You bill for delivery, so you have to prove it
Multiple clients, each convinced they are the only one. Certainty HelpDesk gives every client their own view of their own records, so status conversations stop being a memory test.
The three things that go missing
Half of every client call is spent reconstructing what happened since the last one.
The extra work was agreed in a voice note, so it was never billed.
One account manager holds the history. They go on leave and the account goes quiet.
One workspace per client, isolated by role
Each client organisation sees its own records and nothing else. There is no shared tracker to accidentally expose, and no internal priority a client can read as a promise.
- A client view scoped to one organisation's records
- Internal tasks, priorities and unassigned work stay internal
- Access set per role, per module, enforced on the server
Export button does nothing on Safari
Scope creep becomes a change request, not an argument
When an ask grows, it becomes a change request linked back to the original request. The moment scope diverged has a timestamp and an author, so the invoice conversation is about a record rather than a recollection.
- Change requests keep a link to the request that spawned them
- Target date and owner on every change, so nothing drifts silently
- The original wording is preserved, not summarised
Workload across every client on one screen
Your delivery team works one list, not one list per client. Overdue work is grouped as overdue, which is the only grouping anyone acts on when a week goes sideways.
- My work view across every project you touch
- Overdue grouped as overdue, not buried in creation order
- Calendar view for anything carrying a due date
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Make QR generator a systemd service
The parts that carry this kind of work
Every tracker, list and calendar reads the same record, so the ticket you close is the task that disappears.
Issues, features, changes, requests
Each type carries its own triage rules, sorting, assignment, statuses and closing reasons. Nobody has to pretend a change request is a bug to get it tracked.
- issues
- feature requests
- change requests
- client requests
AI sorts the obvious, people decide the rest
Where AI triage is enabled, every client request is read on arrival and given a type. When that reading matches what the client already said it was, it is filed straight away and stamped as sorted by AI. When it does not, or when it needs a person for any other reason, it is held with the reasoning attached, so whoever picks it up starts from an argument rather than a blank form. Pre-triage commenting means the conversation starts the moment it lands. The feature is enabled per deployment, on request.
- auto-filed on agreement
- held with reasoning
- sorted-by-AI provenance
- enabled on request
Meetings in the browser, with a page each
A room with a lobby, guests, screen share and live captions, opened from a link with nothing to install. Every meeting leaves a page carrying who was there and for how long, the transcript, the recording the host's browser made, the write up, and the work items it was linked to. A recurring series keeps one link and one record per occurrence.
- lobby and guests
- live captions
- written summaries
- linked to the work
The weekly sync on one board
Every client, internal and volunteer project with its stage, RAG, lead and man-days, and one structured update a week, with a push to the lead when it is missing. Sheets of your own sit beside the board, the week exports as an Excel workbook, and a secrets register warns the owner and the project's managers before a credential expires.
- weekly updates
- custom sheets
- Excel export
- expiry warnings
Every edit is versioned
Content revision history on work items. If the scope quietly changed on Tuesday, the record says who changed it, what it said before, and when.
Per-item visibility
Sensitive records stay hidden from anyone without rights to them. That holds in search, in counts, in dashboards and in notification fan out, not only in the list view.
Walk your own pipeline with us
Bring one messy client project. We will set it up live on the call and you can see whether the shape fits how you actually work.
partnerships@dhcertainty.com