mHelpDesk vs Workiz

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Our analysts compared mHelpDesk vs Workiz 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.

mHelpDesk Software Tool

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.

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Workiz is a comprehensive software solution designed to streamline the complexities of Field Service Management. It is particularly well-suited for small to medium-sized businesses in the service sector, such as HVAC, plumbing, and cleaning services, due to its ability to manage tasks efficiently, from scheduling and dispatching to invoicing and payments. One of the key benefits of Workiz is its user-friendly interface, which simplifies the management of day-to-day operations, allowing businesses to focus more on service delivery and less on administrative tasks. Popular features include real-time job tracking, customer communication tools, and detailed reporting, which collectively contribute to improved productivity and customer satisfaction. When compared to similar products, users often highlight Workiz's affordability and the adaptability of its features to a wide range of service industries. Pricing considerations for Workiz typically involve a monthly subscription model, with costs varying based on the number of users and the level of functionality required, making it a flexible option for businesses of different sizes and budgets.

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$169 Monthly
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Tailored to your specific needs
$198 Monthly, Freemium
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Tailored to your specific needs
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Windows
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
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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. 
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  • Easy Job Scheduling, Dispatching and Tracking:  Schedule jobs, dispatch best-matched and nearest available technicians to service locations and track job progress through a central platform. 
  • Faster Payments:  Generate invoices and collect payments instantly in the field. Get paid faster for completed jobs. Backend payment processing is available. 
  • Improved Coordination and Communication:  Communicate and coordinate with staff as well as clients through built-in phone and messaging systems. Send appointments, routes and important information to field staff. Send reminders, trackers, ETAs and relevant documents to clients. 
  • Better Client Management:  Manage client information, location, service history, payments, details and call recordings centrally for easy access and reference. 
  • Increase Revenue:  Users report nearly a 37% increase in revenue when leveraging this system. 
  • Integrations:  Pre-built and third-party integrations through Zapier allow seamless operations across multiple apps and systems. 
  • Mobile Apps:  Android and iOS apps enable field staff, team leaders and managers to get notifications, coordinate with each other, update job progress and collect payment on the go. 
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  • 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. 
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  • Job Scheduling:  Schedule and manage jobs with a drag-and-drop, color-coded calendar. View schedules using filters for days, weeks, months, employee location and availability for maximum efficiency and complete visibility. Allow clients to request services from a business website or social listings through an integrated widget. 
  • Job Management:  Segregate field staff and teams by location for efficient dispatch and scheduling. Track clock-in and clock-out times, progress and current status of the job, pending tasks, and more to competently manage each service order. Manage multiple franchises from a single platform. 
  • Lead Management:  Track leads and job opportunities from various sources. Maintain communication with estimates, quotes and adequate follow-ups to increase conversions. 
  • Team Management:  Assign jobs to best-suited and available field staff. Track staff in real time and optimize routes with live locations and a map overview of jobs. Communicate in real time through SMS and email. 
  • Client Management:  Track, organize and manage client information like contact details, service history, notes, documents and transactions. Avoid data duplicity with client-property matches. Engage clients and prospects through email via MailChimp integration. 
  • Inventory Management:  Build and manage inventory centrally by adding items, assigning brands and categories and taking stock counts. Track inventory items across locations like the main office, warehouse and service vehicles. Manage inventory items in real time and maintain stock levels by setting up reorder points. Filter and search the entire inventory in a few clicks. Log every stock change, usage, return, cancellation and movement of items from one inventory storage location to another. Get usage reports for specific date ranges and time-stamps with a list of used items and their billing amounts across jobs and users. 
  • Online Booking:  Use an online booking widget as a standalone page, or integrate with business websites, social media profiles and listing websites to allow clients to access availability and services while making online bookings. Real-time sync with Workiz Calendar ensures that there are no discrepancies or overlapping of schedules. 
  • Invoicing:  Create estimates, invoices, waiver forms and work orders using readymade templates. These templates are customizable, brandable and shareable with clients over mail. Capture client signatures with touch-enabled devices. All invoices, waiver forms, work orders and transaction receipts are stored for future reference. Integrate with QuickBooks online to keep accounting and financial operations updated. 
  • Online Payments:  Setup WorkizPay to invoice clients and get paid faster in the field. Send payment requests through mail or SMS and get paid in minutes. Powered by WePay, and backed by Chase Bank, processing fees of WorkizPay start at 2.96%. Clients can either physically swipe credit cards or manually enter details for seamless payments. 
  • Phone System:  Log, record and track client calls and add a custom call greeting to improve client satisfaction. Mask phone numbers of clients and field staff to maintain privacy. Send automated appointment reminders, ETA of field staff and payment requests via text. Set up call routing, call flows and enable one-click dialing for robust communication. 
  • Service Chatbot:  Set up and integrate a service chatbot to engage visitors and assist them in inquiring about available services and make online service requests. 
  • User Permissions:  Customize user access to important data and features through permissions based on roles and responsibilities. 
  • Reports:  Accurately get real-time data for every aspect of your business. Use smart filters and date ranges to build dynamic reports. Track and analyze cancelation rates, profits, advertising ROI, sales-based commissions and more at a glance. 
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Product Ranking

#5

among all
Field Service Management Software

#12

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

80
73
98
100
87
97
59
63
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Mobile Capabilities
Billing and Invoicing
Reporting and Dashboards
Customer Management
Work Order Management
Billing and Invoicing
Customer Management
Reporting and Dashboards

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

mHelpDesk
Workiz
+ Add Product + Add Product
Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 98 87 59 67 83 99 89 53 84 82 86 100 97 63 57 80 83 87 30 71 63 78 0 25 50 75 100
100%
0%
0%
100%
0%
0%
89%
0%
11%
100%
0%
0%
50%
0%
50%
63%
0%
37%
71%
0%
29%
57%
0%
43%
88%
0%
12%
88%
0%
12%
100%
0%
0%
82%
0%
18%
89%
0%
11%
89%
0%
11%
50%
0%
50%
25%
0%
75%
86%
0%
14%
71%
0%
29%
83%
0%
17%
67%
0%
33%
88%
0%
12%
75%
0%
25%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

55%
0%
45%
36%
0%
64%

User Sentiment Summary

Great User Sentiment 951 reviews
Excellent User Sentiment 266 reviews
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.

92%
of users recommend this product

Workiz has a 'excellent' User Satisfaction Rating of 92% when considering 266 user reviews from 2 recognized software review sites.

3.8 (14)
n/a
4.0 (140)
n/a
4.3 (789)
4.6 (189)
n/a
4.6 (77)
3.3 (8)
n/a

Awards

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SelectHub research analysts have evaluated Workiz and concluded it earns best-in-class honors for Billing and Invoicing. Workiz stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Billing and Invoicing Award

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.
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Easy to Use: As many as 94% of users who mention user-friendliness as a deciding criteria laud the software for its ease of use.
Scheduling and Dispatching: Nearly 88% of users who talk about this feature note that it helps them streamline their fleet logistics and optimize for faster service delivery.
Customization: About 84% of users who refer to customization report that the software can be easily customized to fit business requirements.
Customer Support: Approximately 74% of users who talk about customer support recommend the software for its responsive and helpful support.
Accounting and Finance: The software makes it easier to manage invoices, payments and taxes, as noted by 70% of the users who mention accounting and finance capabilities.
User Interface: A simple, intuitive and easy-to-use interface makes Workiz a prefered solution, as reported by nearly 59% of users who refer to the interface.
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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.
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Mobile Apps: About 86% of users who mention mobile apps report regular lags, glitches and synchronization issues.
QuickBooks Integration: Nearly 67% of users who talk about QuickBooks integration complain that it is erroneous and needs manual inputs.
Inventory Management: Approximately 60% of users who refer to this feature maintain that it is hard to keep track of inventory stock levels and replenishments for tools and equipment.
Integrations: The software offers limited integrations, restricting seamless operations, as noted by up to 67% of users who mention integrations.
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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.

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Workiz is an easy-to-use, intuitive and customizable solution that helps field service professionals optimize their operations. Users highly recommend its seamless accounting and finance management, efficient scheduling and robust dispatching. Similarly, customer support is credited for being prompt and helpful. However, the product offers limited integrations. The pre-built QuickBooks integration is glitchy and needs manual inputs. Moreover, the inventory management feature and mobile apps need further improvement.

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Screenshots

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Workiz

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