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
How to configure your OneDesk app appearance Want to configure the appearance of your OneDesk app to fit your company or preferences? Premium and Enterprise members of OneDesk can now White Label their web application via the Style tab in Company Preferences. To access this feature, navigate to More Applications > Administration > Company Prefs. >
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
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
In today’s blog we’ll be looking at the basics of kanban boards! What is a kanban board? A kanban board is a project management tool used to intuitively and visually track and organize work. Kanban boards and the kanban method as a whole has its origin in the manufacturing industry in the 1940s. Since then,
Wix is a popular website builder which allows anyone to build beautiful pages with templates and other ready-made elements. OneDesk is an all-in-one work management software. With OneDesk, you can streamline and manage multiple aspects of your business, from customer support and task management to time tracking and invoicing. Open communication channels for your customers
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
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