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Kickserv has become an essential tool for businesses in various industries, providing a range of features to streamline operations and …
Starting at $79 per month
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What is Kickserv?
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.
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Pricing
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
Product Details
- About
- Tech Details
What is Kickserv?
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.
Kickserv Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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(14)
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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.
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.
Attribute Ratings
Reviews
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September 23, 2021
Best growth tool for small businesses!
- 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)
September 14, 2020
Kickserv is a solid offering for a small company looking to facilitate rapid growth!
- 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.
December 07, 2018
KickServ helps our Xtreme Team KickButt!
- 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)
February 20, 2017
Easy to use KickServ
- Tech support
- Implementation
- Customer service
- Provides assistance
- Tracks everything a small business needs to have
- Ease of use
- Some reports
February 15, 2017
Kickserv keeps your company running
- Easy scheduling
- Easy billing
- Field techs can access info on jobs
- Home page layout
- QuickBooks syncing
- Easier to create custom invoices
February 14, 2017
Use of KickServ from a end user in the field
- 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.
February 13, 2017
Thoughts from the Trees
- 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.
February 13, 2017
Kickserv Kicks Ass
- 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
February 13, 2017
Kickserv. Excellent.
- 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.
February 13, 2017
Kickserv is Kickin'
- 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)