Help Desk & Project Management Software for Engineering Firms
Engineering crosses many fields: Civil, Mechanical, Electrical, Chemical, Software, Aerospace, and more. No matter the area of your expertise, you have rigorous projects that require precise planning & roadmaps, performance improvements, and launches. It’s imperative to have a robust system in place that increases efficiency and eliminates the need for multiple applications. OneDesk Software for Engineering Firms combines Help Desk and Project Management into a single application. Implementing a unified system means all of your teams can work concurrently.
Utilizing the Help Desk side of OneDesk enables convenient client and contact management, from Directors of Engineering, Team Leads, Drafters, and Designers. OneDesk allows you to manage tickets, maintain a knowledge base & FAQ, create automations, and export intuitive reports.
The Project Management side of OneDesk Software for Engineering Firms is a great way to manage project planning, product roadmaps, issue tracking, and maintaining multiple project portfolios. You can set goals, make sure your team is on schedule, and track performance.
Help Desk software for Engineers
Customer support for your clients: OneDesk’s built-in help desk software lets engineering firms capture, assign, and respond to support tickets from one centralized place. Simultaneously hold private internal conversations and separate client-facing discussions on the same ticket. Share files, PDFs, RFIs, and RFPs as well.
Project Management for Engineering Projects
Online Team Collaboration and Project Tracking: Plan your projects, tasks, cost, and schedule within OneDesk. Discuss tasks and issues with your team and customers, and capture hours worked using timesheets or work timers. In OneDesk you can track tasks and issues together, view your tasks/projects as Gantt charts, and generate reports.
Discussions & Team Collaboration
In OneDesk you can share projects with the entire team, with specific members such as Team Leads, Designers, Directors, or keep them private. Everyone sees only what pertains to them and this, in turn, will increase efficiency. You can view your resources’ workload and easily re-assign tasks for optimal time management and work distribution between teams and members.
100s of Integrations
You can connect OneDesk to hundreds of web applications:
- Connect with project tracking software and track dev tasks, bugs, and issues within OneDesk.
- Connect with CRM software and link to customer profiles while viewing tickets.
- Connect with accounting software and create new invoices from OneDesk timesheets.
Extract data and create insightful reports in OneDesk using pre-created templates or by customizing your own. Automatically schedule and email Excel or PDF documents. This will aid in creating your project expense sheets, etc.
Assign Tasks to Teams
Keep your entire team in the loop (including customers) with built-in discussions and email notifications on tasks and projects. View your resources’ workload and easily reassign tasks for optimal time management and work distribution between teams and members.
Carry your OneDesk around with you. Our mobile app connects to your OneDesk account so you can:
- Access, create, and reply to Help Desk tickets.
- Get notified of new assignments.
- Log work with timers & timesheets.
- Create new tasks and submit them to your projects.
Capture and respond to customer emails directly from your OneDesk account. OneDesk will create a new ticket from the email, capture attachments, and create a new customer record if necessary.
Customer Web Portal
OneDesk includes a web-portal designed especially for your customers. Engage with them on your website and allow them to report issues, make suggestions, and receive answers. The web portal is completely customizable – you can change the appearance, features, behaviour, and customer permissions.
Knowledge Base & FAQ
Always answering the same questions on RFIs, RFPs, and project details? Let customers find the answers quickly by publishing FAQ’s to the knowledge base. Increase customer satisfaction while reducing the workload on your support team.
OneDesk can be customized to your preferences. With hundreds of options, you can change colours and layout, create custom messages and intelligent automations, and more.
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