Shared customer context
Keep internal notes, lead ownership, and customer history available to the right people in the same shop.
Team Desk / early access
Keep the office and field team on the same page.
Team Desk adds a shared workspace around the customer history your shop already needs to protect.
Lightweight team operations
Track policy acknowledgements, training checklists, credential expirations, and time entries without importing payroll records.
Private internal updates
Use organization-scoped channels for internal coordination. Customer data remains separated from other shops.
Team Desk is early access at $799 per month. It does not store payroll, tax forms, I-9/W-4 records, or sensitive personnel files.
A good fit for Team Desk
The customer work is already visible, and the next problem is keeping office handoffs, team updates, and required shop tasks visible too.
- 01
Invite the right people
Add team members with organization-scoped access instead of sharing a single office login.
- 02
Keep customer handoffs durable
Use shared customer history and internal context to make an owner change easier to understand.
- 03
Track operational follow-through
Use the early-access team tools for policies, training, credentials, and time entries that need attention.
What stays in your control
Clear product boundaries are part of the product.
Bay is built to make work visible and organized. It does not pretend to replace systems or people your shop still needs.
- Team Desk is early access and subscription-gated; incomplete provider-connected features are not presented as live.
- It does not store payroll, tax forms, I-9/W-4 records, or sensitive personnel files.
- Access is scoped by organization and role; one shop cannot access another shop workspace.