Team and seats

The $99 monthly plan covers the owner. Each accepted team member adds $9/month on one subscription line, counted from the roster without duplicates and automatically reconciled. Pending invites are not billed; removing a member stops their seat charge. One Bookkeeper seat is free. For free books access, choose Bookkeeper for both Access and Job title.

Job title is for pay and reports. Access controls what a person may see and do; changing their title does not change it. Manager: office work, no owner pages. Technician: assigned jobs, Schedule and Ask Des, no money. Bookkeeper: books, billing and customers; no outbound email or pay rates. For an outside accountant, choose Bookkeeper for both Access and Job title. Marketer and Partner cannot be newly invited; existing members retain Ask Des. Open a member to change access and permissions. Tap the email to copy; hover shows the full address. The read-only accountant portal lists changes since export.

Six shapes, one per person. Commission % pays a share of what a customer pays, to whoever closed that customer — a share of the sale, never of the sales tax inside a payment. Tiered Commission does the same with rates that step up at thresholds. Retainer is a fixed amount per period. Hourly Rate turns the hours you log for them into wages. Job Wage — Flat $/Job and Job Wage — % of Job pay whoever built the job, per job, rather than whoever sold it; the percentage is of the sale too. The rule decides what the commission ledger shows as owed; it never moves money.

Two different questions, kept apart on purpose. Commission rules follow the closer set on the customer: every payment that customer makes earns the closer their share. Job Wage rules follow "Team member (who did this job)" on the invoice: the person who built it is paid for that job. Putting someone on a job on the Jobs board or the Schedule records who is going; it does not pay them. One job can carry both — a rep's commission and a tech's wage — and neither is shown to the customer. The performance panel on Get Paid → Invoices lists jobs done and money collected per technician, and how many jobs are still unlabelled, so you know your coverage.

Mark paid records a payment you made — cash, check, payroll, however you pay people — against what the ledger says is owed. It does not send money anywhere. A paid row is never edited afterwards: if a payment later refunds, the ledger adds a negative row against the same charge so the history stays intact and the next payout nets it off; a correction works the same way. Commissions are computed from net amounts, so a refund never leaves a commission standing on money you gave back — that holds for a card refund on a DeskOps invoice paid online too. The total you confirm on Mark Paid has to equal the rows it settles, to the cent; if the two disagree, nothing is marked and the screen asks you to refresh and try again. Even a one-cent difference is refused. Hours are checked against the saved rate or the rate in effect on the work date; a missing rate must be corrected before those hours can be marked paid. Native invoice refunds retain the original commission and add separate adjustments, including before payout, so successive partial refunds keep the same original calculation basis.

DeskOps does not run payroll, withhold taxes, or file payroll returns. Set up your employee with your payroll provider before their first payday; use that provider to pay them. An hourly pay rule in DeskOps tracks what you owe. Mark paid records a payment you already made.

The owner can download one row per person: name, email, total logged hours, and the selected dates, inclusive. It includes hours already marked paid and former team members, so review who belongs in this payroll. It does not classify regular or overtime hours, calculate payroll taxes, or include leave, reimbursements, or commissions.

First it lists any entry over 12 hours and any job timer still running (that time is not in the file yet), each with a fix link; Download anyway goes ahead.

For Gusto, open Pay → Run payroll → Import payroll data → Upload. Gusto Smart Import accepts CSV files. Review employee matches, the period, regular/overtime hours, and earnings before importing or submitting payroll. An import replaces existing entries for that payroll; do not assume repeated uploads add hours. Other providers may require their own template or column mapping. This download sends nothing to a payroll provider.

Their recurring plans become Unassigned so future visits do not keep going to a departed person. Existing visits release them from the crew. Running timers stop at removal; review and log those hours from the job, because stopping a timer does not post labour automatically. Their job push subscriptions are removed. Other crew members and paid compensation history stay on the record. Pick a replacement on the maintenance plan if those future visits need a named technician.