OneDesk for Engineering Firms

 

 No matter the area of your expertise, you have rigorous projects that require precise planning & roadmaps, performance improvements, and launches. Streamline this process with OneDesk.

Why OneDesk?

 

Everything in one place

 

With OneDesk’s combination of helpdesk and project management software, you can truly keep you and your team organized from one desk.

email ticket details

Help Desk software for Engineers

Customer support for your clients: OneDesk’s built-in help desk software lets engineering firms capture, assign, and respond to support tickets from one centralized place. Simultaneously hold private internal conversations and separate client-facing discussions on the same ticket. Share files, PDFs, RFIs, and RFPs as well.

Project Management for Engineering Projects

Online Team Collaboration and Project Tracking: Plan your projects, tasks, cost, and schedule within OneDesk. Discuss tasks and issues with your team and customers, and capture hours worked using timesheets or work timers. In OneDesk you can track tasks and issues together, view your tasks/projects as Gantt charts, and generate reports.
Gantt project management
collaborative alternative

Discussions & Team Collaboration

 

In OneDesk you can share projects with the entire team, with specific members such as Team Leads, Designers, Directors, or keep them private. Everyone sees only what pertains to them and this, in turn, will increase efficiency. You can view your resources’ workload and easily re-assign tasks for optimal time management and work distribution between teams and members.

100s of Integrations

 

You can connect OneDesk to hundreds of web applications:

  • Connect with project tracking software and track dev tasks, bugs, and issues within OneDesk.
  • Connect with CRM software and link to customer profiles while viewing tickets.
  • Connect with accounting software and create new invoices from OneDesk timesheets.
onedesk integrations
schedule reports

Reporting

 

Extract data and create insightful reports in OneDesk using pre-created templates or by customizing your own. Automatically schedule and email Excel or PDF documents. This will aid in creating your project expense sheets, etc.

Assign Tasks to Teams

 

Keep your entire team in the loop (including customers) with built-in discussions and email notifications on tasks and projects. View your resources’ workload and easily reassign tasks for optimal time management and work distribution between teams and members.

task kanban board view
mobile task detail view

Mobile App

 

Carry your OneDesk around with you. Our mobile app connects to your OneDesk account so you can:

  • Access, create, and reply to Help Desk tickets.
  • Get notified of new assignments.
  • Log work with timers & timesheets.
  • Create new tasks and submit them to your projects.

Email Integration

 

Capture and respond to customer emails directly from your OneDesk account. OneDesk will create a new ticket from the email, capture attachments, and create a new customer record if necessary.

professional services portal software

Customer Web Portal

 

OneDesk includes a web-portal designed especially for your customers. Engage with them on your website and allow them to report issues, make suggestions, and receive answers. The web portal is completely customizable – you can change the appearance, features, behaviour, and customer permissions.

Knowledge Base & FAQ

 

Always answering the same questions on RFIs, RFPs, and project details? Let customers find the answers quickly by publishing FAQ’s to the knowledge base. Increase customer satisfaction while reducing the workload on your support team.

MSP knowledgebase
custom work view

Completely Customizable

OneDesk can be customized to your preferences. With hundreds of options, you can change colours and layout, create custom messages and intelligent automations, and more.

Watch how engineering firms can use OneDesk

Read how other engineering firms use OneDesk

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