Help Center

Use DetailDeck with confidence.

Find quick instructions for setting up records, managing jobs, creating quotes and invoices, saving job photos, enabling local reminders, and exporting a backup.

Start Here

Recommended first run

  1. Complete the welcome screen. DetailDeck explains that records are local-first and that PDFs are created from job data.
  2. Add a customer. Open the Customers tab, tap the add button, then enter the customer's name, phone, email, and address as needed.
  3. Create a job. Open Jobs, tap add, choose a customer or walk-in customer, then enter the service title, package, price, schedule, tax, discount, and notes.
  4. Attach photos. Open Photos, choose the job, choose Before, After, or Note, then tap the add button to select images from Photos.
  5. Create documents. Open Quote, pick the job, create the quote, and edit line items. DetailDeck Pro is required to share quote and invoice PDFs.
  6. Back up records. Open Settings from the Dashboard gear and use Export JSON Backup to save or share a local backup file. DetailDeck Pro is required for backup export.

Core Workflows

Common tasks

Track job status

Open Jobs, select a job, then use the Status picker to move work from Lead to Quoted, Scheduled, In Progress, Completed, Paid, or Canceled.

Share a quote

Open Quote, select a job, create or edit the quote, then tap Share Quote. DetailDeck Pro prepares a PDF and opens the iOS share sheet.

Create an invoice

Create a quote first. Then tap Create Invoice to copy approved quote lines into an invoice. DetailDeck Pro is required to share invoice PDFs.

Manage job photos

Use the Photos tab to add up to 12 images at a time. Choose the phase before importing. To remove a photo, use the Delete Photo action on that image.

Enable reminders

On the Dashboard, use the bell button in Follow-Ups to schedule local notifications for incomplete future follow-ups.

Restore purchases

Open Settings, then Manage DetailDeck Pro or Restore Purchases. iOS checks App Store purchase history for the Apple ID signed in on the device.

Troubleshooting

Fast fixes

I cannot create a quote.

Create at least one job first. Quotes are tied to jobs so totals, customer context, and invoice conversion stay together.

My Pro plan is not active.

Open Settings and tap Restore Purchases. If plans do not load, confirm the device is signed in to the App Store and try again on a reliable network.

Photos are not adding.

Make sure a job is selected in Photos and that iOS has allowed photo library access. If access was denied, update permissions in the Settings app.

Reminders are not appearing.

Use the Dashboard bell button and allow notifications when iOS asks. Only incomplete follow-ups with future due dates are scheduled.

I need my app version.

Open Settings in DetailDeck. The app version and build number are listed near the top of the screen.

Privacy and Backups

Local-first records

DetailDeck stores customer records, jobs, photos, follow-ups, quotes, and invoices on the user's device unless the user chooses to export or share them through iOS.

Still need help?

Use the steps above first. If the issue continues, send the device model, iOS or iPadOS version, app version, and a short description of what happened.

Contact support