What DeskOps sends

Everything DeskOps sends on your behalf is on that one list, split into what you send yourself (a quote, an invoice, a campaign) and what goes out automatically once something happens (a payment lands, a visit moves, a plan renews). Every automatic message goes from your business name, not from DeskOps. Nothing on the list is marketing you did not write: the automatic ones are receipts, reminders, corrections and confirmations. If a message is not on that screen, DeskOps does not send it.

A payment receipt confirms the money landed, however it was paid — online, or a cash or check payment you recorded yourself. A card declined on the pay page is told to the customer right there, on the page, and nothing is emailed — the invoice stays unpaid and their link keeps working. A bank payment that fails after the fact — a few days later, when the bank bounces it — gets a payment-failed note that says nothing was taken and gives them one button to try again. Both are automatic and both go from your business. A refund sends the customer a short refund notice — how much went back, on which invoice, and when to expect it (card refunds show within 5–10 business days; a cash or check refund is simply recorded) — with nothing to click, because nothing is owed. One notice per refund, whichever way it was issued.

Cancelling an invoice the customer already received sends an Invoice cancelled note so nobody pays a bill you withdrew — it carries no pay button, deliberately. Cancelling a recurring plan sends a written confirmation of the cancellation and when it ends, from your business. A recurring plan also warns the customer before it renews and charges again, with a link to cancel if they want to stop.

Two ways, both with your Google review link — paste it once at Settings → Email settings → Ask for a review. Request review on a customer sends a short note the moment you tap it. Automatic review requests go out only if you switch them on; then a customer gets one note about four hours after their job is finished — never twice within ninety days, and never about a job older than two weeks. A customer with four jobs this month is a good customer, not four chances to ask.

Campaigns never: no campaign goes out unless you start it, and a follow-up sequence sends only after you arm it on a campaign. Des never: when you ask Des to email a customer, it drafts the message and asks you to confirm before anything leaves. The automatic messages are the ones tied to an event you caused — you sent the invoice, you moved the visit, you turned on reminders — and each has an off switch on the screen the list points to. Three getting-started notes go to you, not your customers, over your first month.

When a customer replies to one of your emails, the reply concierge can answer straightforward questions in your voice; anything it is unsure of is drafted and left for you to send. Auto-replies are off unless you turn them on — a customer's question never gets an answer you did not choose to allow.

A W-9 request asks a subcontractor for their form with a secure link to fill it in, sent from your business. A document you generate in Tools — a proposal, a report, a trade form — goes out under your business name when you email it from there. Your CPA can receive your tax package on a schedule you set, only if you turned it on and only to the address you gave.

Weekly and monthly numbers — revenue, expenses and outstanding invoices — come to you by email; the off switch is the Unsubscribe link in the report itself or Settings → Alerts. The Monday production report summarises last week's jobs and what they earned, and is opt-in from the bottom of the Jobs board. Three getting-started notes arrive on day three, seven and thirty of your first month, pointing at whatever is still unfinished. Your customers never see any of these.

DeskOps itself sends email. Texting — a missed call answered by a text within seconds, conversation replies in your voice, and booking offers — is TextDesk, a separate product at text.intelliflowcommunications.com with its own sign-in and its own line. When a TextDesk line is connected to your business, DeskOps uses it for the appointment reminder and the on-my-way message, and you can copy your booking link into a TextDesk conversation. Early access: ask before you buy. There is no texting from DeskOps without it, and no email substitute pretends to be a text.