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.Read the full GetApp Analysis
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Starting from: $29.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)
$29/mo up to 2 Users
$49/mo up to 5 Users
$99/mo up to 10 Users
$149/mo up to 20 Users
$10/mo for QuickBooks Integration
(Construction company, 1-10 employees)
We were outgrowing our dinosaur DB and our workflow needed to be updated and connected to tablets. I tested five different systems and Kickserv seemed like the best value. Two major overhauls later (it used to be Service Sidekick), it has far exceeded my expectations. We have grown, cut costs, and improved our customer care in ways I only could have hoped. I suspect Kickserv is ideal for many light-construction/field-service businesses like us.
Pros: Well-thought-out Cloud-based Service Management Program, super friendly support team, QuickBooks integration, Google Maps integration, Low Cost subscription, low Credit Card processing rate through Stripe (although, they charge the same rate as CCs for debit cards--which is not quite right but rare for us anyway), consistent development and improvement, it does everything we need (with perhaps one or two small compromises) and has an open API that allows us to write our own code that integrates with their cloud-based system.
Cons: Cloud-based (so only as fast as your internet connection), no "offline mode", no location/inventory management (as of 2015), no automatic event triggers--although the API allows adding those features in-house; I use MS Access and VB to automate several things. There was a major issue when I had a corrupted QB company file; be very careful to backup after each sync with a desktop version of QuickBooks--it may be better to use QB Online.
Value for money
Ease of use
Nicholas Shearer, Chief Operating Officer at Placer Appliance Repair
I own an Appliance Repair Business in the Sacramento Area, and we use this software for scheduling out our service calls and having the technicians manage the jobs out in the field. All i have to say is this software is awesome. We have gone through 3 other software providers in the past 5 years and just none of it compares to Kickserv. They have so many options as well as a client portal which has great features! Their tech support is on top of things and help you get your problems solved fast! Thank you!
Pros: Great features, awesome customer service, great price point, customer portal, great user interface, easy to use and understand, Quickbooks integrates seamlessly, live signature capture, also you can email an estimate over and the customer/client can view the estimate and sign online. (great feature for a mobile business or a business who has customers who would like to think on repairing or purchasing new)
Cons: Mobile app could use some work for iPhone & Android, but their mobile WEB interface is awesome and has so many great features.
Value for money
Ease of use
Less than 6 months
Regina Folse, Administrator/Owner at Louisiana Air Systems, Inc.
Value for money
Ease of use
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
Below are some frequently asked questions for Kickserv.
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