Kickserv Features

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.

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.

The reporting is near worthless. None of the reports are ever accurate, and trying to get someone to help you make them accurate was like banging your head against a wall. The system was incredibly unreliable It is constantly going down. For a web-based system, businesses rely on its functionality during business hours. We had many days of inability to use the system. They're always seem to be some reason why it crashed. The system was much much better when it was service sidekick. We had to build a salesforce software system because it was so dysfunctional. The customer service was also incredibly bad.

We migrated hundreds of our original customers from our legacy system to Kickserv starting in April 2017 through May 2017. We inherited some issues that we certainly should have anticipated or planned for. We did find a couple processing issues bringing on all those older accounts so quickly. We have since cleared those problems and added many more resources to handle much more growth. We sincerely apologize to all our loyal customers for enduring those weeks of processing delays.

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.

Individual asset/equipment history would definitely be useful.

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.

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It was great that our HVAC techs plumbers were able to fill out an invoice right at the job and the customer could immediately pay it! The GPS Feature is also great. It helped us to know where our techs were and if they were still running on schedule so we could call customers if we needed to.

I found it very easy to use, but some of our less tech savvy techs struggled. The biggest issue we had was when an invoice was done incorrectly and the customer already paid it. Most of the time the customers were pretty understanding, though.

Hello Emily, We really appreciate your time and the feedback you provided, especially about how great our Live GPS Tracking feature is. We thrive on good feedback & good reviews so thank you.

Very easy to use, many reports available based on data we enter into system. The custom reports are awesome, you can build any that are needed. For a small company, 3 years old that I just started working for 1 year ago, they needed the push to use it to its capacity and we are now getting information out of it that is very valuable for growth.

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Hello Jo-Ann, thank you for the review. What could we do to get the extra stars?

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.

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...

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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.

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.

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.

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.

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...

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Easy to learn at first. Sends reminder emails to clients for jobs...

The calendar is buggy. Will repopulate canceled posts on its own. Has a reoccurring scheduling feature that sometime works sometimes doesn’t. Drop clients for no reason. Been working with kickserve for two years and still no solution to these scheduling errors. They cost me money, frustrate clients, and force me to be ever vigilant so that I have to triple check bugs and scheduling. The only reason I am still with these guys is because it’s too time consuming to switch crms.... this is a horrible Crm for a mid sized or small and growing company... walk away

Hello Jessica and Derek, I spoke with you on the phone. We discussed a better customer flow when managing event cancellations that should prevent issues with our repeating jobs feature. We regret that any confusion and extra work that this may have caused you. As we discussed we are actively working to make our repeating jobs features more dynamic as well as the rest of the program. We appreciate your continued loyalty to work with Kickserv. We aim to exceed expectations.

I like the price point, I like that there is relatively little down time. And I like some of the features the software has

There are several complaints that I have had from day one. First the reporting is terrible, building a report is often a trial and error endeavor. Even after successfully building a report there are time that it just breaks. Seeing the "Ah, Nuts we'll ninja the heck out of that error" leaves me with nightmares. There are simple reports that should come standard that every business should use. Other than the reports, I find that the software was built to fit many businesses which make sense; however, it makes it harder for my specific business to work with a higher functionality. I cant attach cars to work orders instead I have to print it out and highlight it for my guys. There are other issues like this.

when it works it's exactly what we need. it seems i need 100 characters to submit this form. unfortuantely I can't seem to find 100 nice words to say about your service.

there are way too many glitches for the price tag & support is never anywhere to be found. In the time it took for your tech support to get back to us we have already found another field management software and are taking the steps to transfer over. unfortunately, we are running a business and don't have the time to waste while ksa gets their act together. we would expect this of a beta test, not a paid service.

The "glitches" or downtime he is correct. They were to numerous during our migration of customers from legacy to our new Kickserv platform in April 2017. We have since corrected all those issues inherited from that one time event. We apologize very much so that we did not anticipate those issues better.

The interface is extremely easy to use, and maneuver through. It is also very simple to create your own custom fields, reports, and track data.

There is no way to track inventory, and modifying customized work orders can sometimes be a nuisance.

Hello James, Thank you very much for your time and the review. Your viewpoints were insightful. We are happy to hear how easy it is for new users to learn the flow of Kickserv and get started. We certainly do have inventory on our roadmap of feature requests. It remains a feature that our Quickbooks and Xero integrations do very well. We should discuss how we can enhance the customization of templates such as work orders with each other. I'll reach out to you directly. Thank you again for your review.

Opportunity, calendar, scheduling, workforce,

getting the employees on the app. with setup user names and passwords

Hello Deby, Thank you for your review! We are glad to hear that Kickserv is meeting your needs and expectations. We have to agree with you that our customer service is one of the best out there. I would love to have the opportunity to speak to you about what you are experiencing with the app, user names and passwords. You can reach me directly at Juan.herrera@kickserv.com Thank you for taking the time to leave us a review and for being a part of the Kickserv family!

I like mostly the mobile aspect of this system. It is great that the field reps can see everything on their mobile devices.

The reports are too complicated to get simple reports.

Hello Rosa. We appreciate your feedback and continued support. Feel free to ping a member of our Client Success team by emailing Support@kickserv.com if you have any questions regarding the reports or software. Our team is here to help. :)

We like the syncing capabilities, customization options, reports, and task/reminder functions. This app was truly created with the intention of giving you peace of mind that you've never forgotten something. It makes us feel truly organized and gives us the ability to keep our processes working smoothly.

When Service Sidekick got switched over to the new platform, Kickserv, we were excited for the new features, but the downtime and constant account issues have been frustrating. Support is sometimes difficult to get ahold of, as well. That being said, the incident report updates that we signed up for, have been great during these circumstances and Pete is always very helpful when he's providing support.

- 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...

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- 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...

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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.

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.

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...

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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.

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.

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...

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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...

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Hello Scott, 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...

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drag and drop capabilities

Since switching over to the new platform, there are issues with billing and attaching. Customer support is not helpful

The experience you had with the migration of your account was very unfortunate. Having your system not available during your working hours is a serious issue and we apologize for that error. We did work with your co-worker on the phone to handle the major issue which was mainly getting the sync working successfully again. To acknowledge some of your comments here we currently don't restrict file...

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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.

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.

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.

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Kiran, we appreciate your feedback and regret the mix-up in communication. We take pride in putting our customers first, and are constantly working on ways to improve our customer experience. As you know by now, we responded to Brittany's call for support within 4 hours (after business hours on Thursday). Unfortunately, it seems you were not made aware of that response until late Friday. We welcome...

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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.

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

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.