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User guide

How to use NivaDesk

Pick a menu on the left to see what it does and how to use it, step by step. The apps share the same layout, so this works for Mac, iPhone, iPad, Android and web.

Getting started

When you first open NivaDesk, a short setup gets your workspace ready for your kind of work.

  1. Pick your industry: NivaDesk tailors the workflow steps, order fields and labels to your craft.
  2. Review the business description: it auto-fills to fit your trade and shapes how orders are set up. You can edit it any time in Settings ▸ Workflow Steps.
  3. Explore the Free Demo workspace: sample orders and customers let you try everything before adding real data.
  4. Add your first real order with Add Project when you are ready.

You can change your industry, workflow steps and labels later in Settings, so nothing here is permanent.

How to Use NivaDesk | User Guide