We are completely cloud-based, completely mobile, our response time has decreased and profits have increased. We have found a vendor/partner that listens. We truly have an integrated product from end-to-end. Service calls/requests for quotes come in, an excellent work product goes out, seamlessly.

The field app is very strong and that is a must. The admin provides a true workflow experience. The software is as flexible as it can be, provides true integration to QB, and has cut our entry time in half. Our profits are up and communication is vastly improved. The cloud feature fits our Disaster Response plan. Their customer service is the best I have seen and we have tried many.

Very little to dislike. They are always improving. I would like to see an inventory module, and Ajax searches would be a real improvement. But overall, they are the "best-in-class".

Moved to mHelpdesk from paper work orders. Still using it 5 years later. We don't schedule or invoice jobs, just use the work order function.

Least clunky work order software we demoed. Easy for service techs to pick up. Good technical support - I think they wrote an update after one of our guys phones stopped displaying the app properly. That was pretty cool.

Rollout of December '19 update wasn't that smooth. Honestly, most of my complaints are issues that come from being a long-term user and having wrong codes and items from my staff cluttering up the software. Reporting is a little weak.

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.

The weaknesses we struggled through for the first 2 years really left it on the back burner as far as fully implementing and incorporating it further into our customer contact operations. Resorted to doing a lot of it manually. As a CRM, it was pleasantly functional until they jacked the prices up after the HomeAdvisor affiliation came in full-bore. Home Advisor's shortfalls are a whole other dissertation.

1. The calendar integration with Google worked well and the appointment processing flow was good enough. 2. Invoicing and job dollar tracking worked OK as well. Quickbooks integration came along too late for us to play with or even consider. 3. The support team is pretty responsive and helpful when available. 4. The automatic linking with HomeAdvisor worked well usually. When it did, sending out text message alerts for new leads was a nice feature.

1. My biggest issue was communication logging. Although the customer note log was a help, it should log ALL communication with the customer. The fact that their development team couldn't get the log to reflect individual and system-generated emails was a HUGE stumbling block when trying to track customer contact instances. 2. They tried to change our package processing after we were with them for a year. Haggled out a deal, but really soured any aspect of expanding its role with us. 3. Having more than one invoice and/or email template would've been a huge plus. 4. It's integration with HomeAdvisor had its ups and downs. They couldn't seem to get on the same page as far was which HomeAdvisor account to bill for and was problematic when we closed a secondary HA account. 5. The report functionality improved a great deal, but was still not flexible enough to use effectively. That may be my issue and not leveraging the custom report capabilities well enough. It was much better lately, but the export capability was still rather limited.

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.

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.

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.

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.

Organized our service business and made it much easier to operate

Whenever there is an issue with anything on the program they are super quick to get it fixed and won't stop until it is fixed. There are not a lot of issues, but every program has its glitches. It is also super easy to use and helps keep us very organized.

Sometimes the app does act up but it was much better once we switched our cellular device carrier to one with better coverage

It is feature rich for a great price. It is easy to use and has many tutorials (if even needed). The scheduling and invoicing system are terrific.

The search function is not very good. I'm told it will be upgraded, but it has been quite awhile now.

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.

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.

I spent a year shopping for a program, speaking with sales and doing demos. This won out on every aspect. Unfortunately nothing was as it seemed. We spent a lot of time implementing in training, only to find out months later when we started using it regularly that it actually doesn't work. It's like a bad relationship that you can't break up with because you feel you invested too much time into it. However, like a bad relationship you can't let it ruin your life. I lost thousands of dollars, hours of unbillable labor, most recently a client and a very big job because we appear inept (from relying on MHelp). I'm breaking up and moving on. Probably filing reports with the AG and BBB.

There would be many pros if everything in this app actually worked. It looks good, but clearly it's just packaging. It's glitchy and you won't find out until after spending hours and hours of labor getting it set up

Client info is frequently deleted so I have to contact clients to get info they've already provided , tax areas changed and deleted so my invoices and estimates will suddenly be wrong and I have to contact clients to let them know their bill/ estimate is incorrect. Text notification of new jobs are blank so they are pointless. Employees cannot connect- with or without internet. "Offline" mode does not work as we can't see any stored info (it doesn't cache). Everything I was told this product does sounded great during the sales pitch, but in actuality none of it actually works . A year and thousands of dollars later, a program that was supposed to make my life easier is running my business into the ground .

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.

I researched quite a few different comparable products and this is by far the best. I have a very small business with a staff that HATES technology and change and they are even capable of using this system.

It's Crazy Easy to use! You can manage your "people" in one spot. I can see my customers and staff's profile in the click of a button. I can organize my techs work by "Jobs" that connect right to their schedules. The estimates are professional and accurate. I can hide details that I don't want to share with my customers on any "template" I need to. It is very easy to customize your templates. You can search by any piece of info you have (name, phone number, email, address etc.). The reports are extremely easy to run and very detailed. The app Has a functioning offline mode for when there is no service. The app and online version give you the option to see other peoples schedule (if they have permission). The app used google maps so it is always up to date. I can hide confidential info from my techs based on permission. My people can clock in and out right from their phones. It is compatible with quick books. I can easily calculate my markups right from the estimate screen. The customer service is absolutely unbeatable. They are always there during business hours. Everyone I speak with fixes my problems right away no matter if it is in a chat screen or over the phone. Lastly everyone I speak with is clear and concise. I am speaking to people that know what they are doing.

I wish i could see a real time map view of where my techs are and have been from the online version. They have the option on the app to view a map of where an employee has been that day but I don't think there is a real time map of my people right from the online version. This product is a little expensive for a small business if you have a lot of employees that need to have an account.

When I decided to migrate to an online, cloud-based system that would help us manage our firm more efficiently, I looked at a number of options. I had a chance to speak with a couple of them. I wanted to deal with a smaller company that could provide excellent service and grow with us. MHelpdesk has made my life a lot easier. We run a home painting company, and having all of our information in one location has been quite beneficial. We are still in the process of transferring everything, but at our own pace. My advice to anyone considering this is to take the jump, sign up for the 30-day trial, and give it a shot. Take it for a minimum of three weeks to see how it works. You won't want to return to the never-ending spreadsheets. I understand that there are larger organizations in this field, but they will not treat you as well as these folks.

The customizability options for generating estimates and invoices are fantastic. The ability to build a price list simplifies invoicing in the field by allowing you to simply add a pre-worded/priced line item to the invoice. Collecting payments is equally simple, thanks to the possibility of emailing an invoice to a customer, who can then click a link and pay with a credit card.

The one thing we'd want to see modified is the ability to schedule a work order by selecting a project name. At the moment, you can only choose a site's parent name. Because not all parent names correspond to site names in our field, determining the correct parent and site name can be difficult at times. It would be helpful if you could add by site parent name or exact site location.

The software: 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. Customer Service: 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 !!

Customizable Coloring of the work order type Recurring maintenance Report

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

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!

I would feel better if the platform cost less. The amount of time we have wasted trying to figure out work arounds and dealing with issues the company has known but hasn't communicated about is frustrating. But as a small company, we can't afford a more expensive platform. It's better than nothing I suppose. It's slightly more convenient than a couple of excel spreadsheets.

It has helped organize my technicians and keep them on track. It allowed the office to put more responsibility and accountability in the technicians hand.

The mobile app can take a very long time to load. It will go offline if not in best service area but will not put itself back online so data isn't transmitted as expected until the issue is found. It lacks a lot in reporting. Inconsistencies in data formatting causes customers to be duplicated when imported from Quickbooks. Notes entered in lead forms do not carry into the customer profile causing rework. When there are known issues, there is no communication about them leaving the end user wasting time exhausting potential causes on their end before reaching out to customer service who takes about a half hour to respond to inquiries.

I have been in the computer technology business since 1986 and have used a ton of different software programs to run the business. I have wasted over $30,000 with the last two major software programs one was an ERP application that was just so buggy and just took too much time learning and keeping the software up and running I dumped it after using it for 1 year. The latest software program was recommended by several other technology companies as it is a PSA software but it just takes so long to do a single service order and then the process to get it to an invoice and then to the accounting application like QuickBooks was just a joke. (Almost a total of 20 clicks on different buttons and screens for each job). I can now run my business while on the road at customers or remotely at my home office and am much more efficient and professional looking doing away with paper! KEEP UP THE GREAT WORK!

-Ease of use. -Customizable -Website service ticket integration -Integration to Quickbooks -Customer support is top notch! -They are very fast to update their software when customers make suggestions! -I learned about Mhelpdesk about a year ago and tried it out and was really impressed but was missing some things for my business as I have a ton of inventory that I stock. Over the past year I have continued to watch them grow and add new features. Even in the past 60 days I have seen a ton of the requests actually put into the software which I have not seen any other software vendor listen to their customers like this. I have only been fully using this software in my business live for the past week but have saved so much time in the processes and procedures along with impressing every one of my clients when I have them sign my iPhone or iPad for the service order or invoice. -I look forward to the new improvements that Mhelpdesk adds every few weeks.

None *Other than waiting for the new features like POS (Point of Sale) with inventory management or interface to Quickbooks Online!

I have searched for quite some time for a good work request/time recording system that will prove to be cost effective and save me time. Yours fits a few of the requirements that I have for such a system - key words being "a few"... I have attempted to discuss this with technical support previously. I learned very quickly that your organization would prefer I change the way I do my business and match how you think I should do my business, rather than build a product that is flexible enough to enhance my organization and, in short, make me want to use your product and recommend it to the many clients I do work for. There obviously is some value for me to use your software. If I had to place a percentage on the amount of your application that I am currently able to utilize for my business, I would say it's less than 10% - probably in the 5% to 6% range. The ONLY reason I have continued to use your product is because I have a few customers who log their own support requests. This is a convenience for them. I applaud you for taking this step to find out what your customers think of your product. I hope this is a step in the direction of making your product of more value to your customers rather than to your bottom line, which from the outside looking in, appears to be the current goal. I've taken the time (of which I do not have much of) to put together a quick "off the top of my head" list of pros and cons.... Only because you asked. Pros of mhelpdesk: 1) easy to use interface 2) my customers may log their own requests 3) affordable monthly cost 4) quickbooks interface 5) customer import feature cons of mhelpdesk: 1) force use of invoicing feature 2) no ability to generate custom reports 3) no export of time reports 4) quickbooks interface 5) no calendar of "work performed" (similar to a google calendar) I am a small shop... For one employee, it would take me a day and a half (~12 hours) to invoice one month. This is unacceptable. For the month of January 2015 I did not use your system for billing. I used google calendar to keep up with time worked, exported it to a spreadsheet, imported into quickbooks - this took ~4 hours. Still longer than I wanted, but, I didn't waste an entire day. Your system costs me more than the monthly fee you charge. Hope this helps.

Again, their customer service, and the way they help us solve problems and customize things to fit our operational model is really invaluable.

We really like how user-friendly it is, the way things link together, and the auto-processes you can set up. We also like how we could start with the basic functions and slowly set-up and all of the features. This allowed us to switch from our old software quickly, and gave us the time and opportunity for a lot of troubleshooting and customization. We also really like all of the ways you can customize your site. We like how features are developed based on client feedback. Finally, their customer service/tech support is excellent. Our implementation rep is very knowledgeable and figures out great solutions for our needs. The chat support is also excellent. Our problems and requests are solved the day-of every time. Their Customer Service/Support really goes above and beyond every time. If you are wavering between software like we were, mHD's Customer Service really sets them apart.

The Scheduling module/platform does not have as many options/customization as we need, especially as our number of field techs increases. The Quickbooks syncing can be tricky, a more comprehensive instruction manual for that process would be helpful.

If you are a small business provider that offers services and MSP type services, this is worth a look. This has worked out for us being a small security systems integrator that has a nationwide footprint.

A good value with some customization ability. The support team was top notch in assisting in getting us setup. It was the best solution to fit our needs out of having looked at over half a dozen name brand competitors, many of which didn't have the useful features mHelpDesk does. General support is also pretty good.

We were not able to import as many field from the CSV export from our old system as we would have liked. Some custom fields are apparently not searchable. If you have clients that have leases, they currently lack an effective way to track different leases and the equipment on those leases associated with the same customer. But they have been very receptive to this feedback and hopefully will have a solution soon. They advertise a time and attendance timeclock function but I do not see it as very usable yet.

I looked at a bunch of systems when I decided to move to an online, cloud-based system that would help us run our business more effectively. Spoke with a few of them. I wanted to work with a smaller business that would service us well, and that could grow with us as we grew. I have been very happy to have found MHelpdesk. We run a residential painting company, and have found it tremendously helpful to put all of our information in one place. We are still in the process of moving everything over, but that has been at our own pace. My suggestion to anyone thinking about this to take plunge, take the 30 day trial, but to actually try it. See what it is like to use it for at least 3 weeks. You will not want to go back to the endless spreadsheets. I know their are bigger companies out there in this space, but they will not treat you like these guys.

Easy to use. Can I just say that our office manager has a little trouble with technology, but she has taken right to this, and loves it. Access. I can access my info anywhere. This weekend I was in the mountain and hopped on my iPad and was able to pull down some needed information. Affordable. At first I didn't like the thought that I was going to pay for each one of our guys that we needed to track, but it really isn't bad, in fact, I feel like it is a great value. Customer service. We have had several one-on-one training sessions with Ryan, and he has been great. Very patient, and always accessible. They are even willing to add functionality as we suggest things. These guys really do want to make a great product. They have a ton of different individual users, and keep striving to add functionality to make the software more user friendly and better. Love that.

Hmmm...I am waiting for it to be comparable with QuickBooks online, but I know they are working on it. That's all I've got.