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.

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

There are no issues or downside for my company.

Generally very good.

- 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 the long-term it has not be crucial. Being an online CRM allows me to use any device. - We are able to save virtually anything (pics, docs, etc.) for future use, which has been crucially important to us. - The integration with Stripe for payment from our customers is now essential to our processes. It has worked flawlessly, easy to use, and easy to deal with Stripe for various things we need to do, including refunds. - It works well for both our field service and in-shop jobs. This is crucial because using two systems would be very difficult. -We are easily able to tailor the Products/Services, pricing, descriptions, to our specific needs - not being locked into some format that we don't like.

- 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 we going to be able to do that with 5 or 10 locations? And we're finding that some functions (e.g. access to support!) are no longer working on Firefox, one of the best and most popular browsers available. This is a serious problem for us. - Although a great deal of our business is field work, we do not/cannot use the mobile app with our techs because it is far too limiting. They need to be able to access much more information than what is available to them, and so we have them login through a browser on their phones. - There are essential functions that we have to do in business that Kickserv has not been able to program into the system (even when we offered to pay big $ to get them). E.g. There are several email templates, and auto sending emails: We need one to be sent as a follow up to Jobs, and another (sent out 6 or 12 months later) to remind people to schedule services . We have to do all of this manually, and would love to find a way to get it done automatically. Summary: Some things are hard to get into the software that other companies would also make good use of.

I like the ease and convenience of the software. It is very user friendly.

No complaints. We have used the company now 6 years.

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

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.

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 about original estimates and the changes we made. Sometimes Kickserv will not work at all for a short period of time while our crews are on jobsites trying to upload photos/information or find their next jobsite, though this fairly rare. I wish there was an option to not allow credit card payments for certain invoices such as our contractors who are much larger jobs. Though, we have worked around this with different options such as sending a PDF instead.

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.

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

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).

I enjoy using the product from my desk and the tech doesn't have any complaints from the app.

I like that i can invoice the job with clear notes and history to the clients from my tech. Scheduling is easy.

Wish there was a way to alert the tech out of the app. I review a work order and see I need more notes or need him to advise on a part # so that I can quote. I have no way to tell him this other than to copy the notes and email him separately.

-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.

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

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

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.

So far it is working very well for what we do on a daily basis.

Mobile app for techs while in the field.

Image upload with bad service is slow but that’s only with bad service.

Ease of use is the best feature. Very simple to teach to others

Nothing really. I like this product a lot

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. :)

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.

Excellent product and fast, reliable support.

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.

It is overall easy to customize to fit our needs. There are many features we use and I'm sure many more we don't. Allowing other employees to view, create notes and have user access is very helpful for our business. Also, the search option is great. When forgetting what address is associated with what customer, the search option is a helpful go-to when looking for a random piece of information.

I wish it was easier to navigate online "help topics". While the customer service on the phone is great, it would be nice to access online articles. I haven't found them especially helpful. Also, when clicking on a customer and then accessing the jobs in their profile, it has been very frustrating seeing old jobs come up first. I don't want to see 2014 jobs, I'd rather see the ones I'm currently on, being 2018. Making the option to choose a date view and then having KickServ remember my last selection would be very helpful. In-Progress (for jobs) tab is really confusing. We only use Scheduled or Completed. We have one job in In-Progress (not sure how it got there) and don't know how to move it to Scheduled. This is very confusing and frustrating as we don't use this feature and don't know how to get rid of it. Please get rid of In-Progress or make the option to not use, more accessible.

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.

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.

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

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.