VIDEO: mHelpDesk Review: Overview, Top Features, And Pros And Cons

mhelpdesk is a field service management software system that helps businesses manage leads send estimates book jobs and collect payment if you're in the market for an fsm solution you'll want to consider m help desk but if you're in a rush we can help use our product selection tool at technologyadvice.com to get a free list of field service management software recommendations click the link in the description below to get started m help desk is a field service management tool that includes features like lead management quotes and estimates online booking job management invoicing payment processing and more this tool works best for small to medium-sized businesses across a variety of specialties like home remodeling and repair landscaping cleaning services electrical and plumbing m-help mhelpdesk is a sas solution so you can use it from a desktop browser in addition to mobile apps for iphone and android pricing is quote based and the system does not offer a free trial although you can schedule a live demo from the company's website let's look at some of the key features m-help desk offers to help you manage your field service business for managing leads and customers m-helpdesk comes with a leads feature which is similar to a simple customer relationship management or crm solution this feature lets you enter contact information for new leads assign them to a colleague set a lead status take notes and record contact history once a lead has been entered you can call or email them directly from the web or mobile app get gps directions to their location create new jobs and send estimates quotes and invoices as you interact with a lead you can change the lead status to indicate where they are in the sales process and you can indicate how recently you talked with them after you've determined what services and you lead is interested in you can create a new work order from mhelpdesk the system walks you through work order creation letting you add a new customer or choose from an existing one set a service location contact person job type priority and due date from there you can use the scheduling and dispatching tool on the left sidebar to assign the work order to a technician using drag and drop functionality when a technician gets a new job mhelpdesk automatically sends them and the customer a text message to notify them of the update technicians can view jobs in job info from the mobile app start gps directions to the location and notify customers when they're on the way when a job is done field technicians can notify someone in the office to invoice the work order or technicians can invoice in the field and collect payment all at once for electronic payment customers can either pay online by entering their credit card or bank account information or technicians can accept credit card payments in the field m-help desk is a top-rated solution but it still comes with pros and cons m help desk is easy to use and it comes with smart touches like automated messages for new leads if you enable this feature the system will automatically send a text message to new leads so you can get the process started quickly the system also sends automated text reminders to customers and technicians for upcoming jobs finally m-helpdesk integrates with quickbooks and homeadvisor there are a few ways m-helpdesk could improve while the system does integrate with homeadvisor to sync leads there isn't currently a way to sync leads from other sources like your website or facebook also m help desk currently only integrates with google calendar for scheduling which might be a problem if you use outlook still not sure if m help desk is right for you use our product selection tool at technologyadvice.com to get a free list of field service management software recommendations click the button on the left to get started you

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