Getting started

Welcome to Dingo Desk! This guide will walk you through everything you need to get started, from creating your account to sending your first professional report.

Before You Begin

What you’ll need:

• A mobile device (iOS or Android) for field work
• Your business logo and branding colors (optional but recommended)
• Email addresses for team members you want to invite
• About 15 minutes to complete setup

What you’ll accomplish:

• Create and configure your organisation
• Invite your first team members
• Create and complete a sample job
• Generate and send your first report

Let’s get started!

Step 1: Download the App

Dingo Desk is available on both iOS and Android.

1. iOS: Search for “Dingo Desk” in the App Store or download here
2. Android: Search for “Dingo Desk” in Google Play Store or download here

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App store download screens

Coming soon

Step 2: Create Your Account

When you first open the app, you’ll be prompted to create an account.

1. Tap “Sign Up”
2. Enter your email address
3. Create a secure password (minimum 8 characters)
4. Verify your email address by clicking the link we send you
5. Log in with your new credentials

Pro Tip

Use a business email address (not personal) so team members recognize communications from Dingo Desk.

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Sign up screen

Coming soon

Step 3: Create Your Organisation

After logging in, you’ll create your first organisation. This is your workspace where all jobs, team members, and reports live.

1. Tap “Create Organisation”
2. Enter your business name
3. Add your business address (used for reports and customer communications)
4. Upload your logo (optional but makes reports look professional)
5. Choose your brand colors (optional)
6. Tap “Create”

Organisation Settings:

• Name: Your business or department name
• Address: Physical business address
• Contact: Phone and email for customer communications
• Branding: Logo and colors for reports
• Timezone: Ensures correct timestamps on reports

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Create organisation screen

Coming soon

Multiple Organisations

You can create multiple organisations if you manage different businesses or departments. Switch between them anytime from the settings menu.

Step 4: Invite Your Team

Now that your organisation exists, invite team members to join.

1. Tap the menu icon (☰) in the top left
2. Select “Team Members”
3. Tap “Invite Member”
4. Enter their email address
5. Select their role:
   • Admin: Full access to everything
   • Manager: Can create jobs and view reports
   • Field Worker: Can complete jobs and generate reports
   • Viewer: Read-only access
6. Tap “Send Invitation”

They’ll receive an email with instructions to download the app and join your organisation.

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Team invitation screen

Coming soon

Permissions

Start with conservative permissions. You can always grant more access later. Admins can modify permissions anytime.

Step 5: Create Your First Job

Let’s create a sample job to see how the workflow works.

1. From the home screen, tap the ”+” button
2. Select “New Job”
3. Fill in the job details:
   • Client Name: Enter a customer name (or use “Test Customer”)
   • Job Title: Brief description (e.g., “Office Cleaning”)
   • Location: Enter the job site address
   • Due Date: When the job should be completed
   • Assigned To: Select yourself or a team member
   • Description: Add any special instructions
4. Tap “Create Job”

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Create job screen

Coming soon

Optional Enhancements:

• Add a custom checklist for this job type
• Attach reference photos or documents
• Set up recurring schedule for regular jobs
• Add custom fields specific to your industry

Step 6: Complete the Job

Now let’s complete the job you just created.

1. From the home screen, tap on your new job
2. Review the job details and location
3. Tap “Start Job” when you’re ready
4. Complete any checklist items:
   • Tap each item to mark it complete
   • Add notes if needed
   • Take photos to document your work
5. Add any additional notes or observations
6. Tap “Complete Job”

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Job completion screen

Coming soon

Best Practices:

• Take before/after photos for visual proof
• Add notes about any issues or special circumstances
• Complete all checklist items before finishing
• Review everything before marking complete

Photo Tips

Good photos make great reports. Take clear, well-lit photos that show your work. Customers love seeing visual proof of completion.

Step 7: Generate Your First Report

Once the job is complete, generate a professional PDF report.

1. From the completed job screen, tap “Generate Report”
2. Review the report preview:
   • Your branding and logo appear at the top
   • All job details are included
   • Photos are formatted professionally
   • Timestamps show when work was completed
3. Tap “Generate PDF”
4. Choose how to share:
   • Email: Send directly to the customer
   • Share: Use any sharing method (text, WhatsApp, etc.)
   • Save: Keep a copy for your records

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Report preview and sharing

Coming soon

Report Features:

• Automatically includes your branding
• Shows all completed checklist items
• Includes all photos with captions
• Timestamps prove when work was done
• Professional formatting impresses customers

Step 8: Customize Your Workflow

Now that you’ve completed your first job, customize Dingo Desk for your specific needs.

Create Job Templates

Save time by creating templates for common job types:

1. Go to Settings → Job Templates
2. Tap “Create Template”
3. Add standard checklist items
4. Set default duration and priority
5. Save for reuse

Set Up Notifications

Configure how and when you receive notifications:

1. Go to Settings → Notifications
2. Choose notification preferences:
   • Job assignments
   • Due date reminders
   • Team updates
   • Customer responses
3. Set quiet hours if needed

Customize Reports

Make your reports uniquely yours:

1. Go to Settings → Report Templates
2. Upload your logo (if not done already)
3. Choose brand colors
4. Add custom footer text
5. Select which fields to include

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Settings and customization screens

Coming soon

Next Steps

Congratulations! You’ve completed your first job with Dingo Desk. Here’s what to explore next:

Explore Advanced Features

• Recurring Jobs: Set up weekly, monthly, or custom schedules
• Custom Fields: Add industry-specific data fields
• Integrations: Connect with your existing tools
• Analytics: Track team performance and job metrics

Learn More

• Read How it Works for a deeper understanding
• Check out Use Cases for industry-specific workflows
• Review our Sign Up Guide for detailed account setup

Get Help

Need assistance? We’re here to help:

• In-app support: Tap the help icon (?) anytime
• Email: support@dingodesk.com.au
• Documentation: Browse all guides at dingodesk.com.au/docs

What’s Next?

You’re now ready to use Dingo Desk for real jobs! Start with one or two jobs to get comfortable, then gradually move your entire workflow to the platform. Most teams are fully onboarded within a week.

Common Questions

Q: Can I use Dingo Desk offline?
A: Yes! The mobile app works offline and syncs when you reconnect. Perfect for basements, remote sites, or areas with poor signal.

Q: How many team members can I add?
A: Unlimited! Add as many team members as you need. Pricing is based on active users.

Q: Can I customize the reports?
A: Absolutely. Upload your logo, set brand colors, and choose which fields to include. Reports are fully customizable.

Q: What if I need help?
A: We offer in-app support, email support, and comprehensive documentation. Most questions are answered within a few hours.

Q: Is my data secure?
A: Yes. We use enterprise-grade encryption, regular backups, and comply with data protection regulations. Your data is safe with us.

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Ready to streamline your field service workflow? You’ve got everything you need to get started. Create your first real job and experience the difference Dingo Desk makes!