Emails

This is customer email, not your personal mailbox: what DeskOps has sent on your behalf, replies that came back, drafts waiting on you, and the composer. The AI can draft here, but nothing goes out without a confirm. AI Partner Email comes with DeskOps, including campaigns, drafts and your Inbox. Des uses your assists for AI work.

Email opens DeskOps's own composer with that customer already chosen, so you only write the subject and the message. Nothing goes out until you press Send. The email then shows on the customer's record under Last contact, with whether it was sent, so you can find it again later. A customer with no address on file shows Add an email instead, which opens their Email field.

No — DeskOps does not track whether a customer opened an email, so there is no "opened" or "read" mark to look for. What the Sent tab does show is the record of what went out on your behalf, and it marks any message that could not be delivered (a bounced or rejected address, for example) so you know to reach that customer another way. The surest sign a customer read your email is a reply: replies land in Inbox, next to Sent. The Sent tab and campaigns come with DeskOps, with no separate Email charge. This is customer email rather than your personal mailbox, so what you see is the trail for your business, not everything in your inbox.

Anything you or Des write waits for a person to send it — the AI can draft and can offer to send, but that send is always a confirm, never silent. The automatic messages are different: receipts, payment reminders, appointment notices and follow-ups you armed go out on their own when their trigger happens, and Settings → Alerts → See everything we send your customers lists each one. Team members with access to Emails can send; what address it comes from is set once in Settings → Email settings.

When a customer answers an invoice, quote, receipt, reminder or appointment email DeskOps sent for you, the reply lands in your Inbox in Emails. That is included in DeskOps. You read it there and write your answer; nothing goes out until you press Send, and DeskOps never answers a customer on its own. Campaigns and follow-up emails are also included in DeskOps.

Three ways, depending on how far you want to go. Customers → At Risk lists who was active and has not paid you in ninety days — the people a spring or fall reminder is for. Ask Des to write to them ("email everyone I haven't seen since March about a tune-up") and it drafts one note per customer for you to approve before anything goes out; a campaign to the whole list is included in DeskOps. For customers who should be on a schedule rather than a reminder, a maintenance plan — the contract under Get Paid → Contracts for the money, and its visits under Jobs → Plans for the work — puts the visits on the calendar and creates each cycle's invoice for you — waiting as a draft for you to send, or emailed automatically if you turn that on for the contract — and the day-before appointment reminder goes out to each visit once you turn customer reminders on.

AI Partner Email campaigns and follow-up reminders are included in DeskOps. Des uses your assists for AI work. Replies from your customers reach your Inbox on every plan. The messages DeskOps sends on its own — receipts, reminders, quote follow-ups, appointment notices — do not need it; they go out on every plan. Your own sending domain is included too: verify the domain in Connections → Email on a computer, or Settings → Email settings on a phone. Every campaign honours unsubscribes and never leaves without you starting it.

Account sign-in and password-reset emails identify the product you use: DeskOps or TextDesk. TextDesk account closure, subscription payment notices, renewal warnings and referral-credit notices also use TextDesk’s name and logo. Text-line reports always identify TextDesk, including a line connected to DeskOps. The email layout stays the same regardless of your app theme; every email also includes a text alternative for clients that display text only.

Saved-card confirmations, W-9 requests, renewal and invoice reminders, and contract cancellations use your business’s logo when available, with its phone and address. A quote shows the logo once in the header. The invoice amount appears before its service rows. A message Des sends to your customer also carries your business’s letterhead and one logo when available. Appointment notices, review requests, campaign messages, inbox replies and voice-sent customer messages use the same business identity. Existing payment amounts, consent wording and cancellation wording are preserved.

Daily text-line reports, voice recaps, and morning, weekly, monthly, production and tax reports use the same small sans-serif type, charcoal cards, aligned rows and thin dividers. Email layout is independent of the app’s theme. Your email client may apply its own dark-mode treatment. Amounts and tax disclaimers are preserved.