Kickserv offers us the opportunity to quickly reschedule and update work orders in real time. The Quikbooks integration saves us time and money because we only enter customer info once.
Kickserv enabled us to scale up the business and offers us excellent tracking for billing, communication, and customer service.
There are no issues or downside for my company.
Thank you Ted. Your loyalty and willingness to take a moment to give us feedback is worth a lot to us. I hope it also helps others.
Likelihood to recommend: 10/10
Kickserv has streamlined my service-based business. It's easy to use for dispatching and task reminders. It also syncs with my bookkeeping software, google calendar, reputation management software and Stripe.
It is easy to start using the kickserv system, especially since they have such a phenomenal support staff
I have used this software for over 8 years and the ONLY thing I still would like to see is a more robust search ability. For example, if I were to look for every job that I did "carpet cleaning," I would get a list (instead of having to pull a report).
Likelihood to recommend: 10/10
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.
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.
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.
Kickserv allows us to go semi paperless and cuts out time from dispatch to accounting.
The ability to store everything together.
It did not integrate with QuickBooks Online as we had hoped. It integrates with it, but not everything transfers.
Likelihood to recommend: 8/10
-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.
-Organization of data and customer list -Convenient way to calculate weekly, monthly jobs sold. -
-Sometimes it does not load properly -Would be great what time notes are added to NOTES section for each tab
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.
Likelihood to recommend: 10/10
Free Trial on all plans
Free plan: 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
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.
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.
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.