We’re excited to announce the release of our new administrator dashboard in our web app. It’s designed to give you the most important information in a glance, as soon as you login to mHelpDesk. Check it out below!

Dashboard-WebRelease-2.21.17

The new dashboard contains 3 modules:
Today’s Appointments (seen on the top left) gives you a snapshot of the day’s schedule including who each job is assigned to. Keep in mind this will only show your first 5 appointments and will adjust according to the current time.
Your Checklist (seen on the top right where it currently says “You’re doing great”) shows the steps to help you make the most of mHelpDesk.
Task Tiles (seen on the bottom right) display key action items. Below is a definition for each key action item:

  • Uncontacted leads refers to leads that have not been emailed or called from the lead page or mobile app
  • Unpaid invoices refers to invoices that are unpaid or only partially paid
  • Unassigned jobs refers to jobs that do not have any staff assigned to it
  • Selling leads refers to any open leads or leads with any of these statuses assigned to it: ‘New’, ‘Selling’, ‘Qualified’
  • Estimates in progress refers to any open estimates or estimates that are in ‘Draft’ or ‘Sent’ status
  • New and open jobs refers to jobs with either a ‘New’ or ‘Open’ status

Rest assured that like with the old dashboard, you’ll still be able to create a new estimate, ticket, lead or invoice right from the page. Just click the blue ‘Create New’ button on the top right.

Please note: this new dashboard is currently only available to administrators or users with admin access and via our web app. We are planning a wider release in the future.

We hope you like this new update!

Login to mHelpDesk now >>

 

Reach out to our Customer Happiness Team via phone

+1(888)558-6275 ext. 2 or email (happy@mhelpdesk.com)

with any questions or concerns!

 

Last Updated By: Rochelle Sanchirico

 

Last modified: January 15, 2018

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