Getting Started

New to mHelpDesk or just setting up your account? Start here!

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1 author15 articles

Customers

How to set up and manage your customers

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2 authors11 articles

Leads

How to create and manage leads effectively in mHelpDesk to win more jobs

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1 author4 articles

Staff Management

How to set up and manage your staff

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1 author6 articles

Estimates

How to create and manage estimates

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1 author5 articles

Jobs

How to add and manage jobs

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1 author7 articles

Scheduling

How to add appointments and events and manage your schedule

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1 author3 articles

Invoices

How to add and manage invoices

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1 author3 articles

Payments

How to set up mHelpDesk payments

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1 author7 articles

Automation

Make life easier with mHelpDesk's notifications and automation features

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2 authors8 articles

Customization

Capture the information your team needs with custom forms, fields and more

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1 author8 articles

Templates

How to set up and manage templates for your estimates, work orders and invoices

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1 author22 articles

QuickBooks Sync

Take advantage of mHelpDesk's powerful QuickBooks integration

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1 author9 articles

Price List

How to set up your price list your common parts and services

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1 author5 articles

Customer Equipment

Track all the important details about the customer equipment you service

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2 authors6 articles

Timesheets

Save time tracking your team's hours while enabling your team to easily clock in and out

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1 author6 articles

What's New

Learn our latest features and enhancements and access our Release Notes

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1 author32 articles

Managing Your Account

How to set up your company information, update your passwords and more

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1 author12 articles

HomeAdvisor

An overview of the mHelpDesk and HomeAdvisor integration.

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1 author9 articles