License and permit numbers on an invoiceIn Settings › Business profile

In Settings › Business profile

Why an invoice asks

Your trade prints a license or permit number on the customer’s copy, so DeskOps asks only when the work calls for it. Your license is set once; a permit is asked per job.

DeskOps — Settings › Business profileExample screen

Start here · On a computer

  1. 1Settings
  2. 2Business profile
  3. 3Trade credentials

the same fields appear on a quote or invoice under Required for your trade.

On your phone: Menu → Settings → Business profile, same.

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