OneDesk for Professional Services
It’s imperative to have a robust system in place when managing a portfolio of clients with numerous projects, ever-changing release and launch dates, budgets, and approvals. OneDesk combines client support & project management for professional services into one application.
Why OneDesk for professional services?
All your needs in one place
OneDesk combines features of customer support and project management. This combo allows professional service teams to manage both client requests and queries alongside their client’s tasks and projects.
Centralize your client requests & inquiries
Provide superior client support with OneDesk’s built-in help desk software for professional services. You can capture queries as tickets from email, live chat, forms, or with integrated third-party apps. All tickets can be worked on from one centralized place.
Better manage your inbox
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. With configurable work views, and the ability to assign, prioritize, and mark statuses on tickets, you eliminate silos and get clarity on responsibilities and progress.
Schedule and monitor projects
Plan your projects, tasks, and schedule within OneDesk. Utilize multiple work views to get a handle on your work, including Gantt charts, Kanban boards, lists, and calendar views. You can further filter and group your views to visualize and manage your tasks and projects in the way you need.
Capture every billable hour
Log and track time with intuitive timesheets and timers. Use time tracking to monitor productivity or bill clients. Create invoices and quotes right from OneDesk. OneDesk supports hourly billing, fixed fee, and prepaid hour billing. OneDesk’s financials app also lets you set your cost and billing rates and dynamically monitor your budget.
Automation software for professional services
Streamline processes with professional services automation software. Automations are versatile in OneDesk and can be set up to fit your unique workflow. Here are some things you can do. Automatically:
- Send an email template when a billable timesheet is logged.
- Assign high priority tasks to a manager.
- Change a task’s status to ‘ready’ when another finishes.
- Notify your team when a project schedule changes.
- And much more.
Integrations for consulting & professional services
You can connect OneDesk to tons of other tools you use:
- Connect with QuickBooks Online to copy over or send OneDesk invoices with QBO
- Connect with instant-messaging platforms and post messages to channels when new comments are made in OneDesk.
- Create a project in accounting software from a project in OneDesk.
Get insights into your work
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 balance sheets, cash flow statements, etc. Reporting in OneDesk allows you to send a copy of the report to both customers and team leaders. This will keep everyone updated on the progress. You can also view important KPIs using a large variety of real-time charts and graphs.
Mobile management for professional service teams
Carry your OneDesk around with you. You may be working remotely and need to keep track of billable hours. Our mobile app connects to your OneDesk account so you can:
- Access, create, and reply to tickets.
- Get notified of new assignments.
- Log work with timers & timesheets.
- Create new tasks and submit them to your projects.
- Update the progress or status of a task.
- Re-schedule, prioritize, or assign tasks.
Highly customizable solution
OneDesk can be customized to your preferences. With hundreds of options, you can change colors, layout, properties, create custom messages, intelligent automations, and more.
Manage client relationships
Securely keep client contact details. You can also configure client type or add custom properties. Easily keep track of client requests or communications from their profile. Clients can be grouped into organizations, allowing you to create specialized automation workflows.
Communicate live with your clients
Sometimes it’s more convenient to chat live with customers to make a change request or verify project details.
Live chat is also a great avenue for prospective customers. The ability to quickly ask questions can be the difference between a prospective client choosing your services or not.
Add the live chat widget on your site to allow clients or prospects to access live chat or other customer apps.
Client web portal application
OneDesk includes a web-portal designed especially for your customers. Clients can login to view progress, communicate, or stay updated on their own terms. The web portal is completely customizable – you can change the appearance, features, behavior, and customer permissions.
Provide seamless communication
The ability to integrate it so seamlessly and also the ability to customize it was one of the early driving factors in making the decision to go with OneDesk.
FAQ: OneDesk for professional services
What OneDesk features are useful for professional services?
OneDesk has many features that are helpful for professional service teams. Your team can centralize request intake from multiple channels as well as quote for, plan, and collaborate on projects.
Features include:
- Project templates
- Automations
- Custom request forms
- Time tracking
- Email integration
- Quoting & invoicing
- Project and task planning
- Client portal
- and more
Get started free
Evaluate OneDesk for yourself with our completely free 14-day trial.
