Advice and answers from the mHelpDesk Team
Getting Started
New to mHelpDesk or just setting up your account? Start here!

Customers
How to set up and manage your customers


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

Staff Management
How to set up and manage your staff

Estimates
How to create and manage estimates

Jobs
How to add and manage jobs

Scheduling
How to add appointments and events and manage your schedule

Invoices
How to add and manage invoices

Payments
How to set up mHelpDesk payments

Automation
Make life easier with mHelpDesk's notifications and automation features


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

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

QuickBooks Sync
Take advantage of mHelpDesk's powerful QuickBooks integration

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

Customer Equipment
Track all the important details about the customer equipment you service


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


What's New
Learn our latest features and enhancements and access our Release Notes

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

HomeAdvisor
An overview of the mHelpDesk and HomeAdvisor integration.

