{{ bInvHeading }} {{ bPropDraftLabel }} {{ bInvDraftLabel }} {{ bInvOverdueLabel }}

{{ bInvSub }}

Blended technician cost

{{ costRateDesc }}

×

{{ intHelp.intro }}

{{ st.n }}

{{ st.t }}

Done

{{ seatMsg }}

A shortcut on every {{ vocClientLower }} machine

Downloads a desktop shortcut that opens your sign-in page, named {{ scName }} Support and carrying your logo — your branding if you have set it, our mark otherwise. Hand it out, or push it with your RMM.

Deploying it

1 · Dashboard

Your morning view — key numbers, what is waiting on you, equipment requests and SLA risk. Every card can be resized, hidden, added or reordered with the layout button, per person.

2 · Tickets

Everything lands here: portal requests and email. Assign, reply, log time, attach a file, link an article. The AI tab drafts replies and suggests fixes from your own knowledge base.

3 · {{ impCompaniesLabel }}

One card per {{ vocClientLower }} — primary and backup engineer, their people, the software checklist for a new machine, and recurring visits. Invite a lead so requests arrive under the right name from day one.

4 · Projects

Planned work with a budget and a finish line. Link tickets so hours roll up automatically, and stage the work with the checklist — progress is provable afterwards.

5 · Onboarding & offboarding

Joiners and leavers, run from reusable checklists. A ticket that reads like a new starter offers to open one, and the ticket then tracks the checklist to completion.

6 · Equipment catalogue

What people can request from the portal, grouped by category and priced (or quoted). Requests land on your dashboard and in the Requests view here.

7 · Knowledge base

Write a fix once — it answers portal searches and feeds AI suggestions. Each article has two bodies: Resolution for your engineers, and For the requester — four plain steps, the only thing clients ever see. Leave it blank and the portal shows nothing for that article — it never shows a technician procedure. Resolve a ticket and it offers to turn the fix into an article. The AECDesk Library adds curated starter and advisory articles, free.

8 · Billing & time

Contracts, proposals, invoices and timesheets on an MSP desk; hours and labour cost on an in-house desk. Quotes preview the exact email before you send, and after-hours time bills at the contract premium.

9 · Calendar

Visits, meetings, time off and holidays. Recurring visits schedule themselves; time logged on a visit bills correctly.

10 · Portal

What requesters see: raise and follow requests, read public articles, request equipment. Their view is scoped to their own company — always.

11 · Settings

Ticketing rules and SLAs, business hours, sign-in and Microsoft 365, branding, users and roles, outgoing email, AI. Most switches save on their own.

12 · AI assistant

Drafted replies, summaries, triage and research — powered by AECDesk Intelligence, never trained on your tickets. Buy credits from the AI page; the Library stays free either way.

Helpdesk features

Not every team runs deadlines and surveys. Switch either off and it disappears everywhere — dashboard cards, ticket lists, and the portal — for the whole workspace.

{{ impCompaniesLabel }} Contacts / portal users Tickets & history

{{ src.label }}

{{ ssoWorksNote }}

Two-factor authentication

A 6-digit code from an authenticator app (Microsoft Authenticator, Google Authenticator, 1Password, Authy) on top of the password. Off everywhere by default — switch it on where you want it.

{{ mfaPerClientTitle }}

{{ c.name }}

{{ c.countLabel }}{{ c.note }}

Turn off for me Set up on my account

{{ p.initials }}

{{ p.name }}

{{ p.sub }}

{{ p.chipLabel }} Reset

Outgoing email

How replies, notifications and invoices leave AECDesk. {{ mailSummaryLine }}

Create directly Invite teammate

Role groups

Click a group to see who's in it. Change someone's group from the list above.

{{ vocClients }}

{{ clientsPageSub }}

{{ cd.metaLabel }}

Users

{{ cd.peopleCountLabel }}

Cancel Save changes