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Kickserv

Kickserv

Overview

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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Recent Reviews

TrustRadius Insights

Kickserv has become an essential tool for businesses in various industries, providing a range of features to streamline operations and …
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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
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Product 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 TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(14)

Community Insights

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!

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

(1-1 of 1)
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February 13, 2017

Kickserv. Excellent.

Matthew Acuff | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Saved money and time on A/R, Invoicing, Dispatch, Estimating, and Credit Card Processing
  • Despite monthly fee, it has lowered our operating costs
We looked at 8 different systems. This system is perfect for our small construction company. Everything else was too expensive, or too simple, or too complex.
8
Field techs, subcontractors, outside sales reps, inside sales reps, bookkeeper, dispatch/scheduling, project manager
1
I use the API. Most companies probably won't need anyone in-house to support Kickserv
  • Estimates
  • A/R
  • Scheduling
  • Using API to automate piece-work subcontractor fees
  • The CC processing costs saved us more $ than we expected
  • We've been able to do things with the Sync between QB and KickServ that we didn't expect
  • We expect to implement more API functions
  • The new integrated marketing feature looks promising--though we're not using it yet
  • We will probably migrate to QBOE or Xero integration (currently integrating with QB Pro Desktop)
It's perfect for our company. We rely on it. Tech support is great. We're very happy.
Yes
Replaced a proprietary dBase database. We needed a cloud-based platform that integrated with QuickBooks
  • Price
  • Product Features
  • Product Usability
  • Positive Sales Experience with the Vendor
Price. Kickserv had most of what we needed at a great price. Since then (4 years ago) they have added features and made me even happier with my decision.
Not at all. I was as thorough as I could be, and I'm happy that I chose Kickserv.
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