mHelpDesk offers free recorded training sessions with our product experts to ensure you have all the information you need to make the most of your subscription. If you’re already an mHelpDesk customer, you can select a training from the schedule below. If you’re not an mHelpDesk customer yet and would like to get a free demonstration of the product, click here.
Schedule ManagementLearn how to personalize your calendar including color coding, setting business preferences and customizing your appointment view. We’ll then walk through the available options for scheduling from the calendar. Estimate ManagementWe’ll first cover how to personalize your estimate settings including numbering, template design and adding branding. Then learn to import products and services into your account and begin creating estimates. Lead ManagementNot only will we be covering how to create and manage leads, but also how to set up and track ad sources and customize lead statuses. Invoice ManagementLearn how to import your products and services into your account, then personalize your invoice numbering and design. We will then walk through how to create invoices including both recurring and combined. Job TrackingWe’ll first cover how to personalize job statuses, types and templates. Then, learn to create jobs and manage them with custom views and filters. Best PracticesIn this session, we will create a complete workflow beginning with the creation of a lead, transferring that lead to an estimate, then to a job, and finally creating an invoice and accepting payment. Connecting Office to FieldLearn how to get your staff entered and connected with personalized email and text message notifications. Mobile AppLearn the ins-and-outs of using the mHelpDesk mobile application. This includes adjusting settings, accessing customer and job data, creating estimates and invoices, and accepting payments in the field. QuickBooks IntegrationIn this session we’ll walk through how to import and export your QuickBooks data to reduce double data entry. We’ll cover both QuickBooks Desktop and QuickBooks Online.