helpdash1
Put the client in the picture.
Group contacts under company records and organise tickets by project. Your team can see who is asking and which part of the relationship the work belongs to.
Explore customer contextFor Agencies
Many clients. A clearer way to care for them.
The request belongs to a client. The next step belongs to someone on your team. Keep both clear as your agency takes on more work.
Start with HelpdashJJamie at FieldworkAn example conversation
Could you help us update the access for our new project team?
Client requestEverything in its place.
- Team
- Client services
- Owner
- Assigned
- Context
- Conversation + customer
- Next step
A day in your workspace
A client request finds its project, person and next step.
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Make ownership easy to follow.
Assign requests to an agent or group. Keep the conversation, internal handoff notes, attachments and time entries with the ticket as the work progresses.
Explore teams and workspaces3
Bring a useful record to the review.
Filter reports by project, company, group or assignee. Export report rows as CSV, and use the time-logged report when your team records billable and non-billable time.
Explore reportingYour agency’s structure, reflected in the work.
A familiar identity for each brand.
Configure sender details, signatures and portal identity for the brands in your workspace. Use separate workspaces where you need a separate tenant boundary.
Repeat the process, skip the repetition.
Save action bundles as scenarios for recurring client requests. Use rules for routing, priority changes and internal notifications.
Share know-how with the next teammate.
Keep internal playbooks in your knowledge base and publish public articles for the questions your clients ask often.
Let’s make it work
for your team.
Start exploring your own workspace, or walk through your support setup with us.