Professional Services Automation

OneDesk's Professional Services Automation

OneDesk is a full cycle professional service automation software. Provide support, manage projects, track time, and invoice clients – all from one application.

Meet OneDesk's professional services automation software

One place to manage communication

Connect multiple channels including email, chat, and forms to take in requests for your services or support. Organize and respond to all requests in one centralized app.

Plan & deliver great projects

Build out projects from incoming requests. Plan and estimate work, assignments, costs, and schedules. Use robust features to stay on track, such as Kanban boards, Gantt charts, subtasks, dependencies, and more.

Stay on budget & get paid

Prevent projects from going over budget by monitoring progress and costs in real-time. Send quotes based on your project templates. Create invoices for projects or tracked time.

PSA software built for client support

Optimize the way you communicate with your clients. Take in requests for new projects or handle ongoing support from multiple channels. Capture, respond, and resolve from one place.

Email integration

Direct email integration allows you to capture requests from email. Respond right from OneDesk and emails go out to your clients from your own support email address.

Ongoing support & communication

Interact with customers on requests, queries, or projects from one centralized application. Send updates, questions, or files to clients without leaving OneDesk.

Requests from multiple channels

Engage customers and prospects from multiple channels to increase potential revenue. Make use of the live chat widget, email integration, custom forms, or other applications. All tickets are captured and organized in one place.

Track and bill for support

Keep track of billable and non-billable time for all your clients. Log time on project tasks or support tickets using automatic timers or timesheets.

Cut back on repetition

Cut down on routine tasks with automation rules. Auto-respond, route, update, assign, and much more.

In-context collaboration

Message your team or customers directly next to the ticket details to reduce back and forth. Hold private and public conversations on the same ticket.

Client project planning & delivery

Centralize project data to get full visibility. Plan the full lifecycle of your client projects and monitor progress in real-time.

Project planning

Plan and estimate work, assignments, costs, and schedules. Switch between Kanban board, Gantt charts, calendars, and more to get complete visualization of your projects.

Save time with project templates

Define project templates for your services. Easily start new projects by copying the tasks and plans from your templates. Adjust templates as needed to optimize schedules, profits, and resources.

Project time tracking

Log time on tasks in each client project. Bill clients from billable time. Monitor project progress in comparison to estimates. Create timesheet reports to understand performance and plan future projects.

Manage resources

Assign work to the right person at the right time. Make the most of your available resources and deliver great projects on schedule. Optimize your resources using the workload and resource management features.

Collaborate with your team

Use contextual collaboration on projects and tasks. Use real-time messaging and notifications to update your team. Get a clear picture of assignments and progress at a glance.

Automate your workflow

Increase efficiency in your project delivery with OneDesk for professional service automation software. Create rules to perform work for you! Automatically assign, update, notify, and more.

Financials

OneDesk’s PSA software lets you manage your projects and clients from the first quote to every subsequent invoice.

Flexible invoicing

Create invoices for flat fee projects or billable time. OneDesk supports a variety of rates from hourly, retainer structures, or mixed rates at a variety of levels such as by-team, project, service type, and more.

Deep QBO integration

Avoid double data entry by connecting to QuickBooks Online. Copy over OneDesk invoices to QBO. Or, send invoices from in OneDesk directly via QBO, payments will be synced back to the invoice in OneDesk.

Quote from your templates

Standardize your quoting and accept new projects faster. Generate quotes from your project templates. Get quotes approved by sharing them with customers via email in OneDesk.

Bill for prepaid support

Sell prepaid support hours to your customers using invoices for a block of hours. Automatically keep track of remaining prepaid hours on customer accounts as you work and log time.

Budget tracking

Monitor and boost project profitability. Estimates are generated automatically based on your rates and each project’s planned effort. As your team logs billable time you can monitor your plans vs. actuals in real-time.

Integrated PSA support tools & collaboration

OneDesk includes integrated tools for your customers or prospects to log requests and interact with your team. The customer apps include: live chat, request forms, the web portal, and knowledgebase.

Client portal

The portal allows clients to login and view their requests. Clients can attach files, communicate, or view progress on their terms.

Request forms

Capture new requests with all the required information. Add custom properties, set fields as required, and create forms for each service you offer.

Live chat

Deploy the live chat widget to your website. Convert prospects to customers or give current customers an easy way to receive real-time support.

Explore OneDesk's PSA software features

OneDesk offers a full suite of robust professional service automation tools to deliver exceptional projects.

Dashboard and reports

A quick glance at the dashboard gives you real-time statistics about the status of your tickets, team performance, and more. Drive decisions by creating detailed reports about your projects and support tickets in PDF or Excel formats.

Communicate on-the-go

Available for iOS and Android, the OneDesk professional service automation mobile app lets your team use their OneDesk account while on the go.

Access and update assignments.
Log requests.
Reply to and resolve chats or tickets.
Submit timesheets to log work performed.
Follow and engage in discussions on items with customers and colleagues.

Get complete visibility

View the information you need the way you want. Choose from a variety of layouts such as Kanban, Gantt, or calendar. Filter, group or sort on any property. Save your custom views, share them with your team, and switch between each view as needed.

Streamline your services

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