mHelpDesk

Field Service Automation Software Made Easy

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The most powerful automation tools designed specifically for field service professionals

mHelpDesk packs the best field service management tools into one easy-to-use and affordable software solution. Scheduling, dispatch, billing, inventory management, getting paid, and everything in between. Save time, impress your customers, and start growing your business today. Request a demo today.

Generate More Leads

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Generate More Leads

Make a great first impression and convert leads to customers with mHelpDesk’s Lead Management features. Manage leads on the go, easily create great looking estimates from the field that also sync instantly to your office, and send them directly to a customer’s email. Give customers the option to book appointments online where they can select a service, check your available dates and times, and automatically schedule an appointment with you.

Lead Management (CRM)

  • Increase your win-rates by up to 70%
  • Share notes between sales and service teams
  • Automate customer communication
  • Create and send estimates faster
  • Built-in marketplace to buy more leads

Estimates and Quotes

  • Fully-customizable design
  • Add your logo and terms and conditions
  • Works on mobile and desktop
  • Integrates with QuickBooks Desktop ® & QuickBooks Online ®
  • Faster estimates using templates (item groups)
  • Automated online customer approvals

Online Booking

  • Increase online bookings
  • Can be added to any existing website
  • Customizable design and confirmation
  • Check availability in real time
  • Automated appointment reminders

End-to-End Job Management

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End-to-End Job Management

At the core of mHelpDesk is one of the most powerful job management systems on the market. Your field workers, dispatchers, schedules, custom forms, and billing systems are all integrated to keep everything neatly organized. mHelpDesk workflows work the way you work. By allowing you to define and track each step from first-customer-contact all the way to getting paid, you’ll have complete control over everything. With mHelpDesk’s mobile and web apps, you can streamline your workflow, improve customer and staff communication, access your business information from anywhere with real-time updates, and reduce manual processes, which are prone to human error. mHelpDesk has GPS tracking for accurate, real-time location data that is available at your fingertips. It’s part of our integrated system and won’t require any special or expensive hardware–just use any connected smartphone or tablet and our mobile app. mHelpDesk makes tracking the location of your field technicians easy using our mobile app. You, your office staff and field workers can always be on the same page with our easy-to-use communication tools and automated notifications. mHelpDesk’s integrated messaging system uses email, SMS text, and mobile push notifications to make communication between your entire team seamless.

Workflow Management

  • Complete visibility over your workflow
  • Track each stage of a job from start to finish
  • Customize your workflow stages
  • Mirror your current workflow
  • Automate your workflow

Job Management

  • Manage your jobs more efficiently
  • Quickly see the current status of every job
  • Create your own custom forms and punch lists
  • Replace paper with an easy-to-use mobile app
  • Easily track time spent on a job
  • Set up one-time and recurring jobs

Recurring Jobs

  • Easily schedule a series of recurring jobs
  • Free up your time replicating details
  • Eliminate risk of forgetting about jobs
  • Automate staff and customer reminders
  • Deliver customer invoices automatically

Scheduling & Dispatch

  • Visibility over everyone’s availability
  • Quickly schedule field technicians
  • Automated assignment notifications
  • View job and customer details
  • Eliminate overbooking and underbooking
  • Google Calendar Integration

Drag and Drop Calendar

  • Drag and drop scheduling
  • Quick reassignment of jobs
  • Text and email change notifications

GPS Tracking

  • No expensive hardware needed
  • Use any iOS or Android device
  • Google Maps integration
  • See your team and jobs on a map
  • Create reports to view location data
  • Low-battery usage design

Live Mapping and Map View Routing

  • Real-time, turn-by-turn directions
  • Tech and job locations in real-time
  • Map view job assignment
  • Efficient route planning
  • Google Maps integration

Custom Forms

  • Easy-to-use custom form builder
  • Fill out custom forms on web or mobile
  • Field data syncs back to the office
  • Customize forms
  • Create multiple custom forms
  • Organize fields into groups

Staff Communication

  • Integrated messaging system
  • Automated appointment push alerts
  • Automated email and text alerts
  • Customizable email and text templates
  • Simple job updates by text
  • Log of all communications

Text Message Dispatching

  • No smart phones needed
  • Dispatch jobs through text message
  • Field techs can send updates using text
  • Real-time updates on your dashboard

Inventory Tracking

  • Gain visibility over your inventory
  • Set on hand amounts and reorder points
  • Used parts are automatically deducted
  • Get low-inventory level notifications
  • Import your items list from QuickBooks

Multi-Location Inventory Tracking

  • Configure multiple locations, including trucks and warehouses
  • Assign all inventory to a location
  • Set reorder points by location
  • Get location-specific low inventory warnings
  • Assign staff to a location
  • Used parts are automatically deducted

Mobile Access

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Mobile Access

Access your schedule from the convenience of your favorite mobile devices. You can check availability, book appointments, and much more. Your field technicians can also access their scheduled jobs from their mobile devices so you can get rid of the old whiteboard. When you schedule and dispatch a job to a field technician, mHelpDesk automatically updates their mobile device with all the information they need to complete the job successfully. They’ll know where they need to be, when they need to be there, and what needs to be done. With mHelpDesk’s mobile estimates, you can quickly create beautiful quotes using ready-to-go templates. Minimize errors, reduce effort, and speed up the time it takes to send winning, professional estimates to your customers. Your business can stay productive even when there’s no internet access or cell signal. You’ll have the peace of mind that you’ve got access to everything you need to get the job done. mHelpDesk’s innovative offline mode feature allows you to continue working, even if your internet goes down.

Offline Access

  • Stay productive without Internet access
  • Automated detection of offline Internet
  • On-demand full syncing
  • Automatic background syncing
  • View, create and update records offline

Scheduling

  • Schedule from your mobile devices
  • Access your schedules on or offlines
  • Get rid of the old whiteboards
  • Access full job details from the schedules
  • Push alerts remind field techs of jobs

Estimates

  • Fully-customizable design
  • Reusable estimate templates
  • Automated estimate approvals
  • Quickly create or import your price lists
  • Email estimates with just a click
  • Capture electronic signatures

Job Manager

  • Manage jobs on the road
  • Custom form fields
  • Get push notifications to stay updated
  • Improve customer communication
  • Easily track time on each job

Real-Time Communication

  • Integrated messaging system
  • Automated iOS and Android push alerts
  • Automated email and text (SMS) alerts
  • Automated “On-the-way” alerts
  • Customizable templates
  • Communication logs

Payment Processing

  • 2.89% + .30 cents for credit card
  • 1.00% + .30 cents for bank check
  • VISA, MasterCard, AmEx, Discover
  • Completely integrated and easy
  • Collect deposits and partial payments

Mobile App

  • Stay connected in the field
  • Manage your business on the go
  • Works without an Internet connection
  • Available on iOS and Android
  • Eliminate manual data entry

Customer Tools

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Customer Tools

Having the right information about your customers can help you drastically improve how you serve them, and in turn how likely they are to become repeat customers and recommend you to friends and neighbors. mHelpDesk keeps all customer, lead and job details within our web and mobile app, so you (and your team) can easily pull up customer data, whenever wherever. mHelpDesk’s integrated messaging system uses email and text (SMS) notifications to make customer communication seamless. mHelpDesk’s automated notification system frees you from having to manually send updates to customers, field technicians, and office staff.

Customer Database (CRM)

  • Easy access to customer records
  • Manage customer equipment
  • Support for multiple service locations
  • Import and export for integrations
  • Access billing history
  • Free customer portal

Customer Communication

  • Integrated messaging system
  • Automated email and text (SMS) alerts
  • Automated “on-the-way” alerts
  • Customizable templates
  • Communication logs

Customer Portal

  • Easy to setup
  • Reduce your call volume
  • Give customers access to service history
  • Customers can request help online
  • Customers can manage billing online

Customer Equipment

  • Customize your equipment profiles
  • View equipment service history
  • Print and scan barcodes
  • Customizable printable labels
  • Attach equipment to jobs

Automated Customer Notifications

  • Automated email notifications
  • Customizable email and templates
  • Customizable text (SMS) and templates
  • Automated appointment reminders
  • Automated “on-the-way” alerts

Billing and Payments

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Billing and Payments

mHelpDesk was built from the ground up to handle billing and invoicing. Field technicians can use our mobile app to record their time and materials, which can then be easily converted into an invoice. Your office staff can make final touches, sync invoices with QuickBooks, and send a copy to the customer. We make payment processing affordable. Our 2.89% + .30 cents per payments has absolutely no hidden fees. We’re 100% transparent with our rates. In addition, you get the same low rate for American Express, payments without the swiper or card, and online payments. What you see is what you get.

Billing & Invoicing

  • Create invoices anywhere, anytime
  • Custom designed invoices
  • Quickly create or import your price lists
  • Reusable invoice templates (item group)
  • Email or print invoices with just a click
  • Integrates with QuickBooks Desktop ® & QuickBooks Online ®

Payment Processing

  • Integrated payment processing
  • Faster and more secure payments
  • Customers can conveniently pay online
  • Accept mobile payments onsite
  • 2.89% + .30 cents for credit card
  • 1% + .30 cents for ACH payments

Online Payments

  • Allow customers to pay online
  • Cut billing cycles in half
  • 2.89% + .30 cents for credit card
  • 1.00% + .30 cents for bank check
  • VISA, MasterCard, AmEx, Discover
  • Completely integrated and easy

QuickBooks Integration

  • QuickBooks Desktop ® compatible
  • QuickBooks Online ® compatible
  • Quick and easy setup
  • Easy-to-use 2-way sync
  • Full control over transaction syncing

Payment Processing

  • Quick, easy, and painless setup
  • 2.89% + .30 cents for credit card
  • No messy swipers needed
  • VISA, MasterCard, AmEx, Discover
  • Completely integrated and easy

Reporting

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Reporting

mHelpDesk makes reporting easy, from staff productivity reports to see how your technicians stack against each other, to customer reports that provide contact information and last service dates. mHelpDesk even reminds techs to clock in right from their vehicle when they log into the mHelpDesk mobile app. Financial reporting ties everything together and gives you access to financial reports that help you keep a pulse on your company’s most important numbers.

Timesheets

  • Team timesheets in one easy view
  • Easy one-click access from the mobile app
  • No more wasted trips to the office
  • Reusable invoice templates (item group)
  • Simplified payroll submissions
  • Edit and add access for admins

Financial Reporting

  • Easy to run and read
  • Bar charts, pie charts and grids
  • Download reports to .CSV
  • Reports on revenue, balances and tax

Staff Productivity Reporting

  • Easy to run and read
  • Bar charts, pie charts and grids
  • Download reports to .CSV
  • Reports on jobs, hours and location
  • GPS location history

Customer Reporting

  • Easy report builder
  • Save your favorite reports
  • Create custom views
  • Download .CSV for third-party integrations

Custom Reporting

  • Easy report builder
  • Works with your custom form data
  • Report on all of your data
  • Select your timeframe
  • Download reports to .CSV

Integrations

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Integrations

mHelpDesk is a powerful, easy-to-use field service management app with several easy to use integrations. Let QuickBooks handle your accounting and let mHelpDesk handle your field service management. Combined you get a 360 degree business solution. By integrating Google Calendar with mHelpDesk, you get a powerful, easy-to-use field service management platform that replaces several programs that handle scheduling, forms and workforce management. Integration with HomeAdvisor leads feed directly into mHelpDesk, where you can create professional estimates, invoices, and even accept payment.

QuickBooks

  • QuickBooks Desktop ® compatible
  • QuickBooks Online ® compatible
  • Quick and easy setup
  • Easy-to-use 2-way sync
  • Full control over transaction syncing

Google Calendar

  • Integrates with Google Calendar
  • Supports multiple Google Calendars
  • Quick and easy setup
  • Real-time 2-way syncing
  • Support for recurring appointments

HomeAdvisor

  • Built-in marketplace for leads
  • Automated lead sync
  • Increase your win-rates
  • HomeAdvisor call tracking
  • Instant Booking alerts

Frequently Asked Questions

What is Field Service Management?

Field service management is a system for managing end-to-end activities in a field service organization including Scheduling, Dispatch, Invoicing, Billing, and much more.

Does mHelpDesk have a mobile app?

Available for both iOS and Android, the mHelpDesk mobile app lets your team take all of the best parts of mHelpDesk on the go. Best of all, it’s fully and automatically synced with the web app, ensuring that your team is always on the same page.

Where can I find the latest features released by mHelpDesk?

Software release notes are posted on the mHelpDesk knowldge portal organized by release date.

What industries does mHelpDesk serve?

mHelpDesk provides software features for HVAC, Plumbers, Electrical Contractors, Landscapers, Maid Services, and many more industries.

What payment integrations are available?

mHelpDesk integrates with Square, Authorize.NET, Stripe, and PayPal.

Where can I find advice and answers from the mHelpDesk team?

The mHelpDesk knowledge portal is available 24/7 organized by topic.

Does my business need field service software?

Whether you’re a team of one or a crew of ten or more, field service software can help you organize your workflow and make your small business look bigger. Impress your clients with customized, great looking estimates and invoices. Automated notifications free up time so you can win more jobs and grow your customer base.

Who is mHelpDesk?

Founded in 2007 by two former Lockheed Martin engineers, we’re the team behind the award-winning mHelpDesk. With over a decade of experience building enterprise web-applications for the Department of Defense, Army, Marines, GSA, and other very large clients with very large systems, we’ve got hands-on experience managing mission critical software systems. Our team consists of dedicated and highly-skilled web developers, mobile app developers, database administrators, and customer support reps. We are committed to providing you with the best software backed by the best people.

mHelpDesk

3040 Williams Dr.
Suite 550
Fairfax, VA 22031

  • 888.558.6275
mHelpDesk

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