SherpaDesk &
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Stop running around and start running your business. SherpaDesk is the simple all in one solution for professional services who need help in managing their customers and tracking billable time.

Easily update your XERO customer’s account data with SherpaDesk

 

Easily update your Xero’s customer’saccount data with SherpaDesk

Sync your customer details, technician time, expenses, travel, invoices and staff payments between your help desk and Xero Online.

 

Sync your customer details, technician time, expenses, travel, invoices and staff payments directly from SherpaDesk

 

The common issue with billing for your time and expenses on your customer contracts is the delays or lack of communication between your support system and your accounting solution. SherpaDesk allows you to capture all of your customer’s billable information and easily push this data over to Xero Accounting.

 


 

Key Features

1

One-Click Mapping

SherpaDesk makes it easy to sync time, staff payments and invoices into your Xero Accounting solution by allowing you to map data on the fly.

2

Easily Add Time and Expenses

Technicians are able to easily add time, expenses and travel in SherpaDesk over email, on their mobile app or via the web so that nothing falls through the cracks.

3

Create Multiple Rate Plans and Support Packs

Multiple rate plans can be added to your customer accounts to accommodate different billing structures. Fixed plan pricing, tech based pricing, task based pricing and hour roll overs make SherpaDesk perfect for professional services who need flexibility in managing their customer’s billing.

Key Features

 

SherpaDesk Simplifies Your Xero Integration

 

Sync

One-Click Sync

SherpaDesk learns your mapped entries. For future syncs all you need to do is click on the Xero icon and your data is auto magically synced between systems.

One-Click Sync

 

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Map Data on the Fly

SherpaDesk allows you to map your customer data on the fly. When pushing time over to Xero you are able to either map or build your customers and task type.

Map Data on the Fly

 

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Full Invoice Sync

SherpaDesk also allows you to send entire invoices to your Xero solution. It’s as easy as clicking on the icon and waiting for it to turn blue!

Full Invoice Sync

 


 

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Sherpadesk is Affordable with Straightforward Pricing

SherpaDesk’s pricing is not hidden and we don’t require you to talk to a salesperson for a demo first before you get a quote. The first tech license is always free and then for each additional agent it’s $39/month. This includes remote management, mobile device access, Xero integration and no initiation fees or annual commitment.

 

 

About Xero

Xero is a world-leading online accounting software built for small business

 

1

Get a real-time view of your cash flow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s a small business accounting software that’s simple, smart and occassionally magical.

2

Run your business on the go. Use our mobile app to reconcile, send invoices or create expense claims, from anywhere.

3

Get paid faster with online invoicing. Send online invoices to your customers and get updated when they are opened.

4

Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.