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38 SherpaDesk Reviews
Overall Review Sentiment for SherpaDesk
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It's easy and fast to use. It's handy for us to link it with Quickbooks. The mobile app is also easy to use. The reports are not exactly helpful to us, but the ability to create the ones we need is excellent. Review collected by and hosted on G2.com.
Nothing I dislike. It's more two things that are missing. I need to see the address and the phone number of a customer or requester within the ticket and do not need to go to the customer info to see them. Also, I can create invoices in Quickboos from Sherpa, but I need to log in Quickbooks to send them to my customers. Review collected by and hosted on G2.com.
That I can submit work orders for myself or another crew on the team. Review collected by and hosted on G2.com.
Not being able to edit the comments already posted or the sites that were selected. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
One spot to check out new software! I can't trust most end-user reviews.They are all bots!! Review collected by and hosted on G2.com.
I'm not at all versed in Enterprise Resource Planning but I would like to learn. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
The category folders are very helpful when you have multiple users from different services utilizing the program for ticketing purposes. Review collected by and hosted on G2.com.
The security levels are not very leveled. I can go into other departments tickets and read the tickets assigned. Review collected by and hosted on G2.com.
