OneDesk’s Support Options

Do you need assistance in learning about OneDesk or in setting up your account? If so, we provide a variety of resources to both help you determine if OneDesk is right for your needs and to assist you in getting set up.

Sign up for a free trial

This is the best first step in any evaluation of OneDesk. We offer you a free 14-day trial with no limitations and no credit card required. Once you’ve decided that OneDesk is for you, you can subscribe to a paid plan from directly inside the app. Sign up here

Watch a recorded webinar that covers the basics of OneDesk, or attend a live session

If you want a visual introduction to OneDesk, the webinar is a great way to learn. If you have time on Thursday mornings (EST) then we would love for you to join our sessions. If you can’t make it, you can still watch a previously recorded webinar at any time. Go here.

Watch a video or read a blog post that covers a specific feature

If you want to dig deeper into a specific feature of OneDesk, we have created a number of videos that cover all aspects of OneDesk. If you are more of a reader, then see if our in-depth blog series covers what you are looking for. If you don’t see the video or article you are looking for, ask us and we will create one for you. Our videos, Our blog posts

Submit a ticket or check out our customer portal.

On our portal you can find tickets, release notes and feature suggestions, some of which have been resolved or implemented. You can post a comment or submit a ticket and we will get back to you. Visit the portal. or Submit a ticket directly.

Chat with us or email us

If you want an answer to a quick question, the best way is sometimes just to ask. Our support team is available to answer your questions, and you can find the live chat widget both on our website and inside the app. Just click the chat bubble and we will get back to you as soon as we can. Or if you prefer you can send us an email.

Book a demo with us

Do you want an in-depth conversation with one of our experts who can answer your questions and show you around OneDesk? We can do that too! Just select a convenient time and we will take care of the rest. Click here.

Hire us to set up your account for you.

If you have decided you want to use OneDesk but don’t have the time to set up the account yourself, we offer a menu of services to get you up and running. Please note that these are things that you could do yourself and that our services team will be using the same tools available to you. Please contact us if you require additional information, or you can request a quote. The services available cover:

  • Configuration of your account’s administration options
  • Initial data structure consultation or setup (projects, portfolios, folders), item types, custom fields, statuses
  • Importing Users and Customers from your files
  • Import for tickets, tasks and projects from your files
  • Customer-facing applications configuration (messenger, portal, web forms)
  • Reports
  • Integrations
  • Configuring Single Sign On for your users
  • Online Training Sessions
  • See the services menu.