Learn the basic features of your mHelpDesk account.
mHelpDesk Basic Setup Training
Learn how to add your logo and company information to reflect on your customer facing documents, add your terms and conditions to your estimate, and set up your notification settings.
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Lead Management
Learn how to access your list of leads, track your progress on a lead, review consumer comments from your lead, schedule an appointment and view and email the estimate.
Estimates
Learn how to personalize your estimates with your logo and terms and conditions, add items to an estimate and view and email the estimate.
Job Management
Learn how to add a new job, keep track of a job's progress, track time and materials, and upload files related to the job.
Billing/Invoicing
Learn how to personalize your invoice with your logo and terms and conditions, add items to an invoice, view and email the invoice and receive payment.
Scheduling
Learn how to drag and drop unassigned jobs onto a schedule, create appointments/block off time, access job details from the calendar view.
Email accountsupport@mhelpdesk.com or call
(888)558-6275