---
title: SherpaDesk Reviews
meta_title: 'SherpaDesk Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 43 reviews by the users' company size, role or industry to
  find out how SherpaDesk works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 43
  scale: '5'
date_modified: '2026-09-29'
parent_category:
  name: HR
  url: https://www.g2.com/categories/hr
---


# SherpaDesk Reviews
**Vendor:** SherpaDesk  
**Category:** [Time Tracking Software](https://www.g2.com/categories/time-tracking-software)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 43  
**AI Enabled:** This product embeds AI to enhance or extend its core functionality.
## About SherpaDesk
SherpaDesk is a helpdesk and professional services automation (PSA) tool a small IT team can run alone. Tickets, time, contracts, and invoicing sit in one system, so the hour you log on Tuesday afternoon is on the invoice that goes out Friday. We built it for MSPs and IT consultancies where the owner still works tickets, and for school and campus IT teams covering many sites with few people. There is no contract, no implementation project, and no dedicated admin. Tickets. Forward your support inbox to a SherpaDesk dropbox address and each email becomes a ticket. Replies update the same ticket. Technicians can also open a ticket with &quot;+ Create&quot; on the dashboard. Queues, classes, custom fields, priorities with SLA targets, To-Do checklists, and recurring tickets for scheduled work are built in. Time and billing. Log time on the ticket with a timer or by hand, mark it billable or non-billable, and set rates by client. Billable time and expenses collect in Ready to Invoice, where you pick the entries and send the invoice. Prepaid contracts track against each account, and leftover hours can transfer to a new prepaid pack. Invoices and expenses go to QuickBooks, Xero, or FreshBooks. Everything else. The knowledgebase has publish levels from technician-only to a public portal, and any ticket can become an article. The customer portal runs on your own domain with your logo. Assets track by account, and projects, SLA reports, and a custom report builder are included. Users sync from Active Directory or Google Workspace. Modules you don&#39;t use toggle off. SherpaDesk does not include RMM or endpoint management. We integrate with NinjaOne, so monitoring stays in the tool you already run. Pricing is on the website. Your first agent is free, forever. Base Camp is $45 per agent per month and High Camp is $55 per agent per month. Pay monthly and cancel any month, or pay annually. The free trial runs 14 days. Schools and public agencies can buy annually by quote and purchase order. Two founders built SherpaDesk in 2001 while running their own MSP. It is still founder-led and independent.



## SherpaDesk Pros & Cons
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users value the **all-in-one solutions** of SherpaDesk, streamlining contract management and support for various needs. (1 reviews)
- Users commend the **rapid and reliable customer support** of SherpaDesk, greatly enhancing their overall experience. (1 reviews)
- Users value the **flexibility** of SherpaDesk, accommodating various support contracts and enhancing overall service management. (1 reviews)
- Users find SherpaDesk to be incredibly **helpful** , streamlining support contracts and providing prompt customer support. (1 reviews)
- Users appreciate the **QuickBooks integration** in SherpaDesk, simplifying contract management and syncing tasks effortlessly. (1 reviews)
- Syncing (1 reviews)
- Users find that SherpaDesk significantly saves time with its **on-the-fly estimate and quote creation** feature. (1 reviews)

## SherpaDesk Reviews
  ### 1. Customizable, Easy to Use, and Unbeatable Pricing with Great Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Orlando S. | Owner, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** September 26, 2026

**What do you like best about SherpaDesk?**

What I really like about SherpaDesk is that it is easy to customize. There is a learning curve but once it's setup can be very easy to use. Recent updates have made the interface easy to locate and find what you may be looking for. Once I needed assistance and support was quick to help and there are many videos and instructions available as well. The site is quick and I've not had any issues accessing via mobile or desktop. Compared to other PSA/RMM software I have used the pricing can't be beat.

**What do you dislike about SherpaDesk?**

There is really nothing I dislike about the product, being able to customize it to your needs is top notch.

**What problems is SherpaDesk solving and how is that benefiting you?**

My biggest problem with other products has been ticketing and having a CRM that worked well with it. Using SherpaDesk has made the process so much easier. The site is very well laid out and easy to find what you may need.

  ### 2. Very User-Friendly with the Right Set of Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brad D. | Owner, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** September 10, 2026

**What do you like best about SherpaDesk?**

The customer portal allows customers to contact us immediately. This has been a game changer as office staff is not always available or we are all in the field.

**What do you dislike about SherpaDesk?**

I think a knowledge base area in each customer's profile would also be helpful. Could save a little time or be nice to see any pain points for that particular client each time you are in their profile.

**What problems is SherpaDesk solving and how is that benefiting you?**

It allows our customers to contact us through the portal and generate their own service requests which ultimately expedites the process.

  ### 3. Easy Setup and a Much-Improved New UI /GREAT SUPPORT!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** September 29, 2026

**What do you like best about SherpaDesk?**

Easy to Setup and easy to use new UI is a major improvement

**What do you dislike about SherpaDesk?**

Reporting a little on the weak side needs more and better OOO reports Custom report writer is powerful but not very easy to use, you need to have good knowledge of the data infrastructure to write reports

**What problems is SherpaDesk solving and how is that benefiting you?**

Great for running my Consulting practice support and contracts also tracking pre-paid blocks of time and usage.

  ### 4. PSA that works and works VERY well!

**Rating:** 5.0/5.0 stars

**Reviewed by:** John B. | Owner, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account added to their profile

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 11, 2025

**What do you like best about SherpaDesk?**

RMM Alerts feeding into Sherpadesk, contract management, Quickbooks syncing for both contracts and hourly work, flexibility for any type of support contract whether it be fully managed customers or on a block of hour basis, Sherpadesk can support it all. The knowledgebase is an amazing addition as well, having all account data in tickets, KBs, invoices, Customer point of contacts, etc. Sherpadesk has made our lives so much easier! We do not need to reach out to support that often but when we do they are always right there with rapid response times.

**What do you dislike about SherpaDesk?**

I cannot think of any true downsides. Since I found Sherpadesk I told myself I am never switching PSAs ever again! Some IT providers find it difficult to manage a PSA separate from their RMM but I believe this adds for more flexibility into your offering, not tying you to one platform. Sherpadesk does allow the ability to bring in RMM alerts from basically any RMM provider as long as they support email address notifications, as well as some built-in RMM integrations so it is very flexible.

**What problems is SherpaDesk solving and how is that benefiting you?**

One pane of glass for all ticketing, invoicing, time tracking, quoting, account management, Knowledge base articles, and easy Quickbooks syncing as well. It may be a little overwhelming to set up in the beginning but once you get it, you will be very happy with the results and how it just works for you.

  ### 5. Intuitive and full of features

**Rating:** 4.0/5.0 stars

**Reviewed by:** David R. | Managing principal, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** February 26, 2025

**What do you like best about SherpaDesk?**

It has cut our time dramatically working in the field. The on the fly estimate / quote creator is a great resource to have.

**What do you dislike about SherpaDesk?**

Better times for support for us users. We would like to have this

**What problems is SherpaDesk solving and how is that benefiting you?**

Integration with QB online

  ### 6. SherpaDesk is reasonably easy to setup the basic features and then move onto the more complex ones.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nigel S. | Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** December 13, 2023

**What do you like best about SherpaDesk?**

- Good UI
- Relatively easy to setup to get the basic feature up and running reasonably quickly. Some of the more advanced features take a longer.
- Can use a subset of features to get you up and running, so don't have to try to learn everything for it to work and get using it.
- Great technical & sales support. Very quick to respond. Even implemented a couple of new feature requests within a few months.
- Integrates well with Xero, we are now doing invoicing with a few mouse clicks
- All the content either in a ticket or a knowledge base appears to be indexed (though you do need to give it a bit of time after added data). So you can easily search for say a problem you had and it will bring up related tickets or KB articles that you've created that contain what you've searched for. Which I know some other PSA software doesn't eg N-Able
- Good pricing and having the first User free is a good way to test the package yourself before committing to it.
- Easy to use, we've tried Connectwise and for what we wanted out of a PSA it's just too complex to setup and even using is a bit cumbersome. SherpaDesk is much easier and much better support.

**What do you dislike about SherpaDesk?**

- Minimalistic documentation, though the software is reasonably intuitive so it's not too bad, and we were able to contact support who were quick to answer the questions.
- Time is not rounded up/down as with some other software, in that say if you have time being tracked in 15 minute increments then as soon as you go to 16 minutes, it will get billed as 30 minutes. Other packages have the ability to put in an option of say allow X minutes after the increment before rounding up. That said, support said they were looking at implementing this at some point.
- When creating a ticket you fill in the subject of the ticket and then the details. Would have liked to have seen the details propagate through to the invoicing side of things not just the subject. However only responses/details with time flow through. Was told the reason why is otherwise the non-time related back/forth responses to the client would just pollute the invoice, which is fair enough, but still would have just liked to have seen the first one which describes the details of the issue get through. The work-around is to simply copy it onto the first time entry.

**What problems is SherpaDesk solving and how is that benefiting you?**

- Keeping track of time, jobs and being able to easily search back when you have the same issues again, can also paste screenshots into ticket information.
- Easy to bill out the time, well integrated with Xero once you've set it up
- Ability to report on things such as the class of the ticket, the tech, the contract and figure out for example if your are charging enough for your fixed cost services, as we also track fixed services against tech time, even though this is not billed out at an hourly rate.

  ### 7. Moved from Connectwise to SherpaDesk

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nic S. | Manager - IT Operations, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** February 20, 2023

**What do you like best about SherpaDesk?**

Sherpadesk is very straightforward and a great way to keep track of your tickets. The support from Sherpa is always quick and very helpful. The end-user experience is great also, not too difficult and easy to use for them.

**What do you dislike about SherpaDesk?**

I cannot think of too many dislikes. It is an easy transition from Connectwise to Sherpadesk. If there are any things we would like to see changed, putting in a request with SherpaDesk is very smooth and they take all of the upgrade ideas.

**What problems is SherpaDesk solving and how is that benefiting you?**

As a small IT department with over 700 end users, we need a better way to keep track of things than sticky notes and email. There are two FT admins, so we must ensure we are organized and constantly working on something. Without a ticket system, we were always missing something. This is when we turned to Connectwise. While a great product, it is very intricate with the information an end user and admin need to enter for just a single ticket. SherpaDesk simplifies that process and makes it easier to collaborate between the two of us when needed. SherpaDesk solves many problems for us.

  ### 8. Simply easy to use and fantastic support.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** December 20, 2023

**What do you like best about SherpaDesk?**

easy to implement and fantastic technical support.

**What do you dislike about SherpaDesk?**

Not enough alphanumeric characters in some fields and not able to add custom fields in certain functionality.

**What problems is SherpaDesk solving and how is that benefiting you?**

Assets warranty expiry notification and time tracking of maintenance hours per client.

  ### 9. SherpaDesk - Ticketing system for med. size company.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Asa T. | IT Consultant, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** March 14, 2023

**What do you like best about SherpaDesk?**

Sherpadesk is a very user-friendly ticketing system that you can start deploying within 15 minutes of opening right out of the box. You can quickly manage the queues and keep track of the age of each request.

**What do you dislike about SherpaDesk?**

Sherpadesk is very easy to use, so if you require extreme rules, then this is not for you. Most of the features are prebuilt (easy). But if your organization has multiple levels a request/incidents must be processed, then this is not the tool for you.

**What problems is SherpaDesk solving and how is that benefiting you?**

Needed a ticket system that would work straight out of the box. Also needed a way to keep track of time spent on each incident and also be alerted if there were aging tickets.

  ### 10. SherpaDesk - Small Business Ticketing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pani R. | IT Consultant, Information Technology and Services, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** March 20, 2023

**What do you like best about SherpaDesk?**

Sherapdesk has a lot of the desired features built-in straight out of the box. You can quickly setup up your ticketing queues and request within minutes. It allows you to set up rules for closing out tickets/reopening depending on your needs.

**What do you dislike about SherpaDesk?**

SherpaDesk, from time to time has small bugs. But they have a quick response time to any issues. Although their support team is a bit small, they are dedicated to their customers.

**What problems is SherpaDesk solving and how is that benefiting you?**

We needed a way to manage all incoming tickets. They were being lost in our mailboxes. With Sherpadesk we were able to keep track of time. And flawless escalation of tickets to other Techs in our group.

  ### 11. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Justin F. | IT Helpdesk TA, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 10, 2023

**What do you like best about SherpaDesk?**

A very useful tool in seeing tickets as they come in and the ease of being able to respond quickly to the client.

**What do you dislike about SherpaDesk?**

Wish you did not need an extension to have the tickets automatically refresh to come in.

**What problems is SherpaDesk solving and how is that benefiting you?**

Being able to help students and professors with IT issues.

  ### 12. Product has a lot of the features I need in a PSA for a reasonable price

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** December 01, 2022

**What do you like best about SherpaDesk?**

Project Management with time tracking is included.

**What do you dislike about SherpaDesk?**

The interface is a little clunky and feels dated.

**What problems is SherpaDesk solving and how is that benefiting you?**

Solving the Project Management and SLA management problems that previous PSA was missing

  ### 13. Lots of features but difficult to understand

**Rating:** 4.0/5.0 stars

**Reviewed by:** John N. | Business Owner, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** April 19, 2022

**What do you like best about SherpaDesk?**

That it is free for one technician. It lets me use all the features I need and if I need something extra, I can pay for it.

**What do you dislike about SherpaDesk?**

The portal setup is difficult to understand. Setting up the portal graphics and coding is not for everyone. Sherpa Desk does not have any guidance on this or examples.

**What problems is SherpaDesk solving and how is that benefiting you?**

My customers can submit a helpdesk ticket and it will notify me right away. Plus they are continuing to invest in technology with the new mobile app.

  ### 14. New to it but like it

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 10, 2022

**What do you like best about SherpaDesk?**

options and customization, user integration and email notifications

**What do you dislike about SherpaDesk?**

too many levels of expansion to get to options. but i know we can fix that

**What problems is SherpaDesk solving and how is that benefiting you?**

The time it takes to put in a work order seems longer, i would like to have keyboard shortcuts we use this for help desk

  ### 15. Sherpadesk works well : automated IT support system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kim M. | Information and Database Specialist, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** February 28, 2022

**What do you like best about SherpaDesk?**

automates customer ticket contact so all ticket tracking updated to sherpadesk

**What do you dislike about SherpaDesk?**

no easy way to adjust SLA for part-time technicians

**What problems is SherpaDesk solving and how is that benefiting you?**

Software and security problems. Benefits are being able to remote into customers' computers from SherpaDesk to troubleshoot.

  ### 16. Make your life easier

**Rating:** 4.0/5.0 stars

**Reviewed by:** Eric B. | Service Administrator, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 06, 2021

**What do you like best about SherpaDesk?**

It's easy and fast to use. It's handy for us to link it with Quickbooks. The mobile app is also easy to use. The reports are not exactly helpful to us, but the ability to create the ones we need is excellent.

**What do you dislike about SherpaDesk?**

Nothing I dislike. It's more two things that are missing. I need to see the address and the phone number of a customer or requester within the ticket and do not need to go to the customer info to see them. Also, I can create invoices in Quickbooks from Sherpa, but I need to log in Quickbooks to send them to my customers.

**What problems is SherpaDesk solving and how is that benefiting you?**

The ticket system we were using was too big and expensive for us. SherpaDesk is way more what we need. We still implementing it and exploring what we can do.

  ### 17. It's user friendly!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeremiah T. | Plumber, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 21, 2021

**What do you like best about SherpaDesk?**

That I can submit work orders for myself or another crew on the team.

**What do you dislike about SherpaDesk?**

Not being able to edit the comments already posted or the sites that were selected.

**What problems is SherpaDesk solving and how is that benefiting you?**

Real time issues that arise can be addressed and fixed immediately.

  ### 18. IT management made easy!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marnie D. | Educational Technology Director, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 06, 2018

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about SherpaDesk?**

SherpaDesk provides a simple way to request and track support, IT issues, requests, and set-ups with a streamlined, easy to learn and use process. 

**What do you dislike about SherpaDesk?**

I have yet to find something I dislike, except for the fact that sometimes transferring tickets isn't as clear it as I would like. 

**What problems is SherpaDesk solving and how is that benefiting you?**

SherpaDesk has completely changed our IT support system at school. Teachers now make all requests through the platform, and they are able to then follow their request - be it support or set up - until the process is complete. With SherpaDesk, we have been able to take what was a teadious and chaotic system and turn it into a smooth, streamlined management system. 

  ### 19. Easy to use and streamline IT

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jared C. | PC Service Desk Specialist, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** September 15, 2020

**What do you like best about SherpaDesk?**

I like that you can customize your setup so much. You can setup all the prompts you need for tickets, customize your portal, and much more.

**What do you dislike about SherpaDesk?**

It took a little getting used to building up the platform from scratch, but there are a lot of helpful knowledge base articles available, and support would always assist when I got stuck.

**Recommendations to others considering SherpaDesk:**

It is very helpful for the IT admin. Free access is available for a single user, so there is no cost to try it out.

**What problems is SherpaDesk solving and how is that benefiting you?**

We have been able to bring our internal processes into the digital age. When I started, everything was still done on paper, or filling in excel fields to send an email. Sherpadesk has allowed us to make any request coming to us easy for everyone to access, so nothing gets lost in someone's inbox. We have been able to convert all of our IT forms into ticket prompts for end users to complete without hassle.

  ### 20. SherpaDesk review by Bill Perry

**Rating:** 4.5/5.0 stars

**Reviewed by:** Bill P. | Owner, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** March 18, 2021

**What do you like best about SherpaDesk?**

It is free to use to get familiar with it

**What do you dislike about SherpaDesk?**

It is difficult learning a new interface.

**What problems is SherpaDesk solving and how is that benefiting you?**

Action ticketing and password storage

  ### 21. MyReview

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hayden C. | Marketing/Design/SEO Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 02, 2021

**What do you like best about SherpaDesk?**

One spot to check out new software! I can't trust most end-user reviews.They are all bots!!

**What do you dislike about SherpaDesk?**

I'm not at all versed in Enterprise Resource Planning but I would like to learn.

**What problems is SherpaDesk solving and how is that benefiting you?**

E-Commerce platforms, Video Editing, Email Marketing, etc.

  ### 22. Highly Flexible PSA - Great Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew Y. | Senior Solutions Architect, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 29, 2020

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about SherpaDesk?**

I really like the fast, responsive interface, and the fact that they are very open with their pricing. The flexibility for small businesses really helps make this work for us. The support team has been extremely responsive and helpful, very open to suggestions and questions about the future updates to SherpaDesk. We've been able to set up our client rate plans, expenses, and invoice with an integration to Quickbooks Online for easy accounts receivable. It integration with our remote monitoring and maintenance platform (NinjaRMM), which allows alerts to come over and be associate with user tickets and assets.

**What do you dislike about SherpaDesk?**

The configuration interface can be somewhat confusing at times, but I have yet to be unable to find a necessary option or configuration that I've needed. Better / faster access to support knowledgebase articles and / or tutorial videos would be very helpful. Some more customization on the SherpaDesk branding that is visible to clients in invoicing or the support portal login page would be beneficial.

**Recommendations to others considering SherpaDesk:**

Check out the fast interface, agile developers, and low cost to start. We've found everything we've needed to start as a small MSP. Highly recommend reviewing the software, signing up for a trial, and reading the comments from other MSPs on different subreddit forums.

**What problems is SherpaDesk solving and how is that benefiting you?**

We use SherpaDesk for invoicing, ticketing, integration with our RMM (NinjaRMM) for asset management and alerting. We have benefited greatly from the low monthly cost and $0 onboarding fee, as well as the fast and responsive interface.

  ### 23. Flexible and Easy to Work With

**Rating:** 5.0/5.0 stars

**Reviewed by:** Randal W. | Professional Speaker | Mastermind Facilitator | Business Coach | Podcast Host | Journalist, Computer & Network Security, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 28, 2020

**What do you like best about SherpaDesk?**

The synchronization with our Freshbooks account made setting this up a breeze. We imported all clients and can sync our timesheets to our projects and clients in Freshbooks easily. No more double entering of information!<br><br>The sync with Ninja was also easy to do.<br><br>I love the fact that we can enter time without a ticket, which speeds things up for little jobs.<br><br>The interface is modern and navigation is quite intuitive.<br><br>Support is lightning fast...I mean...almost instant with emails...which is unheard of.<br><br>The creation of tickets is easy and is done much quicker than the other companies I tried. I find that teaching my staff this software is much easier because of the intuitive design.

**What do you dislike about SherpaDesk?**

The Ninja integration could be a little better, as solved issues stay there for 30 days and you have to manually remove them. That can get quite confusing.

**Recommendations to others considering SherpaDesk:**

Do the trial, support are super fast to answer questions, even if you are not yet a paid user. I signed up fairly quickly once I started using it.

**What problems is SherpaDesk solving and how is that benefiting you?**

We needed a solution to delegate requests as users were sending to specific users, including the owners. This caused wasted time to resolve and caused extra work. This also allows us to make sure nothing slips through the cracks. It's very liberating to empty all the tasks into tickets.

  ### 24. Just what we were looking for!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 08, 2021

**What do you like best about SherpaDesk?**

Ability to have two companies with separate portals.

**What do you dislike about SherpaDesk?**

Navigation can be a bit clunky at times.

**What problems is SherpaDesk solving and how is that benefiting you?**

Forces us to keep track of issues.

  ### 25. Good Tool for smaller business

**Rating:** 3.0/5.0 stars

**Reviewed by:** Kendra P. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** March 03, 2020

**What do you like best about SherpaDesk?**

The category folders are very helpful when you have multiple users from different services utilizing the program for ticketing purposes.

**What do you dislike about SherpaDesk?**

The security levels are not very leveled. I can go into other departments tickets and read the tickets assigned.

**What problems is SherpaDesk solving and how is that benefiting you?**

I am part of a document management team that just implemented a new system and we use SherpaDesk to work out the bugs of the system. I also assist the HelpDesk with ticketing issues that relate to the Document Management system.

  ### 26. Great Program

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** November 13, 2018

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about SherpaDesk?**

I like the ease of navigation through the task that are assigned.

**What do you dislike about SherpaDesk?**

Closing a work order can sometimes be a little challenging if one piece of information is missed.

**What problems is SherpaDesk solving and how is that benefiting you?**

The program makes it easier to see all the work orders for each school and the ability to plan for materials and parts needed for each task.

  ### 27. SherpaDesk, the hidden gem of PSA's

**Rating:** 5.0/5.0 stars

**Reviewed by:** Wayne V. | Cyber Security Consultant and IT Specialist, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 26, 2019

**What do you like best about SherpaDesk?**

SherpaDesk is simply a great product! Once you've invested a bit of time setting things up and learning how it works, you will realize just how good this product is! <br><br>The first user is free - this gives any company an excellent option to test out the system with no cost implications or commitment. And the pricing for added functionality and extra users is the best of class in my opinion. For a small MSP like mine, many of the other PSA options were way too expensive and had too many superfluous features.<br><br>The support from SherpaDesk has also been simply amazing. I have got almost instantaneous responses to my emails - I'm based in South Africa and SherpaDesk is in the USA. I have always received clear information and instructions on how to solve my queries. My interactions with the SherpaDesk staff have always been friendly and helpful.

**What do you dislike about SherpaDesk?**

I was initially put off by the complexity of the 'Configuration' page in SherpaDesk.... there were just so many options!<br><br>However, once I had reviewed the support documentation and watched the Vimeo 'how to' videos, I understood many of the configuration options.<br><br>I still think a step-by-step instruction guide for new and potential clients should be created by SherpaDesk, going through each item of the Configuration page. It doesn't need to go into every item in huge detail but it should provide an overview with some examples and screenshots. Sometimes I did not understand the logic or rationale for some of the settings.

**Recommendations to others considering SherpaDesk:**

Go through the documentation and how-to videos. Set aside time to learn how to set things up properly and in no time you'll be on your way.

**What problems is SherpaDesk solving and how is that benefiting you?**

I needed a comprehensive PSA solution for my small MSP company. One of the primary requirements, was for an easy to use ticketing system with time tracking options at a reasonable price. SherpaDesk was the ONLY option I researched that fit the bill!

  ### 28. Great Ticket System With Few Flaws

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nathanael C. | Network Systems Specialist, Primary/Secondary Education, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** January 15, 2019

**What do you like best about SherpaDesk?**

The UI is simple yet full featured, very intuitive and easy for techs and end users to use capably right away. Reporting features are numerous and can provide a lot of helpful metrics such as ticket closures by technician, categories of closed tickets, etc.

**What do you dislike about SherpaDesk?**

The mobile app is slow and limited compared to the web site. You cannot filter tickets in the All Open view in the app. The app provides no way to set a category on a ticket at close. Honestly their app is the only thing preventing me from giving them 9 or 10.

**What problems is SherpaDesk solving and how is that benefiting you?**

Incident tracking and history have been greatly improved since we implemented SherpaDesk. Not only do we have a record of troubleshooting steps taken for each incident, but if we suspect a problem has happened before, we can review a user's ticket history to find previous steps taken.

  ### 29. Excellent service which helps our company daily

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lewis C. | IT Services, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** December 05, 2018

**What do you like best about SherpaDesk?**

Everything can be customised and built to your requirements which makes the platform very powerful. I love the integrations - we are looking to integrate our finance application soon and enable the time-tracking - this will be fantastic for our business. This service works for our small business as I am the only technician and so we can keep our costs down drastically. As the business grows we will be happy to add on technicians and pay the fee.

**What do you dislike about SherpaDesk?**

The add-ons seem very overpriced. For example, to use our custom domain for the portal address it will cost us $10 a month - this seems a lot considering we already own the domain! The asset management is of interest to us but that is only available as a whole package upgrade which mostly contains features we don't need

It would be good to be able to re-skin what the portal looks like when logged in. At the moment the Sherpadesk logo sits at the top left but ideally we would like our logo there if it were possible.

**Recommendations to others considering SherpaDesk:**

Cut down the features to start with and then build them back up as you create a use for them as it can be overwhelming otherwise.

**What problems is SherpaDesk solving and how is that benefiting you?**

For our business it is mostly to do with time-tracking as even if I don't specifically set the time per task, it can be seen the general time being spent on support resources which can then be compensated for accordingly

We have also added a 'new employee' process which is just a class of ticket. This is a real-time saver as the requester can specify which services the user needs etc.

  ### 30. I have used the others and this is perfect

**Rating:** 5.0/5.0 stars

**Reviewed by:** Derek I. | vCIO & Founder, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** March 06, 2019

**What do you like best about SherpaDesk?**

I like the freemium model, that does not shortchange the features and functionality. I have engaged with the owner/developer many times and hands down this is the best support I have seen even against the "biggies" (autotask, connectwise, tigerpaw, etc). It loads quickly, easy setup, and fully functional quickly.

**What do you dislike about SherpaDesk?**

I had to think hard and nope... there is nothing that I dislike.

**Recommendations to others considering SherpaDesk:**

A great solution for tech startups and IT companies, I recommend it regularly.

**What problems is SherpaDesk solving and how is that benefiting you?**

I solved paying for 3 applications for time tracking, ticketing, and customer reports.

  ### 31. Great tool for multi-company consultants

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel G. | Owner/Consultant, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 15, 2019

**What do you like best about SherpaDesk?**

As a consultant with multiple companies under contract it was getting harder and harder to keep track of all the individual projects through emails. My conversion to Sherpadesk was nearly painless and has really helped me stay on top of my customers needs. I'm loving this product.

**What do you dislike about SherpaDesk?**

There were a few issues setting up, but their helpdesk really was on the ball and answered all of my issues in a timely manner.

**Recommendations to others considering SherpaDesk:**

Try it out. It's easy to set up and you can't beat the price for the quality of this product.

**What problems is SherpaDesk solving and how is that benefiting you?**

It is a great product for keeping track of my clients needs. It filled my needs perfectly.

  ### 32. Sherpa is wonderful!

**Rating:** 5.0/5.0 stars

**Reviewed by:** PC D. | Comptia A+ Instructor, Information Technology and Services, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 12, 2019

**What do you like best about SherpaDesk?**

The ability to manage my team remotely and efficiently manage tickets.

**What do you dislike about SherpaDesk?**

I dislike very little and I believe my team will be upgrading our subscription.

**What problems is SherpaDesk solving and how is that benefiting you?**

Sherpa will allow a more efficient business practice.

  ### 33. Great concept, poor support

**Rating:** 2.0/5.0 stars

**Reviewed by:** Jamie L. | Small Business MSP, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** November 12, 2018

**What do you like best about SherpaDesk?**

The price of this software was what initially attracted me to try it. I signed up for the free account which came with a trial for the Basecame version. It boasted about the first technician always being free and as a small MSP provider, it seemed to hit the bases I needed for a simple helpdesk with billing. The interface was sleek and appeared simple.

**What do you dislike about SherpaDesk?**

After I began configuring, I realized that there was no true manual or documentation for setup. I think this is because they charge for product training. The solutions they provided for documentation include a knowledge base where they've compiled questions that have been asked that they have answered. I also soon found out after my trial expired, that they begin to nickel and dime you left and right for various integration or feature.

**Recommendations to others considering SherpaDesk:**

Unless you're willing to spend a good amount on product training from Sherpadesk, I wouldn't recommend this product, especially for small businesses. They may boast about being a solutions provider for small businesses, but there are better solutions available that offer the features of Sherpadesk and then some.

**What problems is SherpaDesk solving and how is that benefiting you?**

Sherpadesk did not solve the helpdesk problem I had tried the software for. I chose to go with a different software.

  ### 34. My life with SherpaDesk

**Rating:** 5.0/5.0 stars

**Reviewed by:** Craig N. | Director of Media and Information Technology, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** November 03, 2018

**What do you like best about SherpaDesk?**

The interface and ease of use help me keep track of all of my tasks on a day to day basis. The fact that it’s free for me isn’t bad either. I am the only technician in my organization. Being able to use this tool is beyond valuable. Especially since we are a not for profit organization.

**What do you dislike about SherpaDesk?**

There is nothing to dislike. I have had issues signing in but the tech support with Sherpadesk is always right there to help me. They have always been courteous and quick to respond.

**What problems is SherpaDesk solving and how is that benefiting you?**

I was extremely unorganized with my tasks. Now I have a place where I can view all of my corporations issues with ease and keep up with the progress of everything I do

  ### 35. Customer Service Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** March 02, 2019

**What do you like best about SherpaDesk?**

The interaction with their support personnel to include their senior leadership is on-point. They do not flaunt titles and you never know that the person you were speaking with was one of the creators of the product.

**What do you dislike about SherpaDesk?**

I wish there was a way to "delete" records but understand the limitations.

**Recommendations to others considering SherpaDesk:**

I would definitely try the free tech license they offer which is very gracious of their company to offer.

**What problems is SherpaDesk solving and how is that benefiting you?**

We are using the product to organize all support request for our homeowner's association and it helps us not to miss a beat.

  ### 36. SherpaDesk Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sandy S. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** July 31, 2018

**What do you like best about SherpaDesk?**

SherpaDesk is adaptable for all users and groups of users. It's simple to enter, update, work on and close a ticket, and assets can be attached to a ticket. It's all web-based, so there is no client, so it's very device agnostic. The reports are informative and easy to generate. The process is now simpler to transfer tickets, including a feature to automatically route tickets to a user or queue.

**What do you dislike about SherpaDesk?**

We transitioned from the another program, so it took a little time to learn how to effectively use SherpaDesk.

**What problems is SherpaDesk solving and how is that benefiting you?**

In general, it has allowed for a sustainable amount of tickets where IT can efficiently resolve issues

  ### 37. Infrequent user of Sherpa Desk

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** July 20, 2018

**What do you like best about SherpaDesk?**

I appreciate how intuitive this product is. Although it's rare that I have to use SherpaDesk, it is never difficult to return to. Aesthetically it is simple and effective.

**What do you dislike about SherpaDesk?**

This system does not reserve space for maintenance and so it is incomplete for my needs. The perfect product might incorporate the project tracking features of SherpaDesk along with the space management features of an event management software.

**Recommendations to others considering SherpaDesk:**

It is a clean looking tool which should be easy to train people on.

**What problems is SherpaDesk solving and how is that benefiting you?**

Work orders and event logistics are routed through SherpaDesk. The ticket record helps track progress on projects.

  ### 38. Amazing Product!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thomas L. | Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** June 12, 2018

**What do you like best about SherpaDesk?**

The simplicity of the software makes life super easy.

**What do you dislike about SherpaDesk?**

So far by using this product i have no complaints.

**What problems is SherpaDesk solving and how is that benefiting you?**

Helps me keep track  of helpdesk tickets

  ### 39. Sherpa Desk time management 

**Rating:** 2.5/5.0 stars

**Reviewed by:** Ellen H. | Speech/language Pathologist, Primary/Secondary Education, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 26, 2018

**What do you like best about SherpaDesk?**

Sherpa desk allows me to account for consultation time and generate invoices!  

**What do you dislike about SherpaDesk?**

A bit difficult to learn all the functions that are available.

**What problems is SherpaDesk solving and how is that benefiting you?**

I can access all the information with ease on my phone.  Time can be tracked accurately without having to transition to my laptop or desktop.

  ### 40. Sherpadesk

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** September 13, 2018

**What do you like best about SherpaDesk?**

Great easy to use software that allows tracking of tickets easily

**What do you dislike about SherpaDesk?**

Honestly there are no real issues I have found except the lack of timeliness of people updating tickers

**What problems is SherpaDesk solving and how is that benefiting you?**

Tracking repair requests and time of response to repair

  ### 41. IT Help Center ticketing system

**Rating:** 3.5/5.0 stars

**Reviewed by:** Matt C. | Database Administrator, Higher Education, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thanks for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thanks for completing this review.

**Reviewed Date:** December 08, 2017

**What do you like best about SherpaDesk?**

email notifications, queues, and the product is very easy to use.

**What do you dislike about SherpaDesk?**

nothing that jumps out at me as a dislike

**Recommendations to others considering SherpaDesk:**

None

**What problems is SherpaDesk solving and how is that benefiting you?**

Creating FAQs for recurring items; this helps cut down on calls and emails.  Benefits certainly include the ability to reference back to old tickets in order to take care of current issues, and it's also a great way to keep track of all "tasks" that you're working on.

  ### 42. Simple ticket system - maybe a little too simple 

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** October 24, 2017

**What do you like best about SherpaDesk?**

Sherpadesk is pretty user friendly because it is very simple to use. However, it might be a little too simplistic, as it cannot do many advanced functions. If you're looking for just a quick way to log and track tickets, it does the trick. However, if you want something really robust with a lot of CRM-like features, you won't find it here. 

**What do you dislike about SherpaDesk?**

Mobile site does not work very well, as fields and things are not fully accessible on a mobile device. You can separate things into queues, but that is not always robust enough when farming data on like issues. 

**What problems is SherpaDesk solving and how is that benefiting you?**

We needed a ticket system to track incidents and service requests for our IT Help Desk. We use sherpadesk to keep track of incidents and achieve SLAs. 

  ### 43. Sherpa desk - wonderful product

**Rating:** 4.5/5.0 stars

**Reviewed by:** David J. | IT Director, Education Management, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** March 16, 2017

**What do you like best about SherpaDesk?**

I would highly recommend Sherpa Desk. We used it for technology and facilities ticket management and tracking. The ease of use greatly exceeded the competition, especially at a low price point. 

**What do you dislike about SherpaDesk?**

The iPhone app is clunky. It has improved but could still use some work

**What problems is SherpaDesk solving and how is that benefiting you?**

Tracking multiple technicians and managing tiers of tickets has reduced work time 10%


## SherpaDesk Discussions
  - [How much does SherpaDesk cost?](https://www.g2.com/discussions/how-much-does-sherpadesk-cost) - 1 comment, 2 upvotes
  - [What are the main features of SherpaDesk?](https://www.g2.com/discussions/what-are-the-main-features-of-sherpadesk) - 1 comment, 1 upvote

- [View SherpaDesk pricing details and edition comparison](https://www.g2.com/products/sherpadesk/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-30+00%3A03%3A23+-0500&secure%5Bsession_id%5D=9b3109a8-3d8a-446b-be46-73ffe8c3de7f&secure%5Btoken%5D=d1a62857b06c7fb4baa5c50663131a90d80e19eb0b02a2a2d4c8992e29e9205c&format=llm_user)

## SherpaDesk Features
**Additional Functionality**
- Data Import/Export
- Estimating
- Timer
- Multi-Currency
- Customizable Reports
- Alerts/Notifications
- Reporting/Analytics
- Real-Time Updates
- Projections
- Customizable Fields
- Approval Process Control
- Mobile App
- Generative AI
- Activity Dashboard
- Billing & Invoicing
- Budgeting/Forecasting
- Resource Allocation & Planning
- Access Controls/Permissions
- Real-Time Notifications
- AI Copilot
- Summary Reports
- Reporting & Statistics
- Real-Time Data
- Automatic Time Capture
- Overtime Calculation
- Clock In/Out
- Productivity Analysis
- Multi-Language
- Employee Scheduling
- Employee Database
- Billable & Non-Billable Hours
- Usage Tracking/Analytics

**Bill Generation**
- Templates
- Digital Billing
- Recurring Billing
- Hourly Billing
- Contingency Billing
- Project Billing
- Multi-Period Recurring Billing
- Recurring/Subscription Billing
- Deferred Billing

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Bill Processing**
- Consolidation
- Batch Invoicing
- Management
- Compliance Management
- Purchase Order Management
- Document Management
- Email Management
- Client Management
- Dunning Management
- Master Data Management
- Refund Management
- Discount Management
- Sales Tax Management
- Subscription Management
- Recurring Invoicing
- Billing & Invoicing

**Time Tracking**
- Ease of Completing Timesheets
- Tracking Time to Project/Task
- Billable Time Rate Management
- Reimbursement Management
- Task Progress Tracking

**Integration**
- Accounting
- Payments
- ERP
- Mobile Payments
- CRM

**Client Invoicing**
- Invoice Creation and Delivery
- Electronic Payments
- Project Accounting / Revenue Recognition
- Biometric Recognition
- Optical Character Recognition

**Agentic AI - Billing**
- Autonomous Task Execution

**Additional Functionality**
- File Encryption
- Reporting & Statistics
- Alerts/Notifications
- Contact Database
- Third-Party Integrations
- AI Copilot
- File Sharing
- Purchasing & Receiving
- Multi-Language
- Activity Dashboard
- Customizable Invoices
- Real-Time Reporting
- Credit Card Processing
- Quotes/Estimates
- Fraud Detection
- Real-Time Data
- Generative AI
- Dynamic Pricing
- Credit Note
- Duplicate Detection
- Invoice History
- Reminders
- Billing Portal
- Accounting Integration
- Backup and Recovery
- Customizable Branding
- Bulk Send
- Invoice Creation
- Time & Expense Tracking
- API
- Customizable Reports
- Projections
- Multi-Currency
- Event Logs
- Invoice Processing
- Automated Receipt Matching
- Tax Calculation
- Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Mobile Access
- Bank Reconciliation
- Transaction History
- Customer Accounts
- Customizable Fields
- PCI Compliance
- Audit Trail
- Multiple Payment Options
- Self Service Portal
- ACH Payment Processing
- Third-Party Integration
- Payment Tracking
- Batch Processing
- Approval Workflow
- For Small Businesses
- Tax Compliance
- Workflow Automation

**Mobile Time Tracking**
- Project Time Tracking
- Expense Tracking
- Progress Tracking
- Activity Tracking
- Time Tracking by Client
- Project Tracking
- Billable Items Tracking
- Attendance Tracking
- Vacation/Leave Tracking
- Project Time Tracking
- Leave Tracking
- Budget Tracking
- Online Time Tracking
- Offline Time Tracking
- Location Tracking

**Administration**
- Business Tool Integration
- Workflow
- Automated Reminders
- Policy Compliance Management
- User, Role, and Access Management
- Timesheet Management
- Payroll Management
- Employee Management
- Invoice Management
- Calendar Management
- Workflow Management
- Task Management
- Mobile Access
- Mobile Access
- Workflow Management
- Compliance Management

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
- Offline
- Accounting Integration
- QuickBooks Integration
- Real-Time Reporting
- Third-Party Integrations
- Payroll Integration
- Accounting Integration

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