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KickServ helps our Xtreme Team KickButt!
December 07, 2018

KickServ helps our Xtreme Team KickButt!

Kurt Hanke | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Kickserv

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)
  • The reporting (such as Marketing Source and Customer Marketing) has allowed us to know where marketing dollars are being best spent and to reallocate accordingly
  • Specifically being able to see what percentage of clients are Repeat Clients as opposed to new really helped our team's morale
  • It would however be a huge benefit if the system would automatically move where the client came from (YELP, GOOGLE, CLIENT REFERRAL, etc) to another field and change current source to REPEAT CLIENT when the client comes back
I don't remember what we tried out 8 years ago, but KickServ suited us the best and still does
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.