mHelpDesk

Field service management: scheduling, invoicing, dispatching, and customer tracking.

mHelpDesk Overview

mHelpDesk is a comprehensive CRM and field service management platform designed for cleaning businesses and other service providers. It simplifies operations by offering tools for job scheduling, customer communication, billing, and staff management.

The platform integrates quotes, invoices, payments, and work orders in one system, which helps reduce errors and saves time. Its mobile access also ensures teams can stay connected while working in the field.

Key Features

  • Lead & Estimate Management: Convert leads into estimates quickly with customizable designs and templates, syncs instantly between mobile and desktop, and enables automated customer approvals.
  • Scheduling & Dispatch: Offer a color-coded view of availability that prevents overbooking, allows drag-and-drop assignment, and integrates seamlessly with Google Calendar.
  • Job & Workflow Management: Let teams track each stage of a job, use custom forms and punch lists, and manage both one-time and recurring tasks efficiently.
  • Customer Portal: Add a plug-and-play portal or hosted link where clients can view service history, request services, and manage billing online.
  • Communication & Alerts: Send emails, texts, and “on-the-way” notifications via customizable templates, and logs all messages for streamlined communication.
  • Inventory Tracking: Track parts across multiple locations, auto-deducts used items, sends low-inventory alerts, and imports lists from QuickBooks.
  • Mobile & Offline Access: Keep field teams productive with a mobile app that syncs in real time and fully functions even without internet.
  • Online Payments & Invoicing: Enable sending invoices via email and secure online payments with transparent flat rates; integrates payment status and syncs with QuickBooks.
  • GPS & Timesheet Tracking: Track staff time and location via mobile devices, simplify payroll reporting, and offers GPS-based clock-in without extra hardware.
  • Reporting & Integrations: Produce custom reports on performance and finances and connect with tools like QuickBooks, Stripe, PayPal, and Google Calendar.

Price

Aspect Detail
How to Get Pricing You must request a quote or a demo via their “Get a Quote / Request a Demo” page.
Free Trial They offer a free trial.
Billing Model Pricing is by user (i.e. per user / per staff account).
Payment Processing Fees Credit card payments through mHelpDesk cost 2.89% + $0.30 per transaction; ACH / bank check payments cost 1.00% + $0.30.

Pros

Competitor Pros of mHelpDesk
Jobber mHelpDesk offers stronger resource tracking and job management, which gives businesses better control over scheduling and workflows.
ServiceTitan mHelpDesk provides a more straightforward setup and is less expensive overall, which is ideal for small businesses with simpler needs.
IFS Cloud mHelpDesk delivers a faster return on investment and is easier to use, which benefits smaller operations that need quick value.
Skedulo mHelpDesk gives users access to strong invoicing and job tracking tools in a more familiar, user-friendly interface.
HouseCall Pro mHelpDesk handles inventory and integrations more robustly, and it gives deeper workflow control for businesses that need those features.

Cons

Competitor Cons of mHelpDesk
Jobber Jobber is generally easier to use, offers smoother onboarding, and delivers better mobile experience and invoicing tools.
ServiceTitan ServiceTitan offers more advanced features and tailored enterprise options that surpass mHelpDesk’s simpler feature set.
IFS Cloud IFS Cloud is designed for enterprise-scale management and offers more customization and comprehensive ERP-like power than mHelpDesk.
Skedulo Skedulo often feels more modern and usable, and support tends to be more responsive compared to mHelpDesk.
HouseCall Pro HouseCall Pro offers more transparent pricing with simple plans, plus strong marketing and client growth tools that mHelpDesk lacks.

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