Kickserv Pricing, Features, Reviews & Comparison of Alternatives

Kickserv Reviews

Kickserv

Field Service Management online CRM

4.54/5 (101 reviews)
1,293     340

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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Kickserv Reviews (101)

Latest reviews

 Perfect for our small construction/field-service company

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, ...

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Reviewed 15th of February, 2016 by A verified reviewer

 

 This software is awesome! Such a great product with excellent support!

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 ...

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Reviewed 7th of December, 2015 by

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Kickserv Pricing

Starting from: $29.00/month

Pricing model: Subscription

Free Trial: Available (No Credit Card required)

Free Trial!
$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


View Pricing Plans

Key Features of Kickserv

  • QuickBooks Desktop 2 way sync
  • CRM
  • email invoices out and see who has viewed them
  • Bidding and Estimating
  • Billing & Invoicing
  • Shared Calendar
  • set your logo, color making the app branded for your company
  • Mobile Access
  • iCal feed for offline access
  • report on job sales and even custom fields
  • Drag-and-drop features
  • Custom fields and reports
  • customers can login and see photos, pay invoices etc
  • Credit Card Payments
  • Online scheduling page
  • File Attachments
  • Custom Email Templates
  • QuickBooks Online 2 way sync
  • Global Search
  • Phone and Email Support
  • see who has done what in the program

Kickserv Screenshots (7)

Kickserv screenshot: DashboardKickserv screenshot: InvoiceKickserv screenshot: InvoicesKickserv screenshot: JobsKickserv screenshot: OppsKickserv screenshot: Resource - WeekKickserv screenshot: Schedule

Specifications

Intended Users
Freelancers, Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, iPad, Linux, Mac, Windows, Web-based, Windows Phone, Mobile Web App
Supported Countries
Australia, Canada, United Kingdom, United States
Supported Languages
English
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Alternatives to Kickserv

Benefits

- Easy to use
- Access from any computer (Mac or PC)
- No double Quickbooks entry
- GPS Checkins to track employees job activity
- 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

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.

Read the full GetApp Analysis

Videos

Kickserv Category Leaders

Reviews
Integrations
Mobile
Media
Security

#10 in Field Service Management (FSM)

View full ranking
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GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

No
Multi-factor authentication options

Data policy

No
Data backup in multiple locations/GEO regions
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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.

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.

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.

Frequently used together