forum.mhelpdesk.commHelpDesk Help Center

Group 65 Go to mHelpDesk Advice and answers from the mHelpDesk Team Getting Started New to mHelpDesk or just setting up your account? Start here! 15 articles in this collection Written by Shannon Vick Customers How to set up and manage your customers +2 11 articles in this collection Written by Rebecca Miller, Ian Keith, Erin and 2 others Leads How to create and manage leads effectively in mHelpDesk to win more jobs +1 4 articles in this collection Written by Rebecca Miller, Shannon Vick, Erin and 1 other Staff Management How to set up and manage your staff 6 articles in this collection Written by Erin and Shannon Vick Estimates How to create and manage estimates 5 articles in this collection Written by Shannon Vick and Selena Manzanares Jobs How to add and manage jobs +2 7 articles in this collection Written by Selena Manzanares, Shannon Vick, Erin and 2 others Scheduling How to add appointments and events and manage your schedule 3 articles in this collection Written by Selena Manzanares, Ian Keith, and Erin Invoices How to add and manage invoices 3 articles in this collection Written by Shannon Vick Payments How to set up mHelpDesk payments 7 articles in this collection Written by Shannon Vick, Ian Keith, and Heather Wisneski Automation Make life easier with mHelpDesk's notifications and automation features +2 8 articles in this collection Written by Shannon Vick, Ian Keith, Nam and 2 others Customization Capture the information your team needs with custom forms, fields and more +1 8 articles in this collection Written by Shannon Vick, Ian Keith, Erin and 1 other Templates How to set up and manage templates for your estimates, work orders and invoices 22 articles in this collection Written by Shannon Vick and Rebecca Miller QuickBooks Sync Take advantage of mHelpDesk's powerful QuickBooks integration 9 articles in this collection Written by Shannon Vick, Ian Keith, and Erin Price List How to set up your price list your common parts and services +1 5 articles in this collection Written by Shannon Vick, Ian Keith, Selena Manzanares and 1 other Customer Equipment Track all the important details about the customer equipment you service 6 articles in this collection Written by Erin, Nam, and Shannon Vick Timesheets Save time tracking your team's hours while enabling your team to easily clock in and out B 6 articles in this collection Written by Brian Bretz and Shannon Vick What's New Learn our latest features and enhancements and access our Release Notes 32 articles in this collection Written by Ian Keith and Shannon Vick Managing Your Account How to set up your company information, update your passwords and more +2 12 articles in this collection Written by Shannon Vick, Erin, Rebecca Miller and 2 others HomeAdvisor An overview of the mHelpDesk and HomeAdvisor integration. B 9 articles in this collection Written by Brian Bretz, Shannon Vick, and Erin We run on Intercom...