Kickserv Pricing, Features, Reviews & Comparison of Alternatives

Kickserv

#1 Most User-Friendly Software to Run a Service Business

4.34/5 (291 reviews)

Kickserv overview

What is Kickserv?

Built & Trusted By 1000s of Service Pros! Kickserv offers complete job management and customer relationship management (CRM), scheduling, estimates, scheduling, mobile access, invoicing, dispatching, and more. Kickserv also synchronizes to QuickBooks Desktop and Online and Xero so users don't have to do double entry with the aim of saving time and money.

Kickserv is designed to be suitable for plumbers, HVAC, computer repair, electricians, handyman, carpet cleaning, landscaping and 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, users can see how their business is performing. With Kickserv, leads, jobs, and invoices are all at the user's fingertips. With the help of Kickserv's automated statuses users can easily stay on top of all their work. From closing a lead and managing a team, to collecting payments from customers, Kickserv will help businesses run smoothly with tools that are easy for the entire team to use.
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Pricing

Starting from
$59/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia

Supported languages

English
Kickserv screenshot: DashboardKickservKickserv screenshot: InvoiceKickserv screenshot: InvoicesKickserv screenshot: JobsKickserv screenshot: OppsKickserv screenshot: Resource - WeekKickserv screenshot: Schedule

Kickserv reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.1
  4.3
  4.3
Cyndi Foster

Get your DISPTACH house in order

Used daily for 2+ years
Reviewed 2019-03-01
Review Source: Capterra

We have been with Kick Serv through a lot of growing pains. As a "non techy" person, I was very frustrated in the beginning but now have become a believer that THIS IS a great program for our growing business. I am looking forward to see which upgrades are coming for 2019. (Allow techs to search for specific job numbers in the field, colors change as job phases are uploaded with new people assigned to same job, adding the use of our standard quote forms, time sheet management)

Pros
Able to track all incoming calls with a glance at calendar screen. See every tech (color coded) daily, weekly and monthly. Track days off, vacations, in a glance, with customer on the phone!

Cons
Still no way to automatically change color coding as each phase of a project is completed and we need to add different tradesmen to the job. We have to "open" each job BEFORE we schedule a tech to see if he/she is already assigned to an ongoing job.

Response from Kickserv


Hello Cyndi,
Many thanks for the abundance of positive feedback. And as always the suggestions to make our product better and more user friendly is what we thrive on here.

To quickly gather what jobs a technician or tradesman is on go directly to our Jobs index page and use the "assign to" filter.

Ping me back from within the app if you'd like to discuss this idea further. We are here to help.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Anonymous

Best Service-Based Business Asset!!

Used daily for 2+ years
Reviewed 2020-06-10
Review Source: Capterra

My service-based business is using kickserv both in office and out in the field. It's dispatching feature is perfect when I am scheduling carpet cleaning jobs geographically to lessen drive times. I'm also able to pull reports of which customers we served this time last year so that I can re-connect and try to get them scheduled again. The phone APP is perfect for my teams. They are able to see all of the information they need on jobs scheduled for them during the week. Overall, A++

Pros
This software is VERY EASY TO USE AND LEARN. My company has been using this system (and the SUPPORTING iPHONE APP) for over 8 years. Since our start, we have ALWAYS seen improvements being made behind the scenes like REPORTING FUNCTIONS, ADDITIONAL DATA FIELDS, MAPS, DISPATCHING AND QB SYNCS.

Cons
There aren't any prominent cons to kickserv. If I could improve one thing it would be MAKING THE ABILITY TO PULL CUSTOM REPORTS EASIER. Other than that, the reports that are pre-populated give me the information I need when I need it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Scott Ramsey

Kickserv is a great app that I have used for my Piano Service Company.

Used daily for 2+ years
Reviewed 2017-06-24
Review Source: Capterra

Pros
All inclusive connectivity of all the data needed to run my (Piano Service) business. I consider myself a fairly expert user of kickserv, using it from its early inception, then called ' Service Sidekick'. I am totally on board to help bring it to its fullest potential, so dont take the cons section too hard...I use the system every day, all through the day, and my entire operation depends on this most awesome application.

Cons
Software is gradually degrading. Latest update published makes KS sluggish, screen freezes constantly during scrolling. Reports have been altered to the point of useless. Quadruple redundant data entry, creating and closing an event, then a job. No auto fill on repeated fields. Phone numbers require dashes be entered. Format the field for straight 10 digit entry. Area code, city, and state are almost always the same in my service area. Why dont these fields hold and auto fill the last data entered? Internet standard these days is that the state is a 'state' field, only accepting 2 CAP characters in verified state identifiers. No notification if email is successful, and no notice when messages fail. This has caught me with my pants down with customers...( yes customers, not contacts) emailing time sensitive invoices and opportunitys.... guys, they are ESTIMATES, Not opportunitys!! Stripe send a payment received email notification...Awesome. The text is the problem. First words of auto generated notification says Congratulations!. Congratulations? We are small businesses....we take money, every day, all day. It is inapropriate, and smacks of a Condesending viewpoint. Miss labled fields: My customers are my 'customers' , not my 'contacts'. New address verify is great on service address, Why does it not verify billing address? Getting paid is a very important aspect of small business. Makes no sense.

Response from Kickserv


Hello Scott,
We agree that April and May were not good months for Kickserv. We are so very sorry. We did correct the couple of issues that were inherited from the massive migration of hundreds of original customers from our legacy platform. We regret not anticipating those issues prior.
I would like to clarify some points you made:
1. We do not require dashes in phone numbers fields.
2. We do indicate if an email has failed in your Dashboard > email activity page.
3. Opportunities is a way to make our program more applicable to more people. When you do send out the template it does say estimate. We can help you with how it looks if you need something custom. Let me know.
4. Regarding your comment about the billing address, typically we are not verifying the address so much as we are just indicating on the map where that service address located for routing purposes and driving instructions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Scott Norton

Kickserv Review

Used daily for 1-2 years
Reviewed 2019-07-12
Review Source: Capterra

Kickserv allows us to go semi paperless and cuts out time from dispatch to accounting.

Pros
The ability to store everything together.

Cons
It did not integrate with QuickBooks Online as we had hoped. It integrates with it, but not everything transfers.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Amir Jirafar

Best CRM Platform!!

Used daily for 1-2 years
Reviewed 2019-06-24
Review Source: Capterra

-Easy way to download and calculate jobs for accounting. -Great way to have clear access for everyone in the company to the CRM via the app. The detailed and yet simple organizational process with Kickserv has added tremendous value to us.

Pros
-Organization of data and customer list -Convenient way to calculate weekly, monthly jobs sold. -

Cons
-Sometimes it does not load properly -Would be great what time notes are added to NOTES section for each tab

Response from Kickserv


Hello Amir,
Thank you for your feedback and EXCELLENT scoring. We have been doing field service work for well over 30 years now. Plus, thank you for your feature request since I was able to submit it within our Product Board.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kickserv pricing

Starting from
$59/month
Pricing options
Subscription
Free trial
View Pricing Plans

Free Trial!
Solo plan: $59/month up to 2 Users
Starter plan: $99/month (or $79/month with annual plan) up to 5 Users
Business plan: $199/month (or $159/month with annual plan) unlimited + more features
Premium plan: $299/month (or $239/month with annual plan) unlimited + ALL features

Kickserv features

API
Activity Dashboard
Activity Tracking
Billing & Invoicing
Customizable Reporting
Real Time Data
Real Time Reporting
Third Party Integration

Audit Trail (315 other apps)
Auditing (359 other apps)
Automatic Notifications (512 other apps)
Compliance Management (382 other apps)
Data Import/Export (386 other apps)
Document Management (313 other apps)
Document Storage (308 other apps)
Inventory Management (421 other apps)
Inventory Tracking (331 other apps)
Monitoring (297 other apps)
Reporting & Statistics (520 other apps)
Workflow Management (423 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

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.


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.


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.


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.

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.

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.

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.

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.


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.


Videos and tutorials

Additional information for Kickserv

Key features of Kickserv

  • Custom fields and reports
  • QuickBooks Desktop 2 way sync
  • Billing & Invoicing
  • Activity management
  • Activity tracking
  • Automatic reminders
  • Calendar management
  • Client portal
  • Contact history
  • Customer accounts
  • Customer database
  • Customizable branding
  • Customizable reporting
  • Custom email templates
  • Document imaging
  • Credit card payments
  • Email integration
  • Employee management
  • Estimating
  • GPS
  • Shared calendar
  • Bidding and estimating
  • Invoice processing
  • Job costing
  • Job tracking
  • Opportunity management
  • Progress tracking
  • QuickBooks integration
  • Quote management
  • Real time data
  • Real time reporting
  • Receiving
  • Global search
  • File attachments
  • SEO management
  • Third party integration
  • Time tracking by client
  • Activity dashboard
  • Mobile access
  • Appointment management
  • Email invoices
  • Drag-and-drop features
  • Phone and email support
  • Chat
  • Custom fields
  • Lead assignment
  • ROI analytics
  • Cost estimating
  • Electronic signature capture
  • Filtered views
  • Prospecting tools
  • Online booking integration
  • Availability indicator
  • Job scheduling
  • Booking management
  • Self service portal
View All Features

Benefits

No double Quickbooks entry
GPS Checkins to track employees job activity
Manage appointments, CRM, and scheduling
Store all customer data in one central location
Import and export from and to Excel
Handle leads and assign follow-up reminders
Schedule new opportunities, jobs and tasks directly from calendar
Scheduling with drag-and-drop features
Helps users to follow-up with automatic reminders
Powerful and flexible custom fields and reports
Software works with Outlook, Google Calendar and iPhone