Stop juggling spreadsheets and whiteboards. MyDesk's calendar automatically surfaces every overdue invoice, expiring quote, and open purchase order — alongside your scheduled follow-ups and appointments.
One calendar. Every deadline. Zero manual entry.
Every invoice, quote, and purchase order appears automatically — colour-coded and clickable, so you always know what needs attention.
Invoices, quotes, and POs appear automatically from your database — no manual data entry required.
Red for overdue invoices, purple for stale quotes, orange for open POs — instantly spot what needs attention.
Click any calendar item to jump directly to the invoice, quote, or PO — no searching required.
Schedule reminders, calls, and site visits. Set follow-up type and link to any contact or company.
Toggle visibility for invoices, quotes, POs, and follow-ups. Focus on what matters to you right now.
One click jumps to today's date. Perfect for starting your day with a clear view of what's due.
We're constantly improving. Here's what's next for the Calendar module.
Drag-and-drop technician scheduling with skills and travel-time matching
Two-way sync for jobs, follow-ups, and timesheet entries
Join consultants who trust MyDesk to keep every invoice, quote, and PO visible and on track.
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