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DeskOps · Your AI Co-Pilot

Plumbing businessdashboard.

Your revenue. Your ads. Your taxes. Your truck. Your emergency calls. One co-pilot that knows your plumbing business — a plumbing business dashboard that reads like your smartest advisor.

$99/month · Built for operators

A note from the founders

We didn’t build DeskOps as a product idea.

We built it because we needed it.

The more we ran IntelliFlow Communications, the more we realized we didn’t need another tool — we needed an advantage. Something AI-powered that could actually read our data, pressure-test our decisions, and surface the patterns we’d otherwise miss.

So we built the app we wished existed — and now we’re sharing it with you.

— Brennan Balka & Kyle Kirkham, and the team at IntelliFlow Communications

For Service Business Owners Who Are Done Guessing

YOUR BANK ACCOUNTISN’T TELLING YOUTHE TRUTH.

You can be busy and broke at the same time. DeskOps tells you which one you actually are.

The average operator loses $10,000/year to leaks they can’t see · DeskOps shows you exactly where

DeskOps AI advisor on a phone resting on a service truck dashboard at golden hour, logging an expense

DeskOps · AI Co-Pilot

Your AI business advisor.

Ask it anything. It already knows your numbers…

14-DAY FREE TRIAL

Start free. Stay if it works.

See exactly where your cash stands — 14 days free, then $99/month. Cancel anytime in the app before day 15 and you're never charged.

No charge for 14 days · Cancel anytime in the app · Works with Stripe, Square & QuickBooks · Your data stays yours

StripeSquareQuickBooks

DeskOps · By Trade

Already fluent in your trade. Before you say a word.

Pricing benchmarks. Customer-objection scripts. Code citations. Repipe scope formats. Across 76 trades — sourced, cited, and loaded the moment you sign in. For plumbing, that means a plumbing business dashboard and plumbing business analytics that speak your language.

+68 more

Sample question

What's my best week this quarter?

DeskOps

Week of October 7 — $22,180 in revenue, 19% above your quarterly average. Your top tech was Diego with 18 service calls. Best day was Monday — back-to-back slab leak diagnostics. Want me to pull which calls converted to repipes?

TOP TECH

Diego

18 calls this month

AVG TICKET

$620

14% above plumbing trade average

REPIPE CONVERSION

22%

Above plumbing benchmark

Your $620 avg ticket is 14% above the plumbing trade average ($544).

What It Does, Not Just What It Says

Your AI doesn’t just answer. It does.

It logs the expense. Sets the goal. Sends the email. Drafts the document. With a trust system built for operators.

Tier 1 · Silent + Undo
Log $87 for shop supplies.
Logged to Materials.
↶ Undo · 4:47

Tier 2 · Confirm-Then-Act
Set Q3 revenue goal at $250K.
Setting Q3 revenue goal: $250,000. Confirm?
Yes.
Set. Tracking now — you’re at $58K, 23% of pace.

Tier 3 · Type to Confirm
Mark Marcus’s commission paid for October.
This sends $4,200 to Marcus and can’t be undone. Type PAID to confirm.
Confirm Action
Type PAID to send $4,200 to Marcus.
PAID
Expires in 9:42
Done. Marcus notified. Commission ledger updated.

26 actions. Three trust tiers. Built so DeskOps gets careful as the stakes get higher.

DeskOps · By Voice

Same brain. Now in your truck.

Pick up the phone, ask anything DeskOps can answer in chat. Same memory, same depth, same actions — spoken aloud while you’re between jobs.

While you’re driving

3:07
DeskOps · Advisor
00:42
Listening
Hold to talk
(or hold space)
Hands-free: Off

When you’re back at the desk

3:07
DeskOps AI Advisor
see what all I can do here
+1 (260) 297-7554
$1,497.67 in commissions unpaid.ask →
Call Recap
0:40
Topic

End of day check-in. Asked how the day went and what’s outstanding.

Advisor

Good day — $4,820 in revenue, three completions. Tom’s Riley install came in 20 minutes under bid. Diego closed the Jefferson repipe at $620 — your trade average. Cynthia paid the $4,640. You’re at $58K against your Q3 goal — 23% of pace, right where you should be.

Dismiss
Ask
DeskOps AI can make mistakes. Always verify important information.

Voice ends. The recap stays. Same memory across chat and voice — what it knows on your laptop, it knows on the phone.

Before and After

Monday morning, before and after.

Monday, 6:47 AM

6:47
••••5G
6:47
Monday, April 14
Notification Center
Square6:43 AM
Payment received: $340.00
Customer: ORTIZ PLUMBING LLC · Card ending 4429
💬
Messages· Bookkeeper Sheila6:41 AM
Hey! Did you get the Q1 receipts over yet?
I can’t close March until I have them 😬
M
Gmail· invoicing@stripe.com6:38 AM
Your payout of $4,287.42 has been sent
Expected arrival: Tuesday, April 15
Ad
Google Ads6:32 AM
⚠ Campaign budget exhausted: "Emergency Leak"
Consider increasing daily budget to capture more leads
📞
Phone6:28 AM
Missed call · (260) 555-0143
2 calls this morning · No voicemail
qb
QuickBooks6:15 AM
23 transactions need to be categorized
Your books haven’t been reconciled in 47 days
C
Chase5:58 AM
⚠ Low balance alert: Business Checking
Available balance: $2,847.19
y
Yelp5:41 AM
New 3-star review from Kevin M.
"Showed up 2 hours late but the work was fine..."

The coffee’s cold. Six trucks rolling out in 40 minutes. And you still don’t know if last week made money.

Fifteen browser tabs. Four passwords. No real answer.

Monday, 6:47 AM

6:47
••••5G
DeskOps
Home
Good morning, Mark.
Thursday, April 16
This Week
$18,420
↑ 24% · best in 6 weeks
Thursday was your biggest day
AI Business Partner

Taxes set aside
Ad budget optimized
Week closed

"You open one app. It already knows what happened. And already told you what to do."

That’s it. That’s your Monday.

Tax Position · Live Every Morning

April 15 is just another Monday.

Your tax bill updates with every transaction. By the time April comes, the number is already on your accountant's desk.

  • Live every transaction

    Federal, state, self-employment, QBI, S-corp, Medicare surtax — recalculated the moment a payment clears.

  • Schedule C, line by line

    Every expense category mapped to its IRS line. Your accountant opens the PDF and starts where you left off.

  • One click to your CPA

    Email the document to your accountant directly from DeskOps. No exports, no formatting, no follow-up questions.

See a real tax position PDF

Generated from real DeskOps data. No signup.

Tax Position · Live

$18,420

$721 since Monday · Next quarterly: June 15

Federal$12,690
State (IN)$1,680
SE + Medicare$3,850

Schedule C Line Mapping

8Advertising$2,744
9Car & truck$5,349
11Contract labor$50,288
17Legal & professional$6,046
22Supplies$20,648

IntelliFlow · DeskOps

2026 Tax Position
& Quarterly Estimates

Mark Ortiz · Ortiz Plumbing LLC

Generated May 6, 2026

Owner Snapshot

Tax year2026Filing statusSingleEntity typeLLCStateIN

Estimated Tax Breakdown

Self-employment tax$3,575
Additional Medicare (0.9%)$312
Federal income tax$12,690
State income tax$1,680
Total estimated tax$18,420

AI-assisted by DeskOps. Informational only.
Not a substitute for licensed professional advice.

DESKOPS · OPERATOR WEALTH

The business isnt your job. Its your asset.

What you actually have, what its worth, and what you can safely pay yourself.

NET WORTH COMPOSITION · TODAY
OPERATOR$1.27M
OPERATOR NET WORTH
$1,274,900
Net of $12,000 personal debt
Business cash
$295k23%
Business value (mid)
$939k73%
Personal cash
$13k1%
Investments
$38k3%
Personal debt
−$12k
WHAT WOULD SHARPEN THIS PICTURE

118 days of history numbers sharpen with a full trailing year.

METHODOLOGY

Business Equity = cash on hand + midpoint valuation. Valuation range reflects BizBuySell Insight 202425, IBBA Market Pulse Q4 2025, and Peak Business Valuation service-industry comps. SDE = TTM net income + owner comp + non-operating add-backs.

SAFE ANNUAL TAKE-HOME
$180,000
Capped by 60% of SDE
CASH RUNWAY
42.5 mo
$295,000 on hand

What you can pay yourself without breaking the business and how long the business survives at current burn.

TAX OPTIMIZATION

Electing S-Corp could save roughly $18,000 per year.

Estimate based on ~$145,000 reasonable wage. Estimate only. S-Corp election has ongoing compliance cost (payroll, separate return). Consult your CPA.

Add household details for a sharper net-worth picture. Bank sync ships later.

DESKOPS · TOOLS

Not a generic AI document tool. Thirty-six tools your trade actually uses.

Each one matches the actual workflow of your trade the right format, the right code citations, the right liability disclaimers. Snap a nameplate. Paste an insurers estimate. Get a real document, not a wall of paragraphs.

TOOLS · ROOFING

Insurance supplement builder

Paste the carrier’s estimate.
DeskOps reads it line-by-line and finds the gaps.
Returns a justification, not a letter.
Line-item analysis with code citations and pricing comps.
Built for the fight.
Format, tone, and structure adjusters take seriously.
See a real supplement PDF
ITEM 1 · DRIP EDGE

IRC R905.2.8.5 requires drip edge at eaves and rake edges of asphalt shingle roofs. Carrier estimate omits this line item entirely

INSURANCE SUPPLEMENT
Supplement to Carrier Estimate #C-44829
Property: 4827 Maplewood Ln · Claim: HF-2026-0331
Prepared: May 7, 2026 · Hayward Roofing & Exteriors
JUSTIFICATION SUMMARY

The carrier estimate omits five line items required to bring the roof system to code under IRC R905.2.7 and manufacturer warranty terms. Total supplement: $7,348.20.

LINE-ITEM ANALYSIS
ITEMCARRIERSUPPLEMENT
Drip edge (eaves + rakes)Not included$384.00
Ice & water shield (valleys)Not included$612.50
Step flashing replacementPartial$940.75
Ridge ventilation upgradeNot included$1,247.00
Code-required underlaymentPartial$4,163.95
Justifications and code citations on pages 24. Generated by DeskOps · Tools.
ALL THIRTY-SIX TOOLS

Grouped by trade. Each ships a real PDF or DOCX.

Plumbing
Drain diagnostic write-up · Sewer camera report · Repipe scope
HVAC
Nameplate diagnostic · Quick load calculation
Roofing
Insurance supplement builder · Storm damage report
Electrical
Residential load calc · EV charger feasibility report
Auto repair
Diagnostic code analysis · Pre-purchase inspection report
Pool service
Green pool recovery plan · Equipment replacement quote
Cleaning
Scope-of-work generator
Painting / Flooring / GC
Painting scope · Flooring scope · Change order builder
Landscaping & outdoor
Tree-service scope · Pressure-washing scope · Fence-installation scope · Gutter-service scope · Irrigation scope · Seasonal landscaping proposal
Chiropractic, Dental, PT, Veterinary, Massage, Trainer
Chiropractic SOAP note · Chiropractic visit summary · Chiropractic intake · Dental intake · PT evaluation · Massage intake · Trainer pre-activity questionnaire · Veterinary intake
Pest control & Handyman
Inspection & treatment plan · Handyman work-order builder

Every tool is built for a specific trade’s workflow — the right format, the right code references, the right disclaimers. No generic templates.

DESKOPS · KNOWLEDGE BASE

Pick your trade. We’ve already done the homework.

Seventy-six niches, each with its own deeply-researched reference — service catalog, pricing benchmarks, permits, objections, gotchas. The AI is grounded in your trade, not a generic “small business” prompt.

INSIDE ONE NICHE · CHIROPRACTIC

What DeskOps knows about your practice

The AI doesn’t guess at chiropractic from generic small-business knowledge. It pulls from a research-backed reference layer built specifically for your practice — billing codes, scope-of-practice limits, documentation standards, common patient objections.

When you ask “is this CPT code right for what I just did,” it’s not improvising. It’s reading from a knowledge base your peers helped shape.

And it’s not just chiropractic. Same depth across seventy-six niches.

See the chiropractic reference →
CHIROPRACTIC · REFERENCE LAYER
76 NICHES

What’s inside the chiropractic knowledge base

SERVICE CATALOG
Initial exam · adjustments · therapeutic activities · soft-tissue · imaging review
PRICING BENCHMARKS
Initial visit $85–$240 · adjustments $40–$80 · cash-pay vs. insurance splits by region
COMPLIANCE & SCOPE
State-by-state scope-of-practice limits · documentation standards (SOAP) · informed consent requirements
BILLING & CODES
CPT 98940 / 98941 / 98942 · Medicare’s manipulation-only rule · modifier -25 patterns
PATIENT OBJECTIONS
“How long until I feel better?” · “My insurance won’t cover this” · why-it-costs-this-much framing
GOTCHAS
Maintenance care vs. medical necessity · personal injury liens · post-MVA documentation traps
Same structure for every other niche. Updated by operators who do the work.
ALL SEVENTY-SIX NICHES
Each one with its own reference. Pick yours.
HVAC · Plumbing · Electrical · Roofing · Painting · Flooring · Drywall · Insulation · Concrete & masonry · Foundation repair · Excavation · Demolition · Asphalt paving · Fence installation · Deck building · Garage door · Solar installation · Generator service · Septic service · Well drilling · General contractor · Handyman
Landscaping · Tree service · Irrigation · Pool service · Pressure washing · Gutter service · Window cleaning · Snow removal · Christmas light install · Chimney sweep · Pest control · Junk removal · Propane delivery
Cleaning service · Carpet cleaning · Mold remediation · Asbestos abatement · Restoration · Commercial kitchen service
Auto repair · Mobile mechanic · Mobile detailing · Boat & marine repair · RV repair · Roadside assistance · Appliance repair
Chiropractic · Dental · Veterinary · Physical therapy · Massage therapy · Personal training · Gym · Med spa · Spa · Hair salon · Nail salon · Barbershop
Real estate · Bookkeeping service · Tax prep service · Appraiser · Home inspector · Locksmith · Security installation · Photography · Catering · Food truck · Pet grooming · Pet sitting · STR/Airbnb host · Academic tutoring · Moving company · Freight

Monday Morning · Delivered To Your Inbox

Every Monday at 7 AM,
your business writes to you.

No login. No dashboard. Just an email that reads like your smartest advisor wrote it.

The first email you read each week. Ninety seconds, written from your numbers — emergency leaks, water heater installs, drain calls. That's plumbing revenue tracking, so you know what's working and what to do today.

7:00
●●●○5G
Monday · April 21

Your week in one read

LAST WEEK
$18,420
↑ 24% · best in 6 weeks

Thursday was your biggest day — two water heater installs and a slab leak ($5,840). Tuesday was quiet ($980).

WHAT I'D DO THIS WEEK

Set aside for taxes$1,842
Top job last weekWater heater install · $2,840
New reviews2 · both 5-star
DeskOps AI · for Ortiz Plumbing LLC

Your edge begins here

Ready to hear what your business is telling you?

An AI co-pilot that knows your trade, your numbers, your taxes, your net worth, and what's actually happening in your plumbing business — the plumbing financial software operators wish they'd had years ago. $99/month.

$99/month · Built for operators