Welcome to mHelpDesk! We're excited to have you. This Getting Started Guide will walk you through everything you need to get up and running with mHelpDesk.
As a reminder, mHelpDesk will help you efficiently communicate with your leads and customers, create estimates and invoices, manage your jobs and staff and process customer payments, and much more!
We've broken this guide into two parts: setting up your account and learning the basics, each with a set of lessons. Follow along below to get up to speed. You can choose to go at your own pace or knock out the lessons in one session,
You'll see each lesson features a quick video walkthrough, along with additional resources to guide you through the set-up process and familiarize you with the mHelpDesk platform.
Ready to dive in?
Part 1: Set Up Your Account
- Lesson 1: My Company Information and Logo
- Lesson 2: Staff Management
- Lesson 3: Customers, Contacts and Service Location
- Lesson 4: Scheduling and Calendar
- Lesson 5: Lead Management
Part 2: Learn the Basics
- Lesson 6: Creating Estimates
- Lesson 7: Creating Jobs
- Lesson 8: Managing Jobs
- Lesson 9: Assigning and Managing Jobs
- Lesson 10: Creating Invoices
- Lesson 11: Payments and Payment Processing
- Lesson 12: Notifications
Let's get started by learning how to set up your company information and logo!
Need additional support along the way? We're here to help! Contact our fantastic Customer Support team and they will be happy to answer any questions you have.
- Chat: Click the little blue chat icon in the bottom right of the screen
- Phone: (888) 558-6275, Ext. 2
If you need help accessing your account, click here.