What can we help you with?
Search practical answers about setup, customers, booking, work, payments and connections.
Questions and answers
How do I create my first OptimusDesk workspace?
Start your free trial, enter the basic details about your business and follow the guided setup. OptimusDesk uses those answers to prepare the most relevant tools and starting workflow for you.
Can I change the tools shown in my workspace?
Yes. Use Customize Tools in the sidebar and Customize Widgets on My Day to keep the tools you use visible and hide the ones you do not need.
Can I import customers or existing project information?
Customer and project imports are supported through the guided import flow. Keep a clean CSV export from your current system so names, contact details and project references can be mapped reliably.
What belongs in a customer record?
A customer record keeps contact details, service locations, conversations, quotes, agreements, jobs, documents, notes and follow-ups connected in one place.
Can one customer have several locations or contacts?
Yes. OptimusDesk is designed for real business relationships, including multiple contacts, properties or service locations connected to the same customer.
How do I find a customer quickly?
Use the global search or the customer list filters. You can search by customer, company, contact information, location and connected work.
How do I publish an online booking page?
Open Booking, choose the services or appointment types customers may book, set availability and publish your link. You can update availability without changing the shared URL.
Can customers reschedule an appointment?
Rescheduling depends on the rules you set for the booking type. You stay in control of notice periods, available times and whether a customer may change an appointment themselves.
Where do today’s appointments appear?
My Day brings appointments together with follow-ups, due tasks and nearby work so you can see what needs attention without opening several tools.
Can an accepted quote become a job or project?
Yes. Convert the accepted quote into connected work so the customer, scope, pricing, documents and history carry forward instead of being entered again.
Can I create recurring work?
Yes. Recurring visits and services can keep their schedule, assigned people, customer details, property notes and follow-up steps connected.
How do team members know what to do next?
Assign tasks, appointments and jobs with due dates and context. Each person can focus on My Day while the business retains the complete customer and project view.
What is included in Cashflow?
Cashflow connects invoices, payment collection, manual payment records, outstanding balances and collection reporting to the customer and the work that created them.
Can I see unpaid invoices without opening every customer?
Yes. Cashflow provides an overview of open balances and payment status, with the related customer and work one step away.
Are payment records connected to the original job?
Yes. Invoices and payment history remain connected to the customer, quote and completed work so the financial story is easy to follow.
Which external services can OptimusDesk connect to?
Available connections include business email and calendar services, Google Drive, accounting and payment tools, and supported social channels. Availability can vary by package and rollout stage.
Does OptimusDesk AI make changes without approval?
No. Intelligent assistance prepares reviewable drafts, summaries, checklists and suggested next steps. You decide what is used or sent.
Where can I get help with a connection problem?
Open the relevant connection screen first and review its status. If reconnecting does not solve it, contact support and include the provider name, the action you attempted and the friendly error message shown on screen.
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