mHelpDesk is built to be super fast and easy to learn. We have free daily training and a welcome team to get you trained and using the software.
Our top rated field service software is incredibly powerful and supports a wide variety of scheduled and unscheduled work flows, with both one time and recurring appointments. Make sure your team is fully allocated with mHelpDesk's scheduling calendar, and efficiently routed with the map view.
mHelpDesk's invoicing system is fully integrated with our easy scheduling platform, providing one click invoicing with job tracking and reporting that will guarantee you get paid fast, every time. mHelpDesk's customers are happily eliminating the double data entry of working with third party accounting systems like Quickbooks, and you can too!
Keep track of all your customer interactions in mHelpDesk so that you and your team have the information you need, when you need it. Custom fields make it easy to track the specific bits of info that are unique to your business, and of course all of it can be seen in real time by you and your team on your mobile devices in the field, or from wherever you happen to be.
As the highest rated cloud based business system for field service businesses, mHelpDesk is an excellent partner for success now, and into the future. We're making additions and improvements almost daily, and are building long, happy relationships with customers for life. We look forward to serving you too!
Mhelpdesk Field Service software greatly improved our business workflow by transforming our carbon copy work order system to a fully digital system that helped reduce our turn around time for billing. Recently, I was able to work with a mhelpdesk staff member during the development of the newly designed Equipment page where they were implementing the new features to track when equipment next service due dates are. This was a huge improvement for our business as we track mandatory inspection dates for our customers..
The customer support has always been A+ when it comes to address issues, or questions, especially with the instant chat function from the web app.
- Mobile App: The mobile app is an area that could see improvement. Some of the workflow using the app when creating a new Service Request can be glitchy and difficult to input all the information. The list of service requests also does not always update correctly and this is something we are currently in the process of working with the support team on.
- Inventory: The inventory management section is severely lacking and is not truly useable for our business workflow. With no ability to enter Purchase Orders/Vendor Information/RMA and tracking when inventory is received without manually adjusting the #'s on the price list, it becomes extremely vulnerable to missed information and inaccurate #'s leading us to use an alternative program to track inventory. This has been one of the hardest work around areas for our company as we are always constantly ordering replacement parts for equipment that we do not normally carry in stock.
- Price List: Another area regarding the price list for our company is that our labor rates are negotiated individually causing us to have to create a line item on the price list for every single Customer Hourly Rate, Mileage Rate, and Travel Time rate so that our engineers are able to bill customers correctly. It would be much easier if when creating a customer, you were able to designate their hourly rates so that information would automatically apply when engineers are entering their labor times.
Overall I would recommend this to most people in search of a CRM. There are a lot out there, but I cannot imagine the customer service is as good.
First, The customer service is Great! Especially the rep who helped me out tremendously. The live chat feature is probably the best in the business in terms of helpful information and response time.
Aside from that the software works really well. We are not totally utilizing every feature and it works really well for our company!
- The overall layout and ease of use is great
- Very easy to create leads
- Easy to convert lead to a job
- Easy to create job tickets IF you enter the correct information into the ticket on the first try
- Easy to schedule
- Can even sync it to Google Calendar
- The main screen is plain and easy to use
- Moving from tab to tab is simple and straight forward
- Running reports is easy and great
- Items to service might be useful for keeping track of maintenance items on out company fleet
- May even be useful if we have a better service tech, if we start doing more service items
- We can inventory items as well.
- I would like to explore options that you may know of regarding this and tool tracking inventory
- The customer service live chat on this CRM is great
- The mobile app is great for our guys in the field to use
- Straight forward pretty simple
- Push notifications work great
- Simple and easy to contact customer
- Easy to use maps that integrate with the phones maps software
- There is are a lot of areas where you can customize the fields of input
- If you don’t input the information of the ticket correctly the first time, it makes it extremely difficult to change it after.
- You cannot look up tickets by their address on the mobile app (At least not easily if there is a way).
- When having a recurring lead there is no drop down to select the customer, you have to enter the customers name EXACTLY the same as it was entered the first time
Luke, thanks for the detailed review! We're very glad to hear that you are taking advantage of so many features of the app. Please let our team know if there is anything else we can do to help. Thank you for your business!
mHelpDesk does what I need it to do. It is affordable for a small shop. It's the only software that allowed my, not-so-computer-literal, technicians to create detailed invoices in the field AND HAND IT TO THE CUSTOMER, and record payment.
I would recommend it.
Most of my frustrations come from having such a very functional software package and my techs have to fill out paper timesheets. All the data needed to create a timesheet exists in the Price List including Items or fields called Labor-Travel, Labor-Tech or Labor-Apprentice. The time they signed in and signed out exists in the items list of the invoice. All we need is a report that can filter this data and voila we have timesheets.
Support is very good.
Works great if you make many invoices in the field, print them and hand them to customers. Must have internet signal.
Email Invoice with Payment Button. Customer clicks the button and pays with credit card.
Easily convert Estimates to Service Call to Invoice.
Customer Info with multiple jobsites easily managable.
Great mobile app., fluid, very functional, easy to use.
Intuitive desktop platform.
Works great with QuickBooks Desktop.
You will have to pay to retrive YOUR DATA when you leave mHelpDesk.
No inventory. Don't let them fool you. You cannot create PO's and have to go to a price list, select and item, delete the quantity, and enter the new quantity everytime you want to add inventory. No inventory history.
No Time sheets. Again, don't let them fool you. Technicians can sign in in the morning and sign out in the afternoon and you can print a report. That's it. No phase codes. Cannot label time entries. No way to associate payroll to billable hours/ServiceCalls/Jobs.
Custom Reports? Never could create one that was usefull and I have 20 yrs experience in MS Access.
Tim--thank you so much for this detailed and very helpful feedback! We will share it with the product team so they can explore some of the ideas that you've raised.
- great customer service availability by phone and online chat.
- easy scheduling.
- mobile app for technicians on the road.
With the help of the support team I was able to filter out a list of customers that live in a certain region. Our out of town customers are grouped by areas. In order to send those customers a reminder email or reminder cards we need to filter them from mHelp. The report feature is too restricted and didn't help us. Then finally I had someone on the phone that told me to create a new selection under Customers. I selected the cities that are on that route and listed all of them separately. And voila, I had a list of customers that I was able to export to excel.
I don't like the way the reports are set up. There should be at least one report available that we can select/ search for all the fields that we need included. At the moment the customer custom fields can NOT be selected. Although this is a database that we're working on and theoretically all fields can be searched. I think it is not only us that ran into this problem. I need to be able to select fields that are important to our business to filter out e.g. the customer, their address, email, phone number in a certain region.
Another problem that came up from the solution above is that those lists can not be edited and therefore always need to be deleted and re-entered. It would be great if that could be editable. If that function would be editable it would eliminate possible mistakes while re-entering the whole list of e.g. cities that were entered before.
Hi Sigrid--thank you so much for this review and feedback on our reporting. We're always looking at ways to improve so this is very helpful, and will be shared with our product team. We appreciate it!
I've found that while they met my expectations at the beginning, they have consistently gotten better over the years. They are responsive to customer requests of new functions. Having this online has allowed me to work from home when needed which was one of the reasons we chose it in the beginning.
It has all the functions I need to do my job efficiently and they have had some nice updates over the years. Their customer service is great. I've always gotten representatives that are knowledgeable and nice. When I have a problem, I'm able to use the chat function and 99% of the time they get me answers. Even when that doesn't work, they answer my calls and fix the issues. Every customer service rep without exception has been very nice to work with.
Sometimes they do updates that don't necessarily help with my day to day use of the program. I understand that they are servicing many different industries and needs and I can see the usefulness of the update. It would be nice if they made more of them optional. I have noticed a bit of a slow down in the program responsiveness. It isn't awful, but noticeable. I've done speed tests so I don't think it is my server but I'm not a computer geek so I can't be certain.
Hi Carol, thank you for being a long-time mHelpDesk customer and for taking the time to share your experience. We're proud of our Customer Success team and we're thrilled to hear you've had good experiences with them over the years. As you mention, we are always finding ways to improve the software, and you should see additional improvements in the coming months. Thank you again for your business.
14 Day Free Trial. Affordable month-to-month pricing. No contracts. Unlimited user plans available.
Win more jobs, stay more organized and grow your business with our industry leading field service software.
mHelpDesk allows you to access your customer information from any computer or any device. Our software is easy to use for estimates, scheduling, jobs, invoicing and so much more.
mHelpDesk is perfect for HVAC, Plumbers, Electricians, Pest Control, Computer Repair, Carpet Cleaners, Maid Service, and many more!
Mhelpdesk is an advanced field service solution that allows service teams to work more productively by avoiding redundant paperwork, tracking their orders with great efficiency and issuing invoices on the fly. The workforce is monitored and managed more effectively through the field agents’ mobile devices.
This helpful tool can be utilized with great success in all industries such as plumbers, hvac, appliance repair, IT and computer repair, pest control, electricians, landscaping, handymen, carpet cleaning and other kinds of service crews.
The top features of the application include an intuitive home screen that helps users get started right away, seamless integration with Google Maps for monitoring the location of the on-field technicians, a status tracking screen that keeps users constantly updated on the progress of a task, service request online forms for clients and instant billing and invoicing abilities.
Mhelpdesk aims at modernizing the way field service teams work and interact with their customers both in terms of billing and the submission of feedback, while also raising the quality of the offered services. This can be achieved through better customer request handling and management of jobs.
The software allows companies to process and address their customer requests fast, thus directly increasing the revenue and providing the basis for further development of their business. Moreover, it provides companies with intuitive customer data that helps speed up invoicing processes.
Jobs can be filled-in by the office manager who can use the corresponding tab on the main screen. Details like customer contact and location information, job name and notes that would help service teams prepare accordingly can be added.
Mhelpdesk is beneficial even from the customer’s perspective. Customers themselves can also schedule a service call by filling a simple online calendar with all the aforementioned details. This online calendar can be integrated with the company’s website and users can log-in to schedule a service. This way, the need for more customer service employees is significantly lessened.
After a job is submitted and approved, it gets transformed into a job item with a distinct tracking number. Using the Job Tracking feature, administrators can quickly overview all job statuses with live updates from the field agents’ mobile devices, check the customer’s location and get instantly informed when a job is completed.
This decisively decreases the communication costs for a company, as it renders calls pointless. It also helps achieve better time management and planning ahead. In addition to that, field agents will no longer be able to take advantage of the nature of their work and take unscheduled breaks that undermine the overall efficiency and organizational efforts of a company.
Billing customers for field services is one of the most time-consuming processes. With Mhelpdesk’s billing and invoicing features, users can pre-fill invoices with the customer’s data before the service team even reaches the customer’s location.
Templates can be used to personalize invoices and a company logo can be freely added for a more individualized result. Customers can fill the remaining information of the invoice right on the agent’s mobile device screen, while virtual signatures are fully supported by the platform as well as instant payment.
As administrators know exactly where their field service teams are located at any given moment, they can efficiently manage them to meet the ever-changing demands and requirements of their customers. With Mhelpdesk, no agents are left inactive and no customers are waiting for extended periods of time to receive the ordered service.
Through the easy to use user interface, administrators can provide critical data and help when such is needed by the agents, while keeping their teams flexible and adaptable to any changes that may be submitted by clients later on.
With Mhelpdesk, administrators can locate all field technicians in real-time and assign them with the nearest jobs based on their geographic map location. This way, fuel expenses and customer waiting time are dramatically decreased, while customer satisfaction is elevated to a higher level.
This is possible by using the agent’s mobile device GPS sensors and Mhelpdesk’s abilities to fully integrate with Google Maps from where it can retract European, UK, US, Australian and Canadian maps. Both agents and customers appear on the map, and jobs are conveniently named so that admins can assign them to the right personnel without having to recourse elsewhere.
Mhelpdesk is very interoperable as it boasts an API that can be used to integrate the application with the software tools a company may be using. One important example is the ability to integrate the customers’ online service order with any existing website.
Other integrations include the Google Calendar that admins can utilize to schedule jobs and tasks for their field agents, Google Maps that is used to locate customers and agents, and Quickbooks that can receive exported data from Mhelpdesk to be used by accountants.
Mhelpdesk comes in four versions that offer a different set of features and abilities. The starter package comes at the price of $30 per month and allows users to manage unlimited number of customers, 25 jobs/month, 25 invoices/month, 1 administrator and $30 for each additional user. The next step is the Pro package that costs $75/month and offers unlimited jobs and invoices, 1 admin and $25 for each new user.
For more advanced needs there is the Business package that costs $149/month and can accommodate up to 5 administrators and charges $20 for each new user. The Enterprise package price ranges based on the actual needs and requirements. There is also a free trial version that lasts 14 days.
Below are some frequently asked questions for mHelpDesk.
mHelpDesk offers the following pricing plans:
Pricing model: Open Source, Subscription
Free Trial: Available
14 Day Free Trial. Affordable month-to-month pricing. No contracts. Unlimited user plans available.
mHelpDesk offers the following features:
mHelpDesk has the following typical customers:
Freelancers, Mid Size Business, Small Business
mHelpDesk supports the following languages:
mHelpDesk has the following pricing plans:
Open Source, Subscription
mHelpDesk supports the following devices:
Android, iPhone, iPad
mHelpDesk integrates with the following applications:
Authorize.net, BirdEye, Clear Spider, G Suite, Mailchimp, QuickBooks, QuickBooks Online, QuickBooks Online, Twilio Communications Cloud, Wordpress
mHelpDesk offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials