Business Solutions

🌟 Welcome to Part 2 of Our Zendesk Setup Guide! 🌟 In part one of our "How to set up your new Zendesk trial" series, we walked you through the essential steps to register for your Zendesk trial, configure your agents and groups, set up your email channel, and create the ticket form. 🔍 What You'll Learn in Part 2: 👉 Registering for Your Free Trial: We’ll guide you step-by-step on how to sign up and start your journey with Zendesk. 👉 You can register for a free trial here to follow along: https://www.zendesk.com/register/?source=zendesk_suite&partner_contact=0031E00002T2XA1QAN&partner_account=0011E00001nSGdfQAG&utm_campaign=partners_support_suite_trial&utm_medium=partner_email&utm_source=AVH%20Technologies%20LLC#step-1 👉 Setting Up Business Rules: Learn how to configure triggers to automate your workflows. 👉 Testing your new set up: We’ll show you how to test your new Zendesk set up. 👍 Don’t forget to like, comment, and subscribe for more helpful tips on maximizing your Zendesk experience! 🔔 Subscribe to see more videos like this: https://www.youtube.com/channel/UCU7D_h3m67quMrqEbudUeVw?sub_confirmation=1 ---------------------- Chapters 00:00 Intro 00:40 Configuring Triggers 19:55 Testing your new set up ---------------------- Visit our website and blog for more: saasguyz.com ---------------------- #Zendesk #CustomerSupport #Helpdesk #SetupGuide #Trial #EmailIntegration #TicketForm

🌟 Welcome to Part 1 of Our Zendesk Setup Guide! 🌟 In part one of our "How to set up your new Zendesk trial" video, we’ll walk you through the essential steps to kickstart your Zendesk trial, ensuring you get the most out of your customer support experience! 🔍 What You'll Learn in part 1: 👉 Registering for Your Free Trial: We’ll guide you step-by-step on how to sign up and start your journey with Zendesk. 👉 You can register for a free trial here to follow along: https://www.zendesk.com/register/?source=zendesk_suite&partner_contact=0031E00002T2XA1QAN&partner_account=0011E00001nSGdfQAG&utm_campaign=partners_support_suite_trial&utm_medium=partner_email&utm_source=AVH%20Technologies%20LLC#step-1 👉 Adding agents and creating groups. 👉 Setting Up Your Email Channel: Learn how to integrate your email so you can manage customer inquiries seamlessly. 👉 Creating a Ticket Form: We’ll show you how to design a user-friendly ticket form to capture all the information you need from your customers. 👍 Don’t forget to like, comment, and subscribe for more helpful tips on maximizing your Zendesk experience! 🔔 Subscribe to see more videos like this: https://www.youtube.com/channel/UCU7D_h3m67quMrqEbudUeVw?sub_confirmation=1 ---------------------- Chapters 00:00 Intro 01:20 Setting up your trial 03:20 The Admin Center 06:45 Setting up agents and groups 10:55 Setting up the email channel 15:47 Creating the ticket form ---------------------- Visit our website and blog for more: saasguyz.com ---------------------- #Zendesk #CustomerSupport #Helpdesk #SetupGuide #Trial #EmailIntegration #TicketForm

This video explains how to sign up for a free Synchroteam Field Service Management software trial using this link 👉 https://fas.st/t/RXsLjgE7 . I also provide an overview of the basic functionality and how to configure the basic settings needed to get started. Synchroteam is a Field Service Management solution for your organization. Manage your mobile workers efficiently, simplify business processes and optimize costs. Functionality includes Schedule and dispatch, Online booking, Job Management, Custom Forms, and more. Schedule & Dispatch Dispatch workers quickly by dragging and dropping jobs based on availability, skills, and location. Map & GPS Tracking See the location of your office, workers, routes, and customers. Online booking Receive online bookings from your customers. Setup a personalized booking form that can easily be shared. Job Management Advanced job management and search - so you can find jobs quickly and efficiently. Custom Forms Design custom forms for all job types, allowing you to capture the right information in the field. Time Tracking Track regular and overtime hours spent by your team in the field, on the road or on break. Generate summaries of associated costs. Field Service CRM Comprehensive customer database, complete with site/equipment management, advanced tagging and filtering. Customer portal For even better service: provide customers with a secure private portal to create jobs, consult existing jobs, and download PDF job reports. Contract management Manage contracts for your customers. Define rules for Service Level Agreements, keep track of the number of hours for corrective and preventive maintenance. Inventory Management Track your parts inventory across depots and vehicles: Transfer parts, define pricing, set minimum quantity alerts, track by serial number and much more.​ Invoicing Job quotation and invoicing are built-in. Securely send your data to your accounting tool using our free connectors. Payment processing With Synchroteam's payment processing module, you can collect funds directly from the worksite. Mobile Apps Stay in contact with workers in the field via our mobile apps, available for iOS and Android. Customization Configure everything from custom fields to regional settings, tags to parts lists, mobile clients to taxes...and more! Connect with 2,000+ Apps Create automation with the most popular web Apps using Zapier integration and move information between them ---------------------- Visit our website and blog for more: https://saasguyz.com ---------------------- Chapters: 00:00:00 How to register for a free trial 00:03:28 Software overview 00:13:57 Initial configuration ---------------------- #synchroteam #fieldservice #fieldservicemanagement #schedulingsoftware #projectmanagement #invoicing #contractors #homeservicebusiness

In this video we'll show you the basics of setting up and configuring your Zendesk Help Center, also referred to as Zendesk Guide, to enhance customer support and improve user experience. 👉 Register for a free trial to follow along: https://www.zendesk.com/register/?source=zendesk_suite&partner_contact=0031E00002T2XA1QAN&partner_account=0011E00001nSGdfQAG&utm_campaign=partners_support_suite_trial&utm_medium=partner_email&utm_source=AVH%20Technologies%20LLC#step-1 The Zendesk Help Center is the web portal customers and end-users can use to view knowledge base articles and engage with your support using web forms and a messaging widget. There is also a community forum referred to as Gather that can be enabled. 🔔 Subscribe to our channel to see more videos like this: https://www.youtube.com/channel/UCU7D_h3m67quMrqEbudUeVw?sub_confirmation=1 ---------------------- Visit our website and blog for more: https://saasguyz.com ---------------------- Chapters: 0:00 Intro 0:16 Free trial to follow along 0:40 Accessing the Help Center Admin page 01:12 Menu overview 04:42 Configure Settings 09:23 Create and arrange content 19:34 Activating your Help Center #zendesk

This is a quick overview of how to customize the Zendesk Help Center or Guide layout. There are two ways to customize the layout, using the menu options provided by the theme or editing the code. I will show you how to do both. 👉 Register for a free trial to follow along: https://www.zendesk.com/register/?source=zendesk_suite&partner_contact=0031E00002T2XA1QAN&partner_account=0011E00001nSGdfQAG&utm_campaign=partners_support_suite_trial&utm_medium=partner_email&utm_source=AVH%20Technologies%20LLC#step-1 🔔 Subscribe to see more videos like this: https://www.youtube.com/channel/UCU7D_h3m67quMrqEbudUeVw?sub_confirmation=1 👍 Free Zedesk Trial: https://www.zendesk.com/register/?source=zendesk_suite&partner_contact=0031E00002T2XA1QAN&partner_account=0011E00001nSGdfQAG&utm_campaign=partners_support_suite_trial&utm_medium=partner_email&utm_source=AVH%20Technologies%20LLC#step-1 ---------------------- Visit our website and blog for more: https://saasguyz.com ---------------------- Chapters: 0:00 Intro 0:19 Access the Help Center 0:48 Admin section 01:15 Customizing the template 02:40 Customization Menu 05:26 Customizing the code 09:44 Publishing changes ---------------------- #zendesk

Tech-Connect connects the Synchroteam field service application to Zendesk and allows agents to create and manage Synchroteam jobs from within a Zendesk ticket.