First day
ComputerHome shows a setup checklist with three steps: connect a payment processor, connect accounting, and send your first message to Des. Each one deep-links to the right place.
Phonethe same checklist at the top of Home.
Connect a processor first. Everything else in the app — revenue, customers, margin, tax estimates — gets better the moment real money data lands. The checklist hides itself once all three are done and you can dismiss it permanently.
First day
ComputerOpen Settings, then Integrations shows the connection state, and Sync Now forces a refresh. PhoneOpen Settings, then Integrations, 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 create their own account or pick a password — the invite link is the whole flow. If the link expired, send a new invite.
First day
Computerthe business switcher in the app header, when you have more than one.
Phonethe same switcher in the header.
More than one business needs the Additional Business add-on at $39/month each, which also brings the Portfolio rollup page.
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 Settings → Integrations 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.
