can prompt for a note when stopping.
- Auto-stops on app exit, Windows shutdown, or sleep.
Customer At Time
- Per-customer billable timer from the customer list or dedicated UI.
- Pause, resume, and stop with category selection where configured.
- Integrated with Biz1 customer time workflows.
Settings (the basics)
- In-app chat window connected to Biz1 messenger.
- View inbox and conversation threads.
- Send messages and use WhatsApp templates when enabled.
- Attach files to conversations.
- Send messages in mission or project context where supported.
Where things are saved
- Browse customer files stored in Biz1.
- Upload and open files from the desktop.
- Same entry point as Home → Files.
Updates
- Sidebar tabs loaded from your organization’s Biz1 tab settings.
- View and edit custom record grids per tab.
- Inline editing with validation, file columns, customer/team pickers.
- Add, update, and delete rows synced with Biz1 APIs.
If something goes wrong
- Real-time desktop toasts via Firebase WebSocket connection.
- Notification types controlled by Biz1 desktop settings (per user/org).
- Reminder popups for due items and CRM events.
- Reduces need to keep the Biz1 web app open for alerts.
At a glance
Central navigation hub:
| Section | Purpose |
|---|---|
| Home | Welcome and quick access |
| Mission | Open task list |
| Notes | Open secure notes |
| Customers | CRM customer grid |
| Files | File explorer |
| Remote Control | Host or connect remote sessions |
| SIP Call | Phone window |
| Start Time | Work-day timer |
| Customer At Time | Per-customer timer |
| Chat | Messenger inbox |
| Help | Built-in help (English / Hebrew) |
| Dynamic tabs | Organization-specific Biz1 tabs |
Settings & configuration
- Biz1 API token — connects the app to your account and tenant.
- Language — English or Hebrew UI.
- WhatsApp API — instance ID and auth token for mission reminders.
- SIP / VoIP — phone line and audio preferences.
- Notes password and hint.
- Notification toggles from Biz1 desktop settings.
- Remote control — port, UPnP, team access.
- Window preferences — positions, column widths, always-on-top for notes.
Auto-update
- Checks for a newer version on startup (with timeout so launch is not blocked).
- Downloads and installs updates when available.
- Self-contained deployment option (includes .NET runtime where packaged).
- Users stay on supported versions without manual reinstall steps.
Security & reliability
| Topic | Behavior |
|---|---|
| Single instance | One app instance; second launch with biz1:// forwards click-to-call to the running app. |
| Administrator | May request elevation for hotkeys, protocol registration, and remote control listener. |
| Notes | Password hashing and encrypted storage. |
| Remote control | Token auth + explicit approval before control. |
| Logging | Diagnostic logs for support (remote control, VoIP, API, sync). |
| Startup | Optional run at Windows logon; repairs biz1:// protocol registration when needed. |
Keyboard shortcuts (global)
These work while using other applications (unless another program uses the same keys).
| Shortcut | Feature |
|---|---|
| Ctrl+F1 | Transliteration (Hebrew ↔ English letters) |
| Ctrl+T | Translation |
| Ctrl+F3 | Copilot workflow |
| Ctrl+F5 | Mission list (tasks) |
| Ctrl+F2 | Notes (show / hide) |
| Ctrl+F4 | Phone (SIP / VoIP) |
| Ctrl+F6 | Remote control |
| Ctrl+F7 | Files explorer |
System requirements
| Requirement | Details |
|---|---|
| Operating system | Windows 10 (build 17763) or newer |
| Runtime | .NET 8 (included in self-contained builds where provided) |
| Network | Internet for Biz1 sync, updates, VoIP, remote control, and notifications |
| Biz1 account | API token from Biz1 Settings for full CRM, sync, and phone features |
| Optional | WhatsApp API credentials for task reminders; SIP profile in Biz1 for calling |
Getting started (quick steps)
- Install Biz1 Tools (
win-tool.exe) from your organization’s package. - Run the app and find the icon in the system tray (near the clock).
- Enter your Biz1 API token when prompted (Biz1 web → Settings → API token).
- Choose language and configure SIP / WhatsApp if your admin provided credentials.
- Open Home from the tray to explore Missions, Customers, Notes, Phone, and more.
- Use keyboard shortcuts for the features you use most often.
Click-to-call links (for integrators)
Biz1 Tools registers the biz1:// protocol on Windows so CRM and web pages can start calls:
biz1://call?phone=MOBILE_NUMBER
biz1://call?phone=MOBILE_NUMBER&customer_id=CUSTOMER_ID
Use %2B instead of + in web links. See docs/URI_PROTOCOL_DOCUMENTATION.md for setup and examples.
This document describes the feature set of Biz1 Tools as implemented in the win-tool application. Some capabilities depend on your organization’s Biz1 configuration, licenses, and API access.
Screens and labels may vary by version. For account or server issues, contact your Biz1 administrator.