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How can we improve Mhelpdesk?

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  1. Ability to Copy Invoice

    It would be helpful to be able to open a previous invoice, pull up the "More" Menu", click "Copy", and have all the details from that invoice copy into a new invoice that I can edit for the appropriate time frame.

    32 votes
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      completed  ·  2 comments  ·  Invoices  ·  Admin →
    • Apply one payment to multiple invoices

      I would like to be able to apple one payment to multiple invoices without combining the invoices. (I do not want to combine invoices for accounting purposes)

      75 votes
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        11 comments  ·  Invoices  ·  Admin →
        completed  ·  BethBeth responded

        Hello!

        Unfortunately, right now there is no way to do that without combining the invoices. There is a feature request out on this right now in which people are voting for to have this ability added to the program. Would you like me to submit a request for you? The ability to do this with any feature request you might have is available on our forum as well.

        Please let me know if you would like me to do this for you, and I will put it in right away!

      • make MHelpDesk able to add more than one device to a work order

        We often go to a client and end up working on more than one device. For example, a client may ask us to transfer data and user accounts from an older computer to a newer computer, so it would be useful in a work order to be able to add multiple devices to a single work order. While it is certainly possible to work around this by creating a series of work orders for each device and then combining those into a single invoice, this is pretty cumbersome.

        A single work order listing all the devices serviced during that one…

        535 votes
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        • email is not working when it is sent from help desk

          email not working when sending proposals I have called several times to no resolved how can you fix this?

          1 vote
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            0 comments  ·  Estimates  ·  Admin →
          • Navigation Improvement Request - MUST Leave left menu bar static while scrolling lists.

            It is very frustrating to scroll down a list of invoices or customers and lose complete sight of the left menu bar. Once at the bottom of a list, if you want to change screens, you are now required to scroll completely back up. The left menu should always stay static and otherwise is a navigation faux pas.

            49 votes
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              Product Team Update: Thank you so much for your feedback!

              We have made the menu on the left static. It no longer scrolls as you view longer lists.

              Let us now how it is working for you. Thanks.

            • Allow Multiple Columns of Custom Fields

              It would be nice to be able to display custom fields in multiple columns. I am setting up a custom form with maybe 20 check boxes and it would be nice to have 2 or 3 columns instead of 1 column with 20 checkboxes down the left side

              1 vote
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                completed  ·  1 comment  ·  Admin →
              • Add an ALL option to the Assign/Appointment drop down box

                In the Assign/Appointment drop down box our technicians names are listed and there is also an option for None. How about an ALL option? If we're going to have an all staff meeting or something like that it would be very convenient to have an ALL option in that drop down box.
                Thanks!
                Sherry

                2 votes
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                  completed  ·  1 comment  ·  Scheduling  ·  Admin →
                • Recurring Work Order

                  some way to have work orders automatically get generated from either a Preventative Maintenance Contract or something silimilar.. maybe you have to inspect a location 2 times a year.. the work order would automatically get generated twice a year...

                  198 votes
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                  • integrate custom fields and forms into estimates

                    It would be great for organizational purposes and to make things a little more in depth if custom forms/fields were able to be used inside estimates in mHelpDesk

                    11 votes
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                      completed  ·  4 comments  ·  Estimates  ·  Admin →
                    • Work Order and Ticket: Service Start and End date and time Fields

                      For IT Consulting Services. The actual service start and end date and time is a must. Customer want to see when the job was started and finished in their ticket/work order when they are going to sign for it and in their print out.

                      95 votes
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                      • publish a better app - the help desk has been saying its coming for months now.

                        Push out a better mobile phone application that doesnt take 15 minutes to load on a smart phone.

                        12 votes
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                          0 comments  ·  Mobile App  ·  Admin →

                          Greetings! We heard you on this request and are so thrilled to announce the launch of our new mobile app. Take a look in the google play or apple store now to download it. Thank you so much for your patience, and thank you for choosing mHelpDesk!

                        • Bulk status changes!

                          I've got a whole bunch of jobs that need status changes, I want to be able to do a filtered search, and check all the boxes and BULK Close or BULK change statues.

                          1 vote
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                            completed  ·  0 comments  ·  Scheduling  ·  Admin →
                          • pick and choose what to add to invoices

                            I would like to be able to pick and choose what items to move from a wo to an invoice. There are many times I do not want or need to show the customer everything that is listed on the wo. So I'm having to move all the items to the invoice then delete and modify how I want the invoice to read.

                            1 vote
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                              completed  ·  1 comment  ·  Invoices  ·  Admin →
                            • More tabs

                              On the "jobs" tab, there are places for equipment model and serial, but when you create invoice, this information is not transferred over onto that page. Essentially, unless you manually add that info onto the invoice, the customer has no idea what peice of equipment has been worked on.

                              1 vote
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                                completed  ·  2 comments  ·  Invoices  ·  Admin →
                              • Time/Date stamps

                                I need date stamps on notes, NOT "5 days ago". That makes for a lot more work than I I have time for. It seems like a date/time stamp would be simple to integrate into notes

                                1 vote
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                                  completed  ·  JoelJoel responded

                                  Good Afternoon!

                                  While the logs show “relative” times like “5 days ago”, you can “hover” over that underlined phrase with your mouse cursor to reveal the exact date and time stamp for your reference.

                                  I hope that helps! Please just let us know if you have any other questions or concerns by contacting us at happy@mhelpdesk.com or 888-558-6275 extension 2

                                • be able to hide line items in estimates

                                  Be able to hide line items on the estimate PDF. I want to be able to just show a single Price for the item.

                                  6 votes
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                                    1 comment  ·  Admin →

                                    Product Team Update: Thank you so much for your feedback!

                                    Hi Jake,

                                    You can do this with our Grouping feature. To do this, simply:
                                    1. Log into your mHelpDesk account
                                    2. Navigate to Settings> Products and Services.
                                    3. Tap on “Add”
                                    4. select Group.

                                    From here, you can have the option to “Only show total group pricing to customer”.

                                    I hope this helps! Have a wonderful day!

                                  • Ability to Attach uploaded files

                                    We would like the ability to attach uploaded files to email to the customer. Example: We take pictures of the customers roof before and after services have been performed. We would like to attach those files/pictures to the estimate, invoice, services request, general email to the client through the mhelpdesk program. We do not use the feature for customers to log on to the program and do not want to allow that.

                                    13 votes
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                                      3 comments  ·  Customers  ·  Admin →

                                      Product Team Update: Thank you so much for your feedback!

                                      Great news, this is a feature of mHelpdesk! Simply log into your account and click on the email button. This will give you an option to add any attachments to the email. Thank you and have an amazing day!

                                    • Print Button on Work Order page.

                                      [Print] button right from the Work Order page.

                                      1 vote
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                                      • Shows Invoice sent to wrong customer's email

                                        I'd like for the problem I've been having to be fixed. When I send an invoice to certain customers, it shows that I sent it to the wrong email address of a completely different customer. To me, this is a pretty serious issue. I reported it over three weeks ago and still have no resolution.

                                        1 vote
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                                          completed  ·  1 comment  ·  Invoices  ·  Admin →
                                        • Add CRM portion to Mhelpdesk, or integrate with existing CRM (such as SalesForce)

                                          Add a CRM portion to Mhelpdesk or integrate with an existing CRM software such as SalesForce or Close.io

                                          80 votes
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