Kickserv

Kickserv

About TrustRadius Scoring
Score 9.2 out of 100
Kickserv

Overview

Recent Reviews

Kickserv Kicks Ass

9 out of 10
February 13, 2017
We use Kickserv to manage our quotes, and track the jobs that we have won. The sync feature with Quickbooks is the best sync with QB I've …
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Kickserv is Kickin'

10 out of 10
February 13, 2017
We use Kickserv for our HVAC service company. Kickserv is easy to use and very robust for the price. The customer service is the best I've …
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Pricing

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Starter

$79

Cloud
per month

Business

$159

Cloud
per month

Premium

$239

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Features Scorecard

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Product Details

What is Kickserv?

Kickserv is a field service management solution offered by ReachLocal. It includes features such as dynamic scheduling optimization, invoicing and online payments, and detailed reporting.

Kickserv Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo

Comparisons

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Reviews and Ratings

 (14)

Ratings

Reviews

(1-10 of 10)
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Score 10 out of 10
Vetted Review
Verified User
Review Source
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)
Kickserv is well suited for service-based businesses such as carpet cleaning, plumber, electrician, etc..... I am not knowledgeable in many other business types, but I would guess that Kickserv may not be a good match for a law firm, retailer (brick & mortar).
Nathan Beckstead | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Kickserv is very well suited for companies looking to reduce their reliance on paper-based processes. They are very adept at helping their clients cut over from a paper invoices, spreadsheets and Google calendar into an all-inclusive environment which addresses nearly all of a small business's needs as it relates to digitizing their workflows: CRM and jobsite/work item management.
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.
Kurt Hanke | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use KickServ (Formerly Service Sidekick) to house our client information, produce estimates/work-orders/invoices, process payments, produce marketing reports. Out techs use the mobile app out in the field to complete their work orders, upload photos, collect client agreement to change orders and job satisfaction. We could not run our business without it, and it gives us a clear edge. Or clients love the ability to approve the estimates and/or request estimate modifications at any time of the day. They also love the online client portal for housing their past jobs and job photos, and making payments (again any time of the day or night). Our Realtor clients value it for the ability to share with their clients and other agents involved in the real estate transaction when repairs have been requested.
  • The ability to send an estimate to a client that they can review and approve with the click of their mouse is essential
  • The ability for the client to securely pay their estimate right from within their invoice online is a huge hit
  • The ability for our staff to change an estimate and have it change dynamically for the client at their computer immediately is huge
  • The mobile app needs greater functionality, like signature capture ability and marking the job complete in both areas on the web-based platform (currently, does not mark the check mark as complete on the web)
  • The ability to insert additional labor or parts anywhere in the item list instead of having to add them at the end would be really great to keep things organized and clear for both our team and the clients
  • It would be really good if an authorized user could retroactively mark start and end times of a job (when a tech forgets to click start or complete out in the field)
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.
February 20, 2017

Easy to use KickServ

Yvonne Graber | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
I have been using KickServ for the past 7 years. It is a very robust CMR that integrates seamlessly with QuickBooks Online. The staff is very accommodating and tech support is very accessible when you need them. They are a pleasure to work with. I recommend them very highly to any service type business that needs to track their, sales, techs, and it's great for marketing. I give KisckServ 5 stars!
  • Tech support
  • Implementation
  • Customer service
  • Provides assistance
  • Tracks everything a small business needs to have
  • Ease of use
  • Some reports
Any type of service business
Todd Peterson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
[It's being used for] scheduling, dispatch, and billing. Being able to access an up to date schedule on any device is immensely helpful. Customers appreciate being able to view and pay invoices online.
  • Easy scheduling
  • Easy billing
  • Field techs can access info on jobs
  • Home page layout
  • QuickBooks syncing
  • Easier to create custom invoices
[It's] well suited for most service companies that have multiple technicians and many jobs.
Scott Strader | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We used the software across the whole organization. I used it on both sides. In the field, I used it to see what jobs I had and to get quotes for customers to let them know everything at the time of service. It was also good to keep track of your schedule and make changes as necessary. I also worked in the office on the other side where I would input new customers as well as send out new requests as they came in.
  • 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.
  • Availability - There were several times when the system was down during normal business hours. This was really frustrating as you could imagine.
  • Mobile App - This is something they had but did not put a lot of effort into it. While on the road most people would use the site on their phone and the app was missing several things and the mobile site through a browser could be hard to see.
The software is pretty reliable and self-explanatory. I think they need to work on making things more mobile friendly as people in the field are using this for up to several hours a day.
February 13, 2017

Thoughts from the Trees

Grant Crowell | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Our entire company uses KickServ to deliver our services to the marketplace. Salespeople create estimates through KickServ and the crews in the field use it to access their work orders and enter their time for payroll and job-costing purposes.
  • The ability to quickly convert estimates to jobs to invoices. There is very little duplicated effort in this regard.
  • The ability to track hours for the guys in the field. They enter their own time, which saves a boat-load of administrative burden. We simply double check their time, and we can do that remotely.
  • We can run custom reports to find data that we could have never accessed before, and since all of the things we need are in the same program, it makes things quite a bit easier than using multiple interfaces.
  • Some of the reports are difficult for us to extract the data that we want. Sometimes I will get duplicated data, so I have to dump the files into Excel to make sure I've extracted any duplicates.
  • Never was able to log in to the Android App, so I just gave up and kept using the mobile browser based option.
If you have a service company that has techs on the road all day, it is great. If you don't have a very technically savvy workforce, it could be a little overly complicated for them. Our company straddles that line, and we make it work, but we often have foremen who have technology issues, and they get frustrated. The frustration is less to do with the app and more with their lack of ability to work a tablet.
February 13, 2017

Kickserv Kicks Ass

Scott French | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Kickserv to manage our quotes, and track the jobs that we have won. The sync feature with Quickbooks is the best sync with QB I've seen to date.
  • Sync with Quickbooks- It does this very well.
  • Managing Quotes
  • Reporting Feature
  • Reporting Features there are many built in reports and can customize your own.
  • The Android App has made many improvements, but could still use some more.
  • I wish there was a better way to track the quotes
Using KickServ as a field management service app is wonderful, the tech can clock in and out from the job so you can see how much time was really spent at the location.
February 13, 2017

Kickserv. Excellent.

Matthew Acuff | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Kickserv is our CRM and Field-service management platform. It generates our estimates/work orders/invoices/receipts, manages our jobs, runs our credit cards (at a very low rate). It has allowed us to grow and save money and time. Yes, there are a few aspects of the software that we had to customize or work around, but overall Kickserv has been a huge help.
  • Cheapest cloud-based SaaS CRM software I could find, but perfect for our small field service (small construction) company.
  • Kickserv has paid for itself with its low-rate integrated credit card processing through Stripe.
  • The price and capabilities perfect for our small field service company (3 office staff, 3 employees in the field, and a few subcontractors)
  • I love how the customer portal works.
  • It has saved us massive amounts of time and headache over our previous system.
  • I expect the dispatch/mapping module would be difficult to use with more than 7-8 field technicians
  • The API needs to be updated and documented (though I think I'm one of the very few people who use it)
  • There's no offline capability; field-techs have to have a cell or wifi signal to use it.
Perfect for Field-service companies (remodel, landscaping, lawn services, carpet cleaning, etc.) with about 2-20 employees and 1-10 job-sites per day.
February 13, 2017

Kickserv is Kickin'

Regina Folse | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Kickserv for our HVAC service company. Kickserv is easy to use and very robust for the price. The customer service is the best I've ever experienced.
  • Customer Service: Customer Service is easily reached with an on screen prompt and is usually answered within the hour.
  • Constant Improvement: Kickserv is constantly improving their product.
  • Ease of use: The Dashboard is easy to understand and easy to use.
  • I would like to see more fields syncing with Quickbooks (such as time and class)
Kickserv is well suited for the service maintenance and repair industry.