What is a block of hours agreement? A block of hours agreement can be referred to by a number of other terms, such as a block of time, block contract, or prepaid hours agreement. Some client billing agreements involve invoicing upon completion of a project, or on a monthly or other scheduled basis. In most […]
Generative AI tools such as ChatGPT, have been a popular topic lately. Many businesses and clients are experimenting and exploring the use cases of AI for their industry. For instance, AI can be used for customer support by integrating it into ticketing and chat features. If you’re not already sold on the idea of using
Introducing your AI assistant The March 2024 release of OneDesk has brought an exciting new feature — Odie the Ai-powered assistant! Odie (‘OD’) is a Chat-GPT-like AI tool integrated with OneDesk’s messenger and customer-facing applications. The AI uses advanced and modern technology such as large language models (LLMs) and generative AI to make suggestions, generate
The March release of OneDesk is now live! AI Agent Assistant (Beta) OneDesk introduces our new AI-powered Agent! Odie (OD) will help your team serve your customers as efficiently as possible. An AI Agent that learns your business Odie works by learning from the data in your OneDesk account (your knowledge corpus) to help answer
What is the role of a help desk for education? When thinking of a help desk, the immediate association often leans towards IT teams or businesses dealing with customer inquiries. However, the utility of a help desk goes beyond these realms, proving valuable for any organization handling requests or inquiries. A help desk for education
Help Desk for Education – Why You Need One and What to Look For More
How to Quote for Projects Quoting is a crucial step in project delivery, as it enables both the business and the client to understand the project’s scope and accurately project revenue. In this article, we’ll cover the essentials of creating quotes for projects or services, emphasizing the importance of accuracy and thoroughness. What is a
Project Quoting & Invoicing (beta) OneDesk now offers the ability to issue Quotes for the work you do for clients. These quotes, once accepted, can be turned into invoices. If you are using QuickBooks Online, you can even get paid. There are a lot of details to unpack in these features, but here are some of the
Agency time tracking refers to the process of monitoring and recording the amount of time that an agency and their employees spend on client projects and tasks. Agency is a broad term encompassing businesses such as: government agencies, marketing agencies, and creative services. In today’s blog we’ll look at some strategies to implement and utilize time
Professional Services Automation (PSA) software enables your business to easily and accurately log time, plan client projects, and provide continuous client support. With a QuickBooks integration, you can sync data from the PSA tool easily. For example, you can generate invoices from time logged within your PSA tool, then send over those invoices right to
Professional services software integrated with QuickBooks More
Using project templates Many businesses deliver services or projects for their clients which often follow a similar flow. Projects of this nature can encompass a wide variety of procedures or services such as web design projects, marketing campaigns, or onboarding procedures. Let’s take the example of a design project. The standard procedure is similar each