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How can we improve Mhelpdesk?

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  1. Attach uploaded pictures to emails

    We need to be able to attach the pictures we have uploaded to mHelp to the emails we are sending customers through mHelp

    44 votes
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      1 comment  ·  Estimates  ·  Admin →
    • Auto save

      The system needs to automatically save all work when you leave a page.

      74 votes
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        0 comments  ·  Mobile App  ·  Admin →
      • Employee Time Cards

        Employee Time Sheets

        93 votes
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          0 comments  ·  Quickbooks  ·  Admin →
        • Message Board

          Add Staff Message board for our company. This will send/post messages to all Admin, all Managers, All Staff or all of the above. They should be able to see snipets when they login.

          15 votes
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          • 68 votes
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              1 comment  ·  Mobile App  ·  Admin →
            • Scheduling

              I would like to be able to see the schedule as full month grid view in blocks, as opposed to the lines that goes across each week. Similar to how the Google calendar view works.

              20 votes
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                1 comment  ·  Scheduling  ·  Admin →
              • Red Flag Customers

                There should be a way to flag customers. For example, we have a few customers that have significant debt. We would like a way to flag that customer that shows immediately whenever searching their name.

                145 votes
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                • Add a "Vendor" category under People.

                  Currently, we enter vendors as "Customers" or "Staff" but they don't really belong in either category. It would be nice to have a view of vendors (including potential, active, and inactive). Ideally, they would have limited functionality and can be assigned to different jobs, customers, etc. It would also be nice if we could enter data to qualify them, similar to a CRM.

                  24 votes
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                    1 comment  ·  Admin →
                  • Apply payment to multiple invoices

                    Have the ability to apply 1 payment to several invoices at once, instead of having to go into each invoice individually.

                    37 votes
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                      1 comment  ·  Invoices  ·  Admin →
                    • Duplicate an existing estimate.

                      We would love to be able to duplicate an estimate to make changes, but still have the original in tact for record purposes.

                      Sometimes for a really large estimate a customer may want to see it broken down in phases, being able to click a button to duplicate and edit from there would be great.

                      We also have some clients that purchase the same items throughout the year, but need a new estimate every time for approval

                      59 votes
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                        0 comments  ·  Estimates  ·  Admin →
                      • Google maps as default in the mobile app

                        Please make an option for iPhone users to have google maps as a defualt when looking for the customer address thru the mhelpdesk mobile app. I really don't like to use apple maps.

                        6 votes
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                          2 comments  ·  Mobile App  ·  Admin →
                        • In the portal allow us to beable to block customer from seeing invoice section

                          Right now we can not give our customers Access to the portal for them to see updates on the jobs they sent. We use a separate invoicing system for our accounting and with the customer being able to see the invoice and click into it they can print out an unofficial invoice. We use a different numbering system for our accounting and with customers seeing and printing this out it has cause them confusion even though the paper work pdf says not invoice they still send a payment on it. There should be option to turn that off in the…

                          6 votes
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                            0 comments  ·  Invoices  ·  Admin →
                          • Allow Technicians the ability to add items to database

                            As a Maintenance company in supermarkets we have to go out and deal with multiple different jobs. Right now our technicians can not add items to the data base when they are on site. For instance if they have to buy a special item from Home Depot they can not add it to the work order. We have had to make them managers in order to add items which has resulted in them deleting customers. The downside also is they have access to all company information. This is a major issue for us as we now can not use this…

                            6 votes
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                              0 comments  ·  Mobile App  ·  Admin →
                            • Receipts

                              Receipts to send to customers when payment has been received.

                              23 votes
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                                3 comments  ·  Payments  ·  Admin →
                              • 54 votes
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                                  4 comments  ·  Customers  ·  Admin →
                                • Attach pictures to estimates from mobile app that carry over to the "Job"

                                  It would be nice to take a pictures for a estimate without having to open and create a "Job'' And if we do end up creating a Job it would just copy over the pictures from the Estimate side. Example we go give an Estimate and need to take pictures but the customer decides to wait till a later date. It would keep us from having to keep a Job on Hold and open just to save the pictures.

                                  6 votes
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                                    0 comments  ·  Estimates  ·  Admin →
                                  • Multiple Invoices Per Job

                                    Would love to have the ability to add more than one invoice per job/work order. For example, we often have service calls where we need to invoice a home owner and their Home Warranty Company for separate charges.

                                    50 votes
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                                      1 comment  ·  Invoices  ·  Admin →
                                    • Provide a "Check All" option to go with the "Uncheck All" option on the staff/teams tab

                                      On the schedule, there is a collapsible tab that allows us to see the list of staff and teams on the left side. In that tab there is an "Uncheck All" option that can be checked off. I suggest creating a "Check All" option as well.

                                      Primarily this is due to the fact that when MHD auto logs us off due to lack of activity, some of the staff and teams are no longer checked off when we log back on. Some of the boxes are grayed out so you cannot check to see if that particular staff or team…

                                      6 votes
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                                        1 comment  ·  Scheduling  ·  Admin →
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                                        1 vote
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                                        • Sync qb invoices to show in mhd.

                                          We use QB for all billing and estimates, it would be nice for my techs to be able to see estimates and invoices. This would help with the payment flow.

                                          6 votes
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                                            1 comment  ·  Quickbooks  ·  Admin →
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