There are a few different ways to add the Services you perform, and the Products you sell, to your mHelpDesk account. 

Adding Individual Items To Your Price List

  1. Click on Settings.
  2. Select Price List.
  3. Click the blue +Add button.
  4. Select the Type of Item you're creating.
    * For more information about Item Types, click here! (< include link to article here)
  5. Fill out all relevant details and then click Save.

Bulk Importing Your Items Using A CSV File

  1. Click on Settings.
  2. Select Price List.
  3. Next to the blue +Add button, click the downward-facing arrow.
  4. Select Download CSV. Fill out this blank template with the various Products and Services you need to have in your mHelpDesk account.
  5. Once your CSV is all filled out, select Import CSV.
  6. You'll receive email confirmation when your Price List Items are uploaded!

Adding Items To Your Price List From A Job, Estimate, or Invoice

  1. In the Items section of your ticket, click the blue +Add Item button.
  2. Select the Type of Item you're creating.* For more information about Item Types, click here!
  3. Fill out all relevant details and then click Save.
  4. You'll immediately be able to add this item to the ticket you're currently working on!
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