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By Erin Richardson
A “black hole” request is a ticket that gets escalated to engineering and then disappears. The agent can’t see progress, the developer can’t see the customer, and nobody tells the requester when it’s fixed. It usually happens because support and engineering live in two tools joined by copy-paste.
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By Erin Richardson
First-in, first-out queues feel fair, but they let a password reset sit ahead of an outage. Going off gut feeling works until the team or queue grows too much. An impact × urgency matrix gives everyone the same rules, takes seconds to apply, and is simple enough to automate. This guide covers how to define each axis, the matrix itself, worked examples, and a step-by-step process you can adopt this week.
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By Erin Richardson
It’s common when managing projects that you need to sign-off with a client. For example, you might need them to approve a mock, document, or decision. Many companies do this with an informal message or verbal acknowledgement. This causes problems later. Who actually signed off on the decision? When? Which exact changes are required? This is why it helps to implement a formal process. At the same time clients don’t want to take too many extra steps.
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By Erin Richardson
The latest release of OneDesk is now live! This release brings some big new features as well as some frequently requested enhancements.
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By Erin Richardson
Starting a massive project can feel a bit like climbing a mountain. It’s exciting, but a little overwhelming. The secret to finishing big projects is finding that perfect balance: breaking the work into small, manageable pieces without forgetting your end goal. Here is how you can break down your complex projects while keeping the big picture.
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By Erin Richardson
Managing any business comes with a lot of moving parts. One of the most challenging is actively and accurately tracking profit and expenses. If you’re still using a messy stack of receipts or a disconnected spreadsheet to track what you spend, you’re likely losing money without even realizing it. Let’s dive into why tracking expenses directly inside a PSA tool is a total game-changer.
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By Erin Richardson
The May 2026 release of OneDesk is now live! Here’s what this release introduces.
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By Erin Richardson
Imagine a typical morning for your support lead. A customer, let’s call him John, forgot how to update his billing information. John goes to your website, finds your support email, and sends a message. That email enters your help desk as a ticket. Your agent, Sarah, sees the notification, opens the ticket, identifies the issue, and manually types out the same three-step process she has explained twelve times already today. She hits send, and John finally gets his answer.
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By Erin Richardson
Projects are super important to a service-based business. But the actual intake process can be complicated, usually due to a lack of organization and formal processes. How do you decide what to take on? How do you make sure you don’t overpromise and underdeliver? The answer is a Project Intake Process, and if you aren’t using PSA (Professional Services Automation) software like OneDesk to handle it, you’re probably working harder than you need to.
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By Erin Richardson
When you first start a business, spreadsheets are a great way to stay organized. They are flexible, easy to use, and free. But as your team grows and you take on more clients, relying on spreadsheets to manage your operations usually leads to more work, not less. If you feel like you are spending too much time updating rows and columns instead of focusing on your actual work, here is why a PSA (Professional Services Automation) tool like OneDesk is a better fit for your growth.
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By OneDesk Software
OneDesk for B2B and client services OneDesk offers products for Help Desk, Project, an Work Management software all in a single connected application. Capture requests and support from included channels: phone, email, real-time chat, customizable webforms, and a client portal. Track time, manage tasks and projects and even bill for your services without switching context.
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By OneDesk Software
How OneDesk helps internal teams and departments. OneDesk offers products for Help Desk, Project and Work Management software all in a single connected application. Capture tickets from included channels: email, phone, real-time chat, customizable webforms, and an employee portal. Convert tickets to tasks and manage internal operations and project alongside your daily support.
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By OneDesk Software
Get a quick introduction to the OneDesk workspace. OneDesk offers products for Help Desk, Project Management and Professional Services software all in a single connected 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 Software
Project management product demo. Basic of the interface, creating tasks and projects, using project templates, tracking time, and planning work with Gantt, Kanban, and more. OneDesk offers products for Help Desk, Project Management and Professional Services software all in a single connected application.
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By OneDesk Software
Work management product demo. Work management which combines the support, financials, and project management features of OneDesk into a single unified platform. Includes the basics of the interface, customer apps, ticketing, project management, and invoicing workflow. Create tickets from multiple channels. Handle support 24/7 with an AI-integrated chat agent and knowledgebase. Bill and quote for projects and support. Customize your app to fit your needs.
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By OneDesk Software
Overview demo of the Help Desk product of OneDesk. Basics of the interface, customer apps, features, and workflow. Create tickets from multiple channels. Handle support 24/7 with an AI-integrated chat agent and knowledgebase. Customize your app to fit your needs. OneDesk offers products for Help Desk, Project Management and Professional Services software all in a single connected application.
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By OneDesk
The OneDesk web widget is a simple to implement integration with your website. Add the widget to provide support tools to your customers and prospects. The widget can include: a live chat, ticket portal, knowledge base, AI bot, forms, and custom homepage. OneDesk combines Help Desk, Project Management, & Professional Service Automation software into a single application.
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By OneDesk
Get a full overview of the features and customization options available in this powerful platform. OneDesk combines Help Desk, Project Management, and 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.
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By OneDesk
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.
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By OneDesk
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.
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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.