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How can we improve Mhelpdesk?

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  1. Changes updated on 4/18/17

    The new changes that were updated on 4/18/17 are horrible, it is creating confusion and other issues related to printing, creating Work orders and Invoices. Move the Print feature back to where it was and remove the Settings, and Recurring button next to the Save button, Horrible Idea and Horrible change,,,

    14 votes
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    • 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

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

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

        96 votes
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          1 comment  ·  Mobile App  ·  Admin →
        • Make all customer files accessible through the mobile app.

          We all use the mobile app to get things done on the go. Currently the mobile app allows us to access customer "files and photos' pertaining to a specific job but does not allow us to view the "customer files" uploaded into their "file" not each job.

          By making ALL files accessible through the mobile app it will provide companies with the convenience of quick and informative information pertaining to their customers questions or concerns without having to login to the website.

          15 votes
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            1 comment  ·  Mobile App  ·  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…

            16 votes
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              0 comments  ·  Mobile App  ·  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.

              16 votes
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                2 comments  ·  Mobile App  ·  Admin →
              • 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.

                36 votes
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                • 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.

                  18 votes
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                  • Employee Time Cards

                    Employee Time Sheets

                    99 votes
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                      0 comments  ·  Quickbooks  ·  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.

                      53 votes
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                        2 comments  ·  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

                        77 votes
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                          1 comment  ·  Estimates  ·  Admin →
                        • 70 votes
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                            1 comment  ·  Mobile App  ·  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.

                            165 votes
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                            • 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.

                              10 votes
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                                0 comments  ·  Estimates  ·  Admin →
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                                1 vote
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                                • 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 →
                                  • I'm coming from Freshbooks where I click one button and after a certain date my overdue invoices automatically have reminders sent every X a

                                    I'm coming from Freshbooks where I click one button and after a certain date my overdue invoices automatically have reminders sent every X amount of days. We need to have a similar feature in mHelpDesk

                                    14 votes
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                                      1 comment  ·  Admin →

                                      Hi Dave! Welcome to mHD! Thank you for the feedback, and please let us know if you have any other ideas or pain points in mHD that you need help addressing. I wanted to let you know that we are planning to release a new dashboard to let you see at a glance the amount of invoices that are overdue (Available to administrators only). This should help you see quickly the invoices that need attention straight from your mHD dashboard, without the multiple email notifications. If you do want an email notification to yourself as a reminder to follow up when an invoice is created – we can help you setup a reminder rule if you want to email us happy@mhelpdesk.com. If you want to try it yourself – go to Settings > Reminder Rules. Hope this helps!

                                    • Group Item Price Change

                                      Group Item is great for the companies that use flat rate pricing and generally have a specific list of items in the flat rate. I would like the ability to change the price of the group item instead of "Only show total group pricing to customer" or the customer seeing the individual totals. This is very important to us as if a customer purchases a package they may receive a package discount.

                                      12 votes
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                                      • Customer equipment

                                        Customer equipment fields need to be customizable for viewing on job page. Would also like to see equipment on Estimate page.

                                        4 votes
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                                        • Schedule Interface - Each Staff Member or Total Team Group in Row w/Time as Column

                                          For at-a-glace availability check of Staff Members, list team members as a far-left Row list with time as the "column" designation stretching from left to right...as opposed to the current up/down time view. This way, ad-hoc jobs can be assigned to the most available staff member, or jobs can be dragged and dropped between staff member to quickly amend the schedule based on need. Especially helpful for local field tech teams/help desk.

                                          3 votes
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                                            1 comment  ·  Scheduling  ·  Admin →
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