Customizable Reporting

Easily build a library of dashboards and reusable metrics to track performance across teams, projects, and accounts. Empower technicians to customize real-time data views to fit their unique workflows.

Annotate, personalize, save, share, and automate recurring report delivery—so your team always has the insights they need, when they need them.

  • Real-Time Dashboards
  • Custom Data Views
  • Recurring Report Scheduling
  • Export & Sharing Options
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Display Dashboards

SherpaDesk offers dynamic, interactive dashboards that consolidate critical data from multiple sources into a single, real-time view.

Empower your team to create and customize dashboards on the fly—right from their browser—without needing IT support.

Display Dashboard

Track Costs

Monitor all service-related costs—including travel, labor, and expenses—in one centralized system. Use SherpaDesk’s intuitive Time and Cost report to analyze how costs impact your business.

Filter by technician, account, month, or priority to gain actionable insights and optimize your service operations for better profitability.

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Metrics that Matter

SherpaDesk’s data reporting software gives you real-time visibility into the metrics that drive your business. Easily monitor billable hours by technician or account, and evaluate response and resolution performance with built-in SLA tracking.

Metrics that Matter

Benefits to Your Business

01
Tailored Insights for Every Role

Create personalized reports and dashboards that focus on the metrics most relevant to each user—no more one-size-fits-all data.

02
Faster, Smarter Decisions

Access real-time, filterable data to quickly identify trends, measure performance, and make informed decisions that drive business growth.

03
Automated Report Delivery

Schedule recurring reports to be sent automatically to team members or stakeholders—saving time and ensuring everyone stays informed.

01
Tailored Insights for Every Role

Create personalized reports and dashboards that focus on the metrics most relevant to each user—no more one-size-fits-all data.

02
Faster, Smarter Decisions

Access real-time, filterable data to quickly identify trends, measure performance, and make informed decisions that drive business growth.

03
Automated Report Delivery

Schedule recurring reports to be sent automatically to team members or stakeholders—saving time and ensuring everyone stays informed.

Get Started Now

No credit card required and setup in less than 2 minutes.

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At SherpaDesk, we’re dedicated to providing exceptional support whenever you need it.

Whether you have questions, need assistance, or want guidance on using our services, our support team is here to help.

Support
support@sherpadesk.com
Call
8AM - 6PM EST
EST: 1.866.996.1200 ext 2
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SherpaDesk is a great tool for small IT service providers. Ticketing, comments and time tracking works seamlessly together. Our customer happiness has grown after we started to use it.

Chris Simmons

Owner, Red Road Networks LLC

Your Questions Answered

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

SherpaDesk is an all-in-one professional services automation (PSA) and helpdesk platform designed to simplify how you deliver support and manage projects. It brings together ticketing, time tracking, invoicing, asset management, and customer communication into a single easy-to-use solution. This helps reduce overhead, increase efficiency, and deliver better service—so you can spend less time juggling tools and more time growing your business.

 
What customer support options are available?

There are multiple ways to reach out to us. You can submit a ticket or email our support team support@sherpadesk.com. 

Another way to reach us is to give us a call. Our number is 866-966-1200 ext. 2

How does SherpaDesk’s email ticketing system work?

SherpaDesk’s built-in email parser automatically turns customer emails into support tickets. Each request is routed to the right queue or technician, and all replies stay threaded within the ticket for clear communication. This ensures nothing gets lost in inboxes and your team can respond faster and more efficiently.

 
Is there a free trial available?

Yes! SherpaDesk offers a free 15 day trial so you can explore the platform and see how it fits your business before committing. You’ll have access to all the core features—ticketing, time tracking, invoicing, and more—so your team can fully test how SherpaDesk streamlines support and operations.

 
Can I customize interface to match my branding?

Yes! SherpaDesk allows you to customize your support portal interface with your company’s logo, colors, and branding elements. From the customer portal to email notifications, you can create a consistent, professional look that reinforces your brand identity while providing a seamless experience for your clients.

 
Can SherpaDesk integrate with other software?

Yes! SherpaDesk integrates with popular accounting tools like QuickBooks. FreshBooks and Xero to remote monitoring solutions like NinjaOne. SherpaDesk connects seamlessly into your workflow. Our open API also makes it easy to build custom integrations, so you can keep all your systems working together without extra hassle.

 

 

What is the pricing structure for SherpaDesk?

With SherpaDesk, you have the option to pay per month or annually and pricing is based on the total number of agent licenses needed.

If you are K-12 or Higher Ed, pricing is based on student enrollment numbers 

Reach out to us if you have any additional questions to sales@sherpadesk.com. 

 

Helping 100,000 organizations deliver the best customer experiences.

Transforming customer support with seamless, efficient solutions.

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