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
Section titled “Creating an Organisation”See the Sign Up Guide for a complete walkthrough.
- After signing up, tap “Create Organisation”
- Enter your business name
- Add your business address (with Google Places autocomplete)
- Upload your logo for branded reports
- Tap “Create”
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Organisation creation form Coming soon
Organisation Dashboard
Section titled “Organisation Dashboard”The organisation tab gives you access to:
- Organisation details and branding
- Team member management
- Customer management
- Job types configuration
- Note templates
- Organisation settings
Organisation Settings
Section titled “Organisation Settings”Branding
Section titled “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
Section titled “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
Section titled “Multiple Organisations”You can belong to or manage multiple organisations:
- Switch organisations from the organisation menu
- Each organisation has its own jobs, team, and settings
- Data is completely separated between organisations
- Perfect for managing multiple businesses or departments
Organisation Membership
Section titled “Organisation Membership”Joining an Organisation
Section titled “Joining an Organisation”- Receive an invitation from an existing admin
- Accept via email link
- Select the organisation after login
Leaving an Organisation
Section titled “Leaving an Organisation”- Remove yourself from an organisation
- Your data and completed work remain
- You lose access to that organisation’s jobs
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Switch organisations screen Coming soon
Deleting an Organisation
Section titled “Deleting an Organisation”If you need to remove an organisation:
- Go to organisation settings
- Tap “Delete Organisation”
- Confirm the deletion
- The organisation enters a pending deletion period
- During this period, deletion can be cancelled
- After the period expires, all data is permanently removed
Pending Deletion Countdown
Section titled “Pending Deletion Countdown”- See exactly when deletion will occur
- Cancel deletion anytime during the pending period
- All team members lose access after deletion