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Getting Started

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

1 author15 articles
Customers

How to set up and manage your customers

2 authors11 articles
Leads

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

1 author4 articles
Staff Management

How to set up and manage your staff

1 author6 articles
Estimates

How to create and manage estimates

1 author5 articles
Jobs

How to add and manage jobs

1 author7 articles
Scheduling

How to add appointments and events and manage your schedule

1 author3 articles
Invoices

How to add and manage invoices

1 author3 articles
Payments

How to set up mHelpDesk payments

1 author6 articles
Automation

Make life easier with mHelpDesk's notifications and automation features

2 authors8 articles
Customization

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

1 author9 articles
Templates

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

1 author21 articles
QuickBooks Sync

Take advantage of mHelpDesk's powerful QuickBooks integration

1 author9 articles
Price List

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

1 author5 articles
Customer Equipment

Track all the important details about the customer equipment you service

2 authors6 articles
Timesheets

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

1 author6 articles
What's New

Learn our latest features and enhancements and access our Release Notes

1 author33 articles
Managing Your Account

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

1 author12 articles
HomeAdvisor

An overview of the mHelpDesk and HomeAdvisor integration.

1 author5 articles