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A number out of 100, in three bands — Strong from 71, Watch from 41, Needs action below that — built from nine factors: revenue trend, expense ratio, active customers, revenue against ad spend, connected sources, customer concentration, repeat customers, recurring revenue and labour cost. The thresholds are your trade's, not a universal one: a 60% expense ratio reads as lean for a roofing crew and high for a tax office. The revenue trend compares this month with the same days of last month, so the score does not fall on the first of the month. Open it to see which factors cost you points and the one thing to do about each.

One list of the things only you can act on, the most urgent and the most money first: invoices past due, quote emails that never arrived, quotes sent three or more days ago with no reply, jobs with no date, new quote requests and bookings to approve, failed payments, licenses about to expire, a connection that stopped, and your next setup step. Each row is one sentence and one link that opens the place that fixes it, and nothing appears twice. A row leaves on its own once it is fixed. A membership business has no jobs board, so the "jobs with no date" row never appears for it; the invoice, quote, payment, license and connection rows still do. When there is nothing, it says "You’re all caught up" — and only when every check answered; if one could not be read, it says what it could not check instead.

Needs Attention is now part of the one list on Home, "What needs you", right under the month's money: a new quote request, a booking to approve, an accepted quote with no visit, a failed automatic payment, a license or policy about to expire, an overdue or over-collected invoice, a broken connection, a bank deposit awaiting your answer, a failed DeskOps payment. It is rebuilt from your records every time Home opens, so an item leaves once it is fixed. It shows each person only what they can act on: a teammate is not shown a row only the owner can fix. If a check could not be read, the list says which one rather than claiming you are all caught up.

In the first seven days of a month the owner sees one quiet line for the month that just ended: income, expenses and net, to the cent, read from your books — everything posted to that month, with invoices counted when they were sent and payments when they arrived. It appears only when the books carry every payment and expense from that month; if something is still arriving, like a bank import from the last day, the line stays away until the books catch up, rather than show a number that could change. It says "closed" only when your books have formally closed the month; otherwise it says "ended". Books › opens the full picture.

If your bank is connected, cash on hand is the bank's own balance and refreshes with the connection. If the bank needs you to sign in again, Home keeps the last balance, says how old it is and offers Reconnect; if you disconnect the bank, Home stops showing a bank figure at all. Without a bank it is the figure you typed and the date you typed it — Home says "Entered 26d ago" rather than pretending a number from last month is today's. Unknown stays unknown: DeskOps never invents a zero for a business whose cash it cannot see.

When you pick your trade while setting up, DeskOps shows what it does for that trade today and what it does not support yet, so you know before you rely on it. Home keeps to your business: what needs you, where your money stands, this week's work and this year's numbers. To ask about one feature for your trade later, ask Des or search Help.