Desktop User Interface
Navigating your way around the HelpMaster Desktop
Using HelpMaster
Learn about the features and modules in HelpMaster
Clients and Staff
Clients and Staff are both people. Clients refers to the people you provide service to and Staff (a type of Client with elevated permissions in HelpMaster) are the people who provide the service.
Sites
Sites are either physical or logical workplaces
Assets
Assets are tangible things you need to track and manage - hardware, equipment, vehicles etc
Jobs and Actions
Jobs and actions are the core business objects in HelpMaster
The Explorer Screen
HelpMaster has an Explorer type screen to view various job queues
Alerts
Configure alerts for notification
Attachments
File based attachements can be stored against any entity
Email and Messaging
Send email, or broadcast a message to staff and clients
Reminders
Setting reminders on a personal or job level
Searching
Different options for finding the information you need
Services
Services
Billing and Invoicing
Track items or time you need to bill clients for
User Preferences
Customise your user experience in HelpMaster
Surveys and Feedback
Build surveys and gather feedback from staff, clients and partners
Feedback
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