Automation

Make life easier with mHelpDesk's notifications and automation features

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8 articles in this collection
Written by Nam, Erin, Ian Keith and 1 other

Notifications

Setting Up Notifications

Setting up Email and SMS Text Notifications

Written by Erin
Updated over a week ago

On the way

Send your customers an SMS text message notification to let them know you're on your way.

Written by Erin
Updated over a week ago

Reminder and Auto Update Rules

Set Up Reminder Rules

Written by Nam
Updated over a week ago

How To Set Auto Update Rules

Written by Rebecca Miller
Updated over a week ago

Email to Ticket, Recurring Jobs and More

How to Set Up Email to Ticket

How to convert your customer emails into tickets automatically

Written by Erin
Updated over a week ago

Email to Ticket

Written by Ian Keith
Updated over a week ago

Recurring Jobs

Set up jobs that automatically generate as part of a contract agreement with your customers

Written by Erin
Updated over a week ago

Templated Item Groups

Create Estimates faster with templated item groups!

Written by Erin
Updated over a week ago