Create new projects for accounts by choosing from predefined templates. Organize project workflows by defining milestones, tasks, and sub-tasks within templates.
Add, edit, remove, restore, resize, and rearrange widgets, control access to dadhboards with privacy settings, create private, shared, and managerial dashboards.
Perform customized actions periodically, or just once, through custom scripts.
Job sheet customizer.
Record all customer request details customized job sheet templates, and print out job sheets easily. Check the history of requests instantly to get approvals from clients quickly.
QuickBooks Online integration.
Sync accounts with QuickBooks Online and create invoices for specific requests. Track your income and cash flow.
- Access bills generated in Zoho Books from ServiceDesk Plus MSP.
- Technicians can mark their availability as “online” or “offline” on their homepage.
- Add up to 50 additional fields to service requests.