Organisation Management - Set Up Your Field Service Business

Your organisation is your workspace in Dingo Desk. It contains all your jobs, team members, customers, and settings.

Creating an Organisation

See the Sign Up Guide for a complete walkthrough.

1. After signing up, tap “Create Organisation”
2. Enter your business name
3. Add your business address (with Google Places autocomplete)
4. Upload your logo for branded reports
5. Tap “Create”

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Organisation creation form

Coming soon

Organisation details and More

Open More (the last tab, three dots) to reach organisation tools. Search in the header to filter the list. Destinations include:

• Organisation — details, branding, switch organisation, leave or delete
• Team member management
• Customer management
• Timesheets
• Note templates
• Payments
• Settings — theme and account (always last; also available from Home)

Owners and admins also see created date, created by (current owner), and last modified on the Organisation details screen.

Organisation Settings

Branding

• Logo: Upload your company logo for reports
• Name: Your business name
• Address: Physical or registered address
• Contact: Phone and email for customer communications

Job Types

Define the types of jobs your organisation performs:

• Create custom job type categories
• Assign default templates to each type
• Organise your workflow by job category

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Organisation settings

Coming soon

Multiple Organisations

You can belong to or manage multiple organisations:

• Switch organisations from Home (tap your profile picture and name in the header, then Switch Organisation) or from Organisation in the More tab
• Each organisation has its own jobs, team, and settings
• Data is completely separated between organisations
• Perfect for managing multiple businesses or departments

Organisation Membership

Joining an Organisation

• Receive an invitation from an existing admin
• Accept via email link
• Select the organisation after login

Leaving an Organisation

• Remove yourself from an organisation
• Jobs and other work records you completed remain, still attributed to your name
• Login and contact details are removed; you lose access to that organisation’s jobs

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Switch organisations screen

Coming soon

Deleting an Organisation

If you need to remove an organisation:

1. Open More, then tap Organisation
2. Tap “Delete Organisation”
3. Confirm the deletion
4. The organisation enters a pending deletion period
5. During this period, deletion can be cancelled
6. After the period expires, all data is permanently removed

Pending Deletion Countdown

• See exactly when deletion will occur
• Cancel deletion anytime during the pending period
• All team members lose access after deletion

Organisation Management

Take time to set up your organisation properly — it’s the foundation for all your work in Dingo Desk. Add your logo and brand colours to make reports look professional from day one.

→ Learn about team members → Manage your customers