Get the most out of Greenwave Desk.

Step-by-step videos for every part of the app, on a computer and on your phone. Watch the ones you need, in any order. Each one goes into the detail: the shortcuts, the settings and the habits that save you the most time.

35 of 35 tutorials ready. New videos are added as they're made, and they'll be on our YouTube channel too.

Getting started

Set up once, in about ten minutes, and it looks after itself.

Sign up, start to finish

From your first click to your sorted inbox.

What it covers

  • Your name, business, industry and look
  • The code we email you
  • Your brand from your logo, website or a palette
  • Adding your card: 10 days free, Starter or Pro
  • The first scan and the Ready screen
On a computer · 1:33

Connecting your inboxes

Gmail, Outlook, Yahoo, iCloud, BT, Sky, Virgin Media, TalkTalk or your own info@ address.

What it covers

  • Continue with Google
  • Outlook, Hotmail and Microsoft 365
  • App passwords for Yahoo, AOL and iCloud
  • BT, Sky, Virgin Media and TalkTalk
  • info@ addresses with Find my settings
  • Sharing an inbox with the team, and Reconnect
On a computer · 1:32

Your brand kit

Your logo, colours and lettering on everything you send.

What it covers

  • Your logo and the colours picked from it
  • Filling it in from your website
  • Ready-made palettes and lettering
  • Company, VAT and bank details
  • Quote and invoice defaults, and a sample quote
On a computer · 1:16

Greenwave Desk on your phone

Install it like an app, straight from the website.

What it covers

  • iPhone: Add to Home Screen
  • Android: Install
  • The tab bar
  • The More page
On your phone · 0:50

Your plan and billing

Card, invoices and cancelling, all in one place.

What it covers

  • When your first payment comes out
  • Changing your card
  • Invoices for your accountant
  • Starter or Pro, and cancelling
On a computer · 1:06

Every day

The parts you'll use every morning. Most days take five minutes.

Home and the traffic lights

Red, amber and low: what needs you and why.

What it covers

  • What makes an email red, amber or low
  • Reading a card and its reason
  • Reply, Done and Wrong colour?
  • Money waiting and overdue
  • Today and the Ask bar
On a computer · 1:30

Today on your phone

Your day, one thumb at a time.

What it covers

  • The three tiles
  • Reply, Check, Chase and Review
  • Next appointment and On my way
On your phone · 1:10

The morning briefing

Your day read out to you, and sorted by talking back.

What it covers

  • Listening to the briefing
  • Replying to it by typing or voice
  • The checklist: Send, Change it first, Pencil in, Mark done
  • Going through it by voice
On a computer · 1:15

Reading your inbox

Every inbox in one list, one conversation per person.

What it covers

  • The conversation list, search and colour filters
  • The job and the customer card
  • Whole emails and attachments
  • Scam warnings
On a computer · 1:14

Replying with the AI draft

Replies drafted in your own words, ready to check and send.

What it covers

  • The draft in your style
  • Shorter, Friendlier, More formal
  • Filling in the [gaps]
  • Edit, Save and Redraft
  • Send, then tap again
On a computer · 1:04

Voice replies and new messages

Say it roughly; it's written up in your style.

What it covers

  • The mic in the reply box
  • A voice reply from the + button
  • New message, + Quote and the From inbox
On your phone · 1:05

Snap a receipt

A photo of a receipt, straight into Money.

What it covers

  • Taking the photo
  • Checking the details
  • Add to money
On your phone · 0:39

Clear mode

Get through the lot, one email at a time.

What it covers

  • Swipe right to send, left to snooze, up to assign
  • Undo
  • Rewriting by voice
  • All clear
On your phone · 0:57

Ask your inbox

Questions answered from your own emails.

What it covers

  • Asking by typing or voice
  • The answer and where it came from
  • Follow-up questions
  • Asking about one customer
On a computer · 0:53

Drafts: waiting for your OK

Everything written for you, and nothing sent without you.

What it covers

  • The kinds of draft
  • Why each is being sent now
  • Editing
  • Send, Save for later, Discard
On a computer · 1:19

Customers and jobs

From first enquiry to paid, built from your emails.

Customers and jobs

Where every job has got to.

What it covers

  • Filters and job stages
  • The customer card
  • Where things stand and the next step
  • Money and files on the job
  • Asking about a customer
On a computer · 1:19

Your customers' own page

One private link per customer, in your brand.

What it covers

  • Switching it on
  • What your customer sees
  • Sending the link
  • Replying to their messages
On a computer · 1:04

The Calendar

Bookings pencilled in straight from your emails.

What it covers

  • Adding a booking
  • Clashes
  • Confirming pencilled bookings
  • Day-before reminders
  • Dates found in emails
On a computer · 1:01

The Calendar on your phone

Today and the week, in your pocket.

What it covers

  • Today and Week
  • Send reminder
  • On my way
On your phone · 0:42

Money and suppliers

Quotes, invoices and supplier prices, without a spreadsheet.

Quotes: build, price and send

Branded quotes, priced from what you've charged before.

What it covers

  • Price it for me, by typing or voice
  • Where each price came from
  • VAT, deposit and notes
  • Sending with the PDF and the accept link
On a computer · 1:01

Accepted quotes and invoices

From yes to paid.

What it covers

  • What your customer sees
  • Accepting and declining
  • The timeline
  • Make the invoice
  • Mark paid
On a computer · 1:02

The Money page

Quoted, accepted, invoiced, overdue and paid.

What it covers

  • Paid in, paid out and profit
  • The pipeline and each card's menu
  • Reminders and chasers
  • Bills going out
  • The spreadsheet and accountant pack
On a computer · 0:57

Supplier prices

Know when prices rise, and who's cheapest.

What it covers

  • Price rises
  • Comparing suppliers item by item
  • What you could have saved
On a computer · 0:43

Suppliers and the product checker

Every supplier, what you spend, and cheaper prices.

What it covers

  • Spend this year
  • Searching any product for the cheapest
  • Supplier statuses and bills due
  • The bank-details warning
On a computer · 0:50

The quote checker

Check a supplier's quote line by line.

What it covers

  • Line by line
  • The verdict
  • Splitting an order
  • The price-match email
On a computer · 0:56

Ordering from the cheapest supplier

List what you need; it finds the best deal.

What it covers

  • Listing what you need
  • Compare suppliers
  • Drafting the order emails
On a computer · 0:51

Automations and reports

Let it do the routine emails, at the pace you're happy with.

Automations: how they work

Off, Suggest, Approve and Auto, explained.

What it covers

  • What each setting does
  • Sending hours
  • The always-on alerts
  • What the AI did
  • Your own rules
On a computer · 1:08

Automations for leads and quotes

Never miss a lead or a quote follow-up.

What it covers

  • Enquiry replies
  • Lead tagging
  • Quote chasing and its timings
  • The angry customer alert
On a computer · 0:52

Automations for bookings and jobs

Bookings, reminders, reviews and repeat work.

What it covers

  • Booking offers
  • Day-before reminders
  • Win-back emails
  • Aftercare and your review link
  • Tomorrow's schedule
On a computer · 0:54

Automations for money and admin

Bills filed, invoices chased, inbox kept tidy.

What it covers

  • Invoice filing
  • Overdue chasing and its timings
  • The fraud alert
  • Newsletter clean-up
  • The Monday report
On a computer · 0:52

Reports and the Monday report

Your week in numbers, emailed on Monday morning.

What it covers

  • The week at a glance
  • Where leads come from
  • How fast you reply
  • Send it to me now
On a computer · 0:45

Settings and your team

Make it yours, and bring the team in.

Your business, industry pack and look

The details the AI uses to sound like you.

What it covers

  • Details the AI uses
  • How replies should sound
  • Switching industry pack
  • The four looks
On a computer · 1:00

Adding your team

Staff see only what you share.

What it covers

  • Inviting someone
  • Money on or off
  • Which inboxes they see
On a computer · 0:41

Notifications, privacy and sign-in

When it buzzes, and where your data lives.

What it covers

  • Buzz settings and quiet hours
  • VIPs
  • Setting a password
  • Where your data lives
On a computer · 0:54

Help and reporting a problem

Tell us what's wrong in seconds.

What it covers

  • Reporting a problem with a screenshot
  • Quick answers
On a computer · 0:40

Stuck on something?

Inside the app, go to Help and press Report a problem. It comes straight to the team building Greenwave Desk.