mHelpDesk

Pros

It had User Friendly Interface for the employees. It could be connected via mobile.

Cons

It was simple to use but not included so much detailed features.

Pros

MHelpdesk does a wonderful job managing technicians in the field, service calls and customer equipment. It is very easy to use both in office and in the field.

Cons

Lead generation and sales reporting leaves a lot to be desired.

Pros

mHelp allowed our techs to communicate with Office Staff regarding the status of the project they are working on. If a change order is necessary, they can input the necessary parts to ensure billing for those items.

Cons

mHelp time keeping was not compatible with our needs and did not sinq well with our accounting software

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing mHelpDesk

Switched From

Reasons for Switching to mHelpDesk

Pros

It’s very easy to maneuver . You don’t have to be an advanced person to be able to navigate it it in any way. Plus if you do something wrong it won’t allow you to continue . The error codes are so helpful

Cons

When I am struggling and I am trying to reach it for help it can be a delay sometimes and I am on a time crunch a lot so sometimes it reflects on me negatively

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing mHelpDesk

Switched From

Reasons for Switching to mHelpDesk

Pros

Very helpful when computer acting up and very easy to get help

Cons

Nothing works great always get my computer right

Pros

Always available via phone or chat. Have had issues just before the end of the week - and due to time zone difference - have always had someone there to assist.

Cons

Nothing at this time. Just that if there are multiple issues open - would like brief description on follow-up instead of just a case number

Pros

Some features can streamline your daily tasks like scheduling, routing and invoicing, which are particularly beneficial for field service businesses or IT services. It has a user-friendly interface and its scheduling capabilities are efficient enough to enhance our user's overall user experience.

Cons

Some areas of improvement can be the reporting (need more in-depth offering of analytics and insights), the import/export (we had errors leading to data loss during the process) and the pricing structure (lack of volume discounts).

Pros

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!

Cons

There isn't really anything I dislike about mHelp.

Pros

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

Cons

- 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

Pros

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

Cons

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.

Pros

Support is very good.
Works great if you make many invoices in the field, print them and hand them to customers. Must have internet signal.
Email Invoice with Payment Button. Customer clicks the button and pays with credit card.
Easily convert Estimates to Service Call to Invoice.
Customer Info with multiple jobsites easily managable.
Great mobile app., fluid, very functional, easy to use.
Intuitive desktop platform.
Works great with QuickBooks Desktop.

Cons

You will have to pay to retrive YOUR DATA when you leave mHelpDesk.
No inventory. Don't let them fool you. You cannot create PO's and have to go to a price list, select and item, delete the quantity, and enter the new quantity everytime you want to add inventory. No inventory history.
No Time sheets. Again, don't let them fool you. Technicians can sign in in the morning and sign out in the afternoon and you can print a report. That's it. No phase codes. Cannot label time entries. No way to associate payroll to billable hours/ServiceCalls/Jobs.
Custom Reports? Never could create one that was usefull and I have 20 yrs experience in MS Access.

Pros

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.

Cons

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.

Pros

The software is highly customizeable, and constantly evolving. Our favorite feature is that the programmers always seem to be looking for ways to improve. As a service business, constantly innovating and finding ways to provide a higher level of service to our customers is crucial, so it's it's nice to partner with a company that is always improving themselves.
In addition, for the things that MHelpDesk does not (yet) do well, its exporting and reporting features allow us to integrate with other programs seamlessly to mitigate our manual entry. This way we can partner will several systems.

Cons

This is a minor issue. The platform's appearance is a little dated looking, but very functional. It would be nice if there was a way to bulk upload photos, but those are the only complaints we have.

Pros

Easy setup, time tracking onto invoice, payroll time

Cons

Not an A through Z program. Its an A to Z without anything mandatory in between

Pros

-Android app allows field techs to update, create, edit orders on the site.
-work orders/invoices/estimates with signature capture allow us to quote, close and invoice on the spot.
-google calendar integration gives us a quick visual, auto updates and is easily accessed - a nice add on feature that we use
-QuickBooks imports allow us to quickly import all invoices with a click of a button. cutting way down on administration costs.
-ability to track time for techs on projects and materials used keeps our jobs profitable.
-tech support either online or via telephone is fast response, accurate and helpful.
-constantly improving product and features. routine updates keep program operating smoothly and each update typically increases effeciency

Cons

-have had a few server access issues that where caused by external companies or service providers. These have made the system unavailable for a period of time during the work day.
-tech support advised of available work around and updated on status of repairs taking place.
-downtime was minor impact and communication during was great.
-would be nice add on or option to have app/program operate as standalone on at least one onsite PC in the office during these times.

Pros

I liked the home page of the website for the admin. I also like how you can search for a customer with different info.

Cons

I hate the reporting on MHelpdesk. When you do a report on sales or anything else when you click on the number there is NO detailed list. Example: Sales for each tech for month of March Joe -$115,000 John-$200,000 and Jack-$125,000. You can ONLY see the total sales NOT a detailed list of what those total sales consist of. Plus any job ticket that has 2 different sales techs name on it the sales is split. For some industries that is ok but not if you have installers that install jobs and tech that sell.

Pros

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.

Cons

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.

Pros

Customer service department is located in the USA and they have great hours of operation that cater to both West and East Coast

Cons

Fails in every aspect of execution, from set up to customer satisfaction. MhelpDesk was built on empty promises. Ill summarize my experience in a very brief manner to save everyone time.

Signed up with MhelpDesk and paid a premium for the premium set-up team to assist in customizing our workflow. Was promised it would be no longer than two weeks but we would strive for 1 week set up time.

1 month later, we are no where. No familiarity with the software. Set up rep, talks too much doesn't listen.

2nd month, new service rep. Great guy, listens very well. Initially make great progress. However we ran into many issues which were supposed to be resolved, some issues would take 4-5 reminders to actually fix. He would say the issue is fixed and it was not, so they must conduct no testing at all.

3rd month. Out of pure frustration we set up 8 hours for our own employees to run through the software and try to figure out our own set up. which we did. Everything is customized to our specs and we completed the set up process from 50 to 100% on our own.

4th month: Customers not receiving email notifications, Customer service has been contacted 4-5 times and offers no solutions, they cannot find the problem so they dismiss it.

This has been one one of the worst businesses we've ever dealt with. A huge waste of time and money. They will tell you everything you want to hear with a great attitude but when something goes wrong, and it will. You are on your own. Good luck

Pros

Easy association of work orders with easy to produce estimates & invoicing.
Customizations are easily achievable via a user facing settings interface which is quite intuitive.
Support has been very responsive to our requests. We may not always get the answers we wish we would get but support is quite robust.
mHD is always gathering info from the users and adding functionality. We are greatly anticipating the API.

Cons

No API.
the user defined fields are just free text fields. You must export a CSV to use the data.
It would be much more helpful if when I enter the mileage from the field techs I could then run a mileage report.
The customized report interface is lacking. You cannot query the DB directly.

Pros

The product is a great concept, and when we first started, it was good. The form is very intuitive, easy to change, like the workflow system. The ability to assign things is great, and I really like the logs/notes. However, I would recommend splitting logs and notes with a log that tracks every change to the form and notes that are simply notes.

I like how a message field pops up automatically whenever you change the status; that is great. I like the "Add New Agent" feature that populates everything for you, although only 1/2 of it works; the part that works does so very well with all the work orders that client has entered.

Cons

The issues are with the lack of support. We have at least a half dozen problems that we've notified them about that just don't get resolved. The typical response we hear is we can not recreate it, so we can't help, even though we deal with it daily. For example, we have had to create a basic form just so people on Macs can submit an order on a different form, and then we take that form and enter it into MHelpdesk, because if they do it directly from an Apple, it won't work.

They seem to update the software CONSTANTLY, and every update makes it worse. The new app for the tablets is worse than the old app. I cannot run reports for custom fields. If I type a message and hit send, it changes the status to open instead of whatever I had assigned it to; that's a huge problem. At least once a week, the site is completely down and we get the "oops" error. Our clients get the "oops" error a ton, and it makes us look incompetent.

The "Subject" line cannot be removed from online form. Service location cannot be added to the online forms. We've been able to do a major workaround, but if those two options were available, life would be a lot easier.