FIELDBOSS vs. Kickserv

Being
able to react to customers’ needs through real-time contact with our technicians
has improved our customer experience and increased operational efficiencies. Having
information at our fingertips, by using reporting and tracking allows us the visibility
we need to identify potential problems and find quick solutions, thereby preventing
or decreasing repeat visits and elevator downtime. We’ve increased workforce
productivity with technician mobile access, using automated flows in processing
multi-level tasks throughout the system, and our users having the ability to easily
create custom views and reports to fit their needs.

We use KickServ for nearly every aspect of our operation and cannot think of a scenario when it is "inappropriate" or "less appropriate". It is the backbone of our operation and is used for everything from data gathering to estimates to invoices to payments and accounts receivables to reports to tracking to storage of photos and past invoices. Better searching abilities would be good instead of having to create tags for things we don't know we are going to need later.

Incentivized

• Automation of processing multi-level tasks
• Real-time data and communication
• Users being able to create customized views and reports
• Evolving and updating their solution
• Top-notch support service, even in a pinch

• Organization - keeps everything organized nicely and has several different filters that you can use to view only the information you need.
• Simple website - this was important because you want it to load quickly when you are in the office and on the road.
• Database - keeps track of the things that you enter. This is nice when trying to get information on a product or a price when requested by the customer.

Incentivized

• Payroll processing
• User set-up and maintenance

• Integration with email marketing
• Advanced searching capabilities (i.e. If I wanted to search for every job I did that had the words "water damage" in their descriptions).
• More ability to customize templates (like adding additional artwork, pictures)

Incentivized

It's perfect for our company. We rely on it. Tech support is great. We're very happy.

Incentivized

The
integration with Microsoft Dynamics 365 is optimal for any company, as any user
that has used a Microsoft product finds the interface intuitive and allows them
to navigate the system with ease. Users are able customize views and reports that are easily share with colleagues throughout your organization

It is intuitive enough, but there is some training that will be necessary because of a perceived redundancy within their workflow. It can be hard to distinguish which stage a customer is in (thus what the most important thing to be working on, if you are in sales, for instance) without some training.

Incentivized

Very good technical help. The team is well-versed in their product and what to look for, particularly when interacting with other software platforms. You nearly always get a live person when you call, and if you don't, they will return your call promptly. This is another factor in my client's decision to move forward with their solution.

Incentivized

Easier to use than Salesforce. More robust than Zoho. More functionality that is easier to learn than both.

Incentivized

• Increased productivity
• Identifying potential risks
• Monitoring business trends and adapting to a changing environment

• We are essentially paper free. No paper work orders.
• We've been able to avoid a layer of middle management by supplementing this layer with technology. KickServ is a part of that layer.
• Negatively speaking, like all technology, it has created a void of human level connection. Because we know that we can deliver work orders to our foremen remotely, we are less likely to drive up to the shop and shake a hand or see someone face to face. We had to learn that lesson the hard way, that both technology and human connection are necessary to maintain our culture.

Incentivized