This week we released some new features to our web app that we know you’ll love. Having a great, professional estimate or quote is the perfect way to prove to customers that you’re the best pro for the job. And your estimates through mHelpDesk just got better!
Now when you’re putting together an estimate in mHelpDesk, you can:
- Upload files to estimates, like a “before” photo, contract terms or proposed design. Previously you could only upload files to jobs. Note: this new feature will be coming to our mobile app soon!
- Attach any file you’ve uploaded to a job or estimate to an outgoing email. Now you’re able to provide everything to a customer in one easy send!
- Preview any photos from your job or estimate file list without having to download them first. This is helpful if you’ve taken a lot of photos or if someone else on the team wants to view your photos.
With today’s release, you’ll now also be able to quickly change a service location in a job by searching for it, instead of scrolling to find the location you want.
Finally, you may notice a new look to our activity log (seen below). This is to improve the design and organization of your information. Note: You can still email and text from here. Just click on the Message drop-down to select “Email” or “Text.”
Reach out to our Customer Happiness Team via phone
+1(888)558-6275 ext. 2 or email (firstname.lastname@example.org)
with any questions or concerns!
New to mHelpDesk? Manage your estimates, invoices and customer payments easier with mHelpDesk!
Schedule your free demo now!
Last modified: May 2, 2018