OptimusDesk: Business Manager

Take your office desk with you. OptimusDesk brings your business together in one workspace—and its free mobile companion keeps that workspace close wherever your day takes you. Use the full OptimusDesk web app at your desk, then stay connected from your iPhone or iPad when you visit clients, work on site or head out for the day. Your account connects both experiences, so your clients, projects and business information stay together. YOUR DAY, ORGANIZED See your appointments, tasks and priorities in one place. Keep track of upcoming work and follow-ups throughout the day. CLIENTS AND PROJECTS Keep client details, project information, notes and related documents together. Find what you need before a meeting or while working on a job. QUOTES, AGREEMENTS AND INVOICES Prepare business documents, review details and keep work moving from the first inquiry to the final invoice. Available tools follow your OptimusDesk plan. MEET PIP Pip is your AI assistant for everyday business work. Get help drafting messages, preparing quotes and organizing your next steps. Review proposed actions and their credit cost before continuing. APPOINTMENTS AND EMAIL Manage appointments and work with connected email accounts. Stay close to client conversations while you are away from your desk. PHOTOS, FILES AND NOTES Capture a photo on site, attach files to a client or project, and save important details while they are fresh. Keep your work organized where it belongs. YOUR FULL WORKSPACE, CONNECTED The mobile app works alongside the full OptimusDesk web app. Advanced tools can open shared web editors, giving you access to more of your workspace when you need it. BUILT FOR SMALL BUSINESSES From landscapers and cleaning companies to handymen, consultants and independent professionals, OptimusDesk helps you spend less time managing scattered information and more time serving your clients. FREE MOBILE COMPANION The OptimusDesk mobile app is free to download. Create your account and workspace to get started with a seven-day trial, or sign in to your existing account. Paid plans, upgrades and billing are handled in the OptimusDesk web app. The mobile app uses the access already associated with your account. Feature availability depends on your plan, permissions and connected services. Pip usage is subject to your available AI credits.