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.