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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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Nathan Beckstead | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
From the high end, with all the "bells and whistles" to the low end, "build it yourself" systems. Kickserv simply offered the best ROI when considering onboarding and training time, QB integration, and improved customer experience. Kickserv brings a lot of professionalism right out of the box that you'd have to spend hours configuring and training on something else for.
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.
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.
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