mHelpDesk

Great program for organizing appointments

Vorteile:

Great software and sending text message alerts to new potential clients was a great feature."Useful that helps us on a daily basis keep track of our estimates and appointments.It was very easy for our employees to use

Nachteile:

It has poor search features, poor customer service, and the response takes a lot of time until your problem is considered.

Field Service Software for any Business to Stay Organized

Kommentare: Overall I have had a really good experience, anytime I have ran into a problem which is not very often but my problems have been resolved in a professional and expediential matter that allowed my business to continue to operate. You can keep an open line of communication with your customers on work order status or any problems that arise during the work order.

Vorteile:

You are able to automate your business to keep a customer database, schedule and track work orders. Billing is a breeze with in the email feature you send to your customers. They can pay directly with PayPal or Credit Card account. There is even a feature to generate leads to your business. You can customize your invoices and work orders to meet your business needs. Works on mobile Apps and integrates all your invoices to quick books.

Nachteile:

When customers pay from your credit card account, you are only able to setup and activate one payment option at a time. It would be nice to have individual bank accounts set for different sections of your business model.

Functional and reliable product with ZERO updates

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Great Customer Support

Kommentare: Overall has been great! I went to another company and came back to MHelpDesk cause the other software just didn't work like MHelpDesk - I always get prompt and friendly service which make my job easier as I am always in a hurry.

Vorteile:

It integrates very nicely with my Quickbooks - I also like that it keeps everything streamlined to make my job easier.

Nachteile:

Wish there was an option to "CLOSE" the estimates so they just go away versus having to mark them inactive. Once I invoice the customer I have to mark the estimate inactive or "Sent" in the status field so I can keep it separate from the "active" or "approved" estimates - I used the estimates to keep track of my current jobs.

MHelp Desk is Pretty Good

Kommentare: Our business services print finishing equipment so I would say this is a pretty good application to use.

Vorteile:

User friendly, easy to use. And also has a timekeeper with GPS included for service technicians which is a plus.

Nachteile:

Inventory items added to customer invoices do not pull out of QBO inventory until the final sync when invoicing the customer. This can lead to incorrect inventory numbers until synced.

Update to previous review after 3 years

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Worst CRM Of All Time

Kommentare: My experience with MHD has been a headache since day one. Many of the features promised do not work. They try to "trouble shoot" each issue when they arise, but can honestly say they have never actually fixed anything we've had an issue with in the last 10 months we've been using the product.
I have not used anything slower since dial up internet. No one at the company can give us a straight answer as to when fixed will be implemented and everyone gives the run around to save themselves.
My company speaks with them at least 3 days/wk.

Vorteile:

MHelpDesk has made invoicing easier than what my company used in the past. It also allows all client information to be in one place.

Nachteile:

This is the worst CRM. They have false advertising on their website claiming to be the "fastest, easiest, most powerful field service software." This could not be farther from the truth. Not only is this the SLOWEST software I have ever come into contact with, they also have the worst customer support. No one who works there knows in the ins and outs of the program and they never can give consistent answers. Our company had lost thousands of dollars by implementing this application. It simple DOES NOT WORK in the field. Our company members who use it on devices other than a computer spend HOURS uploading information because the program is so slow. It is an embarrassment to our company when using it in the field and has only been a headache from day one. Do yourself a favor and DO NOT BUY THIS SOFTWARE!

mHelpDesk

Kommentare: Always have a great experience when dealing with customer service. I have been helped in a very timely manner with any issues that would pop up.

Vorteile:

I like that it is easy to use and was easy to setup. The flow of the customer account is good.

Nachteile:

I do not like the reporting. It is not the easiest reports to pull and when you do, sometimes does not make sense. However, I have not used the reports enough to say they are unworkable.

Poor Support - Poor Reporting

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

Property Management user for 5 years

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Definitely recommend if you have trouble with anything.

Kommentare: Im getting help if I need with logging or the page is glitchy and I can't refresh etc overall it helps out alot.

Vorteile:

I love that I can click on the tab and I will be talking with the chat bot but if I can get the answers I need I ask for a representative and we talk about an issue it doesn't take long at all.

Nachteile:

I hate that sometimes when you click on the tab help or it will say support you always answer to a bot but I would rather answer to a real person instead not a bot.

Overall Pretty Great!

Kommentare: 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.

Vorteile:

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

Nachteile:

- 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

What a Nightmare

Kommentare: They frequently push super buggy updates. For example, the most recent update made the decision to update all of our customer automatically about the status of their tickets via text without our or their consent. EVERY. SINGLE. TIME. we reach out to customer service about things they've broken, it takes the better part of 2-3 hours talking to a service agent before they SOMETIMES acknowledge the problem. More often than not, it's a "feature not a bug". I've had fixes for major issues take more than 6 months to resolve with no updates from customer service. By the time they fixed it, we'd already found another service to track the information, making the fix useless. On top of everything else, we recently received at 37% price increase because they've "added features" (that still don't work). Because of how awful the system is to use, we've decided to create our own Access Database of ticket management because we're supremely confident that it will be more stable and usable. We highly advise other potential customers to find ANY option other than mHelpdesk.

Vorteile:

When we started using mHelpdesk about 4 years ago, it was everything we could possibly want. It's only gone downhill since then.

Nachteile:

mHelpdesk forces universal changes on a user without requiring their permission. The longer we've been with the service the more difficult it has become to use. They've taken useful tools away in favor of new "features". We've lost the ability to sort different categories and there's no way to switch it back. Customer service is a nightmare. Fixes for major issues can sometimes take upwards of six months.

The best software can be customised

Kommentare: Its great with its feature being able to customize,
due to time difference, sometimes hard to get support online.

Vorteile:

1). can be customized easily 2). power keyword quick search feature

Nachteile:

1). can't bring up all jobs and statement at once, have to go through year by year to bring up tickets/job statement. 2). Also, when go to one billing customer, to bring up invoice list, the customer's PO# is not there, but invoice# which is automatically generated by Mhelpdesk and it doesnt match with customer's reference#. if we can put cutsomer's PO# in invoice# instead would be a great help 3). due to time difference, sometimes hard to get support online. and maintenance scheduled is in conflict with our business hours which is New Zealand time 8-5pm Mon-Friday

Schedules/tracking/invoices/estimates

Kommentare: 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.

Vorteile:

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!

Nachteile:

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.

Looks good, doesn't work- waste of time and money

Kommentare: 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.

Vorteile:

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

Nachteile:

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 .

have used for 4 years now

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Best option we found for a Professional Services Automation (PSA) platform.

Kommentare: It does the job we need it to do: a Help Desk for internal and external use and Service management.

Vorteile:

For what it does and the price, it was the best deal we found after having looked at other a dozen alternatives. We hardly use half of what it advertises it can do, but all we needed was a Help Desk and Service Ticket platform for our use as a security systems integrator and MSP provider. Their salesperson was extremely patient and helpful, and hosted multiple webinars for stakeholders who could not all attend at the same time. It's still rough around the edges that we need to tweak, but it's 10 times better than trying to use our CRM to do service tickets like we had been doing.

Nachteile:

The interface has that odd feeling, take-up-the-entire-screen-realestate look that supposedly a websites that have to be "Google search friendly" are forced to contend with. Reporting is weak. Some info on screen like service ticket numbers can't be selected with the mouse for copying and pasting, strangely, and not all information detailed areas are easy to get to. No Salesforce integration, but supposedly that is coming someday soon.

Mhelpdesk was a LIFESAVER

Kommentare: Having never worked in a service management role before, I was nervous to jump right into my company. During my first year, I learned the ways of our day to day business practices in which we utilized a carbon copy paper system to develop our hand written work orders that contained 3 pages; One for the customer, one for billing and one for our records. Though this system was working adequately, I couldn't help but feel as though there was room for improvement in the aspect of efficiency. As it was, The office would receive a service call for a unit, in which that call would be dispatched out to a field engineer. Once on site and the problem was fixed, our engineer would complete a report and then leave a copy with our customer and save the remaining two for our office staff to complete which would be brought into our main office at the end of the work week. When I began the search for different Service Management software options, I continually found that many systems were either too expensive, or had more features than we would ever need to use. When I came across Mhelpdesk, I used the free trial and to be honest, I didn't utilize it to the full extent just because of the amount of information that we needed to input, but something that really stood out was the customer service experience. Anytime I would reach out to the happiness team, or sales teams, they were more than flexible to work with our timelines, and all of our questions. It was then I knew this was the company I wanted to bring to my superiors and really sell to our office team to really work on switching over too. Once we made the decision to begin implementing Mhelpdesk, this task was extremely difficult in the fact that we service an entire region with hundreds of different units. Working with the Customer Success team was a LIFESAVER. Our Success coach was Aubrey, and she was amazing. Extremely patient and always prompt with all of our meetings and phone conferences. She really worked to make our transition as seamless as possible. Still to this day, she has helped answer questions that I have had here and there. We are really looking forward to the new version and new features to come out that I know will really help our organization excel that much more!

THE BEST

Kommentare: We use MhelpDesk primarily to schedule leads, and then to write estimates in the field. We barely scratch the surface of what this software is capable of. But the biggest advantage to using mHelpDesk is the people. THEY HAVE THE MOST HELPFUL STAFF YOU ARE EVER GOING TO DEAL WITH... PERIOD!!!

Vorteile:

Although we don't use a lot of what mHelp is capable of, we find the software very easy to use while writing estimates out in the field. This is a great program, with great people behind it.

Nachteile:

No negatives... Seriously. It would be nice to be able to hide parent accounts in the price list to clean it up a bit, but this is a very minor issue. It does not detract from the usefulness of the program at all.

A good value for the money

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

The software is easy to use for any person- whether you are a computer pro or have basic knowledge!

Vorteile:

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!!

Nachteile:

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!

Testimonial for GREAT service management software - Mhelpdesk

Kommentare: 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!

Vorteile:

-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.

Nachteile:

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

Excellent Service

Kommentare: MHelpDesk has helped out company become better organized and provide better service to our customers.

Vorteile:

It was easy to set up and import our database. Works seamlessly with Quickbooks. The ability to create a an estimate, convert to a service call and ultimately an invoice makes things simple. Everything from scheduling service calls to billing can be done with a punch of a couple of buttons. Great Mobile App!

Nachteile:

The reports aren't as customizable as I would like and the monthly cost is a bit steep.

mHelpDesk? More like mRockDesk!

Kommentare: I manage a bee removal company and I personally did a trial with 6 different service software (some of which were from specialized pest control software companies) before trying mHelpDesk. MHelpDesk blew all of them away. I found it easy to sync with QuickBooks, easy to customize, easty to navigate, and the customer happiness team were absolute rock stars setting us up. I also had the pleasure of training my entire company, some of which are NOT computer savvy whatsoever. Everyone learned the software and app easily and I heard the phrase, "This is a pretty cool system!" from nearly everyone I trained. One of my favorite improvements to our workflow is that all pertinent documents and information is part of each work order, i.e. the invoice, the payment, any attached files such as signed approvals or pictures of services rendered. This means no more getting up and searching through file cabinets for information. It is all at our fingertips, which saves SO much time. Overall, after 9 months of using mHelpDesk, we are thrilled with a superior scheduling software. Pros: I love how the happiness support team cares so much about their customers. I have had a few issues here and there and they work so hard to get all of the kinks ironed out for me. I know I'm in good hands if I should need help. Cons: No cons, just a wish...I would love to have a detailed materials used per work order report, as I submit monthly pesticide reports. I wouldn't be surprised if mHelpDesk makes this happen in the future, as they always are striving to improve their product.