GorillaDesk Reviews & Pricing

Key Features

• Scheduling and Dispatching: Schedule work orders and service jobs using filters for field staff location and availability for real-time dispatch to maximize efficiency. Manage last-minute service requests, one-time or recurring orders and maintenance jobs with flexible schedules for all available services and field staff members. 
• Drag-and-Drop Calendar: Maintain individually color-coded drag-and-drop calendars for all field staff members to optimize work schedules. Notify field staff of appointments and schedule changes instantly. 
• Route Optimization and GPS Tracking: Optimize route planning, fit in more appointments and reduce daily operational expenses through automated route planning and integrated navigation. 
• Work Order Management: Manage end-to-end work orders for various available services and appointment types. Include details like addresses, issues, materials required, field staff assigned, estimates, checklists, invoices, follow-up reminders and more. 
• Material Tracking: Monitor material usage to log every stock change, usage, return, cancellation and movement of items in real-time. Material tracking software can cut down on waste and make reordering easier while freeing up cash flow to improve your bottom line. Access and share usage reports for specific items filtered by date ranges and time-stamps, work orders, service types and users. 
• Multi-Unit Buildings: Manage jobs in multi-unit buildings, co-operative societies and housing complexes by tracking job orders, assigned field staff, service types, and materials used to adhere to compliance requirements, keep detailed records and schedule follow-up maintenance appointments. 
• Quotes and Estimates: Create and share quotes and estimates with customers using editable and brandable templates for approval. 
• Billing and Invoicing: Generate automated invoices based on approved estimates, quotations and service agreement terms. Share with customers through email and SMS with embedded payment links. 
• Credit Card Processing: Facilitate faster invoice payments through online credit card processing, enabled by Stripe and Square integrations. 
• QuickBooks Online Sync: Keep accounting records up-to-date through online sync for all billing, invoicing and payment activities, including both credit and debit transactions. 
• Client Manager (CRM): Maintain a record of all customers with their contact details and service history to aid communication and improve service levels and customer satisfaction. 
• User Roles and Permissions: Manage and control user access to important data and features through permissions based on roles and responsibilities. 
• Notes and Attachments: Enable field and back-office staff to create, manage and share notes and attachments such as images, diagrams and PDFs with each other and customers. 
• Digital Documents: Manage, store and keep track of all work orders through digitization of associated documents. 
• eSignatures: Collect customer signatures for approval on various documents like service agreements, invoices, warranties and more. 
• Diagrams and Graphs: Enable field staff to draw and capture mobile sketches, diagrams and graphs that can assist with details, communicate with the back office staff and maintain records. 
• Automated SMS Updates: Send promotional messages, appointment confirmations, on-the-way messages, invoices and other notifications directly to customers’ phones. 
• Appointment Reminders: Send automated reminders to the allocated field staff regarding navigation and estimated travel time to the job site so that no appointment is missed or delayed. 
• Customer Surveys: Collect actionable customer feedback with automated surveys after each work order completion to continually improve service levels and quality. 
• Online Reviews: Collect, approve and share customer reviews online to business and listing websites to attract more business. 
• Customer Portal: Provide a self-serve portal for clients to make online work requests, check and approve quotes, track appointment details, pay invoices, print receipts and share their feedback. 

Limitations

•  Not enough live interactions. 
•  Card processor is pricey. 
•  Drawing functionality of WDO reports need improvement. 
•  Customer history has limited accessibility through the mobile app. 

Suite Support