Product help

What do you need to do?

Choose a workflow or search for the problem on your screen.

Start with your goal

Get started in minutes

From access to your first ticket, a guide for your role and the full 22-lesson index.

3:24 · Crash course

Set up a workspace

Add locations, invite the team, and decide who receives each kind of work.

Owner setup

Run a ticket

Report, assign, visit, complete, approve, or reopen.

Complete workflow

Do field work

Record travel, arrival, evidence, costs, and return visits.

Technician one-pager

Plan preventive work

Keep lightweight equipment memory and turn schedules into normal tickets.

Maintenance guide

Accept requests without the app

Generate expiring links or QR codes for tenants, staff, and visitors.

External request links

Read common questions

Accounts, permissions, tickets, privacy, billing, and desktop mode.

Frequently asked questions

Fix a problem

Start with the symptom and avoid duplicate actions.

Troubleshooting

Watch video training

Follow complete Workdesk workflows in the official English and Spanish tutorials.

On it! Workdesk on YouTube

Dashboard, reports and diagnostic decisions

Filter tickets, trace spend and decide from evidence. Preview of the updated Android workflow.

EN-22

Workflows that preserve the record

Report useful work

Choose the location, explain the impact, and attach evidence the technician can act on.

Reporter workflow

Route and follow up

Assign ownership without losing visibility or cluttering unrelated supervisors.

Supervisor workflow

Close with evidence

Submit completion, approve it, resolve remotely, or reopen when work remains.

Closure workflow

Record an on-site signature

Collect acceptance from the person who inspected the work, or record why nobody could sign.

Signature and exception guide · EN-21

Resolve the common blockers

I cannot sign in or join

Check the verified address, invite recipient, code age, and selected account.

Access checks

My update is not visible

Confirm the pending-change state before retrying or creating a duplicate.

Sync checks

A photo or file will not upload

Preserve the original, verify type and size, then retry the compressed upload.

Media checks

Print or share a one-page guide

Workspace setup checklistLocations, people, routing, settingsTechnician visit checklistShift, arrival, evidence, completionBefore contacting supportSeven checks and what to include

Still blocked?

Send the workspace, screen, action, time, ticket ID, and exact message. Never send a sign-in code or full payment details.

Contact support