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Getting started
Your first day, signing in, and where to get help.
7What DeskOps does
The whole surface in one place — and what it will not do.
8Finding your way
Every page, where it lives, and who can open it.
15On your phone
Installing it, the bottom bar, and the shortcuts on a computer.
5Your trade
The seventy trades DeskOps knows, and what changes for yours.
4
Run the business
Home
The health score, what needs you, and where cash on hand comes from.
6Getting paid
Online payment, fees, payouts, reminders, refunds, quotes and deposits.
53Money in and out
Logging payments and expenses, what each job earned, your tax position.
25Jobs
The board, margin by type, your prices and materials.
3Schedule and crew
The board, your crew's day, online booking, and what the customer hears.
13Customers
Every customer, what they paid, and who has gone quiet.
7Expenses
Receipt scanning, categories, and why the category matters.
5Taxes and planning
How the estimate is built, due dates, the CPA package, Foresight, Goals, The Record.
19Wealth
What the business is worth to you, and what is safe to take home.
3Emails
Sending to customers, the inbox, and what the add-on adds.
10What DeskOps sends
Every automatic message to your customers, and how to stop each one.
12Connections
Processors, books and your bank — none of them required.
14Bank and imports
What the bank connection does, deposits, and bringing data in from Jobber or a spreadsheet.
26More than one business
The Businesses page, switching, and Discover.
4
Your account
Settings
Every section, on a computer and on a phone.
53Plan and billing
What DeskOps costs, the trial, your card, add-ons, leaving.
19Team and seats
What a seat costs, roles, pay rules, and recording what you paid.
7Security and your data
Where it lives, who can see it, what the AI does with it, deleting.
13When something looks wrong
Signed out, a stale page, a number that does not match, an email that never landed.
9