We got rid of paper invoices, which has allowed us to streamline our billing and has saved our office countless hours. We are able to view our business at a glance on our computers and even on our phones when we are away from the office. We are just starting to see the benefits of using the scheduling board. The customization features are awesome!

We started off trying to master the Job, including invoicing but we are now branching off to use the scheduling board and many other aspects of the software. We find it to be user friendly. One of our very favorite features is the customizing capabilities. We are still learning but we are super happy over all with the software.

Truthfully we are happy with most everything. There are a couple of things we cannot do but we have worked around these issues.

The support team was very quick to answer & respond. Very knowledgeable.

How quickly their team responded and how when going to the screen to correct the problem I did not lose contact with the agent helping me and/or our conversation.

I haven't experienced anything yet to not like about this software. Like any program there's the "getting to know the program stage," and the experience is different for everyone. This is why the customer service department plays an important role. ; But once you get it, the things you can do with Your time that is freed up because of this software.

It's been OK. We are still using it but we are actively looking for a replacement. Of course once you invest in a product it's painful to rip it off and go with another (despite being necessary). They know this and that might be part of why they are totally complacent.

I like the simplicity of it. It's very simple to use and it works as expected. If your goal is to schedule jobs, create quotes, schedule estimates, and push invoices over to quickbooks it works just fine. It also has a mobile app that is sufficient for basic functionality.

We've been using this product for over 2 years and they haven't made one single solitary update. Zero. Not one addition to the software. In other words, they appear to have absolutely no ambition whatsoever to make the system better. No doubt this is an organizational decision. If you're looking for a very basic product that works well for what it does, mhelpdesk is fine. If you're looking for a product that will grow with you then it absolutely is not. This product is going nowhere. They have absolutely no decent way to manage memberships. The system freezes up semi-frequently (although thankfully we've never had an extended downtime) The building of estimates is very basic and you have no way of building in multiple options within the same estimate. It's very plain jane. It always will be. There are manifold bugs and usually the bugs will last for months and months and sometime once they happen they never get resolved. For example: - I can no longer export a customer list from the software. I doubt they will resolve this despite the repeated tickets. - You can no longer drag and move items around on a quote when you're using google chrome. It only works if you're using Safari. The problem is virtually nothing in the product works with Safari so you have to login just to do that one task and then go back to Chrome for everthing else. - You have to click save more than once in certain workflows in order for the page to actually save.

I am able to organize work orders/estimates by service location, schedule, bill and take payment all from one platform. That's just touching the basics! mHelp is a beautiful rabbit hole to fall down.

I love how user friendly mHelp is. I love being able to have so many features in one platform. Whether it be scheduling, billing or top tier organization, mHelp can do it!

There isn't really anything I dislike about mHelp.

The benefits of mHelpDesk far outweigh any issues we've had with it. I would highly recommend it. You can pretty much do everything from start to finish with this program. I haven't used it long enough to utilize the invoice part, as I'm still using quickbooks, but for the most part, our company is really pleased with this program. And if we had to do it all over again, we would definitely pick mHelpDesk over all the others out there. And CSR, my account rep, has been phenomenal in answering questions and getting back to me quickly when I reach out.

The mapping tool is definitely my favorite part of this whole program. I can look at scheduled jobs and find unscheduled jobs nearby, which makes scheduling and keeping our guys within a certain distance very easy.

The estimate section of this program is my least favorite. It could be because I'm used to working with Quickbooks and I can send more than one estimate and I can see the body of the email before sending and edit it accordingly. With this program, I have to create a whole new job to send a new estimate, which is time consuming. So I don't always use the estimate feature, especially if I have more than one estimate option.

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.

Customer services is lacking. Reports are basically non-existent. Requests to incorporate a feature to help the software grow into a more robust platform are not incorporated, in essence ignored. Opening a case for support took over 3 weeks! Software freezes and there are down-times that impact the daily operation and dispatching of technicians.

Clean design, simple setup. This was our first step in taking the business from paper to a software with mobile capabilities.

There are VERY limited reports, unable to scale a business with this software. It was a step between paper and a more robust software. Not able to count the how many reoccurring clients or the value for a specific business line item.

Very Positive

Well organized Custom Fields and Work Types Features. MHelpDesk had every feature on our Deal Breakers List. It also had features we didn't think we would need, that have turned out to be really great.

Would like to use inventory without having it track in Quickbooks.

Overall, mHelpDesk is a powerful and useful tool for managing field service operations, but it may not be the best fit for all businesses, particularly those with limited budgets or specific customization requirements.

mHelpDesk is an amazing cloud-based field service management software that provides businesses with tools for managing customer relationships, scheduling appointments, dispatching technicians, and tracking work orders. It also integrates with a range of other software, such as QuickBooks, Salesforce, and Zapier. mHelpDesk also provides tools for managing customer relationships, including contact management, appointment scheduling, and customer communications.

Sometimes slow response times and difficulty resolving technical issues.

It's help me a lot it's easy and convenient for everybody

Mhelp desk is a #1 easiest and most powerful software solution for your field services business.improve asset visibility moderate IT services.it allows u to transfer data from any computer or any device.

The main problem of this software is very slow

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

- 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.

Dispatching

It's quite easy to use, did not take long to get the hang of, but I am also very comfortable with computing and software. You would have to be since the documentations they have only go as far as showing you the default way of doing things. If your business does not follow their model exactly you will be customizing yourself for weeks to come. All-in-all though, the software is functional, no down time, and the servers are pretty quick.

Ugh, there are several things to dislike. First and foremost, is the customer support. You will wait forever for a response, and when you finally get one, its just that, one. Then you have to wait another 30 mins for them to respond to your next sentence again. We are talking the same conversation here and they have 30 mins between replies. If it's my turn, it's my turn, don't leave every reply hanging. Second, they pick and choose what part of the terms & cond. they follow. It says, no refund, at all. Yet I know different because they refunded one month. THis was due to the fact that there software does not sync with quickbooks as advertised and I spent 2 weeks working on that. I had to create a whole new quickbooks, delete every single service from mHelpDesk (over 1200) and then recreate them in Quickbooks and then sync. A VERY LARGE undertaking and they did not help a single bit. They just waited until I was finished and refunded one month. When the software didn't work at first, I asked for a refund because they didn't hold up their end of the agreement, and they flat refused. Breached their own terms and everything, and still refused, and I was still within my trial time. Point is, make certain you want them first, because they will breach their own terms and tell you to get over it.

The customer service team is always ready to help! I have searched and it is my belief for the money - you won't do better than mHelpDesk. It has taken our business to a new level.

This software has enabled me to eliminate one office person. The techs in the field use the app to complete estimates or invoices and then the program integrates with QuickBooks. This has eliminated paper tickets. I like that we can add pictures to a work order as this can be a vital tool for a job. The techs can also input data if they are out of range with their mobiles, this is not an option with other similar software/apps. Additionally, almost all of our invoices are emailed to the customer and that means that I get paid faster!

The program - for the cost - is about the best you are going to find. It does have a few issues I would like to see resolved. If a customer clicks approval on an estimate it doesn't trigger a notification and I think it should. I am also paying another company to garner, share and post reviews. I think that mHelpDesk can do this. They have all the customer info - it should be a matter of checking a box. The customer service at mHelpDesk is wonderful. They have always tried to assist me with any questions or to resolve any issues.

We were much happier with the original version and while we continue to use the software, I still and looking for a new option to try.

It is fairly easy to use. We mainly use it to create invoices and work orders that we print and send to customers. The customization of forms was great when they helped us initially set it up.

We acutally loved this product when we first started using it. We used it on a desktop in the office. We were on the original version until they kicked us off and told us it was not longer available. The do not truly think of the people who have to use it on a desktop at all. The font is so light that I literally get a headache each day trying to read it on my 20inch monitor. I have already enlarged the magnification and then when I try to create new customers or other things, you cannot see the save button on the enlarged screen. We have tried to tell them this, but to no avail. Why would you not think there are people working in offices on desktops and laptops still??? Since they have Home Advisor, Mhelp seems to be the step child and they no longer allow you to make suggestions. I guess they do not care anymore what their customers think.

It's elegant in its simplicity, easy to use and does what it's supposed to. As long as you're only looking to arrange projects and make invoicing and estimates, it's a great tool. There's also a smartphone app, although it's just good for the basics. Assessments, service calls, and invoices may be done quickly and easily. Managing customer information across various employment locations is a joy.

There are instances when they provide upgrades that don't benefit my daily application use. Because they cater to a wide range of sectors and demands, I can see how the change would be beneficial. More of them being optional would be ideal. There is a noticeable lag in the application's response but not too serious.

I love the fact that I can create custom fields for my jobs that will translate over to invoices. I can make custom fields for each type of service I provide. You can also create custom fields for your customer profile. It absolutely amazes me as I never thought I would find a software tailor made for our niche company- a commercial diving firm. With being able to customize everything from customer profiles to job to invoices I can have the exact software and features I need and am able to disable other features I don't need. Also the customer service is seriously stellar- 5 stars! Every person I have spoken with at MHelp Desk has been extremely helpful , informative, and professional. You can call, email, or even live chat with customer support to suit your needs! They also have loads of resources if you are a do it yourself-er. Between watching videos on their youtube channel to utilizing the community forum- I have hardly needed any assistance setting up my account and utilizing it. The import from Quickbooks is seamless and so simple- it makes switching to a new software insanely easy. 10/10 would recommend!!

The only con i can think of is having to put my appointments in a time slot. I have not looked into this all the way yet as I am still customizing everything. With my business our service calls do not need time slots and the customer are not present for the work so it would be helpful to see all my appointments for the day without them being assigned a specific time. (even this isn't a real big negative for me more of a pet peeve). I bet if I asked them they could figure out how it can be set up like this!