Help

Getting started

Your first day, signing in, and where to get help.

What DeskOps does

The whole surface in one place — and what it will not do.

Finding your way

Every page, where it lives, and who can open it.

On your phone

Installing it, the bottom bar, and the shortcuts on a computer.

Your trade

The seventy trades DeskOps knows, and what changes for yours.

Home

The health score, what needs you, and where cash on hand comes from.

Getting paid

Online payment, fees, payouts, reminders, refunds, quotes and deposits.

Money in and out

Logging payments and expenses, what each job earned, your tax position.

Jobs

The board, margin by type, your prices and materials.

Schedule and crew

The board, your crew's day, online booking, and what the customer hears.

Customers

Every customer, what they paid, and who has gone quiet.

Expenses

Receipt scanning, categories, and why the category matters.

Taxes and planning

How the estimate is built, due dates, the CPA package, Foresight, Goals, The Record.

Wealth

What the business is worth to you, and what is safe to take home.

Emails

Sending to customers, the inbox, and what the add-on adds.

What DeskOps sends

Every automatic message to your customers, and how to stop each one.

Connections

Processors, books and your bank — none of them required.

Bank and imports

What the bank connection does, deposits, and bringing data in from Jobber or a spreadsheet.

More than one business

The Businesses page, switching, and Discover.

Des

Chat, voice, documents and the tools for your trade.

Settings

Every section, on a computer and on a phone.

Plan and billing

What DeskOps costs, the trial, your card, add-ons, leaving.

Team and seats

What a seat costs, roles, pay rules, and recording what you paid.

Security and your data

Where it lives, who can see it, what the AI does with it, deleting.

When something looks wrong

Signed out, a stale page, a number that does not match, an email that never landed.