mHelpDesk is field service management software designed to help businesses streamline their operations. It is cloud-based, making it accessible from any device with internet access. It’s user-friendly and easy to set up, with personalized onboarding and data migration support available.
It’s important to note that mHelpDesk does not readily make its full pricing details available online. Interested businesses are typically encouraged to request a free demo or contact mHelpDesk directly to get accurate pricing information tailored to their needs.
Here are mHelpDesk’s key features and capabilities:
- Automation: It automates various aspects of field service operations, including customer contact, scheduling, communication, billing, and everything in between.
- Customer management: Provides tools for managing customer information and interactions.
- Scheduling and dispatch: Offers features for scheduling jobs and dispatching technicians efficiently.
- Invoicing and billing: Includes capabilities for creating quotes, invoices, and managing payments.
- Mobile app: Field technicians can access job information, make estimates, and manage schedules from anywhere using the mHelpDesk app available on iOS and Android.
- QuickBooks integration: Integrates with both QuickBooks Online and QuickBooks Desktop for accounting purposes.
- Offline mode: Technicians can keep using the app in areas with no cell reception or internet connection.
- Reporting: Provides tools for generating various reports to gain insights into business operations.
- GPS tracking: Enables real-time location tracking of field technicians for improved efficiency.
To use mHelpDesk effectively, follow these steps:
- Set up your account: Start by configuring your company information, adding users, and customizing settings to match your business needs.
- Learn the basics: Familiarize yourself with mHelpDesk’s core features, including customer management, job creation, scheduling, and invoicing.
- Manage customers: Add and organize customer information in the built-in CRM system.
- Create and manage leads: Use the lead management features to track potential customers and convert them into jobs.
- Set up staff: Add your team members and assign roles and permissions.
- Create estimates: Learn how to create and send estimates to customers.
- Manage jobs: Add new jobs, assign technicians, and track job progress.
- Schedule appointments: Use the calendar feature to manage appointments and events.
- Generate invoices: Create and send invoices to customers for completed jobs.
- Set up payments: Configure payment options to receive payments through mHelpDesk.
- Use automation features: Take advantage of notifications and automation to streamline your workflow.
- Customize forms and fields: Capture specific information relevant to your business using custom forms and fields.
- Create templates: Set up templates for estimates, work orders, and invoices to save time.
- Integrate with QuickBooks: If applicable, set up the QuickBooks integration for seamless accounting.
- Manage price lists: Create and maintain a list of standard parts and services.
- Track equipment: Keep records of customer equipment you service.
- Use time tracking: Enable your team to clock in and out for accurate time management.
- Utilize the mobile app: Download the mHelpDesk mobile app to manage jobs, access customer information, and work on-the-go
Regularly check for new features and updates to maximize mHelpDesk’s capabilities. The software offers various resources, including video tutorials and a help center, to assist you in mastering its features.