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Getting Started
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