Kickserv is a service management solution designed for small businesses. It is a web-based system offered at a monthly rate, and users can enroll in a free two-week trial to experience its capabilities. Kickserv serves companies in a variety of vertical markets, including cleaning services, plumbing, HVAC and electricians.
Kickserv provides a full suite of applications, including contact management, billing and invoicing, work order management, driver scheduling and dispatch. It is accessible from any mobile platform and device, and it offers a native iPhone app. Kickserv’s interface allows users to oversee all aspects of company workflow, update and distribute invoices, monitor field technician status and more.
With Kickserv’s iPhone app, technicians in the field and office staff can stay in sync with each other. Technicians can send automated or custom updates to the team in the office, as well as sharing notes, comments and job status updates. Kickserv also integrates with QuickBooks Online or QuickBooks Desktop.
Kortny from Toughguys Lawncare
What I like most about the software is that it helps the company stay on the same page of what needs to be done. Being part of a lawn care company, there are vehicles and people all over the city and it helps to stay organized and be able to know what another person is doing. It really helps the secretaries also be able to schedule and keep everything organized and be able to add special notes to jobs so technicians know what exactly needs to be done if the customer isn't present at the job site.
Sometimes the product and the different features can be confusing to manipulate. Such as pricing features. It's something that is somewhat difficult to do but all in all the product is nice to use and pretty reliable.
Remember that products aren't perfect and to put down the truth about what you like about this product and what you don't like. I am only a technician that goes to the job sites and use it limited time but people like secretaries who are on it all day give all the comments and suggestions you have to make this product better.
Brent from Tough Guys Lawn Care
The price for this product is outstanding! For a similar product, you typically will pay 5x the price.
There are limiting aspects to this software with remote chances of changing according to customer service (due to the base coding). Reoccurring event/visits struggle when you wish to bill throughout various "job". One job = one bill in Kickserv, rather than having multiple billing periods for various reoccurring event/visits during the one job.
Ensure billing matches your needs and that jobs don't fall between the cracks (when a technician doesn't mark their job complete).
joffrey from seven mechanical services
user friendly and cost effective for small business
Cannot customize dashboard. i would like it to show only one year at a time
Best way is to do the 2-week trial period to see if it fits your company
Jodi from Northern Focus Optical
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.
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.
When looking for a Customer Service Software program I think you need to be considering any accounting/bookkeeping program you are currently using, sync needs with that program, and how it is being synced (Going from the cloud based software to QuickBooks or visa versa). This can really affect the integrity of the data. Also consider the monthly and yearly fees and contracts involved as well as the customer service availability and cost. These fees can really start racking up and lock you into a program that doesn't meet your needs or could even be over kill. I like Kickserv as they gave me a month free to try it out which gave me a chance to see if it met our needs. Also one should look at what communications needs they have from a Customer Service Software program. What level of detail, tracking, technician communication, customer communication, and marketing needs. Of course the more detail and greater needs you have usually the more you will pay for a program to do as such.
Adam from Network Tech Group, LLC
Specialty: Information Technology
One of the best features of kickserv is the ability to have multiple locations under one customer and the billing goes to the Parent location.
I wish there was a better way to get an overview of all open jobs without having to tab through the different statuses.
Pick out your most important requirements and make sure the software does that well. In my experience, no software is going to offer 100% of everything you want/need but some do certain things much better than others.
Micalyn from Custom cleaning
Specialty: Cleaning Services
The things that I like the most about kickserv software it is easy to use and customer service is outstanding.
The only thing I would change is the ability to see where all of my staff is scheduled on one screen
I have used other software and this is by far the easiest and most affordable service software on the market
Bill from Generation 3 Electric Inc
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.
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.
For a 2 to 5 truck contracting business this is a no brainer. Just sign up and give it a go for a month or two. The cost is really set right for the amount of feature it has and works well.
Kari from Liberty Fence & Deck Co.
The platform is very easy to use and logical. It is quick and responsive and has a great flow. Their customer service is great and they respond immediately.
I really don't have anything negative to say about it. I guess the only thing I would add is some additional control over the layout of the estimate and invoice forms. They are a little tricky to customize.
Go through their product tour and try the demo. It is a great customer service tool.
Leah from Entry Systems
Kickserve works great for small businesses who are managing schedules for a variety of people! We are a garage door company and we use Kickserve to schedule where and when our technicians need to go. We are able to input customer information that is accessible with just a click of the mouse. Kickserve did have a few glitches along the way, but they were always fixed quickly.
I think Kickserve is a new product, so they are constantly making small changes. They were always good changes, but we have to constantly learn new things.
Think of the user and make it as user-friendly as you can.
Amy from Entry Systems Garage Doors & Commercial Gates
Specialty: Commercial Equipment
It's very well organized, pretty user-friendly, and is always being updated to make it better.
Reminders are not automatically signed by sender. I feel this would be a very easy but helpful addition.
There are different ways to view the schedule. Try them all and figure out what works best.
Bev from Entry Systems
It allows our customer service department to easily access all customer information easily.
It requires a lot of training, and we were told that a mapping program was forthcoming. We are still very much in need of it.
If you want a program that allows you to have a very thorough database of customers and services provided/purchases made, Kickserv is a good one (as long as you're willing to take the time to learn the program and are flexible in learning new things). Kickserv makes improvements/changes to their program.
Ryan from Entry Systems
Kickserv's developers are constantly working to improve their software, providing the latest and greatest features, giving our company greater tools for success. Kickserv's technical support is quick to respond to questions and receptive to feature recommendations and requests.
Sometimes I feel like I am spending too much of my time reporting glitches and asking for improvements. It would be nice if these things were caught quicker without causing delays for our company. Overall, most of the issues are resolved quickly once I do report them.
The more you utilize the software, the more valuable it becomes. It is truly customizable.
Craig from Boyle's Aluminum and Screening
They are always on the cutting edge. Trying their best to be the best!
It could have a better App for IOS and Android. I would love to have an Android app that functions well for field crews and estimators.
Check out other options and vendors to make sure this is the best fit for your business. Chances are that Kickserv will meet all requirements, and all I can say is that they are the best!
Justin from American Irrigation Repair LLC
This business has transformed our small business into a job generating machine. Keeping in touch tracking the jobs and integrating with QuickBooks has been instrumental in our growth over the last three years.
Waiting for the Android app, which is supposed to be coming out soon. The date of last service tracking could be more integrated in the platform.
Try it first and be sure it's going to do what you need it to.
Scott from Summa & Tony's Air Conditioning and Heating
I like how the software syncs with QuickBooks Harmony. This is a timesaving product and allows us to be more profitable and efficient.
We definitely experienced some problems when Kickserv changed from ServiceSidekick. There were a lot of bugs in the software.
It is a great product for time management and dispatching.
Brian from Norman Heating & Air Conditioning
It's easy to send jobs to our techs and makes record keeping easy. We love how versatile it is.
I would like a few more features like email notifications to customers and for it to be easier to navigate.
Use the free trials to see which one you like. We like how versatile this one is.
Yvonne from Computer Community Hospital
Specialty: Information Technology
What I like best about KickServ is the ease of use and the customer service I receive. The staff is always there and willing to help. If you need a customization, they will try to accommodate your needs. I would recommend this software very highly for anyone running a service business.
There really is nothing I can say that is a negative, other than I wish there were some further integrations made with surveys and direct correspondence capabilities with clients.
Give Kisckserv a try. You will be happy you did. They are very willing to help if they can.
Alister from Blunts. Your home electrician.
They have excellent vendor support, and it's easy to use for all staff from admin to field.
The only faults we have found is the inability to create teams, set up multi-day jobs, and there's no Xero integration.
It's easy to implement and for everyone to use. Don't try to find a product that will do everything. Start with the basics and apply the KISS principle to every system that you implement.
Kris from Brilliant Services, LLC
The help desk is super responsive. The software is really quite intuitive, and the time to get it up and running with the help desk's help is only a few days. It's web-based, and techs can easily access it from the field on an iPad or other tablet.
If you're running a complex organization it may fall a little short. We run a business with five totally different sets of skilled people, so we sort of outstripped what it was intended for. Also, the scheduling optimization by ZIP code or area of town is not well-developed.
I'd say you really can't go wrong with this software. The help desk is so helpful. The site is always up and runs fast. If, after a year or two, you want something more intense or powerful, it won't be because KickServ is grossly lacking.
My advice to others is make a list of things that are must haves, nice to haves, and that you don't care about. Assign a weight each of your must haves so that you can assign it a percentage of importance. Evaluate 3-4 software scheduling programs to see how well they match up to your list. Then you'll know.
Don't forget to evaluate the amount of time you or someone in your office will have to invest in setting it up. Never underestimate the importance of the help desk hours and their ability to help your scheduler, not just talk with you. One of the best things about a good system is when your scheduler can do it without you having to get involved. Also, be sure to ask about their server uptime over the last few years.