TAKE A LOOK AROUND
We’ve created easy-to-use field services software to solve the challenges of our customers. Take a virtual tour or enter your email if you’re ready to jump right in.
EASY-TO-USE CRM
mHelpDesk’s Customer Relationship Manager (CRM) makes it easy to import or add your leads to track opportunities. Record notes, schedule visits, and track all customer calls. Stronger tracking of customer communications helps you deliver better service and win more jobs.
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PROFESSIONAL LOOKING QUOTES
Quickly create professional, elegant quotes on your desktop or mobile device to dazzle your clients and affirm your credibility. Then capture your customer’s signature electronically and send a copy with just a click.
Learn more Try nowFASTER SCHEDULING
Eliminate overbooking and underbooking jobs with our drag-and-drop scheduling tool. Get complete visibility over your team’s schedules and sync new appointments to deliver on-time service.
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AUTOMATED CLIENT REMINDERS
Improve customer show-up rates with our SMS (text message) customer reminders. Your clients will receive a text message with the time of their appointment. You can also set how far in advance you want the reminders to be sent and personalize text messages customers receive.
Learn more Try nowJOB PROGRESS TRACKING
Get complete visibility over the status of your jobs so nothing slips through the cracks. Out of the box, your team can also change the status of a job to “In-Progress” or “Complete.” Or, you can build your very own custom workflow to track every step of a job.
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REAL-TIME ALERTS
Improve your team’s communication with our real-time alerts. We offer both SMS (text) and email alerts. Set up customized rules to trigger alerts and personalize all messages by leveraging our professional templates.
Learn more Try nowEFFORTLESS BILLING
Once a job is complete, quickly create an invoice from the office or from the field. Once an invoice is created send it out by email or print it for the customer. Customers can also pay invoices online with our integrated payment processing.
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QUICKBOOKS SYNC
Sync your invoices and transactions with QuickBooks with just a few clicks. Our two-way syncing tool eliminates the double data entry typically required by other programs. You will spend less time and aggravation on back office administrative work.
Learn more Try nowINSTANT PAYMENT PROCESSING
Improve your cash flow and speed up your billing cycle by accepting credit cards through mHelpDesk. If you don’t currently have a credit card processor we easily can set up one for you to accept payments on-site or allow customers to pay invoices securely online.
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CUSTOM EMAILS
Boost your repeat business by sending out a personalized “Thank You” email after completing a job. By automating your customer follow-up, you can increase customer loyalty, ask for feedback or request a review.
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