How to Quote for Projects Quoting is a crucial step in project delivery, as it enables both the business and the client to understand the project’s scope and accurately project revenue. In this article, we’ll cover the essentials of creating quotes for projects or services, emphasizing the importance of accuracy and thoroughness. What is a […]
How to Create Project Quotes More
Project Quoting & Invoicing (beta) OneDesk now offers the ability to issue Quotes for the work you do for clients. These quotes, once accepted, can be turned into invoices. If you are using QuickBooks Online, you can even get paid. There are a lot of details to unpack in these features, but here are some of the
New in OneDesk: November 2023 More
Agency time tracking refers to the process of monitoring and recording the amount of time that an agency and their employees spend on client projects and tasks. Agency is a broad term encompassing businesses such as: government agencies, marketing agencies, and creative services. In today’s blog we’ll look at some strategies to implement and utilize time
Strategies for Agency Time Tracking More
Professional Services Automation (PSA) software enables your business to easily and accurately log time, plan client projects, and provide continuous client support. With a QuickBooks integration, you can sync data from the PSA tool easily. For example, you can generate invoices from time logged within your PSA tool, then send over those invoices right to
Professional services software integrated with QuickBooks More
Using project templates Many businesses deliver services or projects for their clients which often follow a similar flow. Projects of this nature can encompass a wide variety of procedures or services such as web design projects, marketing campaigns, or onboarding procedures. Let’s take the example of a design project. The standard procedure is similar each
The August 2023 release of OneDesk is now live! In this release the team has added a variety of usability enhancements and useful new features. Project Templates OneDesk has always had the ability to create projects and to clone them if copies are needed, however more advanced project templating has been added. Additional Features for
Canned responses are a must-have tool for any help desk system. Canned responses are pre-written responses you can use to reply to questions and issues received from your customers. Canned responses can make your agent’s life easier and save your company time and money. When done effectively, canned responses can also boost your customer support.
Canned Responses for Help Desk More
In today’s blog we’ll be looking at the basics of kanban boards! What is a kanban board? A kanban board is a project management tool used to intuitively and visually track and organize work. Kanban boards and the kanban method as a whole has its origin in the manufacturing industry in the 1940s. Since then,
Kanban Boards – The Basics More
In today’s fast-paced business world, finding the right tool to streamline your organization’s processes is crucial. Whether you’re a seasoned project manager or a curious entrepreneur, we’ve got you covered. In this blog, we’ll explore 12 must-have features to look for in a PSA software. From service request management, to invoicing, and capacity planning, we’ll
12 Must-Have Features of PSA Software More
Shopify is a popular e-commerce platform which allows companies to create online storefronts even with limited tech know-how. OneDesk is an all-in-one work management software. With OneDesk, you can manage multiple aspects of your business, from multi-channel customer support, to employee time tracking and project planning. Open communication channels for your customers and prospects by
Integrate Shopify with OneDesk More