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A LITTLE ORDER. A LOT OF MOMENTUM.
Your customers, conversations and calendar. Finally working together, so your team can focus on what comes next.
For service teams and real estate teams.
An account and active organization membership are required.
For service businesses
Review inquiries, prepare estimates and coordinate field assignments. Keep the customer, scope and scheduling decision together so the office and field team share the same next step.
Open service workspaceFor real estate teams
Organize buyer and seller relationships, listing preparation and showings. Review authorized property records and tour status alongside the customer relationship.
Open agent workspaceThese links open your authorized workspace. A module may require additional permission or may be unavailable for your organization.
Keep customer relationships, property context and previous interactions together. Check existing contacts before creating another record.
Open customers →Give each inquiry an owner, review its current stage and record the next action. Follow up from the saved customer context.
Review leads →Review assigned conversations, add internal notes and resolve requests with a clear outcome. Your organization controls who can see and respond.
Open inbox →Review requests, availability and scheduling conflicts before confirming a booking. A proposed time still needs a saved confirmation.
Review bookings →Turn a customer promise into an assigned task with a due date. Review outstanding work before handing it to another team member.
Open tasks →Prepare estimates and review versioned customer approvals where enabled. An issued invoice records an amount due; payment availability is shown separately.
Review estimates →Sign in with your MyHomeGuild business account. Select the organization you work with and check that its name is correct before adding customer information.
Your organization owner manages membership, permissions and available modules. Confirm working hours, service coverage and team availability before scheduling work.
Review the lead or conversation, assign an owner and add a follow-up task. Use the existing record so the team can find the same history.
Confirm the saved appointment, track assigned work and record the customer outcome. Reopen the record to check it before treating the handoff as complete.
Authorized MyHomeGuild requests can appear in your organization through its configured connection. Review the source record and current assignment before responding. Connecting a business does not grant access to every customer or property.
Online payments, calling, AI receptionist services and external notifications require their own enabled connections. Check the workspace status before relying on delivery or payment collection. Public desktop installers and app store downloads are not offered here.
Review mobile accessA MyHomeGuild account and GuildDesk organization membership are separate. Ask your organization owner to check your invitation, active membership and assigned workspace. Support can help you identify the next step.
Access follows the active organization, role and assignment. Ask an owner to review permissions when a colleague needs access; do not share your account credentials.
A task is a follow-up record. Confirm the booking in the scheduling workflow and review its saved status before promising the time to a customer.
Use your MyHomeGuild jobs and projects pages for homeowner work. GuildDesk is the business workspace for an authorized organization.