mHelpDesk

Automated email notifications with customizable templates, customizable text (SMS) notifications and templates, automated appointment reminders, and automated on-the-way alerts

Define and track each step from first customer contact to payment, customize workflow stages to mirror current operations, automate workflow processes, and maintain complete visibility over job progress

Create invoices anywhere anytime with custom design, quickly create or import price lists, use reusable invoice templates, email or print invoices with one click, and integrate with QuickBooks

Create fully-customizable estimates with logo and terms/conditions, use faster templates with item groups, generate estimates from mobile and desktop, integrate with QuickBooks, and enable automated online customer approvals

Quickly create beautiful quotes using ready-to-go templates from mobile devices, minimize errors, reduce effort, and speed up estimate delivery

Easy access to customer records, manage customer equipment, support multiple service locations, import and export for integrations, access billing history, and provide free customer portal

Manage leads on the go, increase win-rates by up to 70%, share notes between sales and service teams, automate customer communication, and access built-in marketplace to buy more leads

Integrated messaging system with automated email and text alerts, automated on-the-way alerts, customizable templates, and communication logs

Integrated messaging system with automated iOS and Android push alerts, automated email and text alerts, automated on-the-way alerts, and customizable templates

Integrated messaging system with automated appointment push alerts, automated email and text alerts, customizable templates, simple job updates by text, and complete log of all communications

Dispatch jobs through text message without requiring smartphones, receive field tech updates via text, and view real-time updates on dashboard

Large community of users where you can learn and discuss how to use software to get real benefits

Customize equipment profiles, view equipment service history, print and scan barcodes, create customizable printable labels, and attach equipment to jobs

Easy setup portal to reduce call volume, give customers access to service history, allow customers to request help online, and enable customers to manage billing online

Easy-to-use custom form builder, fill out forms on web or mobile, sync field data back to office, create multiple custom forms, and organize fields into groups

Help convert old data and transfer it into mHelpDesk account to make transition smooth

Compatible with QuickBooks Desktop and QuickBooks Online, quick and easy setup, easy-to-use 2-way sync, and full control over transaction syncing

Gain visibility over inventory, set on-hand amounts and reorder points, automatically deduct used parts, receive low-inventory notifications, and import items list from QuickBooks

Configure multiple inventory locations including trucks and warehouses, assign inventory to locations, set location-specific reorder points, receive location-specific low inventory warnings, and assign staff to locations

Manage jobs efficiently, track current status of every job, create custom forms and punch lists, replace paper processes with mobile app, and track time spent on jobs

Manage jobs on the road with custom form fields, get push notifications for updates, improve customer communication, and easily track time on each job

Available for iOS and Android, allows team to access mHelpDesk on the go, fully synced with web app, manage business from anywhere, works without internet connection, and eliminates manual data entry

Stay productive without internet access, automatic detection of offline status, on-demand full syncing, automatic background syncing, and ability to view, create and update records offline

Provide real-time, turn-by-turn directions to field technicians with Google Maps integration for efficient route planning

Allow customers to pay online, cut billing cycles in half, accept credit cards at 2.89% + $0.30, accept bank checks at 1.00% + $0.30, and support VISA, MasterCard, AmEx, and Discover

Integrated payment processing with 2.89% + $0.30 for credit cards, 1.00% + $0.30 for bank checks, accept VISA, MasterCard, AmEx, and Discover, collect deposits and partial payments, and completely integrated with no hidden fees

Easy report builder that works with custom form data, report on all data, select custom timeframes, and download reports to CSV

Easy report builder with ability to save favorite reports, create custom views, and download CSV for third-party integrations

Easy to run and read reports with bar charts, pie charts and grids, download reports to CSV, and access reports on revenue, balances and tax

Easy to run and read reports with bar charts, pie charts and grids, download reports to CSV, and access reports on jobs, hours and location with GPS location history

Team timesheets in one easy view with easy one-click access from mobile app, reusable invoice templates, simplified payroll submissions, and admin edit and add access

Drag and drop scheduling interface for quick job assignment and reassignment with text and email change notifications

Allow customers to book appointments online, select services, check real-time availability, automatically schedule appointments, and customize design with confirmation emails

Easily schedule a series of recurring jobs, free up time by eliminating manual replication, eliminate risk of forgetting jobs, and automate staff and customer reminders with automatic invoice delivery

Quickly schedule field technicians with visibility over availability, automate assignment notifications, view job and customer details, eliminate overbooking and underbooking, and integrate with Google Calendar

Experienced live chat team available to provide immediate, interactive answers and support

Pre-launch review process, dedicated attention, and personal trainers to ensure faster realization of benefits

Work 1-on-1 with personal success coach to guide through onboarding and provide hand-holding support

Friendly customer happiness team available by phone Monday-Friday to help with any issues

Track real-time location data of field technicians without expensive hardware, use any iOS or Android device, integrate with Google Maps, create location reports, and optimize with low-battery usage design

View team and jobs on a map, see real-time location of technicians and job locations, display map view job assignments, and enable efficient route planning

Share best practices used by most successful customers during onboarding

Live webinars online to introduce new customers to basics of mHelpDesk with opportunity to ask questions and learn with peers

Extensive library of training videos to learn about features and best practices with new videos added weekly