Kickserv Pricing, Features, Reviews & Comparison of Alternatives

Kickserv Reviews

Kickserv

Field Service Management online CRM

4.27/5 (168 reviews)
357

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 Overview

Pricing

Starting from: $29.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)
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Devices

Web
Android
iOS

Business size

S
Small
M
Medium
L
Large
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Kickserv screenshot: DashboardKickserv screenshot: InvoiceKickserv screenshot: InvoicesKickserv screenshot: JobsKickserv screenshot: OppsKickserv screenshot: Resource - WeekKickserv screenshot: Schedule

Kickserv Reviews (168)

Latest reviews

 Takes care of all my day to day operations with the greatest of ease.

Read the full review
Reviewed 11th of August by Jared Cruz

 

 Kickserv is a great communication software for people out in the field.

Ease of use, great communication with techs, maps

Read the full review
Reviewed 8th of August by Jennifer Veitch

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Kickserv Category Leaders

Reviews
Integrations
Mobile
Media
Security

#10 in Field Service Management (FSM)

View full ranking
64
15
12
15
9
13

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 Screenshots (7)

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

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
This will ask you to sign in with LinkedIn

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

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


Competitors Pricing

ServiceMax

Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Loc8

Starting from: $99.00/month
Pricing model: Freemium, One-time License, Open-source, Subscription
Free Trial: Available (No Credit Card required)

IFS Field Service Management

Pricing model: Subscription

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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

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

Alternatives to Kickserv

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.

Videos

Jared Cruz

Takes care of all my day to day operations with the greatest of ease.

11/08/2017

Pros

Scheduling, detailed invoices, user friendly for tracking day to day operations, anytime there's been a problem they fix it fast

Cons

App integration is a little confusing and wish there was built in employee clock out-in but besides that it works very well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jennifer Veitch

Kickserv is a great communication software for people out in the field.

08/08/2017

Ease of use, great communication with techs, maps

Pros

What i like most about the software is the ease of the program. When i input an address it starts to give recommendations and it fills in the blanks for you. You can also view a map of the location. We use this software everyday throughout the day and is a great program for the office to communicate with people in the field without having to call them.

Cons

We have used kickserv for a few years now and i really haven't run into any major problems with the software. The few times i did, the tech helped out immediately to get my issues resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard Zdanis

They just keep improving!

21/07/2017

Total customer relationship management system and total integration with QB bookkeeping software

Pros

Easy of use, functionality, reporting, mobile platform app, easy to understand menus and customer service responsiveness

Cons

I have been using this product for over 5 years and have not found many flaws. If I had to give any constructive critique, I would have to say that they could improve upon the search capabilities so that I could search additional fields.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott Bardsley

Superior product for small business

16/07/2017

Pros

Comprehensive tracking of work flow. Easy to follow Great for scheduling Customer portals are super

Cons

Point of sale CC sales The word Opportunity can be confusing at first

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jennifer Veitch

Very easy to use

13/07/2017

Pros

Integrates easily with QuickBooks. I like that it is mobile. I also like the new feature with the address input. The service team is always quick to respond

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert Bishop

The program is very good and mostly does what I need it too.

11/07/2017

Scheduling

Pros

Love the scheduling

Cons

Not enough instruction on how to set up invoice information (some of the fields do not seem to work). Overall documentation needs work as far as more detail information and maybe examples.Would be nice to have something to keep track of how much you charge and collecting money. Would like to click on the Work Order in the calendar view and bring the WO up. Have to exit invoice screen in order to log a payment.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Phyllis Clark-Kirkman

We've used this Kickserv for years! It's a good, solid program that is continually being upgraded.

06/07/2017

Let's us keep all customer data in one place. Syncs with our bookkeeping program. Internet based lets us work from anywhere. Good value for the $$$.

Pros

Reasonable pricing. Good set of features. Great customer service. We've used this program for at least 10 years.

Cons

It's looking better, but still a bit "clunky". Not very intuitive if you're new to the system. Screen views are stretched out and take up a lot of room. You have to scroll a lot to find things. It could be more compact and easier to maneuver. The Android version is the same way - multiple screens to find things. You have to learn all the workarounds to be productive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Joseph Phillips

Very very very Professional!

06/07/2017

Pros

The Sync functions with google calendar, text messages, email reminders, maps and auto populate functions inside the app. Syncs with quickbooks and credit card processing, makes things very simple.

Cons

Thy have a feature to add pictures but the load time is extremely slow so I use another service provider for that function.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
John Lightner

Overall, good experience. Not a fan of the electronic Customer support, prefer talking to a person.

05/07/2017

Pros

Overall it was user friendly. The sync with quickbooks was satisfactory and very useful. Customer reports average to good.

Cons

Cumbersome when providing multiple services for a customer. Tracking service history of Customers. Limited with respect to multiple invoicing types to Customers. Invoicing did not fit our business model.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Amilly  Alvarez

Indispensable. Simple to use and manage your customers and jobs from one place.

05/07/2017

The benefits are countless and far outweigh the features that we still don't have. What I love is that Kickserv is constantly adding new features and increasing the software's functionality.

Pros

I love how easy it is as admin to add users, customize certain fields and see who has what on their calendar, emailing invoices to customers from the software, integration with QB.

Cons

I can't progress invoice, therefor I can't take advantage of really knowing the money in the pipelines. Certain custom fields for a customer's location don't carry over when you create a new job in that location, creating double entry.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more

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