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Part 3: Creating Estimates and Jobs

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Written by Ronsy

Welcome to Part 3 of the Onboarding Guide: Creating Estimates and Jobs. This section will get you started XX. 


Creating Estimates and Jobs

  • Creating Estimates 

  • Creating and Managing Jobs (Desktop) 

  • Creating and Managing Jobs (Mobile) 

  • Managing Assigned Jobs (Desktop) 

  • Managing Assigned Jobs (Mobile) 


Creating Estimates (1:09) 

The first step to winning a customer is to send them an estimate. Learn how easy it is to create an estimate in mHelpDesk. 

Additional Resources

Creating and Managing Jobs 

Once you've won a customer, you'll want to create a job. Learn how to do that along with managing jobs.

Additional Resources

Assigning & Managing Jobs (1:47) 

Now let's dive in deeper to job management by learning how to assign jobs and view them. 

Additional Resources

Want to jump to Part 4: Managing Invoices and Payments? Click the button below or pick your next lesson here.

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