Welcome to the mHelpDesk Platform Guide - Basics! This guide will walk you through the primary features you need to know to start running your business on mHelpDesk.
As a reminder, mHelpDesk will help you efficiently communicate with your leads and customers, create and manage estimates, jobs and invoices and process payments.
There are 6 parts to this guide. Follow the outline below or jump to the feature you're most interested in first.
Part 1: Creating Estimates
Part 2: Creating Jobs
Part 3: Managing Jobs
Part 4: Managing Assigned Jobs
Part 5: Creating Invoices
Part 6: Processing Payments
Let's get started!
1. 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:
2. Creating Jobs (4:05)
Once you've won a customer, you'll want to create the job and then schedule it.
Additional Resources:
3. Managing Jobs (3:12)
Now that you know how to create jobs, learn how to navigate to your jobs in mHelpDesk and manage them.
Additional Resources:
4. Assigning and Managing Jobs (1:47)
Next learn how to assign jobs and manage the jobs assigned to you. This is how your team will see the jobs assigned to them too.
Additional Resources
5. Creating Invoices (1:03)
Once a job is completed, you'll want to create and send out your invoice.
Additional Resources
6. Processing Payments (3:43)
Ready to get paid? Learn how to set up payments and collect money for your work.
Additional Resources
That's it for the basics!
Ready to move onto the advanced training? Click the button below or go back to our Help Center if you'd like to go somewhere else.
Got any questions? Reach out to our Customer Support team anytime.
Chat: Click the little blue chat icon in the bottom right of the screen
Phone: (888) 558-6275, Ext. 2