Access the platform
To access Airdesk visit https://app.airdesk.ai
Airdesk, unlike some collaborative platforms or working methods, is inspired by methods such as scrum and agile and promotes the assignment of Tasks or Deals to a user. Even when teams are seperated or working remotely, there is always someone assigned to continue the Task/Deal.
To learn more about managing teams and departments visit the link below:
Dashboard└── Companies└── Departaments└── Teams└── Users
The dashboard or workspace is composed of everything you need to work smarter. All the information that will be generated and managed, will be associated to it. A workspace may include one or several companies (unlike other platforms, Airdesk allows to configure several companies). Usually, this decision should be made with the support of a certified partner. This partner can advise you or create several workspaces or a workspace with multiple companies.
Departments must assign an employee as supervisor. They will be able to visualize everything at a department level but will not be able to access information from a company of which they are not a part of.
The teams are part of departments. One of Airdesk's advantages is the possibility for an employee, who is part of a team, to view the tasks assigned to another colleague in the same team, if permissions allow it.
Airdesk consists of a hierarchy of services that allows greater versatility, keeping all the information organized.
We list below all the areas that Airdesk covers:
One of Airdesk's biggest advantages is for individual users and teams to be able to work with any area mentioned above, without having to implement the others.
The only required modules in Airdesk are Contacts and Clients.
Each area has a purpose, and a working method that should be implemented. It's important to understand the rules and requirements of each module before implementation.
The hierarchy of services may seem complex when all areas are implemented, example of a hierarchy:
Client└── Contact└── Call└── Deal└── Project└── Case└── Task└── Time
In the table below you can learn more about each area:
Management of external entities including clients, partners, distributors, or suppliers.
Management of contacts of external entities.
Creation and management of deals or possible deals.
Creation and management of annual, monthly, or quarterly contracts with the possibility of billing the hours spent, and work done.
Creation and management of any type of renewal, be it annual, quarterly, or weekly. Examples of renewals: domains, certificates, cleaning, shopping, others.
More directed to call centers, this area allows users to register all incoming or outgoing calls.
Management of any type of project including construction, design, programming, or others. Manage time and delivery dates.
Creation and management of cases. In a company, there are usually cases that need to be handled or resolved by several employees or departments. The case system allows users to create a case, categorize it, and assign it to another user.
Creation and management of tasks. For both the BackOffice team and the team on the field, it's possible to manage and assign tasks, allowing users to access their daily schedules easily.
The time record, also called worksheet record, allows users to record their daily work. Only with this feature is it possible to track billable hours, both in contracts and projects.