Kickserv Software Pricing & Features

Kickserv

Field service management and online CRM

4.3/5 (216 reviews)

Kickserv 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 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
$29/month
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, United Kingdom

Supported languages

English
Kickserv screenshot: DashboardWelcome to the New KickservKickserv screenshot: InvoiceKickserv screenshot: InvoicesKickserv screenshot: JobsKickserv screenshot: OppsKickserv screenshot: Resource - WeekKickserv screenshot: ScheduleKickserv overview

Kickserv reviews

Value for money
Features
Ease of use
Customer support
  4.2
  4.0
  4.3
  4.3
Randall Merriott

Overall, I like Kickserv. I rely on it for my business, and the product continues to improve.

Used daily for 2+ years
Reviewed 2017-06-25
Review Source: Capterra

It helps me manage four irrigation service technicians and keep them going where they need to go.Their web site when used on a desktop computer is great for scheduling and dispatching. We use it throughout the day to line up jobs for our technicians. Previously existing customers are easy to find using their search feature. I can add a new job, and then click a button and it sends the technician a text message with the job description and address. The technician can click on the address link and get the GPS coordinates on their smart phone. The workflow is logical and consistent. When things go wrong, they are good about communicating what is happening.

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Kickserv

Field service management and online CRM

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

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.

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Kickserv

Field service management and online CRM

Josh Beebe

Lack of response to concerns. Converted us to new platform a day early while open.

Used daily for 2+ years
Reviewed 2017-02-16
Review Source: Capterra

Our experience with this software was average until the migration from SSK to Kickserv. 1) Our migration was scheduled for the evening of 2/2/17 but instead was run during the morning. 2) This resulted in us not being able to access our entire database for the entire workday. We lost customers and business as a result. 3) The only response we have gotten from Kickserv is "Sorry about the confusion". 4) Responses to issues about the new platform are not helpful and delayed. 5) Cannot upload certain file-types as attachments (Old SSK allowed anything) 6) Editing estimates does not work correctly 7) There are problems with payment capturing in Kickserv. Kickserv seems to ignore some line items. 8) When asked how to permanently complete tasks for re-occurring jobs, the only response I got was "Let me see if I can explain how to do this one". 9) None of our questions or issues have been resolved.drag and drop capabilities

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Kickserv

Field service management and online CRM

Jodi Gerard

Kickserv is a still

Reviewed 2015-12-09
Review Source: Software Advice

The product is simple to use and meets my customer service and scheduling needs for the price of the cloud software but also allows me to customize things without major programming or fees to get somebody else to do it. I paid for the Boot Camp training and was very worth it just to get things setup and understand the software. It sync's reliably with QuickBooks which has been a problem in the past for our company with other cloud based Customer Service Programs. The vendor has been GREAT! They feel like my team as they always respond within minutes to hours of my questions or problems I do run in to. I just send them a quick email and they help. Also they are always interested in my recommendations and are also getting feed back frequently from me and making improvements to the software. One thing that is great is that they provide a portal to the customer so any changes I make to an estimate or schedule or notes can be seen by the customer (they only see notes you want them to see). They can be abreast with what is going on with their work order. They also can pay for their invoice right online as well which I love so my customers have more control over their payment needs. Also our Kickserv is linked to our website so anytime a customer wants to contact us it creates an OPPORTUNITY in Kickserv for us to follow up on and notifies us via email that we have an interest. I would and have recommended Kickserv to other businesses.

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Kickserv

Field service management and online CRM

Andrew Gorski

The old system service psychic was very useful and user-friendly. The new software is terrible.

Used daily for 2+ years
Reviewed 2017-06-26
Review Source: Capterra

During the service sidekick years, many. During the kick serve years nearly 0 other than scheduling.The calendar is the biggest strength of this program. I like being able to use colors for different types of jobs. Also when you move something on the calendar it automatically updates. Our new software does not do that and I miss it. Service psychic used to be very easy to add people into the system and get them scheduled. Kick serve was not. The quick add was a great function when we were at tradeshows or when you're on the phone with a customer.

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Kickserv

Field service management and online CRM

Kickserv pricing

Starting from
$29/month
Pricing options
Free trial
Subscription
View Pricing Plans

Free Trial!
Solo plan: $29/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

Pricing Comparison

How does Kickserv compare with other Operations Management apps?

Subscription plan?

Kickserv



99% of apps offer a
subscription plan

Free trial?

Kickserv



80% of apps have a
free trial

Freemium plan?

Kickserv



21% of apps have a
freemium plan

Pricing Comparison

Operations Management app prices shown are $/month




Kickserv Pricing Reviews

Pros
  • user friendly and cost effective for small business
  • Great price! Awesome Service! Easy to learn and use.
  • I like that on the app you can see the entire schedule easily as an administrator
  • The price for this product is outstanding! For a similar product, you typically will pay 5x the price.
Cons
  • Having to use an external signature app.
  • Cannot customize dashboard. i would like it to show only one year at a time
  • Slow down periods but the tech staff usually has a fix with in minutes. They are always working to improve operations
  • Mobile app could use some work for iPhone & Android, but their mobile WEB interface is awesome and has so many great features.
85%
recommended this to a friend or a colleague

Kickserv features

API
Activity Dashboard
Activity Tracking
Custom Fields
Customizable Reporting
Invoice Management
Real Time Data
Third Party Integration

Audit Trail (152 other apps)
Auditing (234 other apps)
Automatic Notifications (285 other apps)
Compliance Management (175 other apps)
Data Import/Export (222 other apps)
Document Storage (169 other apps)
Inventory Management (187 other apps)
Inventory Tracking (183 other apps)
Monitoring (173 other apps)
Multi-Location (155 other apps)
Reporting & Statistics (191 other apps)
Workflow Management (191 other apps)

Competitor Feature Comparison

API
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Appointment Management
Auto-Responders
Automatic Backup
Automatic Notifications
Automatic Reminders
Availability Indicator
Billing & Invoicing
Booking Management
Business Analysis
Calendar Management
Calendar Sync with Google
Chat
Client Portal
Communication Management
Contact Database
Contact History
Cost Estimating
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Dispatch Management
Document Imaging
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Email Integration
Email Notifications
Email Tracking
Employee Management
Estimating
Filtered Views
GPS
Group Calendars
History Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Assignment
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Multi-Location
Multiple Format Support
Online Booking Integration
Opportunity Management
Partial Payments
Progress Tracking
Project Notes
Prospecting Tools
QuickBooks Integration
Quote Management
ROI Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Receiving
SEO Management
SMS Integration
SSL Security
Sales Tax Management
Search Functionality
Secure Data Storage
Self Service Portal
Subcontractor Management
Summary Reports
Third Party Integration
Time & Expense Tracking
Time Tracking by Client
Work History
Work Order Management
Workflow Management
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API
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Appointment Management
Auto-Responders
Automatic Backup
Automatic Notifications
Automatic Reminders
Availability Indicator
Billing & Invoicing
Booking Management
Business Analysis
Calendar Management
Calendar Sync with Google
Chat
Client Portal
Communication Management
Contact Database
Contact History
Cost Estimating
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Dispatch Management
Document Imaging
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Email Integration
Email Notifications
Email Tracking
Employee Management
Estimating
Filtered Views
GPS
Group Calendars
History Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Assignment
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Multi-Location
Multiple Format Support
Online Booking Integration
Opportunity Management
Partial Payments
Progress Tracking
Project Notes
Prospecting Tools
QuickBooks Integration
Quote Management
ROI Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Receiving
SEO Management
SMS Integration
SSL Security
Sales Tax Management
Search Functionality
Secure Data Storage
Self Service Portal
Subcontractor Management
Summary Reports
Third Party Integration
Time & Expense Tracking
Time Tracking by Client
Work History
Work Order Management
Workflow Management
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API
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Appointment Management
Auto-Responders
Automatic Backup
Automatic Notifications
Automatic Reminders
Availability Indicator
Billing & Invoicing
Booking Management
Business Analysis
Calendar Management
Calendar Sync with Google
Chat
Client Portal
Communication Management
Contact Database
Contact History
Cost Estimating
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Dispatch Management
Document Imaging
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Email Integration
Email Notifications
Email Tracking
Employee Management
Estimating
Filtered Views
GPS
Group Calendars
History Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Assignment
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Multi-Location
Multiple Format Support
Online Booking Integration
Opportunity Management
Partial Payments
Progress Tracking
Project Notes
Prospecting Tools
QuickBooks Integration
Quote Management
ROI Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Receiving
SEO Management
SMS Integration
SSL Security
Sales Tax Management
Search Functionality
Secure Data Storage
Self Service Portal
Subcontractor Management
Summary Reports
Third Party Integration
Time & Expense Tracking
Time Tracking by Client
Work History
Work Order Management
Workflow Management
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Mobile apps

iOS App

28 reviews

See all iOS Apps

Requires iOS 9.3 or later. Compatible with iPhone, iPad, and iPod touch.

Android App

0 reviews

See all Android Apps

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Category Leaders ranking

Reviews
Integrations
Mobile
Media
Security

#6 in Field Service Management (FSM)

View full ranking
66
13
12
17
5
12

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.

Kickserv also features in these categories:

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

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

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