Teams | Collaboration | Customer Service | Project Management

Latest Videos

OneDesk - Invoicing for Prepaid Hours

Also called a block of hours or prepayment invoice. Learn how to invoice your clients for prepaid hours in OneDesk. OneDesk combines Help Desk, Project Management, and Professional Services 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 - Project Milestones

Using milestones to mark checkpoints or points of time in your projects. OneDesk combines Help Desk, Project Management, & Professional Services Automation 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.

Meet Odie - Your Personalized AI Assistant for Customer Support

OneDesk's generative AI assistant powered by GPT. The AI assistant can support your customers and assist your agents. The AI's knowledge is based on your own company's content including articles, canned responses, and previous agent replies. OneDesk combines Help Desk, Project Management & Professional Services Automation 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 - 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.