Welcome

Good work,
well run.

Revenue This Month

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Outstanding

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Overdue

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Pending Reimbursements

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Active Jobs

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Need Attention

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Open Tasks

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Low Stock

⠷Today's WorkView schedule

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⠿NotificationsOpen bell →

⠿Pipeline SnapshotFull view →

⠿Recent ClientsAll clients →

⠷TodayView schedule

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⠷Quick Actions

Add New Client

Create Invoice

Upload Photos

New Supply Order

⠷Pro TipHide

Tasks+ Add

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Needs Attention

⠿Texts ready to sendRefresh

Checking…

InboxCompose →

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NewsletterOpen →

⠿Clocked In Now

⠿Upcoming Birthdays

⠿Inventory Alerts

Sales pipeline

Client Pipeline

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More leads.
More good days.

People

Clients

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Great clients
build great businesses.

Stay organized. Deliver amazing service. Build lasting relationships.

Referral network

Vendor Referrals

Trusted vendors you can refer to clients

Stronger partnerships.
Happier clients.

Build your network of trusted professionals and grow together.

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Paid This Month

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Outstanding

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Overdue

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Drafts

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Document library

Templates

Create professional proposals and documents in less time.

Standardize.
Simplify.
Win more work.

Templates save time, look professional, and give every client the same experience.

Create a custom template

Build a template from scratch, or duplicate an existing one.

Sent Proposals

Proposals you send to clients will appear here with their status.

Email marketing

Newsletter

Stay in touch. Build stronger relationships. Grow your business.

Keep your clients
in the loop.

Share updates, offer helpful tips, and stay top of mind — all in one place.

Total Subscribers

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All contacts

Active Subscribers

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Subscribed

Campaigns Sent

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Segments

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Client groups

Start a New Campaign

Choose a template to get started, or create a blank campaign.

Seasonal Promotion

Spring, holiday prep, new-year offers

Sunday Reset Newsletter

Your weekly format — letter, tip, faves, local news

Past Client Check-In

Stay top of mind, referral ask, re-book

Tips / Value Email

Build trust, share expertise, stay relevant

Announcement

New service, team member, pricing update

Referral Ask

Ask happy clients to spread the word

Blank Campaign

Start from scratch

Sent & Drafted Campaigns

Campaigns you create will appear here.

Workflow

Email Automations

Stay connected with your clients — automatically.

Save time.
Build stronger client
relationships.

Crate rental messages · request received, confirmation, drop-off & pick-up reminders, thank you. Emails and texts.

Service CoverageWhich email path each service uses

🏠 Home Organizing — Email Path

📦 Packing & Moves — Email Path

🏡 Senior Moves — Email Path

📸 Photo Organizing — Email Path

🎄 Holiday Decorating — Email Path

💳 Invoice Reminders — Email Path

Calendar

Schedule

See your team's week at a glance.

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A well-planned week
runs itself.

Jobs this period

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Team scheduled

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Est. hours

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Unavailable

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0h total hours

0 jobs

0 team members

— est. labor

— est. revenue

— est. margin

Field reports

Job Reports

Document your work, share results, and keep everything in one place.

Proof of
a job well done.

Total Reports

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This Month

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Before & After Sets

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Inventory

Supply Orders

Keep your jobs stocked and ready.

Create an order for a job · the team logs what was used · approve and push to the invoice

The right supplies
for a smoother day.

Awaiting Team

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Sent to the crew

Pending Approval

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Waiting on you

Completed

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This month

Total Supply Cost

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This month

No supply orders yet

Create a pack for a scheduled job — pick the supplies, send to team, then approve & invoice when done.

Crates

Crate Rentals

Rentals, drop-offs, pick-ups and what's free each week.

Stock

Inventory

Track supplies you stock — or save favorite products for quick supply orders and invoices.

Know what you have,
before you need it.

Total Items

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In your inventory

Low Stock

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Items need restocking

Team Chat

Keep all team communication in one place.

Select a conversation

or start a new one

Adjustment Requests Daily limit hrs → email owner

All caught up — no adjustment requests.

Time Off Require my approval

No time off requests.

Timesheets

Timesheet data will appear here as your team clocks in and out.

Team

Team Requests

Review and approve what your team sends in.

Sorted quickly,
settled fairly.

Needs Review

0

Nothing waiting

Reimbursements

0

None pending

Mileage

0

None pending

Other Requests

0

Custom request types

Reimbursements — Pending

No pending reimbursements.

Reimbursements — Approved

No history yet.

Mileage Require odometer photo

No pending mileage.

Other Requests

No reports yet.

Knowledge base

Handbooks & SOPs

Keep your team aligned with easy access to resources.

Clear processes
create a stronger team.

Media

Media Library

Every photo from every job, in one place.

— photos · — before & after sets · ready for social · — this month

Your work,
worth showing off.

Before & After Sets

Before & after sets from job reports will appear here.
Team uploads photos from their mobile app after each job.

All Photos

Photos uploaded here are available across the app — client files, social posts, and marketing emails.

Quick Actions

Upload Photos

Before & After

Ready for Social

Group by Client

Popular Tags

No tags yet.

Pro TipShoot the same view before and after, from the same spot and height. Matching angles are what make a pair land.

Analytics

Reports

Insights to help you run a more profitable business.

Data that
works for you.

Total Revenue

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Labor Cost

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Supply Cost

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Est. Profit

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Invoice Aging

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Revenue by Service Type

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Monthly Revenue Trend

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Cost Breakdown

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Every plan starts with a 60-day free trial. During the beta you have full access to everything — pick the plan you'd choose, and billing turns on later.

Configuration

Settings

Manage your business, customize your experience, and keep everything running smoothly.

Set up your business. Connect your tools. Work smarter.

Account Security

Two-Factor Authentication Checking…

Adds a second lock on your login: after your password, you\'ll enter a 6-digit code from an authenticator app (Google Authenticator, 1Password, Authy…). Protects your account even if your password leaks. Each person enables it for their own login.

Business Info

Your Business

Business Name

Owner Name

Email

Reply-to address

Where client replies to your automated emails land. Leave blank and replies go nowhere useful.

Phone

City / State

Time zone (job-start texts & calendar feeds use this)

Industry / business type (tailors your pipeline & services)

Mailing address (required on marketing emails by law)

CAN-SPAM requires a valid physical postal address in every marketing email. A street address, P.O. Box, or mailbox service all work.

Your title (for email signature)

Your photo (round headshot for your email signature)

Email signature (added automatically when you type a message)

Set it once here. It's appended to the bottom of messages you compose, so you never retype it.

Google Review Link

Client Resources Page URL

Social Media

Instagram

Facebook

TikTok

YouTube

Brand Identity

Logo Variations

Primary

For light backgrounds · Invoices & emails

Your Logo

PNG or SVG recommended

Email Header

Wide lockup · Used at the top of emails

PNG or SVG recommended · Each version is used automatically in the right context

Business Name

Tagline

Email footer line (bottom of every email)

Team name in sign-off Show “+ The ___ Team” under my name

Brand Colors

Primary

Secondary

Accent

Background

Fonts

Display / Heading Font

Body Font

Upload Custom Fonts

Heading / Display Font

No file uploaded

Body Font

No file uploaded

Accepted: .ttf, .otf, .woff, .woff2 — Font applies across the app and your emails

Website

Email

Preview

WD

Your Business Name

Your tagline here

Service Lines

Your Services These appear in all dropdowns across the app

Each service gets its own pipeline. Removing a service hides it from dropdowns but keeps existing client data. Restore standard services Find duplicates

Job Types & Colors

Schedule Job Types Color-coded on the calendar

Team Policies

Time off & hours

Require approval for time off On: requests wait for you. Off: time off is booked as soon as it's submitted and you're just notified.

Send emails between Automated emails wait for this window instead of going out overnight. Your local time. to

Holiday shopping cutoff Date clients must reply by if they want you to shop for them. Used in the holiday sequence.

Daily hours limit Flags any shift longer than this on the timesheet and in exports.

Notifications

How you get notified

Choose how you personally receive alerts (new leads, signed proposals, job changes, low stock, and more). Turn channels on or off.

Email Text message In-app (the bell)

Fine-tune by alert type

The switches above are your default for every alert. Override any individual alert below — anything you leave alone follows your default.

Tax & Fees

Invoice Defaults

Sales Tax Rate (%)

Auto-applies to new invoices

Credit Card Fee (%)

Added when client pays by card

Turn on the card fee by default on new proposals and invoices

Payment Terms (days)

Default due date offset

Supply Markup (%)

Added to supply cost when billed. Hidden from customer.

Ways clients can pay you — shown to a client after they pick that method on a proposal or invoice

Venmo username

Zelle email or phone

Cash App $cashtag

Make checks payable to

Mail checks to (optional)

Other payment instructions (optional)

Permissions

Who can see whatOwners always see everything

Untick anything a role shouldn’t see. The menu item disappears and the page won’t open. HR & pay rates are always owner only.

Travel

Travel TimeDriving to and between jobs

Track travel time

Adds a Travel option when your team clocks in. Travel logged on a job is added to that job’s invoice with labor and supplies.

Charge clients for travel

Billed for each person who logs travel on the job.

Your team is paid their regular hourly rate for travel time, the same as working time.

Scheduling

How your team gets work

Choose how jobs reach your team. You can change this anytime.

📋 Assign mode

You assign each job to specific team members. Best when you control the schedule directly.

✋ Claim mode (open shifts)

Post open shifts and let your team claim them first-come, first-served — great for part-time or 1099 crews. You can still assign specific jobs directly whenever you want.

Integrations & API Keys

Connected AppsKeys saved locally · never sent anywhere

Stripe

Deposit payments on proposals

Not connected

AI

OpenAI (Whisper)

Audio transcription for AI Consult Recorder

Not configured

OpenAI API Key

Get your key at platform.openai.com/api-keys · ~$0.006 per minute of audio

Twilio SMS

Reminders & confirmations · Edit the messages your clients get

Not connected

Custom Email Domain PREMIUM

Client emails send from your own domain (e.g. hello@yourbusiness.com)

Not set up

Accounting Software — connect one

QB

QuickBooks Online

Sync invoices · P&L reports · Auto-categorize

Not connected

W

Wave FREE

Free accounting · Great for small businesses

FB

FreshBooks

Time tracking · Invoicing · Expense management

X

Xero

Popular in AU/NZ/UK · Full accounting suite

QBT

QuickBooks Time COMING SOON

Timesheets into the Workforce approval flow (formerly TSheets)

Using something else?

Export invoices as CSV from the Invoices page — works with any accounting software

Team Access Levels

Lead job visibility

Choose what your Leads can see on the schedule and in job reports.

What each role can see & do

Feature	Owner	Manager	Lead	Team	Inventory
Dashboard & Financials	✓	✓	—	—	—
All Clients & Pipeline	✓	✓	—	—	—
Full Schedule (all team)	✓	✓	✓	—	—
Own Jobs Only	✓	✓	✓	✓	—
Job Reports & Photos	✓	✓	✓	✓	—
Supply Order (create)	✓	✓	—	—	✓
Supply Usage (log after job)	✓	✓	✓	✓	—
Inventory Management	✓	✓	—	—	✓
My Timesheet	✓	✓	✓	✓	✓
All Team Timesheets	✓	✓	—	—	—
Submit Reimbursements	✓	✓	✓	✓	✓
Approve Reimbursements	✓	✓	—	—	—
Handbooks & SOPs	✓	✓	✓	✓	✓
Team Members & Invites	✓	✓	—	—	—
Settings & Integrations	✓	—	—	—	—

⚠️ Cancel Subscription

Need to cancel? We'll pause your account and preserve your data for 90 days. Alex will reach out within 1 business day to confirm.

Preview

Request a Consultation

Tell us a little about your space and we'll be in touch!

Full Name *

Email *

Phone

Address

Service Interested In *

How did you hear about us?

What do you need help with?

Embed on Your Website

Copy this code and paste it into any page on your website. Submissions automatically appear in your pipeline as new Inquiries.

<iframe src="https://app.workdeskusa.com?leadform=1" width="100%" height="750" frameborder="0" style="border-radius:12px;box-shadow:0 4px 20px rgba(0,0,0,0.08);"></iframe>

Booking calendar embed (separate from the lead form)

The lead form collects info only. To let visitors pick a consult date & time on your site, embed the booking calendar too (turn it on under Booking Settings first).

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Standalone Form Link

Share this link directly — great for email signatures, Instagram bio, or Google Business profile.

https://app.workdeskusa.com?leadform=1

Required Fields

Choose which fields a visitor must fill in before they can submit. Required fields show a * on the form.

Recent Leads

New leads from your form will appear here.

Online Consult Booking Enabled

Off by default. When enabled, clients can book their own consult from a public link — bookings land on your schedule as an Inquiry.