Comprehensive help-desk and asset-tracking software for professional service teams that integrates seamlessly with Asset Marshal, Office, Quickbooks, Google Apps, Freshbooks & Xero
SherpaDesk is a cloud-based Professional Services Automation (PSA) solution that integrates core business processes into a single suite. It is most suitable for the small and midsize business markets of professional service firms.
SherpaDesk offers ticket management, time tracking, invoicing, email parsing, asset management, project management, customer engagement and reporting.
The platform’s time tracking module allows users to track time from anywhere within the solution, meaning time can be logged for active projects, account management work or support issues.
Invoices can be automatically generated and rate plans can be customized to accommodate unique payment arrangements. Third-party integrations are also available, which allow users to connect SherpaDesk with applications like FreshBooks, Office 365, QuickBooks and Google Marketplace.
Keep your team organized and on the right path.
Receive, route, respond and report client support requests with our complete ticket management system. Dynamic forms allow you to ask specific questions and gather better information relating to the end user’s needs. Customers are able to send tickets either by email, a custom web portal or via the SherpaDesk mobile app.
PM tools to help you plan for success.
Start a new internal project or create one for your clients. Establish baselines for estimated number of hours it will take to complete the project and expected costs. Assign tickets and ToDo items to each project to see the total magnitude of work completed and how close you are to your initial estimations.
Know your company’s or your client’s inventory.
Asset Manager allows you to maintain a database of all your internal hardware or client’s assets. Track and report on each asset profile, review support history of each asset, and maintain an audit trail of the asset’s life-cycle.
Now offering a seamless mobile integration to Asset Marshal featuring RFID or Bar-coding