mHelpDesk

Great helpdesk application

Pluspunten:

It's elegant in its simplicity, easy to use and does what it's supposed to. As long as you're only looking to arrange projects and make invoicing and estimates, it's a great tool. There's also a smartphone app, although it's just good for the basics. Assessments, service calls, and invoices may be done quickly and easily. Managing customer information across various employment locations is a joy.

Minpunten:

There are instances when they provide upgrades that don't benefit my daily application use. Because they cater to a wide range of sectors and demands, I can see how the change would be beneficial. More of them being optional would be ideal. There is a noticeable lag in the application's response but not too serious.

Field Service Software for any Business to Stay Organized

Opmerkingen: Overall I have had a really good experience, anytime I have ran into a problem which is not very often but my problems have been resolved in a professional and expediential matter that allowed my business to continue to operate. You can keep an open line of communication with your customers on work order status or any problems that arise during the work order.

Pluspunten:

You are able to automate your business to keep a customer database, schedule and track work orders. Billing is a breeze with in the email feature you send to your customers. They can pay directly with PayPal or Credit Card account. There is even a feature to generate leads to your business. You can customize your invoices and work orders to meet your business needs. Works on mobile Apps and integrates all your invoices to quick books.

Minpunten:

When customers pay from your credit card account, you are only able to setup and activate one payment option at a time. It would be nice to have individual bank accounts set for different sections of your business model.

Yes to the help

Opmerkingen: Overall I think it’s great and glad that we are using it .

Pluspunten:

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

Minpunten:

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

mHelpDesk/HomeAdvisor

Opmerkingen: The weaknesses we struggled through for the first 2 years really left it on the back burner as far as fully implementing and incorporating it further into our customer contact operations. Resorted to doing a lot of it manually. As a CRM, it was pleasantly functional until they jacked the prices up after the HomeAdvisor affiliation came in full-bore. Home Advisor's shortfalls are a whole other dissertation.

Pluspunten:

1. The calendar integration with Google worked well and the appointment processing flow was good enough. 2. Invoicing and job dollar tracking worked OK as well. Quickbooks integration came along too late for us to play with or even consider. 3. The support team is pretty responsive and helpful when available. 4. The automatic linking with HomeAdvisor worked well usually. When it did, sending out text message alerts for new leads was a nice feature.

Minpunten:

1. My biggest issue was communication logging. Although the customer note log was a help, it should log ALL communication with the customer. The fact that their development team couldn't get the log to reflect individual and system-generated emails was a HUGE stumbling block when trying to track customer contact instances. 2. They tried to change our package processing after we were with them for a year. Haggled out a deal, but really soured any aspect of expanding its role with us. 3. Having more than one invoice and/or email template would've been a huge plus. 4. It's integration with HomeAdvisor had its ups and downs. They couldn't seem to get on the same page as far was which HomeAdvisor account to bill for and was problematic when we closed a secondary HA account. 5. The report functionality improved a great deal, but was still not flexible enough to use effectively. That may be my issue and not leveraging the custom report capabilities well enough. It was much better lately, but the export capability was still rather limited.

Streamlined daily tasks and schedule

Pluspunten:

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.

Minpunten:

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).