Getting Started

New to mHelpDesk or just setting up your account? Start here!

15 articles in this collection
Written by Erin

Welcome to mHelpDesk

Getting Started Guide

Start here to learn everything you need to know to get up and running with mHelpDesk

Written by Erin
Updated over a week ago

How to Log In

Accessing your mHelpDesk account

Written by Erin
Updated over a week ago

Setting Up Your Business

My Company and Logo

Where to access and update your company information and logo

Written by Erin
Updated over a week ago

Staff Management

How to add and manage your staff and users

Written by Erin
Updated over a week ago

Customers, Contacts and Service Locations

How to add and edit your customer information

Written by Erin
Updated over a week ago

Scheduling and Calendar

How to create appointments and sync your mHelpDesk account with your Google Calendar

Written by Erin
Updated over a week ago

Lead Management

How to add and manage leads

Written by Erin
Updated over a week ago

Learning the Basics

Creating Estimates

How to create an estimate

Written by Erin
Updated over a week ago

Creating Jobs

How to create and fill out Jobs

Written by Erin
Updated over a week ago

Managing Jobs

How to navigate and manage your jobs

Written by Erin
Updated over a week ago

Assigning and Managing Jobs

How to assign jobs and manage jobs assigned to you

Written by Erin
Updated over a week ago

Creating Invoices

How to create an invoice

Written by Erin
Updated over a week ago

Payments and Payment Processing

How to collect payments on an invoice and set up mHelpDesk Payments for affordable payment processing

Written by Erin
Updated over a week ago

Notifications

How to set up text message and email notifications

Written by Erin
Updated over a week ago

Congrats! You're Up and Running!

Getting the Most out of mHelpDesk Guide

You've set up your account and learned the basics, now make mHelpDesk work for your company's needs and goals

Written by Erin
Updated over a week ago