Learn the basic features of your mHelpDesk account.

mHelpDesk Basic Setup Training

Learn how to add your logo and company information to reflect on your customer facing documents, add your terms and conditions to your estimate, and set up your notification settings.

 

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Lead Management 

Learn how to access your list of leads, track your progress on a lead, review consumer comments from your lead, schedule an appointment and view and email the estimate.

Estimates 

Learn how to personalize your estimates with your logo and terms and conditions, add items to an estimate and view and email the estimate.

Job Management 

Learn how to add a new job, keep track of a job's progress, track time and materials, and upload files related to the job.

 

Billing/Invoicing

Learn how to personalize your invoice with your logo and terms and conditions, add items to an invoice, view and email the invoice and receive payment.

Scheduling 

Learn how to drag and drop unassigned jobs onto a schedule, create appointments/block off time, access job details from the calendar view.

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Email happy@mhelpdesk.com or call

(888)558-6275

Tutorials