OneDesk's Professional Services Automation

OneDesk is a full cycle professional service automation software. Provide support, manage projects, track time, and invoice clients – all from one application.

Meet OneDesk's Professional Services Automation Software

One place to manage communication

Connect multiple channels including email, chat, and forms to take in requests for your services or ongoing support. Organize and respond to all requests in one centralized app.

Plan & deliver great projects

Team collaboration, breakdown silos. Plan schedules, optimize resources and monitor progress to stay on time.

Stay on budget & get paid

Prevent projects from going over budget by monitoring progress and costs in real-time. Quote and invoice for projects or billable time quote.

PSA software built for client support

Take in request sfor new projects, handle ongoing support. Client support and helpdesk tools. Capture, respond, resolve from one place.

Email Integration

Easy email integration, capture requests from email, respond from OneDesk, Emails go to your clients from your own support email address.

Multichannel

customers and prospects from multiple channels. Increase potential revenue. Web widget, email, forms, or other applications. All tickets captured and organized in one place.

Ongoing support & communication

Assign, respond, and resolve requests and project tasks from one centralized application. Send updates, questions, or files to clients without leaving OneDesk.

Track and bill

Keep track of billable and non-billable time for all your clients. Log time on project tasks or support tickets using automatic timers or timesheets.

Automate

Cut down on repetition with automated rules. Auto-respond, route, update, assign, and more.

in context

Cut down on repetition with automated rules. Auto-respond, route, update, assign, and more.

Client project planning

Centtralize project data, and full visibility. Plan the full lifecycle, and monitor progress.

Project planning

Plan and estimate work, assignments, costs, and schedules.

Templates

Create templates for your services. Easily start new proejcts. Adjust templates as needed, to optimize

Time tracking

Log time for client projects. compare actual logged time in comparison to your planned estimates.

Resource

Assign work to the right person at the right time. Make the most of your available resources and deliver great projects on schedule. Optimize your resources using the workload and resource management features.

Team Collaboration

Automate

Increase efficiency in your project delivery with OneDesk for professional service automation software. Create rules to perform work for you! Automatically assign, update, notify, and more.

Financials

OneDesk includes apps for your customers. Put the apps on your website to give your customers a place to submit and track tickets or discuss tickets with you. The customer apps include: live chat, request forms, the web portal, and knowledgebase.

Invoicing

Flat fee projects, based on quotes, or billable time logged on tasks and tickets. Variety of rates. retainer structure, or mixed rates at a variety of levels such as by-team, client, project, service type, and more.

Quoting

Create links between tasks and visually compare project plans to work in progress. Create dependencies, constrain dates, and generate schedules with automatic CPM calculations.

Deep QBO

Avoid double data entry by connecting to QuickBooks Online. Copy over OneDesk invoices to QBO. Or, send invoices from in OneDesk directly via QBO, payments will be synced back to the invoice in OneDesk.

Budget tracking

Monitor and boost project profitability. Estimates are generated automatically based on your rates and each project’s planned effort. As your team logs billable time you can monitor your plans vs. actuals in real-time.

Integrated client support tools & collaboration

Client Portal

Kanban board allow you to get a big picture of your projects, stories, and iterations and plan them out visually. Change the status of any item or project with the drag-and-drop feature. Move user stories from your backlog or between projects.

Request forms

Capture required information. custom fields, required fields,

Live chat

Make sure your plans account for everything by organizing new tasks alongside issues and defect fixes.

Cleint support & projects together

Create and save custom views of your tasks to show exactly what you need. Create lists, calendars, roadmaps, Gantt charts, and card-views. Add columns, filters, grouping, and sorting.

Explore OneDesk's PSA software features

OneDesk offers a full suite of robust professional service automation tools to deliver exceptional projects.

Dashboard and Reports

A quick glance at the dashboard gives you real-time statistics about the status of your tickets, team performance, and more. Export detailed reports about your feedback and support tickets in PDF or Excel formats.

Download our OneDesk Mobile App

Available for iOS and Android, the OneDesk mobile app lets your team use their OneDesk account while on the go. Let your agents access and work on their assigned tickets directly from their phone, whether they are at their desk or off-site. Your agents can:

Access and update their assignments.
Create new tickets.
Reply to and resolve tickets.
Submit timesheets to log work performed.
- Follow and engage in discussions on items with customers and colleagues.

Streamline your services

14 day free trial. No credit card required.