Work with the rest of your business
See a customer's money, orders and jobs on the ticket, and act on them from there.
Helpdesk shares its customers with your other Ellibo apps, so there is nothing to connect or copy.
What you see beside a ticket
When a ticket is linked to a customer, the Customer panel shows whatever your business has:
- what they owe, their invoices and payments
- subscriptions
- deals
- projects
- service jobs, equipment and contracts
- POS bills, matched on the customer's exact mobile number or email (view only)
An app you don't use simply doesn't appear.
What you can do from a ticket
These open in Helpdesk's own screens and go into the same books:
- Invoice - for parts or services, or for the billable time on the ticket
- Credit note - with goods returned to stock
- Record a payment and Pay link
- Signature - get a document signed
- Service job, Project issue or Deal, when your business uses those apps
Credit notes, jobs, issues and deals come with Professional and Business.
What the other apps see
The customer's page in CRM, Accounting, Field Service and Subscriptions shows their support tickets with the conversation. Private notes stay in Helpdesk.
Who can use them
Only people whose Helpdesk role includes money can make invoices and credit notes. See Users and roles.