Settings

It does not look different on your phone any more, and that is the point — the rows, the groups and the wording are the same on both, so an answer about one is an answer about the other. Settings is owner-only on both.

The groups are the fastest route on both: anything about the business itself is under Workspace, anything about money or people is under Plan & team, and anything about you or the app is under Account. On phone the search box narrows the list as you type.

The name you set here is what appears on invoices, quotes and the PDFs the advisor generates, so change it here rather than per-document.

Industry drives a lot: which niche tools you get in Des's Tools drawer, which benchmarks Home compares you to, and how the advisor talks about your work. It is worth getting right.

The EIN feeds the tax packet and the 1099-NEC summary. It is business information rather than personal information, but it is still only visible to the owner.

Entity type changes the tax math, not just a label, so the app warns you before it takes the change. If you elected S-corp mid-year, set it and then check the Taxes page — the estimate rebuilds around a reasonable-wage split.

Once it is saved, the Taxes page can email your CPA the packet in one step, and the advisor can offer to send it — with a confirm popup first, never silently.

Every date boundary in DeskOps uses your business timezone rather than UTC, so "today's revenue" and month ends line up with your day, not the server's.

The logo lands on invoices, quotes and generated PDFs.

These print on customer-facing documents, so use the address you want a customer to see.

Categories decide what counts as cost of goods sold versus overhead, which is what makes the Margin page and the tax packet honest. Fix a miscategorised expense once and future rows from the same vendor follow.

Categories decide what counts as cost of goods sold rather than overhead, and that split is what makes the Margin page and the tax packet mean anything. If your margin looks wrong, this is the first screen to check — a miscategorised vendor moves the number on every page that reads it.

Cost of goods sold is what a job consumed — materials, subs, the crew hours on that work. Overhead is what the business costs whether or not you sold anything, like insurance or the truck payment. The split is what Margin measures, so putting an overhead cost in COGS makes every job look worse than it is.

The monthly PDF is the month in one document — what came in, what went out, and where it landed. It is the one to forward to a partner or a lender who wants a summary rather than a login.

It lists who you paid enough to need a 1099. It tells you who qualifies; you or your CPA still file the forms.

Sending from your own domain requires verifying it, and it is part of the Advisor Email add-on at $19/month. Until it is set up, mail goes out from the DeskOps sending domain.

Test mode redirects every campaign to your own inbox instead of your customers, so you can read the real thing before anyone else does. It stays on until you turn it off, and the screen says so while it is active — worth checking before a send you actually want delivered.

The from address, test mode and the automation triggers all live on that one screen. Until your own domain is verified, mail leaves on the DeskOps sending domain and replies still come back to you — customers just see our domain in the sender line.

Uploading your price book, your warranty terms or your standard scope means the advisor answers from your documents instead of generic trade knowledge. Uploaded documents are scoped to your business only and are never mixed into another customer's answers.

Markdown and plain text only — .md or .txt — up to 4 MB per file. PDF and Word are not supported yet, so a price book that lives in a PDF has to be saved out as text first. If you pick an unsupported file the upload is refused straight away rather than half-working. Each upload is tagged with an optional niche label so you can keep, say, your HVAC notes separate.

Yes, and it prefers them. Your uploads are weighted ahead of the general trade knowledge, so when your price book and the generic industry guidance disagree, the advisor answers from yours. Each document shows a status while it is being processed and only counts once it reads ready. Deleting one removes it from what the advisor can see.

The invite goes out as a magic link; they set nothing up beyond clicking it. Seats are billable, so the invite screen tells you what the seat costs before you send it.

Removing a seat stops their access immediately. Their history stays — commissions already earned and paid are never rewritten.

The owner sees everything, including the pages that carry personal financial information. A team member sees the operational side and never the owner's Wealth page, on either form factor. Roles are set when you invite someone and can be changed later from the same screen.

There are four category switches and they are independent, so you can keep the ones you act on and silence the rest. Money Alerts covers new customers, at-risk customers and expiring agreements. Tax & Compliance covers quarterly deadlines and 1099 contractor thresholds. Goals & Reviews covers revenue goal check-ins and new Google reviews. Quote follow-ups is the one that reaches your customer rather than you — it nudges them about a quote awaiting an answer on day 3 and day 7.

The Weekly Email Report toggle is the Monday morning numbers email; switching it off stops that email and nothing else. Push notifications are a separate toggle on the same screen, and they only work once DeskOps is installed to your home screen — in a normal browser tab there is nothing to deliver to. Once you have allowed push, DeskOps cannot switch it back off for you: permission belongs to the browser, so revoking it is done in your browser's site settings.

Everything DeskOps can send you lives on one screen — the weekly summary, push reminders on your phone, and the alerts that fire when something needs a decision. Each one is an independent switch, so turning off the weekly email does not turn off anything urgent.

The list shows every device with a live session on your account. If you see one you do not recognise, sign out everywhere from the same screen and then sign back in on the devices you actually use.

Use this if a phone was lost or a former employee still has a session. It ends every session including the one you are using, so you will sign in again afterwards.

No. DeskOps does not use authenticator apps or SMS codes, and there is no setting to turn one on. You sign in with a magic link or a code sent to your email, which means your email account is the thing that protects DeskOps. Some connections you attach later — a bank through Plaid, for example — run their own verification step, and that is the provider's, not ours.

The intro tour is the short walkthrough that runs once on your first visit and previews what each page looks like with data in it. Replaying it reloads DeskOps and starts the tour again; nothing about your account or your numbers changes. The Replay link at the bottom of the Appearance screen is the only way to see the tour a second time.

Home comes in two variants and the picker is a straight either/or. Classic keeps every widget the same weight. Bold inverts the widgets that need attention so a problem stands out from across the shop. It changes presentation only — the same numbers are behind both, and switching takes effect on Home immediately.

Appearance holds the light and dark toggle plus the rest of the look-and-feel controls, and it is the one screen to open when anything about the interface feels wrong. Your choice is remembered on that device, so your phone and your laptop can differ.

The export is a ZIP of plain CSV files — customers, invoices and their line items and payments, quotes, jobs and visits, transactions, expenses, bills, hours, commissions, payouts, goals and more — that opens in Excel, Numbers or Google Sheets. It is yours to keep and is the right first step before closing an account. There is no export of a single customer's history on its own; open the customer on the Customers page to read it on screen, or filter the customers and invoices files by their name after exporting everything.

Deletion is confirmed in writing and then processed on a schedule you can watch at /data-deletion-status. Export first — deletion is not reversible. If you are a team member rather than the owner, the same place lets you leave the workspace without deleting anything.

Referring another business owner earns you a free month. The screen gives you the link to send; the credit lands once they are actually paying, not when they sign up.

The same screen that gives you the link shows what has happened with it. The credit lands once the business you referred is actually paying, not when they sign up, so a referral can sit pending for a while before it turns into a free month.

The screen that holds your link is where the current terms are stated, and it is the place to check rather than anything remembered second-hand — referral terms are the kind of thing that changes. What does not change is the timing: the credit lands once the business you referred is actually paying.