Teams | Collaboration | Customer Service | Project Management

Latest Videos

OneDesk - Understanding Lifecycle Statuses

Learn about lifecycle statuses for tickets, tasks, and projects in OneDesk. How to configure your statuses. The difference between lifecycle status and state. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Quoting

Quote for your services based on project templates. Send quotes directly from OneDesk then convert accepted quotes to invoices. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Archiving & Auto-Archiving

Learn how to archives tickets, tasks and projects, how to view archived work, as well as automatically archive work. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Full Overview Demo 2023

OneDesk is an all-in-one application for customer support, project management, and professional services automation. Explore the key capabilities and learn how to get started in this full overview. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Saved Replies (Canned Responses)

Learn how to create, use, and manage saved replies. Saved replies are pre-written responses that make answering customers more efficient. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - QuickBooks Online Integration

Connect your OneDesk to QuickBooks Online! Easily copy over or send OneDesk invoices to QuickBooks Online. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Invoicing

Invoice your client organizations based on the billable time logged to work -- directly from your OneDesk. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Email Settings

Overview of email settings including email queues, outgoing channels, filters, and more OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Email to Ticket

Learn about the email flow in OneDesk and how to start capturing tickets from email. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Sharing with Customers

Why share a project? What and how do customers see information? Learn how to add a customer to a ticket or task and share projects with a customer. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.