Getting Started

Who is Utilsy for?

Utilsy is designed for businesses of all sizes - from startups to enterprises - that need integrated business management tools. Whether you're a small business owner, growing company, or large organization, Utilsy provides the comprehensive platform you need to manage helpdesk, accounting, scheduling, and more.

Can I access Utilsy on mobile devices?

Yes, Utilsy is fully responsive and works seamlessly on all devices. Access your helpdesk tickets, view accounting reports, manage your calendar, and handle bookings from your smartphone or tablet with the same powerful features as the desktop version.

What business tools does Utilsy include?

Utilsy includes helpdesk management, accounting and invoicing, calendar scheduling, booking systems, form builders, quiz tools, and secure vault management - all integrated into one unified platform with shared data and workflows.

How Utilsy works

What's special about Utilsy?

Utilsy is an all-in-one business platform that integrates multiple essential tools - helpdesk, accounting, calendar, booking, forms, quiz, and vault management - into a single, seamless experience. Unlike separate apps, Utilsy provides unified data flow and consistent user experience across all business functions.

What problem does Utilsy solve?

Utilsy solves the problem of managing multiple disconnected business tools. Instead of juggling separate apps for helpdesk, accounting, scheduling, and more, Utilsy provides one integrated platform where all your business data flows seamlessly between different functions, saving time and reducing errors.

How does Utilsy differ from usual apps?

Unlike separate apps that require different logins and don't share data, Utilsy provides a unified platform where all your business tools work together seamlessly. Data flows between helpdesk, accounting, calendar, and other modules, creating a more efficient and integrated workflow.

How does data flow between Utilsy modules?

Utilsy's modules are designed to share data seamlessly. For example, when a customer submits a helpdesk ticket, it can automatically create a calendar reminder for follow-up, generate an invoice if billable work is involved, and update the customer's profile across all modules. This eliminates data silos and ensures consistency throughout your business operations.

Advanced Features

How does Utilsy's automation work?

Utilsy includes powerful automation features that streamline your business processes. Set up automated workflows like auto-assigning helpdesk tickets based on keywords, sending follow-up emails after meetings, generating recurring invoices, and creating calendar events from booking confirmations. This reduces manual work and ensures nothing falls through the cracks.

How does Utilsy integrate with existing systems?

Utilsy provides comprehensive API access and integration capabilities to connect with your existing business systems. You can sync data with CRM systems, accounting software, email platforms, and other tools through our robust API, webhooks, and pre-built connectors.

How does Utilsy's unified dashboard work?

Utilsy's unified dashboard provides a single view of all your business operations. You can manage helpdesk tickets, view accounting reports, check calendar schedules, and handle bookings all from one central interface. The dashboard automatically updates across all modules when changes are made, ensuring data consistency throughout your organization.

Pricing Plans

How much does Utilsy cost?

Utilsy offers flexible pricing plans starting with a free tier for small businesses, professional plans for growing companies, and enterprise solutions for large organizations. All plans include access to the complete platform with different usage limits and features.

How I can get Utilsy for free?

Utilsy offers a free tier for small businesses and startups. The free plan includes basic access to all core features with limited usage. You can sign up for free and upgrade to paid plans as your business grows and needs more advanced features or higher usage limits.

Can I cancel my account plan at any time?

Utilsy offers flexible pricing plans starting with a free tier for small businesses, professional plans for growing companies, and enterprise solutions for large organizations. All plans include access to the complete platform with different usage limits and features.

Account Management

How can I update my account settings?

You can update your account settings by going to your profile page in the Utilsy dashboard. From there, you can modify your personal information, change your password, update notification preferences, manage team members, and configure your business settings. All changes are saved automatically and take effect immediately.

How do I manage team members and permissions?

As an admin, you can invite team members, assign roles and permissions, and manage access to different Utilsy modules. Go to the Team Management section in your dashboard to add new users, set their access levels, and control what features they can use. You can also remove team members or change their permissions at any time.

How do I customize my dashboard and modules?

Utilsy allows you to customize your dashboard layout, choose which modules to display, and set up personalized workflows. You can drag and drop widgets, hide unused features, create custom views, and set up automated notifications. This ensures your dashboard shows only the information most relevant to your business operations.

Security

How do I switch to a different price plan?

Utilsy offers flexible pricing plans starting with a free tier for small businesses, professional plans for growing companies, and enterprise solutions for large organizations. All plans include access to the complete platform with different usage limits and features.

How can I get my money back?

Utilsy offers flexible pricing plans starting with a free tier for small businesses, professional plans for growing companies, and enterprise solutions for large organizations. All plans include access to the complete platform with different usage limits and features.

What about the security of my payments?

Utilsy offers flexible pricing plans starting with a free tier for small businesses, professional plans for growing companies, and enterprise solutions for large organizations. All plans include access to the complete platform with different usage limits and features.

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