Video Description
The OneDesk and QuickBooks Online integration allows you to cut back on double data entry and get the benefits of OneDesk’s time tracking and project management with QuickBooks’ accounting features. The integration allows you to copy your OneDesk invoices to QuickBooks Online or you can send invoices to customers from within OneDesk directly with QuickBooks […]
What is invoicing fo? In OneDesk, the invoicing feature is designed to be tightly connected to the time tracking tools. Invoices are made based on billable hours logged for your customer organizations. We recommend invoicing for companies who work on projects for customers, or provide ongoing services or support. Some popular examples include consulting services
Item templates, also called ticket or task templates, refer to the ability to create new tickets or tasks with default or pre-populated values. For instance, you may want to create a new task with the priority and description already set, allowing you to save time. In OneDesk, you and your users can create tickets or
Transcription Hi there. Today’s webinar will focus on automations in OneDesk. Here is our agenda for today. We will talk about the different types of automations, we will talk about the out-of-the-box templates and automations in OneDesk, how to edit and set up some email templates and automated messages, and workflow automations. Let’s get started,
Transcription The OneDesk mobile app lets you carry your OneDesk around with you. The mobile app is available on iOS and Android for your agents, it is connected to your main app, and offers a lot of features for help desk and task management. Access and update your tickets and tasks, log time, respond to
Transcription: In OneDesk work items are the things you manage in OneDesk, typically tickets and tasks. Tickets and tasks are very similar and can be made to function the same. The difference is what they are for and how they are used. For best practice tickets should be used for work that doesn’t require planning,
Work items are the things you manage in OneDesk, these are tickets and tasks. Tasks are very similar to tickets and both can be made to function the same. The difference is what they are for and how they are used. For best practice, tasks should be used for planned work. Tasks are housed in
Transcription The financials application is for organizations who wish to handle finances surrounding their projects, tickets, and tasks within OneDesk. In combination with OneDesk’s other tools you can easily forecast costs and billing amounts based on the rates you set and allows you to keep track of planned and actual billing amounts and costs in
Transcript OneDesk provides an integration with Dropbox, allowing you to attach files from your Dropbox to your tickets, tasks, or projects in your OneDesk account. Here’s how it works and how to set it up. Head to your administration and then integrations tab. Expand the drop box integration here. You can see some of the
Transcription OneDesk can integrate with FreshBooks to make invoicing easier. The integration will create time entries and client records in your FreshBooks account whenever timesheets and customers are created in OneDesk. Connecting your OneDesk to your FreshBooks is easy. Click on administration, then integrations. Scroll down to FreshBooks and click the connect button. You will