Teams | Collaboration | Customer Service | Project Management

OneDesk

How to Structure and Organize Your Account

A common question we receive is how to structure and organize your work in OneDesk. OneDesk allows for tremendous versatility in how you work, and every business will have their own workflows. The first step in determining how to organize your work is to get an understanding of the structure of OneDesk. We want to help you make the most of your options and organize your work logically. In this article I’ll go over some best practices and common configurations.

How to Invoice for Hours Worked

An invoice for hourly work is a payment request based on the number of hours an organization spends working for their client. Invoicing for hours worked is common in various industries, such as consultants, designers, developers, and freelancers of all kinds. The process for billing involves accurately tracking hours and tasks done for the client. When it is time to bill, typically monthly, the work is compiled, calculated, and entered onto the invoice document.

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.

About Using Custom Fields

One of the great aspects of OneDesk is the level of customization it supports. With OneDesk, you can configure unique statuses, forms, workflows, and much more. Regardless of what industry you work in, OneDesk can be configured in a variety of ways to fit your needs. In today’s blog I’m going to talk about one useful feature you can use to configure your account.

All About OneDesk's On-Premise Help Desk Solution

On-premise refers to a self-installed and self-hosted version of a help desk solution. The on-premise help desk solution typically includes similar features for managing your tickets, assignments, and workflows as the cloud version. The main difference between a cloud and on-premise solution is that on-premise requires infrastructure to install, host, and manage the software.

7 Reasons to Switch to a Ticketing System From Email

Is your support inbox becoming difficult to manage? As your company expands, you get more and more requests. With a traditional support email inbox, management involves manual moving emails around, implementing confusing color coding systems, emails being forgotten, constant back and forth, confusion over responsibilities… It’s a lot to handle! All these problems are compounded when you start having multiple inboxes or different departments working in the same shared inbox.

Top Considerations: Selecting a HIPAA Help Desk

For healthcare providers, a help desk is an important tool for elevating your client and customer support. With many solutions on the market, it is hard to know what to look for in a solution. In this blog we’ll cover some of the top considerations for selecting a HIPAA help desk.