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Kickserv

#1 Most User-Friendly Software to Run a Service Business

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(62)

Kickserv Features

Features Summary

Functionality

4.1

/5

332

Total features

136

27 categories

Kickserv features

API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications

Common features of Workforce Management software

API
Activity Dashboard
Activity Tracking
Approval Process Control
Attendance Management
Attendance Tracking
Automated Scheduling
Budgeting/Forecasting

Price starts from

0

Per month

Flat Rate

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.1

/5

332

Price starts from

0

Per month

learn more

Total Features

136

Unique features

  • For Field Service

  • For Moving Companies

  • Warranty Tracking

  • API

Functionality

4.5

/5

2.6K

Price starts from

49

Per month

visit website

Total Features

140

Features in Common

95

Unique features

  • Change Order Management

  • Invoice Creation

  • Equipment Maintenance

  • Audit Trail

Functionality

4.3

/5

4.4K

Price starts from

50

/user

Per month

learn more

Total Features

112

Features in Common

36

Unique features

  • Core Accounting

  • Chat/Messaging

  • Data Visualization

  • Prospecting Tools

Common Kickserv comparisons

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent functionality and ease of use

Reviewed 4 years ago

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.

Pros

Kickserv enabled us to scale up the business and offers us excellent tracking for billing, communication, and customer service.

Cons

There are no issues or downside for my company.

Vendor response

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. Cheers!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Servicing Company - Long-time User

Reviewed 10 months ago

Generally very good.

Pros

- As a CRM software, we are able to manage all of our customers, scheduling, invoicing and reporting (not as bookkeeping or Financial Statements) in a generally good way. - The inter-connectionedness of the various parts of the software makes it easy to navigate from one function to another. - Although there has been some down time (which can be very difficult because we cannot function), but over...

Cons

- Support is sometimes tedious. - New features added (if we find out about them at all) can be very disruptive to our processes, and confusing. While some of them make sense in a wider world, they sometimes are baffling and frustrating in our business. - We have 2 locations (and hope to have many more) and need to have separate systems. Kickserv requires us to use separate browsers for each. How are...

Vendor response

Thank you Doug for your continued support and taking the time to leave us some feedback. We greatly appreciate it. Know that your feedback does not fall on deaf ears and we are always working on ways to improve Kickserv.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best Value for Scheduling/invoicing software

Reviewed 10 months ago

Overall, I have been more than satisfied with Kickserv. I initially navigated the platform pretty easily, along with ample help from the support team. Whenever I experience a problem, I receive help via the chat function from the same customer support members who are quick to provide solutions.

Pros

This product makes it easy to store a lot of data for our business including customers, project history, photos of job sites, notes for customers, dispatching crews to jobs, invoicing customers.

Cons

We experience some software bugs throughout use, which are often resolved with time. If I delete something on accident, there is not an undo button. If we change an estimate for a customer, there is no easy access to old records of past versions of the estimate unless we duplicate them every time we make a change. This can put us in a situation sometimes we are trying to substantiate claims to contractors...

Vendor response

Thank you for taking the time to leave us a review, as well as continuing to support us, Katielynn. If you encounter anymore issues, please don't hesitate to reach out. We will be happy to assist you with resolving any issues.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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#1 in Customer Relationship Management & Dispatching software

Reviewed a year ago

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.

Pros

It is easy to start using the kickserv system, especially since they have such a phenomenal support staff

Cons

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).

Vendor response

Hello Richard - You have been a fabulous advocate of Kickserv over the years. I'm glade we are helping your business.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best CRM Platform!!

Reviewed 3 years ago

-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.

Pros

-Organization of data and customer list -Convenient way to calculate weekly, monthly jobs sold. -

Cons

-Sometimes it does not load properly -Would be great what time notes are added to NOTES section for each tab

Vendor response

Hello Amir, 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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Entry level service management software that works well.

Reviewed 10 months ago

It is a solid choice for the price. It makes keeping track of all our jobs possible and is a great step up from paper or spreadsheets. I feel it is priced fairly.

Pros

Capturing all the jobs we have on the go, being able to catergorize them by type, and by status (unscheduled, scheduled, in progress, on hold, completed) really helps on the backend to keep invoices moving out.

Cons

Individual asset/equipment history would definitely be useful.

Vendor response

Thank you Paul for taking time out of your busy day to leave the positive review. While we do not have inventory management yet, perhaps it's something we will consider In the future. Thank you for your continued support.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Quick to learn, Easy to use, Adapt to your needs

Reviewed 4 years ago

We are able to create estimates and work through an ongoing job without it effecting our bookkeeping within Quickbooks Online. Kickserv has allowed us to track our time records in records within the job record, but then only enter one final labor charge within the invoice itself. We are able to keep greater detailed notes about the piece of equipment without them being accessible to the customer.

Pros

Synchronization with Quickbooks Online. Basic functions are easy to use. Adaptable to your companies needs with custom fields and reports. Directions/maps are integrated into each customer location for quickly planning your days journey.

Cons

You are unable to print report/search results from Kickserv, you are required to export to CSV format. It does not contain an inventory feature within the software.

Vendor response

Christy, Thank you for your time. We very much appreciate the review. Beutel and Kickserv have been working with each other over 9 years now. I can work with you to see if we can come up with a solution for the printing situation. We now have two fabulous features that you may want to check out - Edge and Listings. They are certain to help your company grown

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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

Reviewed 5 years ago

It helps me manage four irrigation service technicians and keep them going where they need to go.

Pros

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.

Cons

We are really only able to use part of the service. While it is excellent for scheduling, it is not useful for invoicing unless your invoicing needs are very basic. The product is not compatible with Quick Books groups. I don't use their mobile app. I prefer their mobile web site, but recent changes have made their mobile site less useful. Their server sometimes gets overloaded and the software...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Kickserv is a still

Reviewed 7 years ago
Pros

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...

Cons

This product does not handle the purchasing side of things which I would love to see. It sounds like they are looking into expanding this software to handle tracking purchases. Right now I just use QuickBooks for this. I also don't like the HTML language which is required for the setup of the invoice, estimates and work orders templates. It is hard to work with being I am not a programmer. I have managed to figure things out on my own with their help site and calling them. Its not a major issue but something I think they can improve on more. Again the Kickserv Team has been very helpful in anything I try to do or questions I have.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Superior Elevator Inspections - We Love Kickserv!

Reviewed 3 years ago

We have many customers that have many conveyances that we have to inspect per State requirements. Each has a different State Identification Number to record and track which we use in scheduling. We have to do much coordination between elevator contractors (Otis, Schindler, Kone, etc.), our customer building owners, and our inspectors. It's not always easy but Kickserv makes things much more manageable. Prior to Kickserv, spreadsheets, Word calendars and white boards were used...it was like the Dark Ages. :)

Pros

It's so easy to use and functions well for most of our needs. I LOVE the Special Instructions section and the clarity it provides in the Overview tab. Tags are also very helpful for our needs. The Resource calendar is fantastic too. Sometimes updates made in QB don't seem to come over to Kickserv in a timely manner but I think they usually do eventually. Overall, Kickserv has been a game-changer for us and I'm grateful every day for it's availability.

Cons

On my wish list is a feature that will allow me to duplicate contact information of one customer and paste it into that of another. We deal with many management companies who manage several of our customers and I have to re-type their contact info into each shared customer that we have. Reports are a little cumbersome to create but I did work in Salesforce.com many years ago and found that to be the case with them too.

Vendor response

Hi Sandy, SUPER review! You have been a very loyal customer for over 3 years! Thank you. We do thrive on feedback from our customers like you. Your viewpoints were insightful, and I believe they will help others.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Kickserv Kicks Ass

Reviewed 10 months ago

Excellent product and fast, reliable support.

Pros

Kickserv is easy to use and easy to learn. It has more than enough functionality for my small business and integrates well with the Stripe payment system. The scheduling and calendar feature are extremely useful in daily planning.

Cons

The home page is useless. Some of the reporting functions need work.

Vendor response

Shane - that is sort of an unofficial motto "it's that easy". And the fact you are finding that collecting your money is a snap using Stripe is great news. The dashboard of the application is for the owner to manage their Customer flow line (Opportunity > won > job > follow-up > invoicing > to collecting payment). I recommend you write into support@kickserv.com or use your blue message bubble in the app and we can certainly do more training on this with you. Thank you again.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great customer service every time!

Reviewed 5 years ago
Pros

This software is easy to use and some really great features... I like that I can drag appointments from one day to the next if needed. And contact customer service if needed easily.

Cons

I wish there were more alerts that would come up - such as an alert that will come up when scheduling someone that has an open balance so that we can let the customer know when scheduling, also what would be really helpful is if there was an alert that pops up stating that there is already a scheduled appointment open for that customer to avoid potentially double booking a customer (sometimes a wife...

Vendor response

Hello Leeann - thank you for your time and feedback. To help avoid duplicate bookings our best practice is to search customers by street address prior to booking. Street addresses are very unique and will display any prior events for that location.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Kickserv has been a valuable addition to our business. It helped our company become more streamlined

Reviewed 5 years ago
Pros

The calendar and resource views and functionalities are the best features of Kickserv. We have 7 vehicles on the road and we need to know where they are and how each job went. Kickserv allows us to communicate in a cloud based system that all of our techs can access in real-time. When a change is made to the calendar, all office staff can see it. Technicians can leave job notes before they leave the job site, and customers can pay online after they are invoiced by email. The newer look of KickServ was a real step up from the original Service Sidekick. It has grown with us and continues to get better everyday. It has really begun to feel like we have a real business and we are happy with the way KickServ has grown into theirs as well.

Cons

The technicians cannot see the description of charges in the itemized list of charges while using the mobile app on their phones. Some issues with recurring jobs - I have found that most of the issues get resolved as soon as we mention them to the KickServ customer service team. If there is an answer, the team is willing to try and find it. When KickServ lags or goes down it slows our company down to a crawl. It was worse before, and only keeps getting better.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Get your DISPTACH house in order

Reviewed 4 years ago

We have been with Kick Serv through a lot of growing pains. As a "non techy" person, I was very frustrated in the beginning but now have become a believer that THIS IS a great program for our growing business. I am looking forward to see which upgrades are coming for 2019. (Allow techs to search for specific job numbers in the field, colors change as job phases are uploaded with new people assigned to same job, adding the use of our standard quote forms, time sheet management)

Pros

Able to track all incoming calls with a glance at calendar screen. See every tech (color coded) daily, weekly and monthly. Track days off, vacations, in a glance, with customer on the phone!

Cons

Still no way to automatically change color coding as each phase of a project is completed and we need to add different tradesmen to the job. We have to "open" each job BEFORE we schedule a tech to see if he/she is already assigned to an ongoing job.

Vendor response

Hello Cyndi, Many thanks for the abundance of positive feedback. And as always the suggestions to make our product better and more user friendly is what we thrive on here. To quickly gather what jobs a technician or tradesman is on go directly to our Jobs index page and use the "assign to" filter. Ping me back from within the app if you'd like to discuss this idea further. We are here to help.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great product and service

Reviewed 10 months ago

The biggest benefit is time saved. We run a small, family locksmith business. My husband and son are out on the road and I'm in the office. We've expanded into a home watch business as well. Kickserv is very efficient and cut my labor time by at least a third. Plus, the techs out on the road can pull it up on their phones and don't have to call in to ask questions about jobs.

Pros

Ease of use. We looked at several options and Kickserv has the best quality for the price. We use the product differently than intended. The color coding intended for services we use for our technicians. I look at the calendar and I can see where each one is by the color. We do use some colors for services such as active jobs or jobs on hold. Kickserv integrates smoothly with QuickBooks online which saves a lot of time and work. We do our invoicing in Kickserv and it syncs with QB immediately.

Cons

I can't think of anything right now that I'd change.

Vendor response

Thank you Beverly, for taking the time to leave us the SUPER review!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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All Fixed Appliance Repair review

Reviewed 10 months ago

Overall, the experience has been very positive. We're happy that we decided on this one.

Pros

Real time scheduling, mobile use, files attachments, work order creation

Cons

Customer portal to request service is cumbersome, bug reporting has become more difficult with the new chat robot. I usually video the issues to better explain the bug. I can't do that any more.

Vendor response

Howdy Lou. Thank you for taking the time out of your busy schedule to leave us a review. We greatly appreciate it. The new support system is fairly new and we will continue to work on making it easier to to reach us, as well as report bugs. Thank you again for the feedback.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Good experience overall, customer support time is frustrating tho...

Reviewed 5 years ago

We boost productivity big time with this software!

Pros

This software offers great functionality and customization, so far has been the one that adapted the most to our requirements. New functionalities are added on weekly basis which is really nice. Price is very accessible for small business. Is easy to use once that you get the grip on it which takes time because some stuff is somehow counter intuitive, I seriously recommend getting the paid support/training sessions otherwise you will get very frustrated. integration with QB and use of credit card payment is solid.

Cons

Customer support time is frustrating, they take at least several hours to get back to you then sometimes they will reply and stop answering for another several hours, this made us almost regret our decision when setting up our account. They offer documentation for the software but a lot of topics are mere drafts and do not contain a lot of information. Despite the fact that they answer really slow...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Kickserv Review

Reviewed 3 years ago

Kickserv allows us to go semi paperless and cuts out time from dispatch to accounting.

Pros

The ability to store everything together.

Cons

It did not integrate with QuickBooks Online as we had hoped. It integrates with it, but not everything transfers.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Small company that rapidly grew!

Reviewed 3 years ago
Pros

We love the simplicity of it, the work flow is really easy with the unschedule, scheduled, in progress, etc tabs. It keeps the jobs organized. We love that it is capable with our QuickBooks keeping our books stright is very important to us.

Cons

The mobile app has had a number of bugs and issues. But we contact customer service and it seems to fix. However we still run into minor issues here and there.

Vendor response

Hi Jessica, Your company has been a very loyal customer for 4 years now! Thank you. Plus, it's great to hear how much you like our Support team. Keep connecting with us with our in-app chat support because we are here to help.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great but still a few glitches

Reviewed 6 years ago

We have been using the program for about a year, and it is for sure better than other programs that we have used in the past. ANd the ease of talking to a real person in tech support is WONDERFUL! But there are still a few issues we have come across. One is that it only works properly on FireFox, and is the only program I use that actually works on that browser, so I have to have that on all the time...

Pros

Able to change as needed, and easy to integrate with Quick Books. Easy to contact a real person in tech support.

Cons

Don't feel that the phone/tablet app is user friendly

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best value and

Reviewed 3 years ago
Pros

We have used the software since about 2012. It is very user friendly and allows our company to schedule and keep track of our customers on a daily basis. We love the ability to create reports and sort data but services used, how often customers use us, amount spent, ect. The staff at Kickserv is responsive and easy to work with if a question or problem arises. Kickserv syncs seamlessly with quick books and allows us to easily keep our books up to date. We have just recently started using the credit card processing add on. It was again, seamless and easy to use. Very happy and attribute the program to our continued success!

Cons

There are a few upgrades I would love to see...such as taking a discounted about off certain items. For our business a check box form would be helpful in the tuneup each of the technician s perform, however for the dollars spent it is a great program at a great value.

Vendor response

Thank you so much for your kind words, Ashly. We really appreciate you taking the time out to share your experience with us.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Satisfied Customer

Reviewed 11 years ago

I have already shared my positive feeling regarding Service Sidekick with several fellow electricians. All of us have the common need to be able to access our schedule while out working or estimating projects. I feel like i have a much better grasp on my schedule than ever before. I can access the calender in the morning at my desk. Then on my Android or ipad while I'm in my truck or elsewhere.

Pros

The ability to view my schedule on my Android phone was the primary reason that I chose Service Sidekick almost two years ago. I'm so glad that I did! Our previous scheduling information could only be accessed while out in the field if the secretary was still at the office or by remote log-in once I got to a computer. With Service Sidekick I am able to pull up my schedule while eating lunch, enter...

Cons

The only real negative that i have to offer is that when scheduling work for a contractor that will be at an address that is not their home office. Their office address always appears on the printed work order and it can and has caused confusion. Meaning that my guys have shown up at the contractors personal home, embarrassing. There might be a way to simplify it for recurring business partners that work in other places like a remodeling General contractor. Also, with so many features, i feel like i am only skimming the surface of what Service Sidekick is capable of. My New Years resolution is to learn to use it even more effectively.

Vendor response

We do have a new template for work locations and this user was given that new template so you can display the parent and child location.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The best service scheduling and work order app I’ve found.

Reviewed 10 months ago

Overall, this has been the best service app I’ve used. It is easy to create work orders, manage workflow and handle billing. My customers like the easy interface and the ability to follow along with the repairs in the customer center.

Pros

The app and web interfaces make it easy to create and complete repairs. I can go all the way from my first customer contact all the way through the repair and invoicing with ease. Customer repairs ante organized well and easy to refer back to if needed.

Cons

The only problem I have is the inability to accept cash or check payments without a subscription. I’m restricted to only accepting credit cards through the app. All other payments do not reflect in the repair orders which makes t hi I GE confusing when closing out the month. I understand that the company needs to make money, but I don’t like that this feature was moved to the pay version. Maybe I’ll subscribe in the future, but I’m just starting out and need to conserve as much capital as possible.

Vendor response

Good feedback James. Just starting a business is difficult and we understand. We were there once. The Free version does a lot to help a business grow. The paid plan does allow us to offer more advanced features and support them. We wish to see you grow. cheers!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Overall our experience with Kickserv has been good. There are a few glitches at times.

Reviewed 4 years ago
Pros

The calendar has been easy to use. We do not use it for our installers at this time but use it daily for our sales appointments. For the most part kickserv has been user friendly.

Cons

There are times when we have issues syncing with QuickBooks. It seems this happens when we have one customer with multiple locations. We created our own invoice and estimate template. It would be helpful if this was easier to do and we did not need an HTML guru or it would be helpful if kickserv was more helpful with this. Reports can be confusing to create to pull the information needed. The reports probably took us the longest to figure out how to use. When uploading pictures it is very slow for the sales people when using their ipad in the field.

Vendor response

Hello Debbie, We really appreciate your time and the feedback you and your team have provided us. You should always use our chat feature in the program whenever you have a sync issue that you are not able to resolve. We do have plans to make both reporting and possible custom template modifications easier.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Software for a 1 to 5 Truck Operation!!

Reviewed 7 years ago
Pros

It was really easy to use. I was able to take my business from 3 employees up to 15 before I started feeling any pain. The estimates were customization with HTML. We were able to add some very cool code that would add offer banners depending on what was in the estimate. It tracks every time your customer opens your estimates. Great for know who to call. The software works well with quickbooks online. The work flow is logical.

Cons

It was week on CRM functions like phone and email integration. The mobile app never worked for us but to be fair our account may have outgrown the design. There was no ability to group several jobs in to a project. This hurts when trying to find sale conversion rates because we often wrote several optional estimate to win 1 project. Not having enough features to take my business for 20 to 50 employees. I would still be using it if they had developed a few more features or integrated tightly with a office CRM. Kickservs has a really nice integration with QBO at the invoices level but none at the prospect or estimate level. If KS's contacts and estimates would of synced and mirrored QBO I Would of found a CRM to layer over KS to get the features I needed.