Kickserv is a field service management solution, headquartered in Austin, Texas. It includes features such as dynamic scheduling optimization, invoicing and online payments, and detailed reporting.
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.
This program is used by the nonprofit organization where I work to keep track of and follow up with individuals who are curious about what we do. It's really straightforward to use once you know what functions are available. I spend the entire day on and off OctopusPro, and occasionally I have to train my teammates on its use. When someone new enters your pipeline, the automations make it simple to get in touch with your network. That relieves me of one task while maintaining a personal touch with the recipient of the email or text.
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.
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.
OctopusPro is a cloud-based service management software with everything you need to run a mobile business. We’ve been able to track leads, manage invoices, and streamline communication between our dispatch team and mobile cleaners. It's helped reduce admin costs and boost repeat business. The support team has been responsive, and onboarding was relatively smooth.
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.
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.
