BambooHR

BambooHR is a user friendly Human Resource software solution that lets you proactively manage employee information, rather than just track it with spreadsheets. BambooHR’s personalised HRIS (human resource information system) provides a way to consolidate all employee and HR related data and manage it with ease. The software can be used to construct a centralized database of employee profiles, which can be accessed by any employee that has previously defined custom access permissions. Each profile is able to store personal information and a photo, as well as data on benefits, salary, time off, documents, and training etc. One really cool feature of BambooHR is these profiles can be edited, so you can add custom fields and record important information that is unique to your company. Time-Off Management As your employees can be given customized access to your company’s HRIS, it lets them view and update their information when they need to. A great feature of BambooHR is that the system is designed to let employees request time off, see what their entitlements are, and view the staff calendar to see when other employees have booked time off. For Managers BambooHR is a great solution, which gives them the ability to fully manage their team with ease. Managers can approve time-off requests, and generate custom time off reports, add time off policies and set accrual levels. Custom Reports/Alerts BambooHR provides a range of customizable reports, each with the ability to filter, group and sort information from your company’s HRIS.Aside from custom reports, BambooHR also comes with a stack of pre-built ones, such as salary history, age and gender data, and turnover rate etc. Data can also be pulled in from other 3rd party apps such as NimbleSchedule, and Cornerstone Growth Edition. These integrations are really useful because they provide you with a more comprehensive overview of employee data. BambooHR helps you keep track of all HR activity, not only through reporting, but also via email alerts. Customized email alerts can be sent to any employee regarding any subject; from performance reviews, to insurance expirations. Integrations BambooHR’s integration with other data tools is a really great feature. Take, for instance, the integrated application tracking system (ATS) module. The module can create and publish job openings and record, review and track the status of incoming job applications. More advanced features of the ATS module cover resume commenting, candidate ratings, and cool features such as job postings on social media. BambooHR also has useful standard integrations with the ATS module, such as CATS and HiringThing, and NetSuite’s ERP system. It also integrates well with performance review solutions such as Bullseye Engagement and Small Improvements, and payroll software like TRAXPayroll and Simplepay.ca. Pricing BambooHR uses a subscription pricing model starting at $8 per employee per month, with $99 monthly minimum. The pricing structure is based on the number of employees, with a Free Trial (No Credit Card required) to get you started. For this cost you receive BambooHR’s basic features as well as employee onboarding, employee self service, benefit tracking, advanced custom reports, custom alerts, and 100MB storage per employee. Bottom Line BambooHR consolidates employee information from numerous different sources and puts that data into a single, customizable, cloud-based hub. It is easy to use and has an intuitive interface. The software automates common HR workflow and provides dynamic mobile accessibility with support for Android and iOS devices. This gives management the ability to track relevant employee data, no matter where they are. It has support for popular different currencies and is available in six languages.

TribeHR

TribeHR is a solid HRIS that combines the best of HR information management with innovative social features: such as peer and public recognition, shared goals and values, an interactive corporate news feed, and an engaging social interface. At the heart of TribeHR is a plethora of tools that will streamline your human resource management operation. By utilising TribeHR’s numerous tools, you can empower your employees and reduce tasks for HR officers. On the TribeHR platform, you have access to a searchable company directory, employee self-service, personalized employee profiles, dynamic organizational chart, employee history timeline, employee and resource document storage, compensation tracking, corporate calendar, employee time-off tracking, HRIS reports and multi-location and currency support tracking. Employee Profile The TribeHR platform has been designed for 3 user types: Employees, Managers and Administrators. Each user type has specific privileges and access rights. Profile’s are a great timesaving feature of TribeHR, specifically for employees, as they are in charge of their own record management. Administrators have full access and can view all data regarding all staff. With Administrator privileges, a user can undertake senior level tasks (such as being able to configure the company’s domain settings and add company holidays etc). Managers have access to their own data as well as the data relating to employees who report directly to them. Through TribeHR’s employee self-serve system, Employee level users can only access and update their own records. For instance, as an employee, you may need to update your address details. Simply log into TribeHR, navigate to your name at the top of the page and click My Employee File. Then click the Edit Profile link and you’re ready to update your account details, employee details, job details, even your profile picture. An employee profile includes basic data, complete history, related documents and vacation tracking information, recent kudos, active goals, employee skills, and notes. Performance Management Another useful set of features that makes TribeHR a productive environment to work from, are the employee performance tracking and management tools. This toolset is split into 3 key areas: Goals, Kudos and Skills. The Goals tool lets both managers and employees track objectives and goals on both an individual and team level. Goals are easy to set up, edit and maintain. Simply navigate to the employee profile and click the Add a New Goal button. Then give the goal a title, description, start and due date. You can set up Private (employees can opt to keep their goals private) and Public goals, with the latter appearing in the company calendar. Next up is Kudos. This can be configured to be tied to period-end performance reviews automatically. When they have been received, a news item will be published in the company’s overview page for other team members to view. Finally, the Skills tool is an advanced skills matrix tool that can be utilized by managers to track employee skills across the company. For instance, if a certain employee has a specific competency in a particular field, this data can be used to locate other team members, which have those particular skills across the company. The skills matrix report data is then used for employee development. Usefully, TribeHR gives managers the option to automatically include the skills data in their review templates. Kudos Employee recognition is a great way to motivate and keep employees engaged in your business. TribeHR’s peer and public recognition feature is a key tool to help nurture a high-performance environment. Kudos works by visibly displaying a green Kudos button on the right hand side of almost every TribeHR page. This is a neat feature that makes it easy for employees to publicly recognize their fellow work colleagues. The Kudos tool can also be used by managers to send members of their team messages. Kudos can also be configured to automatically tie into employee performance reviews. Employees can even boast about their skills by posting the data to their Facebook page. Integrations TribeHR has superb support for a wide range of third party apps including ADP (US only), Facebook, Google Apps, HipChat, LinkedIn, NetSuite, Paychex (US only), and Salesforce. Pricing TribeHR uses a subscription pricing model, with packages starting from $5.00/month. There is also a Free Trial available (No Credit Card required). It offers 3 packages: Starter, Group and Team. Starter is a basic social HRIS packed with the essentials, plus a platform for kudos and public recognition to boost employee engagement. Aside from a richer employee development and performance management environment, the Group package includes recruiting tools, an applicant tracking system, skills tracking, and team and individual goals monitoring. The top package is Team, which offers enhanced reporting, comprehensive talent management, goals alignment, and LinkedIn and Facebook integrations for social recruitment. TribeHR also offers customized packages according to your specific HR requirements. Bottom Line TribeHR offers superb integration between its recruiting, talent management and core HRIS components, as well as its many social HR elements. TribeHR also integrates well with stacks of popular business tools. Amongst other features, TribeRH comes equipped with a powerful applicant tracking tool, which will streamline your hiring process. The entire suite has an intuitive interface and is easy to use. From talent management right through to applicant tracking and core HRIS functions, all the apps are seamlessly linked together, to give you a well rounded, solid platform to work from.

Clio

Clio is a law practice management system, which is designed for the legal industry, specifically solo practitioners and small law firms. Clio is based in the Cloud, therefore all of you important client data is securely accessible from anywhere that has an Internet connection. Whether that be from your PC, your Mac, or your mobile device. Clio provides a comprehensive solution for running a law practice. From intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting. Task Scheduling Clio has rich calendaring and task management capabilities that help to facilitate collaborative, accurate deadline management. Time Tracking/Billing A great feature of Clio is the simple time tracking tools that ensure accurate billing and recovery. With the ability to start and stop multiple timers for full time tracking, you will always be on top of your time management. Clio’s intuitive billing system streamlines the process of generating flexible, professional-looking invoices. Document Management As Clio utilizes the power of the cloud, you are able to quickly and securely store and access electronic copies of relevant file correspondence. Bank Grade Security Sensitive client data is protected with 256-bit SSL encryption combined with enterprise-class data security and redundancy. Integrations Clio seamlessly integrates with the following apps and services: Box, Chrometa, Dropbox, Fundbox, InvoiceSherpa, Microsoft Office 365, NetDocuments, QuickBooks Online, RightSignature, Xero, and Zapier. Clio supports the following devices: Mac, Windows, Web-based. It also has an API available for use. Pricing Clio uses a subscription pricing model with plans starting from $39.00 per month. It also has a free trial available, with no credit card required. Bottom Line Overall, Clio is a solid, comprehensive cloud-based practice management platform for the legal industry. By utilizing the cloud, Clio helps manage client relationships and document management. It also streamlines administration tasks and collaboration, and optimizes marketing initiatives.

Nutcache

Nutcache is a solid project management and invoicing solution that opens up a cloud-based billing service to freelancers and small to medium sized businesses. Nutcache lets you manage any project you may have, from creation to completion. It has numerous tools and features that give you clear control over your work, such as expense management and real time reporting. As Nutcache encompasses all aspects of project management, it will help you and your team work smarter as well as faster. Expense Management Nutcache comes complete with expense management tools that help you record your expenses online. These tools let you log, track and invoice your project expenses easily and effortlessly. Time Tracking With Nutcache, you can manage all of your projects efficiently by keeping track of all your various projects in one place. Nutcache allows you to log all your employees’ hours for various projects, so that you can bill your clients accordingly. Not only is the time tracking functions second to none with Nutcache, but you can also keep track how your project is advancing. Whether that be tracking hours on specific assignments, or ensuring deadlines are met in a timely manner. A great feature of Nutcache is the ability to run multiple timers on numerous different tasks, as you work. In this way you can accurately account for your time. Invoicing Nutcache lets you create professional estimates and invoices that feature your own company logo. There are no limits placed on the number of estimates and invoices you are able to send. Nutcache's invoice generator has major integrated payment gateways that lets you get paid in a timely manner. All estimates for work to be undertaken can be send electronically. When the client approves the estimate online, the system can create an invoice from that approved estimate. As soon as the work has been completed, you can send the invoice via e-mail. The invoice tracking system will then inform you when a client displays their invoice. this ensures a more rapid payment cycle. Pricing Nutcache uses a freemium subscription pricing model, with a free 30 day trial of the Pro and Enterprise plans, with no credit card details required. The pricing structure starts from $5 per user per month for the Pro plan and $12 per user per month for the Enterprise plan. If you opt for the free version of the service then you are limited to a maximum of 20 users per month. This free option does, however, come with 1 GB storage, project management tools, time tracking features, collaboration tools, expense management, and invoicing tools. Bottom Line Although there may be more comprehensive solutions available on the market, those apps usually come bundled with high monthly fees. Nutcache is a great product for sole traders and small to medium sized businesses of all types.

Workable

Workable Workable lets you take total control over your recruiting processes. From job postings to managing candidates, Workable saves time and administration costs, and because it simplifies time-consuming tasks such as browsing, screening and managing candidates it lets you focus on recruiting the right candidates for the right positions. With Workable there are no set up fees and there is nothing to install as the whole process works from the cloud. The process is so intuitive that no learning curve is required! Workable helps you promote your job listings without paying a small fortune, either. You can post your open positions to the most popular free job boards, such as SimplyHired and Glassdoor, but if you require a premium listing, such as Monster or CareerBuilder, then Workable can also provide top quality job postings that are going to get noticed. Workable is launched from the LinkedIn platform, therefore it is imperative to have a LinkedIn account to use the software. Immediately after logging into LinkedIn, you are asked to create a careers page for your organization. This page has twofold functionality: it acts as your main homepage on the Workable site and is also used to advertise openings on your own company’s website by embedding the page. Workable lets you set up a branded careers page that will keep jobs updated automatically; every time you create a new position. Key Features One of Workable’s best tools is the candidate comparison browser. This gives you the ability to compare multiple candidate profiles from within a single area. The layout is uncluttered and clean, yet it can accommodate multiple candidate profiles simultaneously. This is a really cool feature because it allows you to compare candidates’ qualifications against major criteria you have set for the job. Thereby giving you a better overview of the right candidates and speeding up the whole process. This tool, along with the ability to identify and track statistics through a range of analytics, thereby saving time and resources, makes Workable an ideal solution to solve recruitment issues. Collaboration Workable is a great tool that lets you make better hiring decisions as a team. You can ask colleagues or external recruiters to upload, review and screen candidates. You can invite as many team members as you like and you can set up different teams for different roles. You can also configure Workable so that you receive email notifications and can send in your feedback from your mobile device. Integrations Workable supports the big social network players; Twitter, GitHub, LinkedIn, Facebook, Slack, Gmail, Zapier, and Indeed Apply all have tight integration with Workable. In the future, integrations with other job boards, such as Monster, CareerBuilder and SimplyHired will also be supported. Pricing Workable has a subscription pricing model that begins at $19.00/month. It also provides a Free 15-day trial to get you started (No Credit Card required). Bottom Line Workable provides you with an efficient platform to work from. It has a clean user interface and the functionality of the suite is second to none. It is a perfect tool for taking control of your company’s recruiting process. The integration with LinkedIn is seamless, and really useful tools, such as the hiring and applicant tracking workflow, and the ability to import your existing resume database, make Workable a first class recruitment solution.

SherpaDesk

SherpaDesk is a cloud-hosted customer support solution that lets businesses and their employees track time and create invoices from one integrated platform. SherpaDesk has been specifically designed to capture time and generate support tickets for professional service providers. By utilising the power of SherpaDesk organizations can ensure that they accurately record every hour of work, can automate the issuing of complex invoices, and increase collaboration between providers and customers. SherpaDesk is a superb customer engagement solution that allows tracking multiple rate types across a varied customer base. With mobile device support, advanced email integration and a customer facing web portal all help make SherpaDesk a complete solution for any business that is looking to improve their support and billing processes. Ticket Management A great feature of SherpaDesk is the ticket management system. This enables you to receive client requests, route them and respond to them in a timely fashion. The forms are all very dynamic and allow you to ask specific questions. This, in turn enables you to gather the right kind of information related to user needs and requests. Tickets can be sent by customers via the mobile app, the custom web portal or via email. The system is very simple to use for both business and client. Asset Management SherpaDesk’s asset management tools provide a great way to catalog your organisation’s or your client's inventory. The Asset Manager gives you the ability to easily maintain a database of all your internal hardware or a client's assets. With features such as asset tracking and reporting, and being able to review support history of each asset, SherpaDesk's asset management tools give you a great way to maintain an audit trail of any asset's life-cycle. Accounting Integration SherpaDesk has top notch accounting integration for QuickBooks and Freshbooks. This seamless integration helps you to synchronize customer data between both these solutions and provides a clearer understanding about what is owed from your clients and what you owe your employees! With QuickBooks Integration, you can import, export or synchronize data, thereby helping to eliminate duplicate data entry. Pricing SherpaDesk offers a subscription model with a free trial (No Credit Card required). SherpaDesk provides the first technician free. As more technicians are added to the account you are then charged at $39/technician per month. Additional charge of $2/month if remote assistance is turned on. For the cost of $39/technician per month you get robust time tracking, unlimited email boxes, unlimited customers, unlimited projects, unlimited invoicing, and unlimited asset tracking. Bottom Line SherpaDesk offers businesses a better solution than using email and spreadsheets to help track customer's requests and log time for invoicing. With SherpaDesk you receive quality, managed customer support, which integrates all of the required key elements to run your business.

Zoho Books

Zoho Books is a solid, cloud based accounting platform that includes numerous tools, templates and features for all aspects of running a business, from creating clients and sending invoices, through to accepting payments and tracking expenses. Zoho Books has been designed specifically with freelancers and SMB’s in mind. It is a great choice for those who need an affordable, customizable solution for their accounting needs without compromising on features and capabilities. Create Invoices Automated invoice creation with easy-to-use custom branded templates is a great feature of Zoho Books. Variables such as tax and percentage discounts can be applied to the invoice, as well as custom data. With the use of Price Lists, you can input up to date information regarding current pricing for both internal and external users. As soon as invoices have been finalised, they can be emailed or printed for postage. Integrations Zoho Books app integration with 3rd party payment gateways such as Stripe, PayPal, PayPal Payflow Pro, Braintree, Authorize.net, and 2Checkout are all superb and work seamlessly, as do Zoho’s native apps such as Zoho CRM, Zoho Sheet, and Zoho Projects. Inventory The inventory module of Zoho Books includes invoices, price books, products, quotes, sales orders, vendors, and purchase orders. The ability to input and track purchase orders and sales orders is as simple as populating fields with data. The related accounts will then be updated accordingly. Pricing Zoho Books uses a subscription pricing model, with a free 14 day trial available (no credit card required). The service is available in 3 plans: Basic, Standard and Professional. The Basic plan is charged at $9 per organization, per month and for this you get features such as Invoices, Expenses, Time Tracking, Banking, 50 Contacts, 1 User and 1 Account, Multi-Currency and 5 Workflow Rules. Next up is the Standard plan, which is charged at $19 per organization, per month. For this you get the Basic Plan plus Bills, Vendor Credits, Recurring transactions, 500 Contacts, 2 Users and 1 Account, Custom Roles and 10 Rules per module. The Professional plan is charged at $29 per organization, per month. This comes equipped with all the features of the Standard plan, plus Purchase Orders, Sales Orders, Inventory, Unlimited Contacts, and Unlimited Users. With this plan you also have access to Zoho Inventory Basic Edition free. Bottom Line Zoho Books is best suited to Freelancers and SMB’s. It does have some really neat features, such as the ability to create and send trackable invoices. You can also track the status of bills, create estimates for new work, and track expenses and attach receipts. Overall, Zoho Books is a solid platform to work from. It has some useful tools, good task automation and you can gain increased functionality with several integrated apps.

Harvest

Harvest is an excellent time tracking application. It is very simple to use, yet simultaneously is quite powerful. In addition to tracking time it enables you to track your expenses and keep a watchful eye on accounts. Harvest lets you track time from anywhere and at anytime, no matter what device you are using, be it a PC, Mac, mobile device, or via a desktop widget. The built-in reporting tools can analyze your data so you don’t have to. You can also set hourly and fee-based budgets to track your project’s progress. With Harvest you can run reports on billable and non-billable time for specific staff, tasks, clients, and projects. This is really useful as it gives you a much deeper insight into your current workloads, and historical records to help improve your next project. Harvest can fit seamlessly into your current workflow. With integration into over 80 popular apps, from project management to accounting software. It lets you track time with minimal changes to the way your team works best. Projects Creating a project with Harvest is easy. You complete the details for all the standard questions; client name, budget, notes etc and the tool will auto populate the information you need. You can also fill in a Project Code, which is a useful tool for larger teams and organizations. Harvest will also allow you to fill in a budget, measured in total project hours, fees, hours per task, or hours per person. Budget reports can then be share with everyone on the project (employees and contractors), or you can decide to keep them private. Upon creating a project, Harvest will ask you to then configure tasks for it. Time Tracking A stand out feature of Harvest is the time-tracking tool. By default, Harvest uses decimal notation for times, but converts conventional times seamlessly into this format. With Harvest you can log expenses in addition to hours. To log an expense, you simply need to choose a project and a category, and specify the amount. Usefully, you can also attach a scanned receipt and add notes. Pricing Harvest operates a subscription pricing model and has three pricing structures on top of the free service. The first tier, Solo, starts at $12.00/month rising to $99/month for the Business tier, which includes ten users, unlimited clients, projects and invoicing. The service also has a free option, for which you can have one user, four clients and two projects for $0/month. Bottom Line Harvest is a serious time tracking tool in almost all respects. It has robust reporting features, built-in invoicing, expense tracking and estimates. These tools and others make it a good solution for a small business or a team within a larger enterprise.

AceProject

AceProject is a web-based project tracking solution, which lets you manage end to end projects. It has a selection of superb project management tools that are accessible within one simple, streamlined app, which has been optimized for task management. AceProject is a total project management solution for all manner of users; individuals, teams and large firms. It lets you take total control over workflows and is capable of encompassing all types of projects with the various tools and features that are on offer. Time Tracking With AceProject, you can record and track time across all your projects. This can be done either by making use of the built-in timer or you can manually enter any worked hours. Time can be designated as either billable or non-billable, and is recorded onto weekly time-sheets, which each employee submits for review and approval. As soon as a time-sheet is approved, it may be used to generate time reports. These are personal time reports, individual project time reports, and multiple-project time reports. Project Templates A useful feature of AceProject is that it allows you to create project templates. These can be made from scratch or from pre-existing projects. Template are great time savers, because all of the template’s task groups, types, priorities, dependencies, and statuses are then automatically copied. Templates can be either dynamic or static; dynamic project templates can be used as live projects, while static templates may only be used as a template. Pricing AceProject uses a freemium, subscription pricing model. It also has a free trial that is available with no credit card required. Plans start with a free Basic plan, which is good for 5 users, 50 tasks, 2 projects and 250 MB of online storage. Next up is the Standard plan, costing $19 per month, followed by the Advanced plan at $39 per month. The next two plans are Silver charged at $59 per month, and the Gold plan charged at $99 per month. With each plan you can have up to a specific number of users and is not priced per user. If you need to change your plan, either upwards or downwards, then this can be undertaken at any time you need. Bottom Line AceProject is a ‘Jack of all trades’ solution that can be implemented in numerous environments for a variety of different users. It has a great set of tools for project managers who want to successfully plan, monitor and implement their work. In comparison to similar software, AceProject is a feature-rich web-based project management app, which is simple and easy-to-use. That having been said, the interface can be tricky to navigate, particularly if you are not used to this type of platform. Unfortunately, another notable downside to AceProject is the lack of integrations with other services such as Google Drive, Salesforce or Quickbooks. This is a shame as for the rest of AceProject, it is quite a solid solution and can be utilized by small-to-medium sized businesses, who can take advantage of the powerful features and affordable pricing structure.

Procore

Procore is a collaborative, all-in-one platform for construction management. By streamlining project documentation and communication, Procore can boost project accountability and efficiency. The service is cloud-based, and gives users the ability to manage projects from any web-connected mobile device, tablet, laptop, or desktop. Procore gives users a way to collaborate together on various projects and view related documentation, including submittals, contracts, schedules, plans and drawings. Everyone involved in the project, from architects and engineers through to construction management firms, are able to edit and share project data from the job site, whilst owners may view the progress of each project in their portfolios. Labour Tracking Procore provides labour productivity tracking that is easy to use and connects your field workers to your office. You can get real-time insights into your budgeted and actual hours for labour and make informed decisions to keep your project within budget and on schedule. Procore also decreases data entry and simplifies payroll, with a two-step approval process for timesheets that improves accuracy. Mobile Usefully, as well as a sturdy cloud platform, Procore has apps available for both Android and iOS. These high quality, solid applications deliver information rapidly, thereby ensuring various team members stay updated on current plans. Procore gives real-time updates and instantaneous tracking, so your team can always access all the information they need. Open Platform A really great feature about Procore is the open API. This enables integration with other systems, including reporting software, storage software, scheduling software, and accounting software. Pricing Procore operates a SaaS model, thereby allowing contractors and project managers to purchase the software on a subscription basis. The software is sold under annual access agreements for unlimited users and data. For a demonstration of the software and a quote, please contact Procore. Bottom Line Overall, Procore excels in project management. Team members can collaborate in real time, sharing ideas, and documentation to achieve common goals as efficiently as possible. It boasts a highly-integrated system between RFIs, contract and change management, budgeting and scheduling, and timecards and reports. With Procore, architects are able to view, mark up and manage drawings throughout their entire lifecycle, from conception to finalisation.

ConnectWise

ConnectWise is a high quality business management platform, which unifies various systems into a productive flow of information and communication. It covers all your bases by using automation options for incident management, availability management, request management, service-level management, service reporting, service asset and configuration management, change management, and knowledge management. ConnectWise combines services, ticketing, projects, billing, sales, marketing and reporting and organizes them into a solitary platform that provides one centralized location for your data. Help Desk Management A stand out feature of ConnectWise is the help desk management tool. It uses a proprietary ticketing system that enables your organization to provide the highest quality support to your customers and clients. ConnectWise’s help desk management solution centralizes all of your customer conversations under one platform. This makes communications easier by utilizing specific workflow rules, with pre-determined responses being sent out to inform clients when their tickets have been received or resolved. Cloud Services ConnectWise gives you a superb way to efficiently manage, monitor and bill your clients for an array of cloud services. More and more apps are moving to a cloud environment, and ConnectWise provides you with a robust, reliable platform to stay on top of your clients needs and support them effectively. Integrations ConnectWise functions as a centralized hub for the needs and requirements of your business. It is both highly customizable and scalable, and has over 300+ integrations with sought-after business solutions. It also provides various backup and disaster recovery solutions, cloud services, and document management platforms for integration as well. Pricing ConnectWise uses a subscription pricing model. Organizations are encouraged to contact ConnectWise directly for tailored pricing information. Bottom Line ConnectWise provides a solid, overall business management and process automation solution. It is ideally suited towards technology companies, cloud service providers, and software developers. Workflow rules cover all areas, from sending targeted marketing campaigns through to tracking service delivery via SLAs and everything in-between. Amongst other things, ConnectWise can be used for ticket management, project management, time tracking, CRM, cloud application management, monitoring and billing, technician dispatching, asset tracking, billing and invoicing, procurement, and inventory management. No matter what your needs are, ConnectWise has you covered.

mHelpDesk

Mhelpdesk is an robust field service solution, which lets service teams work more productively by tracking orders with greater efficiency and issuing invoices on the fly, whilst avoiding unnecessary paperwork. The key features of Mhelpdesk include an intuitive home screen, which helps users get started immediately. There is also seamless integration with Google Maps for monitoring the geographical location of on-field technicians, and a status tracking screen keeps users updated in real time regarding tasks and their progress. Job Tracking A great feature of mHelpdesk is the job tracking tool. Once a job is submitted and approved, it then is transformed into a job item that has a tracking number. With this information, administrators are able to overview all job statuses with live updates from field agents whilst they are in the field via their mobile devices. Receiving real time data alerts from technicians decreases communication costs as there is no longer any need for technicians to call back to the office. Being able to track jobs in this way also helps achieve better time management and job planning. Invoicing Mhelpdesk’s billing and invoicing features reduce the time taken to record and issue invoices to customers. Users can pre-fill invoices with a customer's data before a technician reaches their location. Invoices can also be customized to include company logos, giving them a more professional look. Customers are able to populate any missing information on the invoice directly on the agent's mobile device. Mhelpdesk also supports virtual signatures along with instant payments. Integrations Mhelpdesk has an API, which may be used to integrate the app with various software tools that company uses. Supported integrations include Google Calendar, which administrators may utilize in order to schedule jobs and tasks for field agents. Google Maps is also supported, which can be used to geographically locate customers and agents. Mhelpdesk also supports Quickbooks for accounting services. Pricing mHelpDesk uses an Open-source, subscription pricing model that starts from $30.00 per month for the starter plan. This allows users to manage unlimited number of customers, 25 jobs per month, 25 invoices per month, 1 administrator, with $30 for each additional user. There is a 14 day free trial available (no credit card required).If your business has more advanced needs, then there is the Business plan that is priced at $149 per month and can accommodate up to 5 administrators and charges $20 for each new user. Finally, the Enterprise plan is based on the specific needs and requirements and pricing is customized accordingly. Bottom Line Mhelpdesk can modernize the way field service teams work and interact with customers. This is achieved via better customer request handling and job management. It allows companies to process and address customer requests quickly. This in turn, increases revenue and provides a solid basis for further business development. Mhelpdesk is ideally suited towards SMBs, which offer any kind of field services, such as IT services, or cleaning and janitorial solutions. With shortened billing cycles, greater efficiency and superior time management tools, it is a great solution for freelancers who want to stay within strict timelines and schedules.

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