Kickserv vs. Knowify

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

This is great if only used for job costing.

Incentivized

• 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

• Job costing.
• Job tracking.
• Progressive invoicing.

Incentivized

• 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

• Syncing with QuickBooks could be a little better, only syncs to main customer and not projects.
• Does not have the ability to be used in the field.
• Cannot collect payment or invoice from the field, only office staff can do this which makes for a lot of missed money collection.

Incentivized

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

Incentivized

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

Knowify does job costing which HouseCall Pro does not, it syncs with QuickBooks a little better than HouseCall Pro but does not allow our technicians to invoice from the field which is crucial.

Incentivized

• 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

• Keeps good track of all bills and expenses.
• It would be nice to be able to see a list of all bills and not have to look under each project/job.
• Allows us to see if a job is headed south and quickly correct it.

Incentivized