First day
ComputerOpen Home, then Finish setting up. While nothing has been recorded, your first step sits at the top of Home; Finish setting up lists the rest, up to three, as rows; each row opens the exact field or work screen. PhoneOpen Home, then Finish setting up. It is the same guide, with the same reasons and destinations, laid out for the phone. Setup guidance is for owners only. On a brand-new business, Home leads with Bring in your history, with a line naming the ways in: QuickBooks, Xero, Jobber, FreshBooks or a spreadsheet. It opens the one place every import lives; nothing is saved until you press the import button, and Undo lasts seven days. Under it sit Connect bank & payments (Connections) and send your first invoice (or start your first quote) without a connection; on a phone they sit under Other ways to start. Once your history is in, that space becomes your first look. Once connected, the next suggestion moves on to your first quote or invoice, then your first payment.
After the first week the guide stays quiet unless something you are doing is blocked. A step stays until a fresh read proves it is done. On the cards where you work, Not now hides a step for seven days.
First day
ComputerConnections shows the connection state, and Sync on the connected tile forces a refresh.
PhoneOpen Connections, then the connection and Sync now. A first connection pulls 365 days of history in the background and does not block the page. On a busy history that takes several minutes and the numbers fill in as rows land. If it has been much longer than that, check the tile for a Reconnect prompt.
First day
Computeryou invite them from Settings, then Team & seats, they get an email with a link and click it.
They do not set up a business of their own. The invite link opens a short join screen: they enter the email address the invite went to, type the sign-in code DeskOps emails there and press Verify & join. Setting a password is optional — Set password & join lets them sign back in without waiting on a code, and codes keep working either way. If the link expired, send a new invite.
First day
Computerthe business card at the top of the sidebar becomes a switcher once you have more than one business.
PhoneOpen Home, then tap your business name at the top. More than one business needs the Additional Business add-on at $39/month each, which also brings the Businesses roll-up page. Each business keeps its own numbers, connections and team, so switching changes everything on screen to that company; with only one business the card simply shows its name.
Help and status
Computerthe ? in the top-right of the app, or the ⋯ by your name, then Help & docs. Press Cmd-/ (Ctrl-/ on Windows) from anywhere.
Phonethe Menu tab on the bottom bar, then Help & docs.
Help & docs opens a search over every answer in this reference — type the question in your own words and the answer appears. Inside it: Email support (support@intelliflowcommunications.com, with your page and account details filled in so nobody has to ask), Send feedback for a screen that looks wrong, and Browse the docs, which opens the full public reference at /docs. Live service status is public at /status.
Help and status
Computerevery table is tenant-isolated at the database level, deletes are soft by default, and errors are monitored on both the front end and the back end.
Phonethe same platform — the protections are server-side, not per-device.
DeskOps never stores your bank or processor passwords; connections are OAuth tokens you can revoke from Connections at any time. You can export everything you have from Settings → Data & privacy on a computer, or Settings → Data & privacy on your phone.
Help and status
Computerone dashboard for a service business — revenue, customers, invoicing, expenses, margin, jobs, tax position, team and commissions, plus an AI partner that knows your numbers.
Phonethe same product, laid out for a phone.
It is built for trades and service businesses — HVAC, plumbing, roofing, electrical, landscaping, cleaning, auto repair, salons and dozens more — by IntelliFlow Communications. You sign in at ops.intelliflowcommunications.com.
