Home > Field Service Management Software > mHelpDesk > mHelpDesk vs Dataforma

mHelpDesk vs Dataforma

Last Updated: November 18th, 2024

Our analysts compared mHelpDesk vs Dataforma based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

mHelpDesk is a comprehensive software solution designed to streamline operations for businesses in the field service management sector. It is particularly well-suited for small to medium-sized enterprises looking to optimize scheduling, dispatching, billing, and customer service. One of the key benefits of mHelpDesk is its ability to enhance efficiency and productivity by automating routine tasks, allowing businesses to focus more on service delivery and less on administrative duties. Popular features include job scheduling, invoicing, and real-time job tracking, which collectively contribute to improved operational workflows and customer satisfaction. When compared to similar products, users often highlight mHelpDesk's user-friendly interface and robust support as distinguishing factors. Pricing considerations for mHelpDesk typically involve a monthly subscription model, with costs varying based on the number of users and specific features required by the business. This flexible pricing structure ensures that companies can select a plan that best fits their budget and operational needs.

Dataforma is a comprehensive software solution designed to streamline operations for businesses in the field service management sector. It is particularly well-suited for companies looking to manage tasks efficiently, from scheduling and dispatching to invoicing and customer management. One of the key benefits of Dataforma is its ability to centralize data, making it easier for businesses to access and analyze information, leading to improved decision-making. Its popular features include work order management, project tracking, and mobile access, which enhances field communication and productivity. When compared to similar products, users often highlight Dataforma's user-friendly interface and robust customer support as distinguishing factors. Pricing considerations for Dataforma typically involve a subscription model, which may vary based on the number of users and the specific features required by the business, making it a flexible option for companies of different sizes.

$169 Monthly

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$69.99/User, Monthly

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Small

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Large

Small

Medium

Large

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Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Web-based: Built as a powerful and scalable web app, users can access information from anywhere at any time.
Secure Data: Utilizes 256-bit encryption to secure user data that passes through its servers.
Reliable: Boasting a 99.95% uptime using Amazon Elastic Computing Cloud Environments, it provides solid uptimes and timely notifications of service delays.
Data Redundancy: Two copies of user data are stored to provide peace of mind and data security.nbsp;
Automation: Reduce manual work and errors by automating billing, communication between customers and teams, note-sharing, work assignments, status updates and more.
Streamline Communication: The integrated message system makes communication between teams seamless. Users can communicate via email, SMS texts and mobile push notifications.

Enhanced Productivity: Organizes all aspects of business like work orders, documentation, invoicing and more. Focus on getting work done and increasing productivity on tasks that matter.
Cost Efficiency: Reduce operational costs by tracking and optimizing work orders, fuel consumption, routes and schedules.
Improved Customer Services: Communicate with customers and update them about work orders and service providers. Improve customer service with better communication and faster turnaround time.
Better Coordination: Boost coordination between users, service providers and customers. Improve task allocation while updating customers with real-time service ETAs.
Mobile Access: Users and contractors can work on the move with Android and iOS apps.

Lead Management: Increase win-rates by as much as 70%, share notes between sales and service teams, automate communications, lead marketplace, status tracking and more are present in the software.
Workflow Management: Users can automate workflows and gain a complete overview of daily tasks. Sends prompt notifications when a task changes.
Scheduling and Dispatch: Schedule and dispatch field technicians as well as integrate with third-party calendars. Allows for automated assignment and smart scheduling to prevent schedule clashes.
Inventory Tracking: Built-in inventory tracking features can schedule orders and send warnings when stock is low. It can also import items from QuickBooks.
Mobile Offline Access: Automatically detect when internet access is down, and then switch modes, virtually eliminating downtime. Offline mode offers full functionality, minus a connection to backend features.
Mobile Payment Processing: Payment processing integrates into the mobile application. Accepts common credit cards such as VISA, Mastercard, AmEx and Discover.
Customer Portal: Provides a customer portal with the ability to schedule jobs and manage billing.
Billing and Invoicing: Create invoices anywhere at any time and integrate them with QuickBooks’ invoicing software. Offers custom templates as well.

Database Management: Maintain a database of all contacts, including contractors and customers at a central platform, along with contact details, work orders and service history.
Lead Tracking: Use lead tracking to centrally manage leads, collect granular lead data for targeted marketing campaigns, assign leads to salespersons and analyze lead-close ratios.
Contract Management: Manage contracts with service providers, facilitate long-term relationships with contractors and give customers quicker service delivery.
Document Management: Store, track and exchange a variety of documents with contractors and customers like contracts, quotes, invoices, service photographs, warranty documents and more. Save time spent on paperwork with centralized and organized information.
Inventory Management: Accurately track fleet and inventory metrics like products and equipment, returns to vendors and returns from customers. Check, update and adjust inventory in real time.
Work Order Management: Manage work orders by matching the service request to the most suitable service provider, schedule work orders in advance, track progression for individual orders, capture key information and manage invoices in the same location.
Dispatch Management: Assign service providers, track locations, update customer ETAs and manage dispatch services for each work order.
Portfolio Management: Manage a portfolio of service providers and major projects while making bids and proposals for new projects.
Proposal Generation: Use pre-built proposal formats that include details like the scope of work, exclusions, inspection reports and more. Customize generated proposals to match the organization’s branding and exchange as a PDF.
Project Management: Update and manage a project throughout its lifecycle from contact to completion, with detailed information such as inspection, estimates, key timeline dates, project material and invoice amounts. Monitor workflow scheduling, backlogs and work to be completed in real time.
Correspondence Management: Manages real-time correspondence updates to ensure seamless internal and client-facing communications. It manages a detailed log of phone calls, letters, faxes, emails, messages, meetings and schedules with automated reminders for follow-up actions.
Group Mailers: Engage leads, prospects and customers using customizable mass mailing features. Customize mailing campaigns for different target audiences while personalizing content for each target group.
Billing and Invoicing: Generate accurate and timely invoices through work orders and projects, control overdue invoices, set credit limits, track collections and detailed financial reports.
Purchase Orders and Payables: Create purchase orders for projects, track pending change orders, open purchase orders with a few clicks and analyze spending trends for better financial optimization.
Work Order and Individual Calendars: Generate work orders, assign service providers and schedule work efficiently depending on the location, project type and availability. Let employees schedule their meetings, appointments, events and responsibilities, on individual and company levels.
Service History Tracking: Maintain service histories by address, company or contact. Store critical information like proposals, renders, photographs, written descriptions, invoices, warranties and client and service provider contact details in a unified manner.
Warranty Management: Upload, save, view, manage, share and update all warranty documents. Notify customers about expiring warranties using automated reminders.
Customizable Dashboard: Use a customizable dashboard to quickly access, monitor and analyze business-critical information like work orders, client information, financial figures, scheduled alerts and activity reminders at a glance.
Reports: Generate accurate and insightful reports on accounts receivable, open project status, work orders, inventory and more. Use filters for more details on certain aspects.
Accounting Integration: Integrate with third-party accounting modules to manage accounts receivable, accounts payable, cash receipts, purchase orders and project costing.
Google Maps Integration: Integrate with Google Maps to gain real-time insights on project and service provider locations and track transportation and asset deployments.

Product Ranking

#5

among all
Field Service Management Software

#8

among all
Field Service Management Software

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Analyst Rating Summary

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mHelpDesk

Dataforma

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86%

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User Sentiment Summary

85%

of users recommend this product

mHelpDesk has a 'great' User Satisfaction Rating of 85% when considering 951 user reviews from 4 recognized software review sites.

86%

of users recommend this product

Dataforma has a 'great' User Satisfaction Rating of 86% when considering 212 user reviews from 3 recognized software review sites.

3.8 (14)

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4.0 (140)

4.0 (4)

4.3 (789)

4.3 (103)

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4.3 (105)

3.3 (8)

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Synopsis of User Ratings and Reviews

Functionality: All users liked that it provides all-in-one robust functionality without leaving the platform.

User Interface: The system’s user-friendly interface with color codes makes it easy to manage, understand and navigate, as noted by 94% of reviewers who mentioned ease of use.

Customer Service: More than 91% of reviewers referring to customer support noted that professional services were accessible and responsive.

Tracking/Monitoring: All users liked that it provided a convenient way to keep track of jobs, estimates and appointments.

Functionality: The system streamlines operations, organizes current and upcoming work and helps field technicians process work orders swiftly. Users can quickly collect required information from clients to serve them better, noted 82% of users who talked about the product’s functionality.

Billing: Nearly 77% of reviewers who talked about billing said that the product offers tools that simplify billing and accounting. It tracks labor hours and costs to process payroll.

Reporting: About 83% of users that mentioned reporting said that the product offers numerous fields and subcategories to customize reports and find required data.

Support: The system is backed by prompt and efficient customer support to resolve product-related issues and queries, said about 80% of users who talked about support.

Map: Around 82% of users said they would like more capabilities added to its map feature.

Performance: Almost all users reported that the software suffers from glitches and regular slow-downs.

Report: It provides limited reports, as observed by 60% of reviewers who referred to communication.

Duplication: The system doesn’t send notifications for multiple users entering the same information, leading to information duplication, noted 77% of users who talked about information duplication.

Usability: Nearly 78% of users that spoke about usability said that the system requires a steep learning curve and multiple training sessions to get acquainted with its capabilities and enter information.

Cost: The product is on the expensive side for small businesses as it charges a fee per user, said 81% of reviewers who mentioned cost.

mHelpdesk can automate everything from first customer contact to payment, eliminating the need for manual and paperwork processes. It provides robust tools for customer management, quotation, shipment, invoicing, accounting and reporting. It helps to manage, stay organized and track every stage of the job. Most users liked that customer service teams were easily accessible, responsive and resolved issues quickly. Users said that it would be helpful if the map feature was more interactive, measured distance from jobs and uploaded excel spreadsheets. Reviewers mentioned that reporting capabilities are limited and the system tends to be slow or glitchy.

Dataforma streamlines business operations, tracks projects, sets accountability and stores crucial information in one place. It provides tools that help users with billing, accounting and processing payroll. Its numerous filters and subcategories provide analytics and in-depth reporting into strengths and weaknesses for critical decision-making. The system is backed with efficient and prompt customer support and offers thorough training to new users. However, it offers many convoluted business management features that require lengthy back-end setup, has a clunky UI and doesn’t send notifications when duplicate data is entered. It is expensive for small businesses, has a steep learning curve and requires numerous steps to create sales correspondence.

Screenshots

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Head-to-Head Comparison

mHelpDesk VS Dynamics 365 Field Service

mHelpDesk VS FieldEdge

mHelpDesk VS Housecall Pro

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FAQ

How can I do a in-depth comparison of mHelpDesk and Dataforma? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

What are the top-rated propducts for Field Service Management Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Which Field Service Management Software is rated the highest by users? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

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