# Calculus Software Solutions Online Help Desk

<p class="callout warning">An account must be created for you by a member of the Calculus Software Solutions Admin Team before you can log in and access the online Help Desk. However, you may still read through this guide as a reference to understand what to expect when using the Help Desk.</p>

<p class="callout info">If you would like to request an account or are unsure of your account details, please click the following [link](mailto:admin@findesolutions.com?subject=Calculus%20Software%20Solutions%20Help%20Desk&body=Dear%20Admin%20Team%2C%0A%0APlease%20can%20I%20request%20the%20creation%20of%20an%20account%20for%20the%20Calculus%20Software%20Solutions%20Online%20Helpdesk%0A%0APlease%20create%20the%20account%20using%20the%20following%20email%20address%20as%20the%20main%20access%20account%20%3A%0A(insert%20email%20address%20here)%0A%0ARegards%2C) to generate a pre-filled email to <admin@findesolutions.com></p>

#### **Step 1: Setting Your Password**

Once the admin team has processed your account, you will receive an email.

1. Open the email and click the link provided.
2. Follow the instructions to set up your password.
3. After setting your password, log in to your account using the credentials you created.

[![firefox_dkcDHpzwnm.gif](https://kb.findesolutions.com/uploads/images/gallery/2025-06/v4vDWl8D3Gvhwfgy-firefox-dkcdhpzwnm.gif)](https://kb.findesolutions.com/uploads/images/gallery/2025-06/v4vDWl8D3Gvhwfgy-firefox-dkcdhpzwnm.gif)

#### **Step 2: Account Information &amp; Help Desk**

##### **My Account Page**

After logging in, you will land on the **Account Overview** page.  
This page provides basic information about your credit account

<p class="callout info">This section has limited functionality but offers basic visibility of your account status.</p>

---

##### **Help Desk**

The **Help Desk** is located in the left-hand navigation menu.

When accessed, the Help Desk will display your **active service jobs**, sorted by last updated date or priority.

##### **Key Features**

1. **Submit a Ticket**  
    Click this button to open a slide-out window. You’ll need to provide:
    
    
    - Your name
    - The fault related to the job
    - A brief description of the fault
2. **Job Filter Dropdown**  
    Allows you to toggle between:
    
    
    - **Active Service Jobs** (default view)
    - **Completed Service Jobs** (recently closed)
3. **Quick Search**  
    Use this field to enter a **service job number**.
    
    <p class="callout info">**Tip:** Ensure the correct filter (Active or Completed) is selected before searching.</p>
4. **Page Selector**  
    If you have many service jobs listed, they will be divided across multiple pages.  
    You can navigate between pages manually or use **Quick Search** to locate specific jobs faster.
5. **Job List Window**  
    Displays your current tickets based on:
    
    
    - Your selected filter (Active/Completed)
    - Recent activity or job priority

[![image.png](https://kb.findesolutions.com/uploads/images/gallery/2025-06/scaled-1680-/bY1q8eahwkTIiF3M-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2025-06/bY1q8eahwkTIiF3M-image.png)

##### **Raising a New Service Job**

To raise a new service job:

1. Navigate to the **Help Desk** from the left-hand menu.
2. Click the **Submit a Ticket** button in the main Help Desk window.
3. A slide-out form will appear where you need to provide:
    
    
    - **Your Name**
    - **Subject** – A brief title for the issue
    - **Message**– Detailed information about the problem or fault
4. Once all fields are completed, use the submit button in the bottom right of the form to create the new service job.

> The new job will then appear in your **Active Service Jobs** list, sorted by most recent update, this list will automatically refresh upon submission

[![firefox_QXmEK0hTQ7.gif](https://kb.findesolutions.com/uploads/images/gallery/2025-06/nZaqquIj7QyJqc5y-firefox-qxmek0htq7.gif)](https://kb.findesolutions.com/uploads/images/gallery/2025-06/nZaqquIj7QyJqc5y-firefox-qxmek0htq7.gif)

##### **Adding an Entry to an Existing Service Job**

Step 1: Select a Service Job

- From the list of service jobs, **click** on the job you want to update.
- You will be shown the current details of the selected job, including:
    
    
    - **Job Number and Title**
    - **Priority Level**
    - **Status of the Job**
    - **Assigned Personnel**
    - **Creation Date**

Step 2: Post a New Entry

- Click on the **“Post a New Entry”** button.
- Enter the **details of your update** in the input field provided.
- Once done, click **“Submit”**.

Step 3: Identifying Your Entries

- After submission, your entry will appear in the job’s history window.
- Entries you create as a customer will be labeled as **“Me”** in the job history list.

[![chrome_5ZNKMOgk5S.gif](https://kb.findesolutions.com/uploads/images/gallery/2025-06/5hrFA5D6fjoHmhtb-chrome-5znkmogk5s.gif)](https://kb.findesolutions.com/uploads/images/gallery/2025-06/5hrFA5D6fjoHmhtb-chrome-5znkmogk5s.gif)