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About

Thousands of businesses around the world use Formitize everyday to perform a range of business activities. They’ve developed an intimate knowledge of Formitize and here, we give them centre stage to share their experiences about how and why Formitize works for them. Transform to a paperless business with instant templates from our FormBank or simply use the drag and drop Form Builder to build the perfect forms for your business. Incredible visibility, automated reminders & updates with so many features to help streamline your job management. It’s time to get your health & safety forms and processes paperless and compliant. No more carrying around folders of outdated information. Everyone has access to latest versions, all the time. Finally! All of your sales and customer information in one place. Schedule and automate with smart, complete job management.

About

Built for service professionals, by service professionals, mHelpDesk helps modern service pros grow their business. A top-rated field service software, mHelpDesk offers a comprehensive set of automation tools that allows businesses to manage their field technicians more efficiently, book jobs, manage work orders, invoice clients, manage billing, and get paid faster.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Businesses searching for a solution to improve their services and increase sales

Audience

Small and medium-sized service businesses

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29.99 per user pm
Free Version Not Supported
Free Trial Supported

Pricing

$99.00/month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 2.0 / 5
ease 3.0 / 5
features 2.0 / 5
design 2.0 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • Dream to use once all set up. Great for on the road Inspection forms for technicians to fill out. CRM is very good. Customer service is great.

Cons

  • Difficult to get head around the terminology and the setup process.

Pros & Cons from Real Users

Pros

  • The price is good. Also, it's nice to have a software that can do scheduling and invoicing, as well as send estimates.

Cons

  • The company claims it is very customizable, but we did not find the customizable features very helpful. Its customizable, but only in their contained boundaries, and it wasn't what we were needing. We've had consistent issues with our sales tax rates syncing with QB, and it has caused a lot of problems and wasted time. It's also not very user friendly, and the customer service isn't great.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Formitize
Founded: 2012
Australia
formitize.com/en/

Company Information

mHelpDesk
Founded: 2009
United States
www.mhelpdesk.com

Alternatives

Alternatives

Jobber

Jobber

Jobber Software
Nexus Service Manager

Nexus Service Manager

Nexus Digital Technology
The Service Program

The Service Program

Westrom Software

Categories

Cleaning Services Supported
Forms Automation Supported
HVAC Supported
Pest Control Supported
Plumbing Supported
Scheduling Supported
Service Dispatch Supported

Categories

Appliance Repair Supported
Cleaning Services Supported
HVAC Supported
IT Service Supported
Oil and Gas Supported
Plumbing Supported
Scheduling Supported
Service Dispatch Supported
Work Order Supported

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Landscape Management Features

Billing & Invoicing Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Supported
Irrigation Tracking Supported
Job Management Supported
Landscape Design Not Supported
Mobile Access Supported
Payroll Management Supported
Plant Database Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Supported
Calibration Management Supported
Dispatch Management Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Supported
Employee Scheduling Supported
Facility Scheduling Supported
Group Scheduling Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Supported
Online Scheduling Supported
Payment Processing Supported
Real-time Scheduling Supported
Reservations Supported
Resource Scheduling Supported
Room Booking Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

Building Maintenance Features

Asset Tracking Supported
Commercial Properties Supported
Customer Database Supported
Dispatch Management Supported
Inventory Management Supported
Job Costing Supported
Job Management Supported
Maintenance Scheduling Supported
Residential Properties Supported
Routing Supported
Scheduling Supported
Work Order Management Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Supported
Mobile Access Supported
Pest Activity Tracking Supported
Pesticide Usage Tracking Supported
Property Layouts Supported
Quotes / Estimates Supported
Scheduling Supported

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Payroll Management Not Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Landscape Management Features

Billing & Invoicing Supported
Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Supported
Irrigation Tracking Supported
Job Management Supported
Landscape Design Supported
Mobile Access Supported
Payroll Management Not Supported
Plant Database Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Supported
Calibration Management Supported
Dispatch Management Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Not Supported
Employee Scheduling Supported
Facility Scheduling Supported
Group Scheduling Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Supported
Online Scheduling Supported
Payment Processing Supported
Real-time Scheduling Supported
Reservations Supported
Resource Scheduling Not Supported
Room Booking Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Business Management Features

Billing & Invoicing Supported
CRM Not Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Not Supported

Contractor Management Features

Contractor Database Not Supported
Insurance Tracking Not Supported
License Tracking Not Supported
Permit Tracking Not Supported
Skills & Competencies Not Supported
Task Management Supported
Work Hour Tracking Supported

Equipment Maintenance Features

Customer Database Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Warranty Tracking Supported
Work Order Management Supported

IT Service Features

Contract Management Supported
Incident Management Supported
IT Asset Management Supported
Knowledge Management Not Supported
Release Management Supported
Self Service Portal Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Supported

Oil and Gas Features

Compliance Management Not Supported
Equipment Management Supported
Inventory Management Supported
Job Costing Not Supported
Logistics Management Not Supported
Maintenance Management Not Supported
Material Management Not Supported
Project Management Not Supported
Resource Management Not Supported
Scheduling Supported
Work Order Management Supported

Security System Installer Features

Billing & Invoicing Supported
Customer Management Supported
Document Imaging Not Supported
Inventory Management Supported
Job Costing Supported
Lead Management Supported
Quotes / Estimates Supported
Scheduling Supported
Work Order Management Supported

Work Order Features

Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Preventive Maintenance Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Task Management Supported

Integrations

Mailchimp Supported
QuickBooks Online Supported
Birdeye Not Supported
Google Analytics Not Supported
Google Calendar Not Supported
Google Workspace Not Supported
MYOB AccountRight Supported
PayPal Not Supported
QuickBooks Online Advanced Not Supported
Square Appointments Not Supported
Square POS Not Supported
Square Payments Not Supported
Square Payroll Not Supported
Square for Retail Not Supported
Stripe Not Supported
Twilio Not Supported
WordPress Not Supported
Xero Supported
Zapier Supported

Integrations

Mailchimp Supported
QuickBooks Online Supported
Birdeye Supported
Google Analytics Supported
Google Calendar Supported
Google Workspace Supported
MYOB AccountRight Not Supported
PayPal Supported
QuickBooks Online Advanced Supported
Square Appointments Supported
Square POS Supported
Square Payments Supported
Square Payroll Supported
Square for Retail Supported
Stripe Supported
Twilio Supported
WordPress Supported
Xero Not Supported
Zapier Not Supported
Claim Formitize and update features and information
Claim Formitize and update features and information
Claim mHelpDesk and update features and information
Claim mHelpDesk and update features and information