mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting.
mHelpDesk has multiple features to support a field service-oriented business, including integration with both QuickBooks Online and QuickBooks Desktop for accounting. It also offers an offline mode, which allows technicians to continue using the mobile app in areas without internet or cell reception.
Since it’s entirely cloud-based, mHelpDesk is accessible on any mobile device with internet access. This allows field techs to access all the necessary information about a job right from their mobile device. mHelpDesk also provides visibility into staff schedules, helping to dispatch and alert field employees.
Estimates and invoices are customizable, allowing organizations to create templates that make sense for their business and customers. The system also integrates with any unique company website, providing functional widgets, forms and login boxes.
Shai M. Branche: Immobilien
We are the owners and managers of over 1000 units across Pennsylvania, New jersey and Miami florida. We have been in the business for 17 years now and we are always looking for ways to get better and increase efficiency. I have tried so many maintenance management softwares throughout the years and non of them was able to answer our needs as much as Mhelpdesk. I am now able to monitor multiple maintenance technicians in various locations with so much ease and efficiency. It saves us money and time and most important enables us to service our tenants better and communicate progress and status of their work order with a click of a button. The fact that its is so customizable makes it so easy to arrange the information in a way that you can get a complete view of whats going on in the field in a glance.
My first conversation was with Daniel McClain - Account executive - He was great from the get go. He took the time to answer all my questions no matter how small or big, He presented the software with great knowledge and expertise and made the process fun and interesting. When he presented the software to our staff in Florida he literally got a standing ovation. Everyone was so exited for it. Thank you Mr. McClain ;)
Once i decided to go ahead with Mhelpdesk i was assigned with a customer success coach (Love the terminology) Meghan Verducci in a nutshell if i could i would hire her to work for our company in a heartbeat. She was very Knowledgeable and pleasant. If she says she will get something done you can count on it. She was honest about what can and can't be done within the software and if she didn't have an answer she would always look for one and get back to me as soon as she could. She even kept in touch when she was on vacation to make sure that my needs are met. Once the Setup was complete she provided me with a power point manual and training videos for my staff Very helpful, i was able to train my staff with easily with zero misunderstandings. Thank you Megahn for everything !!
Coloring of the work order type
The mobile app needs a serious upgrade!
Being able to upload more then one file at a time (picture in particular)
bring back the ability to make a contact inactive without having to delete his records. Keeping records is the number one need in real-estate management. There are work arounds but definitely need to be brought back
Christopher C. Branche: Medizinische GerÃ¤te Mitarbeiteranzahl: 2-10 Mitarbeiter
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.
Jamie S. Branche: Verbraucherdienste Mitarbeiteranzahl: 2-10 Mitarbeiter
The demo and set up was great! They did the hard part with our onboarding.
The customer service is fantastic! There is not usually a wait time to get a person on the line to assist in any way.
There are report limitations. I have not been able to create a report that will include customer's email addresses.
Verifizierter Rezensent Branche: Hochschulbildung Mitarbeiteranzahl: 501-1.000 Mitarbeiter
It was suggested we try Quickbooks as well, and we did not like how that program interface looked. Too many "bells and whistles" make a program more complicated to use and harder to teach to new users.
We used to rely solely on PayPal for our "small business needs" but their invoicing system was too complicated and confusing. MHelpdesk makes very eye-pleasing invoices and billing statements, and they are easy to manipulate and add/change information on. There are other nice perks of the program, but the invoicing and billing was our main reason for choosing it and switching from PayPal as a stand-alone.
The only issue I've come across is that the app is actually more functional and intuitive than the desktop version, but seeing as how most of our transactions are done on an iPhone, the app does suffice and fit our needs.
Antwort: mHelpDesk 17.10.2019
We're happy to hear that you're having a good experience mHelpDesk's billing and invoicing! If you ever need any help or have any questions our team is here to help! www.mhelpdesk.com/support Thanks for being a customer!
Luis C. Branche: Sicherheit & Untersuchungen Mitarbeiteranzahl: 13-50 Mitarbeiter
Another really pet peeve that I did not have enough space for under Cons: It's ridiculous right from the beginning and for years now, you can't hide or remove former users you deleted from the Staff List. Anyone you add will be there forever, cluttering up your view of the Staff list.
It's things like this, while initially we were very much advocates for mHelpDesk and thought it had a lot of potential, our views have changed because it just seems stagnant. That, and given subscription prices have risen a lot more than when we started. We've been able to negotiate lower prices as a long time customer, but if we had to pay today's rates based on what we know now, we would look for something else. And it's ok enough for us to stay, but if they were to raise our rates to current, we'd strongly consider leaving.
We initially liked this platform because for what we needed it was one of the best values out there at the time. Granted, anything was better than what we had, which came down to mostly notes in a ticket system in our previous CRM.
Many things have become cons over the years, mostly because we have seen very little improvement from our point of view. It's like development has been minimal at the most.
For example, it has some glaringly missing auditing capabilities. A person can assign an Item in a Work Order/Jobs under another person's name, and there is no record of who did it for accountability.
The "Items" area is where you add both parts and labor to a ticket, but sometimes you want labor or other general notes that do not print up on a Work Order/Job. However, you can't select which get printed on a WO/Job and which do not, it is all or none.
If you sell systems on leases, there is no easy way to track or separate the leases. You can create customer fields for the lease, but if there is more than one lease involved, there's no easy way to do that. We've ended up having to create multiple accounts for the same customer to keep the leases separated, which can cause confusion like which account should should the work order/job be one.
There is only a check box for Billable when you add work to a ticket. There's no way to add other options like "Warranty", "Rework" or "Service Plan" plan, for example.
You can't add negative quantities to a Job/WO. Meaning while you can add items used in a job, you can't track material you're removing from the site in the same way, such as things you are crediting back or exchanging.
Antwort: mHelpDesk 26.7.2019
Luis, thanks for the review. We're continuing to make investments in the user experience so be on the lookout for new functionality this year and into the future. We're glad to hear that our Customer Support team has been helpful and that mHelpDesk has been useful for your business. Thanks for being a customer!