Help Center
Find everything you need to work with DOP
Getting Started
How the DOP Login Works
Learn how the password-free login works for Owners, Customers, and Employees using secure email verification.
How the Subscription Wizard Works
Step-by-step guide on how new Owners activate their subscription and create their Owner Panel.
Introduction to Diamond Operations Pro
Learn what Diamond Operations Pro is, who it's for, and how it helps you manage your entire service business from one place.
Your First Steps in DOP
Learn what to configure first inside your company to start using Diamond Operations Pro successfully.
Categories
Modules
Activity Feed
See the full history of changes made to jobs and operations in DOP.
Administration & Settings
Configure taxes, work hours, branding, roles, payment fees, and other company settings.
Batch Invoices
Generate consolidated invoices for customers with multiple monthly services. Ideal for PMs, investors, and clients with credit.
Billing & Invoices
Learn how invoices are created, how Stripe Connect processes payments, and how clients pay using card or bank transfer.
Checklists
Create and assign checklists to standardize quality and control job completion.
Client Portal
Allow customers to view their jobs, invoices, batch invoices, payments, photos and history in real time.
Customers
Register, organize and manage all your customers, their properties, jobs, invoices, batches and activity.
Employee Mobile App
How field workers receive jobs, update statuses, upload photos, complete checklists, and track hours.
Employees Module
Create employees, manage roles, availability, events, login access, and mobile app permissions.
Events
Register employee incidents like vacations, sick leave and unavailable hours that affect scheduling and payroll.
Jobs Module
Understand job creation, activities, pricing, photos, files, notes, checklists, status flow, and integration with billing and payroll.
Owner Panel
Manage multiple businesses, activate plans, view subscription details, and access onboarding.
Payments
How customers pay, how administrators record payments, and how Stripe checkout works in DOP.
Payroll
Run payroll based on real working hours, drive time, gas compensation, tips, overtime, and adjustments.
Properties
Register, edit and manage all customer properties, including access notes, service pricing, bookings, history and operational performance.
Reports & Analytics
Financial, operational, and payroll analytics to understand your business performance.
Schedule & Smart Dispatching
Learn how to use the job calendar, assign teams, update job status, and dispatch intelligently by distance and availability.
Services
Configure service categories and activities with prices and time estimates used in Jobs, Invoices and Schedule.
Users & Roles
Manage all user accounts in your company: employees, administrators and customers. Create, edit, assign roles, and link users to their employee or customer profiles.
How-to Guides
Billing Overview
Full overview of billing, invoices, payments, fees, and how DOP integrates with Stripe Checkout.
How Batch Invoices Work
Create consolidated invoices for customers with multiple properties or recurring jobs, including partial payments and offline payments.
How Customers Access the Client Portal
Guide for helping customers log into the DOP Client Portal to view jobs, invoices, and payments.
How Customers Log In to the Client Portal
Guide that explains step-by-step how customers access their DOP client portal account.
How Customers Pay From the Customer Portal
Guide for customers paying invoices through the online portal, including fees and payment options.
How Customers Pay an Invoice
Learn how customers pay online via Stripe Checkout or offline with manual payment methods.
How Partial Payments Work
Learn how partial payments are recorded and applied to invoices, whether paid online or manually.
How to Add Materials and Photos
Attach photos, materials used, and before/after documentation to a job.
How to Add a Customer
Create a new customer profile in Diamond Operations Pro, including contact info, notes, and service preferences.
How to Add a Property
Add a new property for a customer, including address, access notes, pricing, and preferences.
How to Add an Employee
Create a new employee profile, set permissions, and assign them to your team.
How to Adjust Hours Before Payroll
Edit employee hours, drive time, tips, and job durations before processing payroll.
How to Assign a Role to a User
Assign system roles and permissions for employees and office staff.
How to Configure Payment Fees
Set the percentage fee for credit card and bank transfer payments. Choose whether to pass Stripe fees to the customer or absorb them.
How to Configure Payment Processing
Connect credit card processing, enable ACH, configure fees, and activate online payments.
How to Configure Service Categories & Activities
Create service categories and detailed activities used for jobs, checklists, and invoicing.
How to Configure Your Company Settings
Set up your business information, branding, schedule preferences, and general system settings.
How to Convert a Quote Into a Job
Turn an approved quote into a scheduled job without retyping information.
How to Create Employee Events (Vacations, Sick Days, Unavailable)
Block employee availability using events like vacations, illness, or administrative days.
How to Create a Job
Step-by-step guide to create a new job for a customer in Diamond Operations Pro.
How to Create a Quote
Create a quote for a customer including services, pricing, notes, and approval options.
How to Create and Configure Employee Positions
Create job positions, assign pay types, and define responsibilities for employees.
How to Dispatch a Job
Learn how to assign a job to one or more technicians from the Schedule.
How to Edit Business Hours
Update your company’s working hours, time windows, and availability for scheduling jobs.
How to Edit an Invoice
Modify, adjust, or update service prices, materials, taxes, or totals before sending the invoice.
How to Generate an Invoice
Create an invoice from a completed job, including services, materials, taxes, and pricing.
How to Log In to Diamond Operations Pro
Log in using your username and the verification code sent to your email. No password required.
How to Log In to the Employee App
Instructions for technicians and field workers to access the DOP Employee App.
How to Mark a Job as Completed
Technicians can mark jobs as completed using the mobile app or the office team can mark it from the admin panel.
How to Process Refunds and Adjustments
Refund online payments through Stripe or adjust manual payments inside DOP.
How to Record Manual Payments
Record cash, check, Zelle, direct bank deposits, and other payments that were received outside the system.
How to Reschedule a Job
Learn how to change the date, time, or employee assigned to a job.
How to Run Payroll
Generate payroll for your team, including hours worked, drive time, overtime, tips, and payments.
How to Send an Invoice
Send a professional invoice to customers by email with Stripe-powered online payment options.
How to Set Custom Pricing for a Property
Add custom pricing rules per property for recurring customers or special contracts.
How to Set Employee Availability
Define when employees can work to improve scheduling and reduce assignment conflicts.
How to Set Up Multi-Business Management
Enable and configure multi-business accounts to manage multiple companies under one owner.
How to Set Up Taxes
Configure state taxes, county taxes, and service tax rules for your business.
How to Update a Customer
Edit customer information including contact details, notes, preferences, and tags.
Payment Reports
View all payments received, online and offline, and track financial activity across your business.