mHelpDesk offers live, free daily 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 a mHelpDesk customer, you can select a training video from below. If you’re not a mHelpDesk customer yet and would like to get a free demonstration of the product, it’s simple to request a demo to see mHelpDesk in action.
Schedule Management
Learn 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 Management
We’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 Management
Not 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 Management
Learn 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 Tracking
We’ll first cover how to personalize job statuses, types and templates. Then, learn to create jobs and manage them with custom views and filters.
