Kickserv vs. ServiceTitan

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

Well suited for larger companies, and companies that can take advantage of numerous features like dispatching, inventory, etc. Smaller shops may not find ServiceTitan as helpful or at least potentially complicated for a scaled back operation. It doesn't have accounting software, so make sure you have QuickBooks or something similar.

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

• Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
• Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
• Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.

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

• We'd like to be able to text estimates (currently, email is the only function)
• We'd like to have audit trails on Customer and Location records (currently only at the job level)
• We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office.

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

No comparisons. Everyone tries to emulate Service Titan. Service Titan has had the best support. Service Titan also seems like they have a better development team to build out their product and listen to client feedback. Where that's helpful is that they're constantly pushing the envelope of what's possible with enhancing client experience and streamlining operations for a business owner.

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

• We can more effectively retain customers and send them offers if it's been a while since their last visit.
• Our cash flow has dramatically improved because now the technicians invoice everything.
• We can get estimates out the door within the hour, not days later.

Incentivized