mHelpDesk Reviews

Pros
Customizable Coloring of the work order type Recurring maintenance Report

Cons
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

Rating breakdown

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

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 8/10

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

Cons
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!

Rating breakdown

Likelihood to recommend: 0/10

Pros
The customer service is fantastic! There is not usually a wait time to get a person on the line to assist in any way.

Cons
There are report limitations. I have not been able to create a report that will include customer's email addresses.

Rating breakdown

Likelihood to recommend: 8/10

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

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
This software was easy to set up, customization was a snap and it has saved so much time in the organization of each call performed and invoicing. It integrates with Quick Books immediately. No more delay in getting the information at your fingertips.

Cons
I wish there were more reports that could be run and easier to print if necessary

Rating breakdown

Likelihood to recommend: 10/10

Pros
Good service industry tool and a small business must have for techs, work orders and mamanging pretty much everything.

Cons
Took a second to learn the software and the platform.

Rating breakdown

Likelihood to recommend: 6/10

Pros
What I liked about mhelpdesk is that it's an all in one platform first of all, and second it's a very easy way to interact with your clients basically no more using multiple platforms you can schedule, invoice, etc through this one app. Try it out its definitely worth it.

Cons
I did not find any cons on this platform, so I was very pleased using it the time that I did. I am still testing platforms to find the perfect one.

Rating breakdown

Likelihood to recommend: 7/10

Pros
Mhelpdesk Field Service software greatly improved our business workflow by transforming our carbon copy work order system to a fully digital system that helped reduce our turn around time for billing. Recently, I was able to work with a mhelpdesk staff member during the development of the newly designed Equipment page where they were implementing the new features to track when equipment next service due dates are. This was a huge improvement for our business as we track mandatory inspection dates for our customers.. The customer support has always been A+ when it comes to address issues, or questions, especially with the instant chat function from the web app.

Cons
- Mobile App: The mobile app is an area that could see improvement. Some of the workflow using the app when creating a new Service Request can be glitchy and difficult to input all the information. The list of service requests also does not always update correctly and this is something we are currently in the process of working with the support team on. - Inventory: The inventory management section is severely lacking and is not truly useable for our business workflow. With no ability to enter Purchase Orders/Vendor Information/RMA and tracking when inventory is received without manually adjusting the #'s on the price list, it becomes extremely vulnerable to missed information and inaccurate #'s leading us to use an alternative program to track inventory. This has been one of the hardest work around areas for our company as we are always constantly ordering replacement parts for equipment that we do not normally carry in stock. - Price List: Another area regarding the price list for our company is that our labor rates are negotiated individually causing us to have to create a line item on the price list for every single Customer Hourly Rate, Mileage Rate, and Travel Time rate so that our engineers are able to bill customers correctly. It would be much easier if when creating a customer, you were able to designate their hourly rates so that information would automatically apply when engineers are entering their labor times.

Rating breakdown

Likelihood to recommend: 7/10

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

Rating breakdown

Likelihood to recommend: 9/10

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.

Rating breakdown

Likelihood to recommend: 5/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
It has all the functions I need to do my job efficiently and they have had some nice updates over the years. Their customer service is great. I've always gotten representatives that are knowledgeable and nice. When I have a problem, I'm able to use the chat function and 99% of the time they get me answers. Even when that doesn't work, they answer my calls and fix the issues. Every customer service rep without exception has been very nice to work with.

Cons
Sometimes they do updates that don't necessarily help with my day to day use of the program. I understand that they are servicing many different industries and needs and I can see the usefulness of the update. It would be nice if they made more of them optional. I have noticed a bit of a slow down in the program responsiveness. It isn't awful, but noticeable. I've done speed tests so I don't think it is my server but I'm not a computer geek so I can't be certain.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 6/10

Pros
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!

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

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.

Rating breakdown

Likelihood to recommend: 8/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 8/10

Pros
ease of use, desktop and mobile app pretty close....like idea of mobile app being focused on field technician, and desktop app can be used by office admin, etc.. I use it for field work order management, and close off the financial transactions for one account and on another account have finalcial transaction turned on. I use both.. I like idea of having both options. I find the tool easy to use, expandability is smooth as we grow the business...ie just add another account.......No problems with limitations on data, etc... They have a business unit function, which allows me to expand operations to different geogrphical regions and maintain each region as a separate entity.....I do not want the east coast operation to impact on the west coast operation, etc...I can also bill each region with a different logo/business unit, etc

Cons
There have been several times when changes made to system (ie enhancements), however there were bugs and it negatively impacted on my operation. Becomes a big problem when you have several hundered users out in the field and there is a bug or functionlity of the system changes. Need much more notice on functionality changes to help with field change management.

Rating breakdown

Likelihood to recommend: 10/10

Rating breakdown

Rating breakdown

Pros
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!!

Cons
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!

Rating breakdown

Likelihood to recommend: 10/10