Teams | Collaboration | Customer Service | Project Management

April 2021

How a Healthcare MSP uses OneDesk to streamline its workflow

As a managed service provider (MSP), providing a high quality of service is tantamount to the success of the business. The range of services provided by an MSP includes providing support, maintaining equipment, and improving the operations, all with an eye to anticipating future needs and optimizing cost. The relationship between the service provider and its customers is predicated on a contract wherein the service provider commits to providing a particular level of service for a given price point.

OneDesk - Getting Started

An in-depth introduction to the major features of OneDesk. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

How a Creative & Design SaaS Company uses OneDesk to optimize their workflow

Having a multi-talented, cross-functional team is often seen as an ideal team composition, opening up many different opportunities for work and services that a company can offer. However, that doesn’t mean that there are no challenges presented by this situation. In fact, by providing various different services, there are often multiple workflows introduced to support each one. This can be tricky to manage, and sometimes this administrative headache can become more onerous than the work itself.

Email Settings: Appearance

Under the Appearance tab in your OneDesk Email Settings, you are able to edit some visual aspects of your email messages. If you have completed the Getting Started Wizard in OneDesk, you would have already edited aspects of the header (the logo) and added a signature. The email header and signature you set will be what OneDesk uses to wrap all your emails in. We put these at the top (header) and bottom (signature) of every email from OneDesk.

Notifications & Emails

OneDesk has built a sophisticated messaging system that ensures you never have to worry about where the recipient of your message is. Thanks to this powerful messaging system, you don’t need to be concerned if your recipient is using live chat, email, or the customer portal to message you. OneDesk funnels the messages to the appropriate channel and will ensure your recipient gets the messages intended for them in whatever channel they are using.