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By Erin Richardson
OneDesk now offers the ability to issue Quotes for the work you do for clients. These quotes, once accepted, can be turned into invoices. If you are using QuickBooks Online, you can even get paid. There are a lot of details to unpack in these features, but here are some of the highlights: There’s so much more to say about the Financials features in OneDesk. We will be writing articles and blog posts with a lot more info in the coming weeks.
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By Erin Richardson
Agency time tracking refers to the process of monitoring and recording the amount of time that an agency and their employees spend on client projects and tasks. Agency is a broad term encompassing businesses such as: government agencies, marketing agencies, and creative services. In today’s blog we’ll look at some strategies to implement and utilize time tracking in an agency setting.
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By Erin Richardson
Professional Services Automation (PSA) software enables your business to easily and accurately log time, plan client projects, and provide continuous client support. With a QuickBooks integration, you can sync data from the PSA tool easily. For example, you can generate invoices from time logged within your PSA tool, then send over those invoices right to your QuickBooks account. This way, information is easily synced between systems and your business can be paid accurately and on-time.
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By Erin Richardson
Many businesses deliver services or projects for their clients which often follow a similar flow. Projects of this nature can encompass a wide variety of procedures or services such as web design projects, marketing campaigns, or onboarding procedures. Let’s take the example of a design project. The standard procedure is similar each time with tasks that include things like wireframes, mocks, prototypes. No matter the web design project, it probably includes these tasks.
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By Erin Richardson
The August 2023 release of OneDesk is now live! In this release the team has added a variety of usability enhancements and useful new features.
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By Erin Richardson
Canned responses are a must-have tool for any help desk system. Canned responses are pre-written responses you can use to reply to questions and issues received from your customers. Canned responses can make your agent’s life easier and save your company time and money. When done effectively, canned responses can also boost your customer support. In today’s article we will go over canned responses, their benefits, as well as examples and best practices for using them.
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By Erin Richardson
In today’s fast-paced business world, finding the right tool to streamline your organization’s processes is crucial. Whether you’re a seasoned project manager or a curious entrepreneur, we’ve got you covered. In this blog, we’ll explore 12 must-have features to look for in a PSA software. From service request management, to invoicing, and capacity planning, we’ll guide you towards making informed decisions.
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By Erin Richardson
Shopify is a popular e-commerce platform which allows companies to create online storefronts even with limited tech know-how. OneDesk is an all-in-one work management software. With OneDesk, you can manage multiple aspects of your business, from multi-channel customer support, to employee time tracking and project planning. Open communication channels for your customers and prospects by integrating your Shopify store with the OneDesk customer applications.
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By Erin Richardson
Wix is a popular website builder which allows anyone to build beautiful pages with templates and other ready-made elements. OneDesk is an all-in-one work management software. With OneDesk, you can streamline and manage multiple aspects of your business, from customer support and task management to time tracking and invoicing. Open communication channels for your customers and prospects by integrating Wix with OneDesk’s customer-facing applications.
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By OneDesk
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.
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By OneDesk
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.
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By OneDesk
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.
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By OneDesk
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.
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By OneDesk
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.
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By OneDesk
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.
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By OneDesk
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.
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By OneDesk
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.
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By OneDesk
Learn about creating and managing customers, how to organize customers into organizations, and how configure the customer detail panel. 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.
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By OneDesk
Learn how to set working hours, manage workload and resources in 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.
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Helpdesk, Project and Task Management, Product Management, Ideas Management, Release Roadmaps, etc. are all included in OneDesk.
We handle interactions between team members and with customers through email, the customer portal and other channels. In a nutshell, we provide a solution to manage products and projects, release them, support them, and gather feedback from customers.
OneDesk for Project Management provides online team collaboration and project tracking:
- Plan your projects: Plan out the work, cost, assignments and schedule.
- Discussions & team collaboration: Discuss tasks & issues with your team and customers.
- Time Tracking: Capture hours worked using timesheets or work timers.
- Track tasks and issues together: Plan and track all work together in a consolidated view.
- Gantt Charts: Schedule your tasks and projects on a timeline.
- Reporting: Generate and export the reports you need.
The OneDesk Helpdesk allows you to easily connect with, and support your customers. With OneDesk you can capture, respond to, and manage support tickets, ideas, service-requests and other customer interactions:
- Help Desk: Built-in ticketing software helps you provide stellar customer service and support.
- Customer web portal: Engage with your customers on your website and let them report issues, suggest ideas, and get answers.
- Feedback management: Manage and analyse customer feedback to ensure nothing slips through the cracks.
- Email integration: Capture tickets and discussions by email. Get notified of new comments or status updates.