Mhelpdesk http://mhelpdesk.com Service Management Software For The Masses Thu, 16 May 2013 03:54:43 +0000 en-US hourly 1 http://wordpress.org/?v=3.5.1 2 FOR 2 GIVEAWAY: Free DYMO Printer & ESKY Scanner to 2 Winners http://mhelpdesk.com/mhelpdesk-giveaway-free-dymo-label-printer-to-3-winners/ http://mhelpdesk.com/mhelpdesk-giveaway-free-dymo-label-printer-to-3-winners/#comments Tue, 14 May 2013 17:49:25 +0000 jennie tai http://mhelpdesk.com/?p=8141
bundleNO PURCHASE NECESSARY TO ENTER OR WIN.

Celebrating the launch of Mhelpdesk’s latest “Asset Tagging” feature, we’re giving away a free DYMO 450 Turbo Label Printer AND ESKY Laser Scanner to two lucky winners!

How To Enter: Beginning May 14, 2013 through May 26, 2013 at 11:59 PM

Enter to win by completing any (or all to increase your chances!) of the following:

1) Follow @Mhelpdesk on Twitter.
2) “Like” Mhelpdesk on Facebook.
3) Follow Mhelpdesk on LinkedIn.
4) Submit an Mhelpdesk review.

*Note: Only new followers from now until May 26, 2013 are eligible to win. If you’re already following on Facebook, please follow on twitter or LinkedIn. If you are already following on all three outlets, submit a review!

Winner Selection: Winner will be selected in a random drawing from among all eligible entries received between now and May 26, 2013. Drawing will be conducted by the Mhelpdesk Team.

Prizes & Approximate Retail Value: 2 Winners will each receive a DYMO LabelWriter 450 Turbo Label Printer and ESKY Laser Scanner bundle, valued at $80.

Winner notification: Winners will be notified via email, Twitter, LinkedIn, or Facebook on May 27, 2013.

What’s Asset Tagging? Asset Tagging allows users to create and print barcodes from the “Items to Service” tab. This can be useful when keeping track of computers, car parts, hvac units and folders. In this video, we show you how to setup your printer and scanner to get started. Enter now to get the printer and scanner free!

Winner’s names will be posted online at http://www.mhelpdesk.com/blog on May 27, 2013 for a period of 7 days.

]]> http://mhelpdesk.com/mhelpdesk-giveaway-free-dymo-label-printer-to-3-winners/feed/ 0 Track Customer Assets/Equipment with a Barcode Scanner and Dymo LabelWriter 450 Turbo http://mhelpdesk.com/track-customer-assets-equipment-with-a-barcode-scanner-and-dymo-labelwriter-450-turbo/ http://mhelpdesk.com/track-customer-assets-equipment-with-a-barcode-scanner-and-dymo-labelwriter-450-turbo/#comments Tue, 14 May 2013 02:49:30 +0000 admin http://mhelpdesk.com/?p=8125 Mhelpdesk shows you how to quickly and efficiently keep track of your customer’s assets/equipment using a handheld barcode scanner and a Dymo 450 LabelWriter. Perfect for any company that services/fixes things.

Turning on Customer Asset/Equipment Tracking

  1. Enable Service Item tracking under Admin > Settings > Turn On/Off Features
  2. Go to Settings > Customize > Dictionary and rename Items to Service to what you actually service. (eg Assets, Systems, Gadgets)
  3. You should now see a new menu item. (Default label is Item to Service)

Adding a new Customer Asset/Equipment

  1. Add a service request like normal
  2. You should now see a new section with the name in step 3 above

    Asset Section

    Asset Section

  3. Select or add a new Asset
  4. Save the service request
  5. At the bottom click Print > Asset Label
  6. Place the label on the actual item that is being serviced

Scanning a Barcode to pull up an Asset

  1.  Click the new Asset menu item

    Asset menu item

    Asset menu item

     

  2. Place your mouse cursor in the Search box

    Asset Search Box

    Asset Search Box

  3. Scan the label with a Barcode scanner
  4. You should now see that customer’s Asset/Equipment details along with any service requests that are linked to it
]]> http://mhelpdesk.com/track-customer-assets-equipment-with-a-barcode-scanner-and-dymo-labelwriter-450-turbo/feed/ 0 New Features and Enhancements May 6, 2013 http://mhelpdesk.com/new-features-and-enhancements-may-6-2013/ http://mhelpdesk.com/new-features-and-enhancements-may-6-2013/#comments Mon, 06 May 2013 13:50:53 +0000 admin http://mhelpdesk.com/?p=8071

Big Update Just Released

Hope you had a great weekend! This email contains a list of new features that are designed to help you work faster, smarter, and save more time. We’ve been working very hard these last few days so we hope you like the new changes.

Asset Tags/Bar Codes

We’ve launched our first iteration of Asset tags. If you guys are tracking customer assets (eg Systems, Appliances, Gadgets) you can now print out a barcode and stick it on the asset. Then scan it in to quickly pull up it’s details and history. Learn more here.

New Assignment/Dispatch View

We’ve added a new scheduling view that let’s you quickly assign pending jobs to staff members. It’s a complete new way to assign work and quickly view a staff member’s schedule for the day. Learn more here.
online dispatch

Improved Quickbooks Integration

We are now syncing inventory levels from Quickbooks. So if you are receiving inventory in Quickbooks you can set things up to auto-update your quanity on-hand in Mhelpdesk. We’ve also added some fixes for Canadian Quickbooks. All you need to do is install the latest Quickbooks tools to get this.
quickbooks integration

Online Scheduler Improved

We’ve made the online scheduling widget more customizable. You can edit the confirmation page that the customer sees upon successful booking. Add your Google Analytics code to track ROI. Add a buffer time between bookings.

Website Online Scheduler

UX Improvements

We have started to simplify the User Interface. We are going to spend the next few weeks making things easier to navigate. To start, you’ll notice the new Ticket pages have a Show More/Show Less view, and a new bottom row of menu buttons.
user interface improvement

Add Multiple Attachments to Messages

This one is self-explanatory. You can add several attachments to the message you send clients.
That’s it for now. Comment below to let us know if you LIKE these new changes. Give us feedback on improving as well. Thanks!

The M Team
]]> http://mhelpdesk.com/new-features-and-enhancements-may-6-2013/feed/ 0 New Dispatch View on the Scheduler http://mhelpdesk.com/new-dispatch-view-on-the-scheduler/ http://mhelpdesk.com/new-dispatch-view-on-the-scheduler/#comments Mon, 06 May 2013 13:38:01 +0000 admin http://mhelpdesk.com/?p=8062 This new view allows you to view all your tech’s schedules at once. Then you can quickly drag and drop pending  jobs onto them. To take advantage of this super fast scheduling view follow these instructions:

  1. Click on Scheduling
  2. Click on Assign to toggle views
    Assign View

    Assign View

     

  3. The top displays a list of pending jobs that have not been scheduled yet.
    Pending Jobs

    Pending Jobs

     

  4. The bottom shows the schedule for each tech.

    Tech schedules

    Tech schedules

  5. Drag a pending job to a tech’s timeslot.

    Drag and Drop

    Drag and Drop

 

 

]]> http://mhelpdesk.com/new-dispatch-view-on-the-scheduler/feed/ 0 Asset Tags/Bar Codes http://mhelpdesk.com/mhelpdesk-asset-tagsbar-codes/ http://mhelpdesk.com/mhelpdesk-asset-tagsbar-codes/#comments Mon, 06 May 2013 13:23:23 +0000 admin http://mhelpdesk.com/?p=8053 Asset tags allow you to print out a bar code sticker and stick it on the item you are servicing. Then you can scan this bar code to quickly pull up it’s details. To use this feature:

  1. Turn on Service Item Tracking by going to Settings > Admin > Turn On/Off Features > Keep track of Service Items
  2. Go to Settings > Dictionary and rename Item to Service to what you are actually servicing. In this example we will call it an Asset
  3. Create your service request as you normally would.
  4. In that service request you can now create an Asset
    asset
  5. Save your service request
  6. At the bottom click Print > Asset Label
    print
  7. Using a Dymo printer print out your tag and stick on the asset
  8. Now you can scan the bar code under Assets from your main menu
    search

 

]]> http://mhelpdesk.com/mhelpdesk-asset-tagsbar-codes/feed/ 0 Quickbooks Help http://mhelpdesk.com/quickbooks-help/ http://mhelpdesk.com/quickbooks-help/#comments Sat, 27 Apr 2013 21:43:42 +0000 admin http://mhelpdesk.com/?p=7873 If you’ve reached this page, chances are you just need to get the latest Quickbooks Import tools from us. Please follow these instructions to update your tool now:

  1. Login to Mhelpdesk
  2. Click the Transactions tab
  3. Click the Quickbooks view button on the right
  4. Click Send to Quickbooks
  5. Click the Dark Blue header to expand the installation instructions
  6. Follow the installation instructions
  7. Try your export again.

By default, the installation section shown below is hidden because you only need to run them once.

So make sure you click the Installation header to view the instructions and run through those steps first. The next time you export just go straight to the Exporting Instructions.

Hope this helps!

]]> http://mhelpdesk.com/quickbooks-help/feed/ 0 Canada Quickbooks Desktop and Mhelpdesk Instructions http://mhelpdesk.com/canada-quickbooks-desktop-and-mhelpdesk-instructions/ http://mhelpdesk.com/canada-quickbooks-desktop-and-mhelpdesk-instructions/#comments Fri, 26 Apr 2013 15:15:12 +0000 admin http://mhelpdesk.com/?p=7849

  • Turn on Multiple Tax Rates in Mhelpdesk

    1. Go to Settings > Turn On/Off Features
    2. Check the box Enable Multiple Tax Rates

  • Delete your Mhelpdesk sales tax items

    1. Go to Settings > Lists > Sales Tax Items
    2. Set all sales taxes to inactive

  • Import your Quickbooks Desktop data.

    1. Go to Admin > Import from Quickbooks
    2. Follow the instructions
    3. Once all your data has been imported go to step 3 below

  • Create your first Invoice

    1. Open or create a new Invoice
    2. Add all your items to the invoice
    3. Add the line item Subtotal to total the items
    4. Add the 1st tax rate (sample GST) after the Subtotal to get your total

      Apply First Tax Rate

      Apply First Tax Rate

    5. Add a second Subtotal line item
    6. Add the second tax rate (PST 8.0% Sales)

      Add 2nd Tax Rate

      Add 2nd Tax Rate

  • Set the total tax rate to [None] (default)

    Select [None] for global rate

    Select [None] for global rate

  • Export your invoices as normal

    •  

    ]]>     http://mhelpdesk.com/canada-quickbooks-desktop-and-mhelpdesk-instructions/feed/ 0     Why do customers love Mhelpdesk? http://mhelpdesk.com/why-do-customers-love-mhelpdesk/ http://mhelpdesk.com/why-do-customers-love-mhelpdesk/#comments Fri, 29 Mar 2013 15:52:50 +0000 admin http://mhelpdesk.com/?p=7022 Check out these customer submitted videos!

    ]]>     http://mhelpdesk.com/why-do-customers-love-mhelpdesk/feed/ 0     Quickbooks Online Beta Intro http://mhelpdesk.com/quickbooks-online-beta-intro/ http://mhelpdesk.com/quickbooks-online-beta-intro/#comments Mon, 25 Mar 2013 18:26:11 +0000 admin http://mhelpdesk.com/?p=7018 If you are interested in trying out the new Quickbooks Online Integration, here is an overview on how it works.

    Downloading Quickbooks Online data into Mhelpdesk

    Sending Mhelpdesk transactions to Quickbooks Online

    Instructions

    1. First, this is a beta so please report issues to http://mhelpdesk.com/helpdesk
    2. Go to https://quickbooks.mhelpdesk.com to try it out
    ]]>     http://mhelpdesk.com/quickbooks-online-beta-intro/feed/ 0     Tons of new features added March 24, 2013 http://mhelpdesk.com/tons-of-new-features-added-march-24-2013/ http://mhelpdesk.com/tons-of-new-features-added-march-24-2013/#comments Mon, 25 Mar 2013 02:24:50 +0000 admin http://mhelpdesk.com/?p=7010
     

    The Most Ambitious Release Ever!

    This blog post contains a list of new features that will blow your mind. It’s hard to believe but it’s been 30 days since our last release. This is a MUST read for anyone serious about improving their business ten-fold.

    New Online Scheduler

    Picture this. Your customer lands on your website, clicks “Schedule Appointment” and books a service all on their own. Then Mhelpdesk does all the heavy lifting creating your work orders and all the invoices. OMG! What would normally take hours now takes a few seconds. Learn more here.

    Quickbooks Online Integration (Beta)

    We are now accepting testers for our new Quickbooks Online Integration. With just a couple clicks you can now export your transactions into QB Online. Request an INVITE here.

    Customer File Attachments

    You already know that you can attach files to your jobs. Now you can attach files to your customers! Add photos, contracts, documents so that your customer files are in one neat place.

    Color Coded Schedules By Staff

    You can now assign a color to each staff member on your Calendar. This makes it super easy to see who is working on what. Set this up on your Calendar page.

    More Custom PDF Docs

    You can now add both a custom header and a custom footer to your templates. This is especially useful for multi-page docs like work orders/estimates/invoices.

    Email Composing Improved

    You can now format your emails with the new email composer. Instead of just typing into a box you can make them look cleaner. Also, don’t forget that you can add your signatures to all the templates now.

    2 New Sales Reports

    Added a few more sales reports to help you guys and gals get a bird’s eye view of your financials.

    Contact Info On All Tabs

    Customer contact info is now always visible under the title of each job. Now you can be on the invoice/estimate/payment tab and still view all the details.

    New Recurring Schedule Rules

    You can now setup recurring rules like “Clean the widget every 2nd Tuesday of the Month”. This gives you more control over booking jobs on a specific day of the week.

    See Who Owes You Money

    We added a new report that shows you every customer with an open balance. Don’t let them slip through the cracks! Find this under Reports > Financials > Outstanding Balance per Customer
    That’s it for now. Comment on our blog to let us know if you LIKE these new changes. Give us feedback on improving as well. Thanks!The M Team
    ]]>     http://mhelpdesk.com/tons-of-new-features-added-march-24-2013/feed/ 0