Monthly
Annually
Save 10%
ORF8060 2 (Traced)
Single Agent
Perfect to Get Started
$0
agent/month
Single Agent includes:
Ticket Management
Time Tracking
Expenses
Invoicing
Quoting
Reporting
Projects
ToDos
Knowledgebase
Mobile App
ORF8060 3 (Traced)
Base Camp
Best for Help Desk Support
$45
agent/month
Base Camp includes:
Everything in Single Agent
Multiple Technicians
ORF8060 4 (Traced)
High Camp
Best for MSPs
$55
agent/month
High camp includes:
Everything in Base camp
Asset Management
Full Vanity URL
Custom Email Domain
ORF8060 2 (Traced)
Single Agent
Perfect to Get Started
$0
agent/annual
Single Agent includes:
Ticket Management
Time Tracking
Expenses
Invoicing
Quoting
Reporting
Projects
ToDos
Knowledgebase
Mobile App
ORF8060 3 (Traced)
Base Camp
Perfect for Help Desk Support
$40
agent/annual
Base Camp includes:
Everything In Single Agent
Multiple Technicians
ORF8060 4 (Traced)
High Camp
Perfect for MSPs
$50
agent/annual
High Camp includes:
Everything in Base Camp
Asset Management
Full Vanity URL
Custom Email Domain

Contractors License: $10 per/tech

SherpaDesk's Contractors License feature lets you bring in external technicians to collaborate on support tickets - at a lower cost than full-access team members.  It's the perfect solution for organizations that need on-demand technical help without expanding their core team. 

Contractors are restricted to assigned tickets within their one designated account, ensuring controlled access, data security, and cost efficiency.  

Frame 1828042985

Compare Plans

Monthly
Annually
ORF8060 2 (Traced)
Single Agent
$0
agent/month
Perfect to Get Started
$0
agent/month
ORF8060 3 (Traced)
Base Camp
$45
agent/month
Best for Help Desk Support
$45
agent/month
ORF8060 4 (Traced)
High Camp
$55
agent/month
Best for MSPs
$55
agent/month
ORF8060 2 (Traced)
Single Agent
$0
agent/aannual
Perfect to Get Started
$0
agent/aannual
ORF8060 2 (Traced)
Base Camp
$40
agent/annual
Best for Help Desk Support
$40
agent/annual
ORF8060 2 (Traced)
High Camp
$50
agent/annual
Best for MSPs
$50
agent/annual

Compare Plans

Monthly
Annually
ORF8060 2 (Traced)
Single Agent
$0
agent/month
Perfect to Get Started
$0
agent/month
ORF8060 3 (Traced)
Base Camp
$45
agent/month
Best for Help Desk Support
$45
agent/month
ORF8060 4 (Traced)
High Camp
$55
agent/month
Best for MSPs
$55
agent/month
ORF8060 2 (Traced)
Single Agent
$0
agent/aannual
Perfect to Get Started
$0
agent/aannual
ORF8060 2 (Traced)
Base Camp
$40
agent/annual
Best for Help Desk Support
$40
agent/annual
ORF8060 2 (Traced)
High Camp
$50
agent/annual
Best for MSPs
$50
agent/annual
Tickets Management
Tickets Management includes the following features:
Custom Rules Routing Automatically assign tickets based on criteria like issue type, priority, customer, or department.
Custom Fields Capture specific data unique to your business.
Related Ticketing Link multiple support requests that are connected by the same issue, customer, or project.
ToDos Help teams break down projects, tickets or daily tasks into actionable checklist items.
Levels and Escalations Ensure that critical issues are prioritized and addressed on time by escalating tickets through predefined tiers based on urgency.
Priorities and SLAs Define response and resolution timelines based on the urgency of each ticket.
Scheduled Maintenance Allows you to plan, track and notify teams or customers about upcoming system updates, service interruptions, or preventative tasks.
Unassigned Queues Collect incoming tickets or tasks that need to be assigned to a technician or a team.
Remote Assistance Enables technicians to connect directly to a user's device, diagnose issues, and resolve issues in real time.
Custom Notifications Set up tailored based alerts on specific triggers like ticket status changes, SLA breaches, or task assignments.
Email Command Prompts Instructions embedded in the body of an email that allows you to manage and manipulate your tickets from email.
Time Tracking
Custom contract Allows you to manage service agreements tailored to each customer. This includes setting hourly rates, recurring billing cycles, prepaid hours, mileage and expense items.
Real-Time Time Entry Easily log time as you work with manual entry or live timers to ensure accurate billable and non-billable hours.
Automated Timers Start, pause and stop timers linked to specific tickets reducing the need for manual input.
Billable vs Non-Billable Hours Tag time entries to clearly differentiate between billable and internal time, helping you maximize revenue and report accurately.
Rate-Based Time Tracking Apply hourly rates by user, project, task, or customer for precise billing and profitability analysis.
Time Tracking by Task or Project Link time directly to specific tasks, milestones, or projects, giving you full visibility into project budgets and progress.
Integrated Invoicing Convert approved time entries into invoices with a single click, streamlining the billing cycle.
Mobile Time Tracking Track time on the go via mobile apps or web portals. Ideal for field techs or remote teams
Reporting and Analytics Access detailed reports on time spent by user, customer or project to identify trends, optimize workflows, and improve forecasting.
Time Rounding and Rules Apply custom time rounding, thresholds, or minimums to align with billing policies.
Expenses
Easy Expense Entry Log expenses quickly with support for categories, descriptions, receipts, and custom fields, whether for desktop or mobile.
Billable vs Non-Billable Tagging Mark expenses as billable or internal, ensuring accurate client invoicing and project cost tracking.
Attach Expense to Tickets or Projects Link expenses directly to specific tickets, tasks, or projects for full visibility and accountability.
Reimbursement Tracking Flag employee expenses as eligible for reimbursement and track them through approval workflows.
Custom Rate and Mileage Support Add custom mileage rates or recurring expense items to align with contracts and ensure consistent billing.
Integration with Invoicing Automatically pull approved expenses into client invoices, eliminating manual entry and reducing errors.
Real-Time Reporting Access detailed expense reports by customer, employee, or project to monitor spend and improve forecasting.
Invoicing
Automated Billing Generate invoices automatically from logged time, expenses, and contracts, reducing manual effort and billing errors.
Accurate & Transparent Invoices Ensure billing accuracy with invoices based on actual time entries, rates, and approved expenses.
Recurring Invoice Support Set up automated recurring invoices for retainers, ongoing services, or prepaid contracts, saving time and ensuring consistency.
Custom Rate Plans Apply custom pricing by customer, technician, or project, giving you flexibility.
Centralized Billing Management Manage all client billing in one place—linking time, expenses, and contracts for end-to-end financial visibility.
Tax and Compliance Tracking Automatically apply custom tax rates to ensure invoices are compliant and easy to reconcile.
Seamless Integration with Accounting Tools Sync with tools like QuickBooks, Xero, or FreshBooks for streamlined financial management and reporting.
Detailed Invoicing Reports Access reports on billed vs. unbilled hours, outstanding invoices, and revenue by customer to improve forecasting and financial planning.
Quoting
Quote Creation Quickly build professional-looking quotes using customizable templates with, line items, taxes, and terms.
Product and Service Catalog Integration Pull items directly from your product or service catalog, including pre-set pricing, descriptions, and bundles to save time and ensure consistency.
Convert Quotes to Contracts Seamlessly convert approved quotes into active contracts, eliminating duplicate entry and accelerating delivery.
Status Tracking Monitor the status of each quote (e.g., created, pending, approved) and receive notifications when action is taken.
Projects
Centralized Project Planning Easily create, organize, and manage projects with tasks, milestones, budgets, and timelines in one centralized dashboard.
Improved Resource Allocation Assign tasks to team members based on availability, skill sets, and workload, helping you optimize productivity.
Time and Expense Tracking Track time and expenses at the project or task level, ensuring accurate billing, cost control, and profitability insights.
Real-Time Project Visibility Monitor project progress, task completion, and team performance with dashboards and status updates.
Budget and Cost Control Set project budgets and track actuals in real time to avoid overruns, improve planning, and maximize profit margins.
Integrated Invoicing Automatically pull in billable time and expenses from projects into invoices, streamlining client billing.
Data-Driven Decision Making Use reporting and analytics to evaluate performance, identify trends, and improve future project planning and execution.
ToDos
Task-Level Visibility Track every detail of your work with clear, actionable to-do items, helping teams stay focused and aligned on daily priorities.
Organized Workflow Management Break down projects and tickets into smaller, manageable tasks for structured workflows and better task accountability.
Easy Assignment & Collaboration Assign To-Do’s to set deadlines, and enable team members to collaborate in real-time, reducing miscommunication.
Prioritization and Deadlines Use due dates, status flags, and priority levels to ensure important tasks are completed on time.
Increased Productivity and Focus A centralized To-Do list helps technicians and managers stay on track, reduce context switching, and complete work more efficiently.
Link to Projects, Tickets, or Customers Tie To-Do’s directly to projects, support tickets, or client accounts, giving full context for every task and ensuring traceability.
Knowledgebase
Searchable Article Database Quickly find answers with a powerful search function that filters by keywords, categories, or topics.
Public and Private Access Controls Control visibility by setting articles to be public (for customers) or private (for internal teams)—ensuring the right content reaches the right audience.
Link Articles to Tickets Attach knowledge base articles to support tickets to streamline resolutions and reduce repetitive responses.
Rich Content Editor Create articles with text formatting, images, videos, links, and attachments to deliver clear, engaging content.
Self-Service Portal Integration Integrate the knowledge base into your customer portal, empowering users to resolve issues without submitting a ticket.
Reporting
Pre-Built Reports Access ready-to-use reports for time tracking, invoicing, ticket status, technician performance, and contract usage, saving time and effort.
Customizable Reporting and Dashboards Build visual, real-time dashboards that display key metrics like open tickets, time logged, project progress, revenue, and more.
Time and Expense Reports Track billable vs. non-billable hours, logged expenses, and time spent by project, customer, or technician to improve billing accuracy and resource planning.
SLA and Response Time Reporting Monitor service levels and ensure compliance with SLAs by tracking average response/resolution times and missed targets.
Contract and Retainer Tracking Stay on top of contract usage, prepaid hours, and remaining balances to manage client expectations and renewals.
Export and Share Export reports to PDF, Excel, or CSV, or schedule automated emails to share with clients, executives, or internal teams.
Mobile App
Ticket Management on the Go View, create, update, and close support tickets in real time—anytime, anywhere.
Time Tracking and Timers Start and stop timers, or manually log hours directly from the app to ensure accurate billable time capture.
Expense Entry Easily log travel, material, or project expenses, and upload receipts to a ticket using your phone’s camera.
Push Notifications and Alerts Receive real-time updates on ticket assignments, status changes, and messages to stay in the loop without checking email.
Asset Scanning and Tracking Use your phone’s camera to scan barcodes or QR codes and update asset records in the field.
Multiple Technicians
Asset Management
Asset Assignment and Ownership Tracking Link assets to specific users, departments, or locations to maintain accountability and traceability.
Barcode or QR Code Scanning Easily scan and identify assets using mobile devices for fast inventory updates and field management.
Lifecycle and Warranty Tracking Monitor purchase dates, warranties, depreciation, and replacement schedules to plan upgrades and avoid downtime.
Link to Support Tickets Associate assets with help desk tickets for faster troubleshooting, service history access, and more informed support.
Custom Fields Add custom fields, categories, or tags to tailor asset records to your organization’s structure or industry-specific needs.
Location and Department Tracking Easily filter assets by physical location, or user especially useful for multi-site organizations or education institutions.
Prepaid Packs and Recurring Contracts Track assets tied to recurring contracts or prepaid service packs, helping align support efforts and billing.
Fully Vanity URL
$10/ month
$10/ month
Custom Email Domain
$10/ month
$10/ month
Remote Assistance
$5/per tech
$5/per tech
$5/per tech
Tickets Management More Less
Tickets Management includes the following features:
Custom Rules Routing Automatically assign tickets based on criteria like issue type, priority, customer, or department.
Custom Fields Capture specific data unique to your business.
Related Ticketing Link multiple support requests that are connected by the same issue, customer, or project.
ToDos Help teams break down projects, tickets or daily tasks into actionable checklist items.
Levels and Escalations Ensure that critical issues are prioritized and addressed on time by escalating tickets through predefined tiers based on urgency.
Priorities and SLAs Define response and resolution timelines based on the urgency of each ticket.
Scheduled Maintenance Allows you to plan, track and notify teams or customers about upcoming system updates, service interruptions, or preventative tasks.
Unassigned Queues Collect incoming tickets or tasks that need to be assigned to a technician or a team.
Remote Assistance Enables technicians to connect directly to a user's device, diagnose issues, and resolve issues in real time.
Custom Notifications Set up tailored based alerts on specific triggers like ticket status changes, SLA breaches, or task assignments.
Email Command Prompts Instructions embedded in the body of an email that allows you to manage and manipulate your tickets from email.
Time Tracking More Less
Custom contract Allows you to manage service agreements tailored to each customer. This includes setting hourly rates, recurring billing cycles, prepaid hours, mileage and expense items.
Real-Time Time Entry Easily log time as you work with manual entry or live timers to ensure accurate billable and non-billable hours.
Automated Timers Start, pause and stop timers linked to specific tickets reducing the need for manual input.
Billable vs Non-Billable Hours Tag time entries to clearly differentiate between billable and internal time, helping you maximize revenue and report accurately.
Rate-Based Time Tracking Apply hourly rates by user, project, task, or customer for precise billing and profitability analysis.
Time Tracking by Task or Project Link time directly to specific tasks, milestones, or projects, giving you full visibility into project budgets and progress.
Integrated Invoicing Convert approved time entries into invoices with a single click, streamlining the billing cycle.
Mobile Time Tracking Track time on the go via mobile apps or web portals. Ideal for field techs or remote teams
Reporting and Analytics Access detailed reports on time spent by user, customer or project to identify trends, optimize workflows, and improve forecasting.
Time Rounding and Rules Apply custom time rounding, thresholds, or minimums to align with billing policies.
Expenses More Less
Easy Expense Entry Log expenses quickly with support for categories, descriptions, receipts, and custom fields, whether for desktop or mobile.
Billable vs Non-Billable Tagging Mark expenses as billable or internal, ensuring accurate client invoicing and project cost tracking.
Attach Expense to Tickets or Projects Link expenses directly to specific tickets, tasks, or projects for full visibility and accountability.
Reimbursement Tracking Flag employee expenses as eligible for reimbursement and track them through approval workflows.
Custom Rate and Mileage Support Add custom mileage rates or recurring expense items to align with contracts and ensure consistent billing.
Integration with Invoicing Automatically pull approved expenses into client invoices, eliminating manual entry and reducing errors.
Real-Time Reporting Access detailed expense reports by customer, employee, or project to monitor spend and improve forecasting.
Invoicing More Less
Automated Billing Generate invoices automatically from logged time, expenses, and contracts, reducing manual effort and billing errors.
Accurate & Transparent Invoices Ensure billing accuracy with invoices based on actual time entries, rates, and approved expenses.
Recurring Invoice Support Set up automated recurring invoices for retainers, ongoing services, or prepaid contracts, saving time and ensuring consistency.
Custom Rate Plans Apply custom pricing by customer, technician, or project, giving you flexibility.
Centralized Billing Management Manage all client billing in one place—linking time, expenses, and contracts for end-to-end financial visibility.
Tax and Compliance Tracking Automatically apply custom tax rates to ensure invoices are compliant and easy to reconcile.
Seamless Integration with Accounting Tools Sync with tools like QuickBooks, Xero, or FreshBooks for streamlined financial management and reporting.
Detailed Invoicing Reports Access reports on billed vs. unbilled hours, outstanding invoices, and revenue by customer to improve forecasting and financial planning.
Quoting More Less
Quote Creation Quickly build professional-looking quotes using customizable templates with, line items, taxes, and terms.
Product and Service Catalog Integration Pull items directly from your product or service catalog, including pre-set pricing, descriptions, and bundles to save time and ensure consistency.
Convert Quotes to Contracts Seamlessly convert approved quotes into active contracts, eliminating duplicate entry and accelerating delivery.
Status Tracking Monitor the status of each quote (e.g., created, pending, approved) and receive notifications when action is taken.
Projects More Less
Centralized Project Planning Easily create, organize, and manage projects with tasks, milestones, budgets, and timelines in one centralized dashboard.
Improved Resource Allocation Assign tasks to team members based on availability, skill sets, and workload, helping you optimize productivity.
Time and Expense Tracking Track time and expenses at the project or task level, ensuring accurate billing, cost control, and profitability insights.
Real-Time Project Visibility Monitor project progress, task completion, and team performance with dashboards and status updates.
Budget and Cost Control Set project budgets and track actuals in real time to avoid overruns, improve planning, and maximize profit margins.
Integrated Invoicing Automatically pull in billable time and expenses from projects into invoices, streamlining client billing.
Data-Driven Decision Making Use reporting and analytics to evaluate performance, identify trends, and improve future project planning and execution.
ToDos More Less
Task-Level Visibility Track every detail of your work with clear, actionable to-do items, helping teams stay focused and aligned on daily priorities.
Organized Workflow Management Break down projects and tickets into smaller, manageable tasks for structured workflows and better task accountability.
Easy Assignment & Collaboration Assign To-Do’s to set deadlines, and enable team members to collaborate in real-time, reducing miscommunication.
Prioritization and Deadlines Use due dates, status flags, and priority levels to ensure important tasks are completed on time.
Increased Productivity and Focus A centralized To-Do list helps technicians and managers stay on track, reduce context switching, and complete work more efficiently.
Link to Projects, Tickets, or Customers Tie To-Do’s directly to projects, support tickets, or client accounts, giving full context for every task and ensuring traceability.
Knowledgebase More Less
Searchable Article Database Quickly find answers with a powerful search function that filters by keywords, categories, or topics.
Public and Private Access Controls Control visibility by setting articles to be public (for customers) or private (for internal teams)—ensuring the right content reaches the right audience.
Link Articles to Tickets Attach knowledge base articles to support tickets to streamline resolutions and reduce repetitive responses.
Rich Content Editor Create articles with text formatting, images, videos, links, and attachments to deliver clear, engaging content.
Self-Service Portal Integration Integrate the knowledge base into your customer portal, empowering users to resolve issues without submitting a ticket.
Reporting More Less
Pre-Built Reports Access ready-to-use reports for time tracking, invoicing, ticket status, technician performance, and contract usage, saving time and effort.
Customizable Reporting and Dashboards Build visual, real-time dashboards that display key metrics like open tickets, time logged, project progress, revenue, and more.
Time and Expense Reports Track billable vs. non-billable hours, logged expenses, and time spent by project, customer, or technician to improve billing accuracy and resource planning.
SLA and Response Time Reporting Monitor service levels and ensure compliance with SLAs by tracking average response/resolution times and missed targets.
Contract and Retainer Tracking Stay on top of contract usage, prepaid hours, and remaining balances to manage client expectations and renewals.
Export and Share Export reports to PDF, Excel, or CSV, or schedule automated emails to share with clients, executives, or internal teams.
Mobile App More Less
Ticket Management on the Go View, create, update, and close support tickets in real time—anytime, anywhere.
Time Tracking and Timers Start and stop timers, or manually log hours directly from the app to ensure accurate billable time capture.
Expense Entry Easily log travel, material, or project expenses, and upload receipts to a ticket using your phone’s camera.
Push Notifications and Alerts Receive real-time updates on ticket assignments, status changes, and messages to stay in the loop without checking email.
Asset Scanning and Tracking Use your phone’s camera to scan barcodes or QR codes and update asset records in the field.
Multiple Technicians
Asset Management More Less
Asset Assignment and Ownership Tracking Link assets to specific users, departments, or locations to maintain accountability and traceability.
Barcode or QR Code Scanning Easily scan and identify assets using mobile devices for fast inventory updates and field management.
Lifecycle and Warranty Tracking Monitor purchase dates, warranties, depreciation, and replacement schedules to plan upgrades and avoid downtime.
Link to Support Tickets Associate assets with help desk tickets for faster troubleshooting, service history access, and more informed support.
Custom Fields Add custom fields, categories, or tags to tailor asset records to your organization’s structure or industry-specific needs.
Location and Department Tracking Easily filter assets by physical location, or user especially useful for multi-site organizations or education institutions.
Prepaid Packs and Recurring Contracts Track assets tied to recurring contracts or prepaid service packs, helping align support efforts and billing.
Fully Vanity URL
$10/month
$10/month
Custom Email Domain
$10/month
$10/month
Remote Assistance
$5/per tech
$5/per tech
$5/per tech

Try SherpaDesk for Free

14 day free trial and setup in less than 2 minutes. No credit card required

Your Questions Answered

What is SherpaDesk, and how can it help my business?

SherpaDesk is an all‑in‑one Professional Services Automation (PSA) solution aimed at small businesses, IT teams, and MSPs. It combines help desk ticketing, time tracking, invoicing, project & asset management, and reporting in a unified platform. It helps centralize customer support, log time against tasks, generate billing seamlessly, and manage projects and assets—making operations more efficient and profitable 

What customer support options are available?

SherpaDesk offers multiple support channels: email/help desk (support@sherpadesk.com), live chat, phone support (866.996.1200), a detailed knowledge base, community forum, video tutorials, webinars, and in-person training sessions.

How does SherpaDesk’s email ticketing system work?

SherpaDesk email ticketing system uses "dropboxes": unique support addresses (e.g., support@yourcompany.com) gets forwarded to a provided email parser address. Emails sent to the parser get converted into tickets, which are then routed automatically to queues or technicians. Features include grouping related tickets, SLAs, event-based alerts, dynamic forms, and a branded customer portal for self-service

How secure is my data with SherpaDesk?

SherpaDesk emphasizes privacy (100% guarantee), supports SPF/DKIM for email security, allows SSO, custom domains, and secure remote assistance sessions. Their privacy and security coverage is outlined in the security policies.

Is there a free trial available?

Yes—SherpaDesk offers a free 15 day trial for Base Camp and High Camp with no credit card required. We also offer a free access option for for single users, forever.

Can I customize interface to match my branding?

Absolutely. SherpaDesk supports custom subdomains/app URLs, branded customer portals, custom email domains with SPF/DKIM, and vanity URLs. You can also use your logo for branded emails.

Can SherpaDesk integrate with other software?

Yes—SherpaDesk integrates with:

  • QuickBooks Online & QuickBooks Premier

  • FreshBooks

  • Xero

  • NinjaOne

  • Google Device Manager/Calendar/Directory

  • O365 Device Manager/Calendar/Directory

  • LDAP
What is the pricing structure for SherpaDesk?
  • Single Agent: Free forever (limited features)

  • Base Camp: $45/user/month (time tracking, tickets, invoicing, mobile access)

  • High Camp: $55/user/month (includes asset management, custom email domain, vanity URL)

  • Optional add-ons: Vanity URL/email domain ($10 each/month), remote assist ($5/tech), contractor accounts ($9/tech)