Here's what you can look forward to in this new version.
Creating projects has never been easier. With new project templates, you can save time and effort while maintaining the consistency and accuracy of tasks associated with project workflows.
- Easily create new projects for accounts by choosing from predefined templates.
- Carry out organized project workflows by defining milestones, tasks, and sub-tasks within templates.
Make your dashboard look just the way you like it.
- Add, edit, remove, restore, resize, and rearrange widgets to add a personalized touch to your dashboard.
- Control who sees what by defining privacy settings.
- Create private dashboards and allow access for all technicians.
- Limit access to specific user groups with shared and managerial dashboards.
Perform customized actions through custom scripts.
- Set up custom scripts to perform specific actions.
- Schedule actions to be performed periodically or just once.
Job sheet customizer.
Prepare your technicians for client site visits with all the required information and printed job sheets.
- Record all details pertaining to a customer's request in customized job sheet templates.
- Print out job sheets at the click of a button.
- Check the history of requests on the spot and get approvals from clients easily.
- Take advantage of multiple job sheet templates for different support activities.
QuickBooks Online integration.
The QuickBooks integration with ServiceDesk Plus MSP just got even better. Now you can integrate your service desk with the online version of QuickBooks to control your business from just about anywhere.
- Sync accounts with QuickBooks Online and create invoices for the time technicians spend on specific requests.
- Track your income and cash flow instantly.
- Manage all your accounts in one place.
Even more features to take advantage of.
- Access bills generated in Zoho Books right from your service desk.
- Allow technicians to mark their availability as "online" or "offline" right on their homepage.
- Add up to 50 additional fields of any type to service requests.
*For more information on features, head here.