Maintaining customer records is time consuming and tedious, but it’s also critical. Printed customer records are not practical when you’re managing field jobs, and many systems are too rigid and only allow for you to structure customers in the way they see fit.
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’s CRM helps you easily record and maintain all of your customer information in one place, automating contact with customers regarding updates to their appointments.
Easy access to customer records
Organize all your customer records into a virtual file cabinet. View records alphabetically or use our smart search to quickly pull up a customer record. Customer information is neatly organized by profile, service history, billing, equipment and much more.
Manage customer equipment
Maintaining detailed and up-to-date details about your customers’ on-site equipment is critical to doing a great job. Create custom equipment profiles to store key details. View each equipment’s entire service history at a glance. See when the next service is due.
Support for multiple service locations
If you work with commercial clients that have several different service locations, mHelpDesk will help you organize everything neatly by location. You can zoom out to see everything or zoom in to see information for each individual location. You also have the option to roll billing up to the parent or bill each individual location.
Free customer portal
Allow your customers to login and submit new service requests. Your customers can also view their past service history and pay their bills online. Our customer portal can also be added to your existing website or we can host the portal for you.
Eliminate double-data entry
mHelpDesk manages all of your customer information in one seamless system. Updating a customer record in mHelpDesk will update everything all at once so you don’t have to waste time on double-data entry.
Take appointment requests online
Add our schedule request module to your own website (it’s easy, we promise!) to start taking appointment requests. Those requests will show up in mHelpDesk along with all of the relevant details. You can also create customer portals to allow your customers to view the status of their jobs and appointments.