Name: Kickserv
Rating: 9.3 (14 reviews)
Author: Kickserv

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Communications Platform as a Service (CPaaS)

Embedded Business Intelligence (BI)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Observability

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Service Management (ITSM)

Industrial IoT

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Relational Database Management Systems

Remote Support

Security Awareness Training

Solid State Drives

Static Application Security Testing (SAST)

Traffic Switching

Virtual Private Network (VPN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Management

Email Marketing

Marketing Automation

Marketing Resource Management

Presentation

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Email Tracking

Sales

Certificate Lifecycle Management

Security

Forestry

HIPAA Compliance

Home Health Care

Insurance Agency Management

Vertical-Specific

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### Scheduling and Dispatching
Users consistently highlight Kickserv's scheduling and dispatching features as key strengths of the platform. The ease of setting appointments, managing service schedules, and avoiding conflicts has been commended. Additionally, the ability to track job history, schedule future tasks efficiently, and streamline dispatching processes has garnered positive feedback. Users appreciate the real-time scheduling, mobile accessibility, and the convenience of creating work orders. The platform's calendar function, integration with QuickBooks, and the ability to sync with Google Calendar have been particularly beneficial for users in managing their daily activities and improving time management.

### Service and Appointment Scheduling
Users across various reviews have highlighted Kickserv's exceptional service and appointment scheduling features. The consensus among reviewers is that the platform excels in providing easy appointment scheduling and efficient task reminders. Many users appreciate the integrated customer appointment reminders via email and text, emphasizing the value it brings to their businesses. Some users have suggested adding a "reminder" function for annual follow-ups, indicating a desire for further enhancement in this area. Additionally, the ability to sync with external calendars like Google Calendar has been noted as a valuable feature for streamlining operations. In summary, Kickserv's service and appointment scheduling capabilities are generally well-received by users, with a few suggestions for potential improvements to further enhance the user experience.

### Job and Task Coordination
Users generally praise Kickserv for its efficient job and task coordination capabilities. The platform allows for easy assignment of tasks to technicians, real-time progress updates, and the ability to upload job-related pictures. However, some users have noted occasional server slowness and limitations in features such as progress billing for larger construction projects. Despite some minor drawbacks, users appreciate the ease of scheduling tasks, managing work orders, and tracking job progress efficiently within the system.

### Customer Relationship Management (CRM
User sentiment regarding Kickserv's customer relationship management (CRM) capabilities is varied. While some users appreciate the ease of managing customer data and interactions, others feel that there is room for improvement in terms of customization options and sales pipeline features. The software's value point, user-friendly interface, and responsive customer service are highlighted as positive aspects, but some users express a need for more robust CRM functionalities. Despite mixed opinions, Kickserv's CRM tools play a significant role in enhancing customer service and relationship management for many users.

### Employee and Crew Management
User feedback on Kickserv's employee and crew management features varies widely, with some praising its ease of use and real-time updates while others highlight limitations such as slow servers and lack of certain essential functions. While some users appreciate the ability to assign jobs to technicians and receive real-time updates, others express frustration with the software bugs and the need for more advanced features like bulk assignment capabilities. The overall consensus seems to be that Kickserv's employee and crew management tools are functional but may require improvements to meet the diverse needs of different businesses and their field-based employees.

### Customer Support and Communication
Users commonly praise Kickserv for its efficient customer tracking and communication features. The general sentiment among users is that Kickserv's customer support is reliable and effective in keeping customers informed about job progress and invoicing. Some users have noted that the platform's communication tools have helped streamline operations and reduce the need for additional support staff. While there may be occasional mixed opinions about specific aspects of customer support, overall, users appreciate the platform's ability to facilitate clear and timely communication with customers.

### Invoice and Payment Management
Reviewers generally praise Kickserv's invoice and payment management capabilities. Users appreciate the ease of creating and managing invoices, as well as the integration with payment platforms like Stripe. The ability to generate detailed invoices, track payment history, and streamline the billing process is highlighted as a significant benefit by users. Some users have mentioned minor issues such as occasional software bugs and the lack of certain features like progress billing for larger construction projects. However, overall, the consensus is that Kickserv's invoice and payment management functionality is efficient and user-friendly.

### Integration with Accounting Software
Users consistently praise Kickserv's synchronization with QuickBooks for its efficiency in streamlining accounting processes. The integration with accounting software has been highlighted as a key strength of Kickserv, with users appreciating the ease of downloading and calculating jobs for accounting purposes. Additionally, the clear access to CRM via the app has been lauded for its organizational value within the company. However, some users have raised concerns about the potential for errors in revenue stream recognition if cost code assignments are not diligently reviewed. Despite this, the overall sentiment leans towards the positive impact of Kickserv's integration with accounting software on financial and document management processes.

### Document and Photo Management
Users consistently praise Kickserv for its efficient document and photo management capabilities. The platform's ability to handle multiple data types and provide clean and useful reports has garnered positive feedback. However, some users have encountered software bugs and limitations, such as the lack of an undo button and difficulty accessing past versions of estimates. Despite these challenges, users appreciate the platform's intuitive layout and the convenience of storing and sharing job-related photos. Kickserv's document and photo management features seem to be a valuable asset for businesses looking to streamline their operations and enhance communication with clients.

### Mobile Application Features
User feedback on Kickserv's mobile application features is mixed. While some users find the app easy to use and appreciate its value, others have encountered performance issues and limitations. The recurring reminders feature is desired by some users, while others find the app lacking in certain functionalities. Additionally, there are concerns about the app's updates causing disruptions and the need for improvements in mobile version performance. Despite some positive aspects, there are clear areas where users feel enhancements are necessary to optimize their experience with the mobile application features.

### Reporting and Analytics
User sentiment regarding Kickserv's reporting and analytics capabilities appears to be generally positive, with users highlighting the ease of data analytics and reporting within the platform. However, some reviewers have expressed concerns about certain reporting functions requiring updates and the challenges faced by new employees in understanding the system. Additionally, there are mentions of inefficiencies in the updates provided, particularly in terms of mobile device performance compared to the desktop version. Despite these drawbacks, users appreciate the comprehensive and detailed reporting options that have aided in simplifying decision-making processes within their organizations.

### Project Management Tools
Users appreciate Kickserv's project management tools for their ability to streamline project workflows, facilitate collaboration among team members, and provide a centralized platform for tracking project progress. The tool's intuitive interface and robust features make it easy for users to stay organized, communicate effectively, and ensure that projects are completed on time and within budget. Additionally, users find the reporting capabilities of Kickserv's project management tools to be valuable for monitoring project performance and making data-driven decisions.

Users recommend taking advantage of the training offered by Kickserv to fully utilize all of its features. They also suggest signing up for a trial and going through a demo service to understand how effortless the software is. Kickserv is highly recommended for small businesses as it is easy to use, useful, and receptive. However, some users mention that the webpage can become unresponsive at times due to overloads. Users particularly appreciate Kickserv's accessibility and continuous improvement to adapt to their needs. The software is recommended for scheduling and tracking paperwork, although it may not be as user-friendly for field techs without sufficient training. Users suggest trying out Kickserv since there are many other companies offering similar products for more money. They believe Kickserv meets most requirements and express confidence that any minor issues will be resolved soon. The trial period is highly recommended to ensure that Kickserv fulfills all needs. Users find Kickserv perfect for businesses that schedule services for clients and helps keep track of service due dates. Another significant recommendation is to sync Kickserv with Quickbooks immediately and always create invoices and estimates from within the software. Users highly praise Kickserv's customer service and support, noting its accessibility and responsiveness. For a more user-friendly experience on mobile devices, users recommend getting the app. Overall, users are extremely satisfied with Kickserv, finding it worth the cost, especially for small customer-service oriented companies. They would recommend it to colleagues but are concerned it may become too popular. Lastly, users suggest that smaller businesses needing to organize 4 to 6 trucks can benefit greatly from using this product.

Kickserv has become an essential tool for businesses in various industries, providing a range of features to streamline operations and improve customer service. Users rely on Kickserv to store client information, create estimates, work orders, and invoices, and process payments. With the mobile app, technicians can efficiently complete work orders on-site, uploading photos and collecting client agreements and job satisfaction feedback. 

Clients greatly appreciate the convenience provided by the online client portal, which allows them to approve estimates, request modifications, access past jobs and photos, and make payments at any time. Realtor clients find value in using Kickserv to share repair requests with their clients and other agents involved in real estate transactions. The CRM capabilities of Kickserv are highly valued by businesses, generating estimates, work orders, invoices, and receipts while managing jobs and credit card transactions. 

Customization options allow users to tailor the software to their specific needs. Dispatching is easy to use for customer service staff, ensuring efficient scheduling and keeping technicians informed of daily activities and changes through the mobile app. Kickserv has been successfully implemented by various businesses, such as a natural stone countertop distributor and installer who experienced improvements in processes, communication, vendor management, installation, and task scheduling. The digital signing and payment features have reduced purchase friction and improved the overall customer experience for this company. 

Users across different roles within organizations benefit from Kickserv's functionality. Field technicians can easily input new customers on-site or send requests to office staff. Salespeople can quickly create estimates to secure new projects. The integration with QuickBooks Online enhances the CRM capabilities of Kickserv by allowing users to track sales, technicians, and marketing efforts seamlessly.

The scheduling, dispatching, and billing features provided by Kickserv are immensely helpful to companies in various industries. Users have praised the ease of use combined with robust functionality at an affordable price point. Exceptional customer service further enhances the overall experience. HVAC service companies, in particular, have found Kickserv to be a valuable solution for their businesses.

Efficient Estimate Management: Several users have found the ability to send estimates to clients and have them reviewed and approved with a simple click to be essential and efficient. This feature saves time, improves communication, and streamlines the estimation process.

Secure Online Payments: Many users appreciate the secure online payment feature of Kickserv, which allows clients to pay their estimates directly from their invoices. This convenient feature enhances the client experience by providing a seamless payment process while ensuring security for both parties.

Cost-Effective Solution for Small Businesses: Some users have mentioned that Kickserv is a cost-effective option for small field service and construction companies. The software offers integrated credit card processing through Stripe, eliminating the need for separate payment gateways and reducing costs associated with payment processing.

Limited Functionality in Mobile App: Several users have expressed dissatisfaction with the mobile app, citing a lack of key functionalities such as the ability to capture signatures and mark jobs as complete. 

Difficulty in Using Dispatch Mapping Module: Some users have found it challenging to use the dispatch mapping module when they have more than 7-8 field technicians. 

Lack of Offline Capability: A common complaint among users is the software's dependency on a cell or Wi-Fi signal, making it difficult to use in areas with poor connectivity.

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.

Solo

Starter

Business

Premium

HouseCall Pro is a field service management solution built for any professional service-based industry. It includes features such as scheduling and dispatch, customer databases, and live mapping and tracking.

Start

Grow

Manage

Additional Users

Sales Proposal Tool

Recurring Servicing Plans

Website Builder

Kickserv

Applications that support field technicians and other staff in the field. Typically include scheduling and dispatching capabilities.

Field Service Management

Likelihood to Recommend

Likelihood to Renew

Usability

Support Rating

Salesforce Sales Cloud

Zoho CRM

QuickBooks Online

Podium

QuickBooks Online Advanced

Owner

Kickserv 2021-09-16 14:57:57

Procore

Buildertrend

Yardi Voyager

Trello

Microsoft To Do

Founder - Managing Member

Kickserv 2020-09-10 11:35:44

Apple iCloud

Adobe Acrobat

General Manager

Kickserv 2018-12-06 17:43:20

SenseQuiet Inventory, no longer available

Founder/President

Kickserv 2017-02-17 18:57:00

Microsoft Application Server (deprecated)

ServiceNow IT Service Management

Google Drive

OneDrive

Later Social

Service Technician

Kickserv 2017-02-13 11:56:57

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Mobile app

Android app

Not intuitive

No offline

Searching capabilities

Extract the data

Based platform

Ability to customize

Web based platform

Mobile site

Customer service

Field service

Easy to use

Ease of use

Easy scheduling

Cloud application

Reporting feature

Review and approve

Office staff

Use the dashboard

Home

Field Service Management Software

Kickserv is crucial at maintaining an accurate database of information on our clients that we service on a semi-annual basis. We are in the carpet, upholstery and water damage mitigation business. Dispatching is also very important and easy to use for our customer service staff. Kickserv also has a phenomenal mobile application that keeps our technicians aware of daily activities and changes that may occur. The app has many features such as the ability to keep a record of time for each project, as well as phone dialing and mapping capabilities.

Dispatch planning
Mobile applications for techs
Easy-to-use / Easy-to-learn cloud application
Customer service support is quick and easy

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)

Dispatching
Scheduling
Workorder and invoicing generation

Growth of company - ability to do more jobs with organized systems
Less time wasted contacting crews and customers - Kickserv automates this!
We can charge more per job because of the professional looking invoices and online customer communications portal. We stand out from the competition.

QuickBooks Online Advanced, Podium, Stripe

We implemented the Kickserv solution at a natural stone countertop distributor and installer. They used the solution to digitize their processes and improve communication throughout their company. Vendor management, installation and task scheduling were all improved. They also used the digital signing and payment features to reduce purchase friction and improve the overall customer experience.

Quickbooks Desktop and Server integration.
Work task scheduling.
Digital signature and payment collection.

The templates that they have for invoices are not intuitive and need improvement/updating.
The way that multiple payments (down payment, then balance upon completion) are logged is NOT intuitive. We had to find a few workarounds to ensure the Quickbooks upload didn't mark the client as paid in full, even though they had only paid their down payment.

For companies in construction, worksite management, or piece-work or punch-list management needs who are currently running disparate, disconnected systems. Kickserv is among the best at getting them up to speed and running in an all-digital platform... fast.

Kickserv

Overview

What is Kickserv?