mHelpDesk Features
Before the Job (4)
Calendar
Uses the calendar tool to determine field workers who are free for the job.
Dispatch
Notifies field service workers of their upcoming assignments.
Roles
Allows users to see tasks according to permissions and roles.
Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (5)
Location
Tracks employee location to ensure timeliness.
Employee Communication
Enables communication within the app from manager to field service employee.
Behavior Monitoring
Monitors behavior in the field.
Client Notifications
Notifies clients, should any delays or mishaps occur.
Field Sales
Includes some ability to serve as a sales and ordering application.
After the Job (4)
Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Invoicing
Sends invoices through the software and allows clients to pay on the spot.
CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship.
Bill Generation (3)
Templates
Provide standard invoice templates that can be customized by users
Digital Billing
Ability to convert invoices to digital formats such as PDF
Recurring Billing
Automatically generates invoices at pre-defined time intervals
Bill Processing (3)
Consolidation
Allow users to consolidate multiple invoices into one
Batch Invoicing
Ability to create multiple types of invoices
Management
Manage invoicing for different types of products or services
Integration (3)
Accounting
Provide integration with accounting and financial management software
Payments
Integrates with other payments software
ERP
Deliver integrations with accounting modules of ERP systems
Customer Management (3)
Self-Service Portals
Provides a customer portal to allow self-service service requests and ticket tracking.
Customer Profiles
Stores key customer information in a CRM database.
Communication Tools
Offers SMS and/or email communications to update customers on job status.
Service Management (6)
Field Scheduling
Offers scheduling tools to support field dispatch for on-site repairs.
Ticketing
Manages ticket intake and queue for repair and service jobs, including technician assignment and status tracking.
Customization and Macros
Offers intake forms to be customized for capturing necessary data, and offers workflow automation macros to reduce time spent on admin work.
File Attachment
Allows documents and images to be attached to repair orders.
Estimates and Invoicing
Generates estimates and invoice documents for customers.
GSX Integration
Integrates with Apple's Global Service Exchange (GSX) database to help authortized service partners complete device repairs.
Business Management (5)
Multi-site Management
Manages multiple repair shop locations in one central interface.
Point of Sale
Processes customer payments and handles receipting for repair and service jobs.
Stock and Inventory
Tracks parts inventory and store stock.
KPI Tracking and Reporting
Stores financial, labor, and business data to monitor revenue, average job times, and other key performance indicators.
Contract Management
Assists with corporate contracts for managed service agreements
Generative AI (2)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
