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Kickserv

Field Service Management online CRM
10 reviews

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Who is Kickserv For?

Developed for small businesses in any industry that provides client services in the field, Kickserv is most frequently used by professionals in the plumbing, landscaping, computer repair, HVAC, and carpet cleaning industries. The majority of these companies have fewer than 50 employees.

Thanks to Kickserv’s mobile capabilities, the solution can be used equally by both onsite and offsite employees. Technicians who work in the field can take advantage of advanced features like GPS tracking and automated team status updates, while front office support staffers can simultaneously utilize Kickserv’s advanced scheduling features to manage their workforces and view availability in real-time.

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Key Features

  • QuickBooks Desktop 2 way sync
  • CRM
  • Task Management
  • Bidding and Estimating
  • Invoicing
  • Shared Calendar
  • Customizable
  • Mobile Access
  • iCal feed for offline access
  • Import and export from and to Excel
  • Drag-and-drop features
  • Custom fields and reports
  • Customer Portal
  • Credit Card Payments
  • Online scheduling page
  • File Attachments
  • Custom Email Templates
  • QuickBooks Online 2 way sync
  • Global Search
  • Phone and Email Support

Overview

Kickserv is a web-based CRM application for the field service industry which is easy-to-use. Our solution offers customer relationship management (CRM), scheduling, estimates, shared calendar management, mobile access, invoicing, dispatching, and more. Kickserv also synchronizes to QuickBooks Desktop and Online so you don't have to do double entry which is saving you time and MONEY.

Ideal for Plumbers, HVAC, Computer Repair, Electricians, Handyman, Carpet Cleaning, Landscaping & Lawn Care, Maid Service, Pest Control, and many more industries!

Kickserv helps manage bids and estimates, jobs, scheduling, dispatch, invoicing, and tasks with a shared online calendar where you can complete jobs. If you use Quickbooks we have a seamless 2-way integration with no double entry.

With one glance, you can see how your business is performing. With Kickserv, your leads, jobs, and invoices are all at your fingertips. With the help of our automated statuses you can easily stay on top of all your work.

From closing a lead and managing your team to collecting payments from your customers, Kickserv will help your business run smoothly with tools that are easy for your entire team to use.

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Specifications

Intended Users
Freelancers, Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, Mac, Mobile Web App, RIM-BlackBerry, Web-based, Windows, Windows Phone
Supported Countries
United States
Supported Languages
English
Supported Platforms
Open API, Quickbooks Intuit
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Pricing

Starting from: $29.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Free Trial!
$29/mo up to 5 Users
$49/mo up to 5 Users
$10/mo each employee thereafter in groups of 5 and 10
$50/mo for QuickBooks Integration

Individual boot camp training available

Benefits

- Easy to use
- Access from any computer (Mac or PC)
- No double Quickbooks entry
- Manage your appointments, CRM, and scheduling
- Store all customer data in one central location
- Import and export from and to Excel
- Handle your leads and assign follow-up reminders
- Schedule new opportunities, jobs and tasks directly from calendar
- Scheduling with drag-and-drop features
- Helps you to follow-up with automatic reminders
- Impossible to forget phone calls, meetings, or follow-up actions
- Powerful and flexible custom fields and reports
- Software works with Outlook, Google Calendar and iPhone

User Reviews

Pump and Well Service Company

Pierce Kiltoff13th of February, 2014 20:41

We're a pump & well service company that works with water filters, electrical, plumbing, and well drilling. We deal with a large inventory set/service item set, a variety of clientele, and a large service area. As a front end service, our guys easily navigate the system to figure out their schedule for the day, client needs, etc. It allows for relatively painless team work on invoices, estimates, client management, etc. We've been with KickServ, previously ServiceSideKick, for about 3 years now, maybe a bit more, and have been very satisfied with the product and their service

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outstanding customer service

Justin13th of December, 2013 18:57

Been using the software for several years and the support from the kickserv team has been outstanding. Highly recommended.

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Best decision

Brad B.11th of December, 2013 13:39

I absolutely love Kickserv! Extremely easy to use and super efficient. I don't know how I ran my business before. Now my customers can pay with any major credit card through the online invoice I send them. I recommend them to every business owner I know.

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making daily business functions simple

Rainbow Plumbing & Heating 8th of December, 2013 11:58

We are a plumbing company here in Nj. We have been with kick serve since they were previous named serviceside kick. Since using this product it has aided us in becoming totally paperless. no more misplaces paper or photos, All customer service info stored in one place and always available from any email device. One of the best decisions we ever made.

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Great Customer Service & Support

Regina27th of November, 2013 11:18

Kickserv has changed the way we do business. Our technicians are more productive and more organized thanks to Kickserv (ServiceSideKick). No more rifling through the file cabinets when a customer calls with a question about their past work; it's all in one place. The customer service and support that Kickserv has is terrific!

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GetApp Analysis


From managing employee schedules to sending client estimates and collecting on customer payments, a small business owner’s work is never truly done. Kickserv is a cloud-based CRM application that helps small business owners automate basic business processes to improve the bottom line.

Built for professionals in service-related industries, Kickserv has developed a way for business owners to keep their offices updated, even while they’re working in the field. Professionals can schedule opportunities and jobs from the office or the field, and they can approve estimates and pay invoices from any connected mobile device. By utilizing mobile tools for invoicing, scheduling, and dispatching, teams are able to stay in-sync regardless of their physical locations.

Dashboard view.

What is Kickserv?


Kickserv helps small business owners work in paperless environments, with automated business processes developed to boost the bottom line. The platform includes modules for job management, scheduling, estimates, invoicing, and customer relationship management. A two-way sync with QuickBooks ensures that all of a company’s financial data—including items, contracts, invoices, and payments—is updated in real-time.

For plumbers, landscapers, computer repair specialists, and other professionals in service-related industries, Kickserv provides a way for offsite field technicians to work seamlessly alongside onsite support staffers. Kickserv’s mobile interface includes tools for managing schedules, tracking time, and reviewing charges remotely from mobile devices. Advanced features like GPS tracking and automated team status updates also provide value for businesses that need help managing employees who work in the field.

Jobs in progress.

Main Features


Two-Way Syncing to QuickBooks

Kickserv provides a seamless way for its users to keep their accounts up-to-date across multiple platforms, thanks to a two-way QuickBooks Online and QuickBooks Desktop sync. This feature enables businesses to ensure that all of QuickBooks data—including items, contacts, invoices, and payments—stays updated without repeated manual entry tasks.

Connect Kickserv to your QuickBooks account to take advantage of the two-way syncing feature. Let Kickserv know whenever you’re ready to sync, and the platform will instantly update your back office. A few of Kickserv’s advanced capabilities include the ability to sync estimates and print invoices from QuickBooks.

QuickBook sync.

Keeping Customer Contact Records

Contact records give businesses a quick summary of each client they’ve done business with, putting important information (like a customer’s phone number or service preferences) at a field technician’s fingertips.

Create a record for each new client at your company, making sure to include as much relevant information as possible. This information could include phone numbers, email addresses, service addresses, and billing information, along with special notes and attachments that technicians can add while they’re working in the field. When your customer contact records are up-to-date, you’re able to quickly find related contacts and service locations, and set reminders for sales and work follow-ups.

Customer Contact Record.

Sending Invoices

Plenty of business apps provide users with the ability to send invoices, but Kickserv differentiates itself with its advanced invoice tracking capabilities. In addition to sending invoices via email, businesses can track the delivery of those invoices to their customers. This feature lets businesses know when customers have viewed the invoices they sent.

To generate a new invoice, click the Invoices tab and select the client you’re billing. Kickserv lets you enter custom items, descriptions, and prices. You can also include taxes on your invoices. You have the option to email the invoice or download it to send via USPS. Once a payment has been received, return to the Invoices tab to mark the invoice as paid.

Invoice view.

Advanced Scheduling & Calendars

Color-coded calendars help support staffers and field technicians quickly see what appointments and meetings are scheduled for the coming week or month. Classic calendar features allow for drag-and-drop appointments, and dynamic calendar filtering.

Decide for yourself whether to view a daily, weekly, or monthly calendar. Color-coded features let you see which field technicians have the busiest schedules, and which types of service calls are most in demand. This information is especially useful when you’re managing an entire workforce, since it’s possible to review employee availability and reschedule appointments by simply dragging and dropping events into place.

Weekly calendar view.

Mobile Access

Kickserv provides field technicians with mobile access on a 24/7 basis. This allows employees and managers to remain on the same page whether they're working inside or outside the office. Through the mobile app, technicians can check estimates, schedules, team statuses, jobs, and opportunities. They can also track time, attach notes, documents, and images to jobs, and they can share their location through GPS tracking.

Kickserv mobile app for field workers

Integrations


Kickserv integrates with QuickBooks, which eliminates the need for businesses to do double entry with completed invoices. Kickserv also provides an iCal feed, which enables users to subscribe to all of their scheduled events from other personal calendars, including Outlook and Google.

Pricing


Businesses have three pricing plans to choose from when using Kickserv. The company charges $49 for five users, $99 for 10 users, and $199 for 20 users. Businesses with more than 20 employees are encouraged to select the Enterprise plan, which is sold at $50 per every five users. Integration with QuickBooks is an additional $50.

Bottom Line


  • Helps service professionals keep their businesses running smoothly.

  • Automates business processes to increase the bottom line.

  • iOS application is available for mobile users.

  • Schedule opportunities from the office or the field.

  • Approve estimates and pay invoices from a mobile device.

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