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IT & Helpdesk handles support requests from your team and your customers, the articles that answer them, and the laptops, phones and other devices you hand out. It is part of Softbooq Pro.

How it is organised

Tabs: Insights, Knowledge Base, Helpdesk and Assets. The gear opens IT Settings: Automated Routing, Email Channels, Service Catalog, SLA Policies, Escalation Rules and Teams & Assignment.

Common tasks

Raise and work a ticket

On Helpdesk, choose New Ticket: start from a template if one fits, choose the source (internal or a customer) and category, write the subject and description, and attach up to five files. Tickets move across the board through Open, In Progress, Resolved and Closed. From a ticket you can Escalate, Merge it with another, Pause SLA with a reason, add internal notes, and see the requester’s other tickets and devices. Customers raise requests from their customer account, and an email to your helpdesk address becomes a ticket. When a requester replies to a resolved ticket, it opens again.

Set response times

In IT Settings → SLA Policies, set response and resolution times for each priority, with business hours and holidays. Escalation Rules say what happens when a ticket is about to miss them. Automated Routing decides who gets new tickets.

Write help articles

Knowledge Base holds articles in categories, each public or for staff only. Public articles appear in your help centre. Suggested articles appear inside a ticket.

Keep track of devices

On Assets, choose Register Asset for a laptop, desktop, server, monitor, network device, printer, phone, tablet, peripheral or other device, and who has it. Devices will also come in automatically from Microsoft Intune, Jamf Pro or Google Workspace, and Confluence pages will be listed in the knowledge base.
Coming soon. Microsoft Intune, Jamf Pro, Google Workspace and Confluence cannot be connected yet. See Device management.

See how support is doing

Insights shows SLA compliance over time, satisfaction by category, and how old the open tickets are.

See also

Asset Management

The same asset register, for all assets.

Confluence

Knowledge base pages from Confluence.

Customer account

Where customers raise requests.