SherpaDesk

• Recurring (Subscription Billing)
• Project Billing
• Online Invoicing
• Invoice History
• Hourly Billing
• Customizable Invoices
• Offline Payments
• Tax Calculator
• Dunning Management
• Payment Reminders
• Quotes (Estimates)
• Payment Processing
• Contact Database
• Online Payments
• Mobile Payments
• Customer Portal
• Contingency Billing
• Multi-Currency
• Time & Expense Tracking
• Task Management
• Status Tracking
• Project Planning
• Percent-Complete Tracking
• Timeline View
• Project Templates
• Idea Management
• Kanban Board
• Recurring Task Management
• Resource Management
• Requirement Management
• Portfolio Management
• Milestone Tracking
• IT Project Management
• Issue Management
• Budget Management
• Timesheet Management
• Mobile Time Tracking
• Billable & Non-billable Hours
• Automatic Time Capture
• Employee Database
• Leave Tracking (Vacation)
• Billing and Invoicing
• Overtime Calculation
• Offline Time Tracking
• Multiple Billing Rates
• Time Tracking
• Task Tracking
• Task Scheduling
• Task Assigning
• Reporting (Analytics)
• Progress Tracking
• Collaboration Tools
• Gantt Charts
• Gamification
• Alerts

• Company Name: SherpaDesk
• Headquarter: San Francisco, California United States
• Website: Visit Website
• Social Media:

Awesome ITSM Software

PROS & CONS

What are the best aspects of this product?

For one user it is FREE! I have also gone back and forth with the owner many times with questions etc, and it has always been timely and effective. Highly recommend it! Clean interface, clients like the dashboard and interface, reporting is excellent, and can't beat the price.

What aspects are problematic or could work better?

I have not found anything that is something that needs to work better yet...

What features/services would you like to see in future versions of this product?

Ability to customize reports to email directly to clients. Current "customized reports" instructions are outdated and vendor (not Sherpadesk) will only engage if you commit to 8 hours of billable time to help with report design.

What specific problems in your company were solved by this product?

I was using 3 different products to track time, tickets, and client portal. Now all this is in one and I was able to stop my subscriptions.

Are you a current user of this product?

Yes

DI

- Derek Iannelli-Smith

Reviewed at 17/04/2021

Source: financesonline.com

"IT management made easy!"

MD

- Marnie D

Reviewed at 14/10/2020

Source: g2crowd.com

"Easy to use and streamline IT"

What do you like best?

I like that you can customize your setup so much. You can setup all the prompts you need for tickets, customize your portal, and much more.

What do you dislike?

It took a little getting used to building up the platform from scratch, but there are a lot of helpful knowledge base articles available, and support would always assist when I got stuck.

Recommendations to others considering the product:

It is very helpful for the IT admin. Free access is available for a single user, so there is no cost to try it out.

What problems are you solving with the product? What benefits have you realized?

We have been able to bring our internal processes into the digital age. When I started, everything was still done on paper, or filling in excel fields to send an email. Sherpadesk has allowed us to make any request coming to us easy for everyone to access, so nothing gets lost in someones inbox. We have been able to convert all of our IT forms into ticket prompts for end users to complete without hassle.

JC

- Jared C

Reviewed at 14/09/2020

Source: g2crowd.com

"Highly Flexible PSA - Great Support"

What do you like best?

I really like the fast, responsive interface, and the fact that they are very open with their pricing.

The flexibility for small businesses really helps make this work for us. The support team has been extremely responsive and helpful, very open to suggestions and questions about the future updates to SherpaDesk.

We've been able to set up our client rate plans, expenses, and invoice with an integration to Quickbooks Online for easy accounts receivable.

It integration with our remote monitoring and maintenance platform (NinjaRMM), which allows alerts to come over and be associate with user tickets and assets.

What do you dislike?

The configuration interface can be somewhat confusing at times, but I have yet to be unable to find a necessary option or configuration that I've needed.

Better / faster access to support knowledgebase articles and / or tutorial videos would be very helpful.

Some more customization on the SherpaDesk branding that is visible to clients in invoicing or the support portal login page would be beneficial.

Recommendations to others considering the product:

Check out the fast interface, agile developers, and low cost to start.

We've found everything we've needed to start as a small MSP.

Highly recommend reviewing the software, signing up for a trial, and reading the comments from other MSPs on different subreddit forums.

What problems are you solving with the product? What benefits have you realized?

We use SherpaDesk for invoicing, ticketing, integration with our RMM (NinjaRMM) for asset management and alerting.

We have benefited greatly from the low monthly cost and $0 onboarding fee, as well as the fast and responsive interface.

AY

- Andrew Y

Reviewed at 01/07/2020

Source: g2crowd.com

"Flexible and Easy to Work With"

What do you like best?

The synchronization with our Freshbooks account made setting this up a breeze. We imported all clients and can sync our timesheets to our projects and clients in Freshbooks easily. No more double entering of information!

The sync with Ninja was also easy to do.

I love the fact that we can enter time without a ticket, which speeds things up for little jobs.

The interface is modern and navigation is quite intuitive.

Support is lightning fast...I mean...almost instant with emails...which is unheard of.

The creation of tickets is easy and is done much quicker than the other companies I tried. I find that teaching my staff this software is much easier because of the intuitive design.

What do you dislike?

The Ninja integration could be a little better, as solved issues stay there for 30 days and you have to manually remove them. That can get quite confusing.

Recommendations to others considering the product:

Do the trial, support are super fast to answer questions, even if you are not yet a paid user. I signed up fairly quickly once I started using it.

What problems are you solving with the product? What benefits have you realized?

We needed a solution to delegate requests as users were sending to specific users, including the owners. This cause wasted time to resolve and caused extra work. This also allows us to make sure nothing slips through the cracks. It's very liberating to empty all the tasks into tickets.

RW

- Randal W

Reviewed at 27/05/2020

Source: g2crowd.com

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