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Getting Started

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

Customers

How to set up and manage your customers

Leads

How to create and manage leads effectively in mHelpDesk to win more jobs

Staff Management

How to set up and manage your staff

Estimates

How to create and manage estimates

Jobs

How to add and manage jobs

Scheduling

How to add appointments and events and manage your schedule

Invoices

How to add and manage invoices

Payments

How to set up mHelpDesk payments

Automation

Make life easier with mHelpDesk's notifications and automation features

Customization

Capture the information your team needs with custom forms, fields and more

Templates

How to set up and manage templates for your estimates, work orders and invoices

QuickBooks Sync

Take advantage of mHelpDesk's powerful QuickBooks integration

Price List

How to set up your price list your common parts and services

Customer Equipment

Track all the important details about the customer equipment you service

Timesheets

Save time tracking your team's hours while enabling your team to easily clock in and out

What's New

Learn our latest features and enhancements and access our Release Notes

Managing Your Account

How to set up your company information, update your passwords and more

HomeAdvisor

An overview of the mHelpDesk and HomeAdvisor integration.