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.
Debi from American Freedom Heat & Air
Employees number: 2-10 employees
Price and ease of use are good, I like this new vesion so much more than the older version wish I could have changed over earlier
The data base problem is really something we are struggling with it is hard to be real time resposive when your computer screen keeps locking up
Lisa from Commercial Pumping Service
Employees number: 2-10 employees
The company has horrible customer support took over a month to correct their error and after multiple calls no response, cannot not recommend to anyone.
Ben from Marvel Sewer and Drain
Employees number: 2-10 employees
I have been using kickserv for a few years now and about a year ago I synced my kickserv account with quickbooks online. When I did that it deleted a ton of my line items and I had to go back by hand and enter them all back in. It took me about 40 hours to do it. I also had to fix it all in quickbooks, I paid a service for that.
I have now hired an accountaint and they found that my quickbooks account is still messed up. I have now started a new quickbooks account and was told by kickserv that this was the only way I could sync kickserv and quickbooks. So I hit sync and lost all of my payments and they have been working on getting them back for 3 weeks. not sure what I am going to do.
Clean and easy to use
Lost my data
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.
Kelly from KB Green Clean
Employees number: 2-10 employees
I've been using Kickserv for my business for the last month and a half and it has been a nightmare. I was told directly by one of the founders that the programming is old. The customer service is AWFUL. It takes days to get answers back from support. The time on our jobs keeps changing depending on what brower we are using. Information doesn't save when you update. The way that information and control panels are set up are very confusing and obviously outdated. When two days worth of jobs come through to my employees by email, the date is SO TINY compared to the job title that you can barely tell that it's two different days of scheduling AND the times are moved around back or forward by 3 hours!! It took fumbling around with several settings before I could hide pricing from my employees after I had clearly turned off pricing for each employee. That took several days to get a solution from customer support. Now, I'm trying to fix an issue with my quickbooks and sync the old invoices with a new quickbooks account and OMG we can't do that and we have to hand recreate EVERYTHING. What a waste of time and money.
I like that on the app you can see the entire schedule easily as an administrator
All the technical issues and awful customer support who not only take 2-4 days to get back to you but provide not helpful responses and then wait two more days to respond back to you.
Save yourself the headaches of this out dated software and go directly for Jobber
Dave from Missouri kitchen Pros
Kickserv is a great software I use it all day everyday it's got more features than you could possibly Ever Need and customer support is great
Josh from Sodium Dental
Employees number: 11-50 employees
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
Since switching over to the new platform, there are issues with billing and attaching. Customer support is not helpful
Shawn from Sodium Systems LLC
Employees number: 11-50 employees
Service Sidekick was a great product, they now forced all of their customers to Kickserv. They did the changeover at 10am on a weekday when it was scheduled for 10pm. We were down all day and received no apology. The changeover broke several systems. It no longer syncs to quickbooks correctly. When a task is made for someone it no longer tells people who made it and the Kickserv team is basically AFK.
I like how easy it used to be to use. If I had to buy the new kickserv I would run away screaming
Terrible interface. Terrible tech support. Very slow. Incredibly convoluted. First you make a job with charges, then you have to "generate an Invoice" from that job, then you can enter a payment, then after entering that you can mark it paid, then after doing all of that you can mark the job complete. What a nightmare.
Customers are syncing to the wrong customers in Quickbooks, which has caused an accounting nightmare.
Run away, they don't seem to care about their customers
Scott from Back 2 Black Sealcoat & Striping, Inc.
KickServ has given my service based company a major boost. Everyone at KickServ is great to deal with. Great product I recommend it to everyone of my service based friends.
Chris from Omaha Security Systems
Employees number: 2-10 employees
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 just for Kickserv.
Next is that when there is an error, there is no clear explanation as to what the error is. The program seems to tell me that there is an error, but that's it. I literally worked for about a month with tech support because I could not sync any new customers between Kickserv and Quick Books. This made end of the year very frustrating. When it finally started working, I still don't know what was actually the problem.
The last issue I have, is that I can't make the phone/tablet app user friendly for my techs in the field. I need them to be able to adjust more things, change times, add/reschedule jobs etc, and they can't do it. I was hoping this would help so they didn't forget to tell me what needed to be done, but they can't do it from their tablet.
Able to change as needed, and easy to integrate with Quick Books. Easy to contact a real person in tech support.
Don't feel that the phone/tablet app is user friendly
I pretty much did in the first part. Make it easier to identify any errors and how to solve them. And allow more things to be done from the phone/tablet app.
Bryan from BTRComputers
We were outgrowing our dinosaur DB and our workflow needed to be updated and connected to tablets. I tested five different systems and Kickserv seemed like the best value. Two major overhauls later (it used to be Service Sidekick), it has far exceeded my expectations. We have grown, cut costs, and improved our customer care in ways I only could have hoped. I suspect Kickserv is ideal for many light-construction/field-service businesses like us.
Well-thought-out Cloud-based Service Management Program, super friendly support team, QuickBooks integration, Google Maps integration, Low Cost subscription, low Credit Card processing rate through Stripe (although, they charge the same rate as CCs for debit cards--which is not quite right but rare for us anyway), consistent development and improvement, it does everything we need (with perhaps one or two small compromises) and has an open API that allows us to write our own code that integrates with their cloud-based system.
Cloud-based (so only as fast as your internet connection), no "offline mode", no location/inventory management (as of 2015), no automatic event triggers--although the API allows adding those features in-house; I use MS Access and VB to automate several things. There was a major issue when I had a corrupted QB company file; be very careful to backup after each sync with a desktop version of QuickBooks--it may be better to use QB Online.
Pamela from Small Company
Using this gives ease to giving out jobs and scheduling for my employees. It is great simply for how useful and good it is for its price. If you need to lessen the problem of assignment communication between your employees, this is a good start.
Curtis from GlossWorks
We were 98% about to sign up with Kickserv as our CRM and work flow system, but their software does not allow functionality for Canadian taxes (GST and PST). I contacted Kickserv about this, but they were not able to offer that functionality at the time, nor offer a suitable work-around, so we had to go with another provider, which is actually based in Canada.
Paul from Furniture Medic by Slater
Helped keep customers and information clear and organized. Lets me focus and priorities customers. Support staff always available and knowledgeable. Been a great step up for our business. Thanks again
Natalie from Omaha Security Systems
This program is wonderful! It has plenty of options to allow a simple way to keep up with scheduling, and tracking jobs, costs and employees, and many other things. It also has a tech support team that you can message directly from the sight, and they respond very quickly. Our company has used a few programs, and this is by far the best. I love being able to get in contact with a real person when I have a question, and they freely give out their phone number and are willing to call. I just have so many great things to say about this!
Kyle from Big Boy Movers, LLC
We've used Kickserv for about a year now, and are pleased with our experience. We run moving and relocation company, and have a lot of part-time workers. Our business model requires a lot from the software, and we've had to get creative to make some features fit for us, but all in all we've not found a better solution for a better price.
Some of the aspects that we appreciate include:
- Resource view - allows you to see all of your workers at a glance. This is our most crucial page, and it does what it needs to very, very well.
- API interaction allows us to push/pull information from management dashboards that are integrated with other business intelligence data streams.
- Everything is right at your fingertips - easily access jobs, estimates, customers, reports, marketing via the left-hand column. Need to search through it all? You can do that too. Very fast and easy to navigate.
- Full functionality on any device! I can manage my teams from even my phone's browser, anywhere. I can be on a call, processing a credit card, and logging charges and time-tracking all at once - on my mobile device, no less.
-Very customizeable. Change your marketing, your invoices, your estimates, your emails, user permissions, job fields, etc. etc. etc.
- Help is right there in the bottom corner of the screen, with an estimate of when someone will get back to you. I can't say enough about how professional everyone I've spoken with has been, and how personal the customer service is.
Some things we hope will continue to improve:
- The mobile app in our experience has not been as good as the web page - but you can just use the web version.
- Your workflow experience differs depending on where you start to enter your data, which is slightly confusing. Still, the process is flexible enough to allow you to schedule jobs however you prefer.
- It would be great if Kickserv had a JIRA-type bug tracker that allowed us to submit tickets and see their status, as well as provide attachments, updates and feedback.
- Interaction with third-party software, like Quickbooks or Google Calendar, could be improved.
With stellar customer service, and an ever growing feature list, give Kickserv a shot. Overall, its been a solid choice for managing teams in the field, with plenty of flexibility - even for us.
Pandora from Paul The Plumber
I have found it has many more steps than it originally did. Once learning its above average.
Although there are multiple ways to schedule a call to be dispatched I find it lengthy. None the less not difficult.
Customer service is a stand out!
Lilly from Colorado Plumbing and Gas Lines
So thankful for Kickserv. This tool makes it so I'm not chained to the office all day and helps me make the schedule clear to my team!
Lori from Fort Hill LLC
I have been searching for a Field service software for at least a month. We are a small service based company using paper work orders that get signed out in the field and then are used for invoice creation when they make it to the office - we have paper everywhere! I needed to be able to sync with QuickBooks desktop, not spend a ton of money, and get rid of paper, Kickserv fit the bill. Their customer support is awesome! My emails get responses even at 12:30 in the morning. I just can't say enough about the great customer service. Their tech support has just been awesome, and their price point is great compared to other software I have investigated.
Kiran from Got It Maid
We hoped this software would be relieve the stress of scheduling for our business. However, it has been the exact opposite. Initially when trying to sell us the product, we were told the features that we needed were already functioning or in the pipeline. We were told that there would be a follow up with that timeline. After I PAID $1,*** , that never happened. In fact, I was later told that a timeline was hard to provide as software development of certain things take time beacause of bugs. Which makes sense, however why not be HONEST when you were selling me on the program?
Secondly, support sucks. We have tried to talk to someone. None of the people we have talked to seem happy to help and act as if we are burdening them. In the last two days, we have left two messages and have not received a call back. When I messaged Josh Anderson asking him when we should expect a call. His reply was:
"I am sorry, I don't see a voicemail or message in the queue.
Did you log in to Kickserv and click the bottom right icon and send support a chat?"
If I wanted to chat, I already would have.
Some other cons:
Even in expanded view, when you click on an event on the calendar, it sometimes will move your appointment time for no reason.
The calendars don't line up (e.g. if you have given one tech 3 jobs), you have to search through the calendar to find out whos assigned to what.
When you click on a job to start time or stop time, it doesnt show the "PLAY" or "JOB COMPLETE" sign until like 15 mins later. Totally throws us off as we have to call clients to let them know team is on the way.
This is unacceptable. Biggest regret is paying for the whole year. Now I am stuck with a program that half works and have to deal with people that dont really seem to enjoy their job. BUMMER, however lesson learned. I would highly recommend trying this program first when before committing to any period of time longer than a month.
Virginia from Wire Wiz Electrician Services
I now have made my business mobile due to Kickserv, and my electricians out in the field are invoicing and posting payments via their ipads, which are directly linked to our office! All my techs can now see their daily schedules on their own calendar with all the customers information, via their ipads, which eliminates so much paperwork that we once had to give them each morning. We can change their schedules from the office, and everything is instantly changed on the ipads. As an owner, I am thrilled to see how many actual jobs are won and lost, along with the detailed sales reports I can run which were not available through my current Quickbooks. I have seen my sales increase due to this changeover, and I actually enjoy working again!! Thank you Kickserv, and especially thank you to all the friendly tech support guys (mainly Alex and Pete!) who are there for us whenever we need them.
Ben from Marvel Sewer and Drain
First off I am loving there product. So easy to use... it just flows. I had a great opportunity to meet a few of the Kickserv guys face to face at a trade show. They were so helpful and really wanted to know what I thought of kickserv. I fully believe in kickserv and tell everyone I know that runs a service business about these guys. hands down they are the front runner in the race.
Reed from Murray's Roofing and Siding, Inc.
I had searched high and low for a software to run my roofing company (around 15 employees, 3 field supervisors, 1+million a year) I have spent over 3 years, $10,000 on setup fees, and monthly fees up to $500/month and none of them come close to this software.
To run my entire operation it costs under $100/month and that even includes the quickbooks online license. not only does it work amazingly, it's super simple to use, and even my guys who are technically challenged picked it up right away. I went from my trial at 1am to in the field by 9am. literally that easy, and no hiccups so far.
CONS - I didn't find this software years earlier.
Ted from BCalm Services
We're a Glass and Mirror Shop that is upgrading from the traditional paper and pencil method of doing business. We found the program forced us to become more organized and helped us identify inefficiencies in our system that would not have been exposed with the software. We eagerly look forward to the improvements to the platform. It would greatly enhance the experience to be able to track employees in real-time, but hopefully they already working on it.