Kickserv

Kickserv

#1 Most User-Friendly Software to Run a Service Business

4.3/5 (291 avis)

Kickserv - Présentation

Description du logiciel Kickserv

Built & Trusted By 1000s of Service Pros! Kickserv offers complete job management and customer relationship management (CRM), scheduling, estimates, scheduling, mobile access, invoicing, dispatching, and more. Kickserv also synchronizes to QuickBooks Desktop and Online and Xero so users don't have to do double entry with the aim of saving time and money.

Kickserv is designed to be suitable for plumbers, HVAC, computer repair, electricians, handyman, carpet cleaning, landscaping and lawn care, maid service, pest control, and many more industries. Kickserv helps manage bids and estimates, jobs, scheduling, dispatch, invoicing, and tasks with a shared online calendar where you can complete jobs. If you use Quickbooks we have a seamless 2-way integration with no double entry.

With one glance, users can see how their business is performing. With Kickserv, leads, jobs, and invoices are all at the user's fingertips. With the help of Kickserv's automated statuses users can easily stay on top of all their work. From closing a lead and managing a team, to collecting payments from customers, Kickserv will help businesses run smoothly with tools that are easy for the entire team to use.

Kickserv - Présentation

Prix

À partir de
59,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

Free Trial!
Solo plan: $59/month up to 2 Users
Starter plan: $99/month (or $79/month with annual plan) up to 5 Users
Business plan: $199/month (or $159/month with annual plan) unlimited + more features
Premium plan: $299/month (or $239/month with annual plan) unlimited + ALL features


Kickserv - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Australie, Canada, Royaume-Uni, États-Unis
Langues
anglais

Captures d'écran

Capture d'écran pour Kickserv : Dashboard
Capture d'écran pour Kickserv : Dashboard Capture d'écran pour Kickserv : Invoice Capture d'écran pour Kickserv : Invoices Capture d'écran pour Kickserv : Jobs Capture d'écran pour Kickserv : Opps Capture d'écran pour Kickserv : Resource - Week Capture d'écran pour Kickserv : Schedule

Kickserv - Avis

Kickserv - Avis

Note globale
4.3
/
5 291 avis
Excellent
161

Très bien
94

Moyen
22

Médiocre
6

Mauvais
8

Rapport qualité-prix
4.3
Fonctionnalités
4.1
Simplicité d'utilisation
4.3
Support client
4.3
88% des utilisateurs recommandent cette application
Cyndi F.

Get your DISPTACH house in order

We have been with Kick Serv through a lot of growing pains. As a "non techy" person, I was very frustrated in the beginning but now have become a believer that THIS IS a great program for our growing business. I am looking forward to see which upgrades are coming for 2019. (Allow techs to search for specific job numbers in the field, colors change as job phases are uploaded with new people assigned to same job, adding the use of our standard quote forms, time sheet management)


Traduire avec Google Translate
Scott N.

Kickserv Review

Kickserv allows us to go semi paperless and cuts out time from dispatch to accounting.


Traduire avec Google Translate
Justin W.

Solid support team

Extremely pleased.


Traduire avec Google Translate
Beverly F.

Great product

The biggest benefit is efficient use of my time. Being able to schedule multiple technicians and amend the calendar as things change is huge. Our guys have iPads and can access the program anywhere so we're all looking at the same data. It makes us more profitable by not having to take time for them to call in or for the office to call them and wait for them to be able to stop and call back.


Traduire avec Google Translate
Scott R.

Kickserv is a great app that I have used for my Piano Service Company.


Traduire avec Google Translate
Cyndi F.
Secteur d'activité: Construction
Taille de l'entreprise: 2-10 employés
Traduire avec Google Translate

Get your DISPTACH house in order

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 01/03/2019
Provenance de l'avis : Capterra

We have been with Kick Serv through a lot of growing pains. As a "non techy" person, I was very frustrated in the beginning but now have become a believer that THIS IS a great program for our growing business. I am looking forward to see which upgrades are coming for 2019. (Allow techs to search for specific job numbers in the field, colors change as job phases are uploaded with new people assigned to same job, adding the use of our standard quote forms, time sheet management)

Avantages

Able to track all incoming calls with a glance at calendar screen. See every tech (color coded) daily, weekly and monthly. Track days off, vacations, in a glance, with customer on the phone!

Inconvénients

Still no way to automatically change color coding as each phase of a project is completed and we need to add different tradesmen to the job. We have to "open" each job BEFORE we schedule a tech to see if he/she is already assigned to an ongoing job.

Traduire avec Google Translate

Réponse de Kickserv

Hello Cyndi,
Many thanks for the abundance of positive feedback. And as always the suggestions to make our product better and more user friendly is what we thrive on here.

To quickly gather what jobs a technician or tradesman is on go directly to our Jobs index page and use the "assign to" filter.

Ping me back from within the app if you'd like to discuss this idea further. We are here to help.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Scott N.
Secteur d'activité: Automatisation industrielle
Taille de l'entreprise: 13-50 employés
Traduire avec Google Translate

Kickserv Review

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 12/07/2019
Provenance de l'avis : Capterra

Kickserv allows us to go semi paperless and cuts out time from dispatch to accounting.

Avantages

The ability to store everything together.

Inconvénients

It did not integrate with QuickBooks Online as we had hoped. It integrates with it, but not everything transfers.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 8.0/10

Justin W.
Secteur d'activité: Vente au détail
Taille de l'entreprise: 13-50 employés
Traduire avec Google Translate

Solid support team

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 14/01/2020
Provenance de l'avis : Capterra

Extremely pleased.

Avantages

Improvements they are making ongoing. Customer support.

Inconvénients

They are improving on some of the reports currently.

Traduire avec Google Translate

Réponse de Kickserv

Justin - this is the response we work so diligently each day for. We are very glad that Kickserv is working for you. There is more to come from the Product and Dev team this quarter and the year. 2020 is going to be a great year for Kickserv customers.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Beverly F.
Secteur d'activité: Construction
Taille de l'entreprise: 2-10 employés
Traduire avec Google Translate

Great product

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 16/12/2019
Provenance de l'avis : Capterra

The biggest benefit is efficient use of my time. Being able to schedule multiple technicians and amend the calendar as things change is huge. Our guys have iPads and can access the program anywhere so we're all looking at the same data. It makes us more profitable by not having to take time for them to call in or for the office to call them and wait for them to be able to stop and call back.

Avantages

Easy to learn. I'm an older user and not tech proficient. It was very easy. It syncs with QuickBooks which makes my work more efficient. I create invoices in Kickserv and the information is seamlessly transferred. We have color coded our techs so I can easily tell where they are. The map and directions feature makes it easy for our techs on the road to see where the jobs are.

Inconvénients

The only thing I haven't liked is that I can't edit contacts in Kickserv any longer. I have to edit addresses and phone numbers in QuickBooks and I find that the information doesn't sync back, so I end up having incorrect information on clients in Kickserv.

Traduire avec Google Translate

Réponse de Kickserv

Hi Beverly,

SUPER review! Thank you for your time and thoughts. Please know that we really do appreciate your company doing business with us for over 5 years! Plus, I emailed you the directions you need to make your contact edits in Kickserv. This way once you sync your contacts to QuickBooks they will override any changes made in QuickBooks.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Scott R.
Traduire avec Google Translate

Kickserv is a great app that I have used for my Piano Service Company.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 24/06/2017
Provenance de l'avis : Capterra

Avantages

All inclusive connectivity of all the data needed to run my (Piano Service) business. I consider myself a fairly expert user of kickserv, using it from its early inception, then called ' Service Sidekick'. I am totally on board to help bring it to its fullest potential, so dont take the cons section too hard...I use the system every day, all through the day, and my entire operation depends on this most awesome application.

Inconvénients

Software is gradually degrading. Latest update published makes KS sluggish, screen freezes constantly during scrolling. Reports have been altered to the point of useless.
Quadruple redundant data entry, creating and closing an event, then a job.
No auto fill on repeated fields.
Phone numbers require dashes be entered. Format the field for straight 10 digit entry.
Area code, city, and state are almost always the same in my service area. Why dont these fields hold and auto fill the last data entered? Internet standard these days is that the state is a 'state' field, only accepting 2 CAP characters in verified state identifiers.
No notification if email is successful, and no notice when messages fail. This has caught me with my pants down with customers...( yes customers, not contacts) emailing time sensitive invoices and opportunitys.... guys, they are ESTIMATES, Not opportunitys!!
Stripe send a payment received email notification...Awesome.
The text is the problem. First words of auto generated notification says Congratulations!.
Congratulations? We are small businesses....we take money, every day, all day. It is inapropriate, and smacks of a Condesending viewpoint.

Miss labled fields: My customers are my 'customers' , not my 'contacts'. New address verify is great on service address, Why does it not verify billing address? Getting paid is a very important aspect of small business. Makes no sense.

Traduire avec Google Translate

Réponse de Kickserv

Hello Scott,
We agree that April and May were not good months for Kickserv. We are so very sorry. We did correct the couple of issues that were inherited from the massive migration of hundreds of original customers from our legacy platform. We regret not anticipating those issues prior.
I would like to clarify some points you made:
1. We do not require dashes in phone numbers fields.
2. We do indicate if an email has failed in your Dashboard > email activity page.
3. Opportunities is a way to make our program more applicable to more people. When you do send out the template it does say estimate. We can help you with how it looks if you need something custom. Let me know.
4. Regarding your comment about the billing address, typically we are not verifying the address so much as we are just indicating on the map where that service address located for routing purposes and driving instructions.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Recommandation utilisateur
8.4/10
Basé sur 291 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Kickserv - Prix

Kickserv - Prix

À partir de
59,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-prix

Free Trial!
Solo plan: $59/month up to 2 Users
Starter plan: $99/month (or $79/month with annual plan) up to 5 Users
Business plan: $199/month (or $159/month with annual plan) unlimited + more features
Premium plan: $299/month (or $239/month with annual plan) unlimited + ALL features

Free Trial!
Solo plan: $59/month up to 2 Users
Starter plan: $99/month (or $79/month with annual plan) up to 5 Users
Business plan: $199/month (or $159/month with annual plan) unlimited + more features
Premium plan: $299/month (or $239/month with annual plan) unlimited + ALL features

Rapport qualité-prix
4.3/5
Basé sur 291 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Kickserv - Fonctionnalités

Kickserv - Fonctionnalités

API
Audit
Données en temps réel
Facturation
Gestion de la conformité
Gestion des documents
Gestion des flux de travail
Gestion des stocks
Importation et exportation de données
Intégration de tiers
Monitoring
Notifications automatiques
Piste d'audit
Rapports en temps réel
Rapports et statistiques
Rapports personnalisables
Stockage de documents
Suivi de l'inventaire
Suivi des activités
Tableau de bord d'activités
Fonctionnalités
4.1/5
Basé sur 291 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Vidéos et tutoriels

Vidéos et tutoriels

Plus d'informations sur Kickserv

Plus d'informations sur Kickserv

Kickserv - Principales fonctionnalités

  • Activity dashboard
  • Activity management
  • Activity tracking
  • Appointment management
  • Availability indicator
  • Bidding and estimating
  • Billing & Invoicing
  • Booking management
  • Chat
  • Client portal
  • Contact history
  • Cost estimating
  • Credit card payments
  • Custom email templates
  • Custom fields
  • Custom fields and reports
  • Customer accounts
  • Customer database
  • Customizable branding
  • Customizable reporting
  • Document imaging
  • Drag-and-drop features
  • Electronic signature capture
  • Email integration
  • Email invoices
  • Employee management
  • Estimating
  • File attachments
  • Filtered views
  • GPS
  • Global search
  • Invoice processing
  • Job costing
  • Job scheduling
  • Job tracking
  • Lead assignment
  • Mobile access
  • Online booking integration
  • Opportunity management
  • Phone and email support
  • Progress tracking
  • Prospecting tools
  • QuickBooks Desktop 2 way sync
  • QuickBooks integration
  • Quote management
  • ROI analytics
  • Real time data
  • Real time reporting
  • Receiving
  • SEO management
  • Self service portal
  • Shared calendar
  • Third party integration
  • Time tracking by client

Avantages

  • No double Quickbooks entry
  • GPS Checkins to track employees job activity
  • Manage appointments, CRM, and scheduling
  • Store all customer data in one central location
  • Import and export from and to Excel
  • Handle leads and assign follow-up reminders
  • Schedule new opportunities, jobs and tasks directly from calendar
  • Scheduling with drag-and-drop features
  • Helps users to follow-up with automatic reminders
  • Powerful and flexible custom fields and reports
  • Software works with Outlook, Google Calendar and iPhone

  • Analyse de GetApp

    Analyse de GetApp

    From managing employee schedules to sending client estimates and collecting on customer payments, a small business owner’s work is never truly done. Kickserv is a cloud-based CRM application that helps small business owners automate basic business processes to improve the bottom line.

    Built for professionals in service-related industries, Kickserv has developed a way for business owners to keep their offices updated, even while they’re working in the field. Professionals can schedule opportunities and jobs from the office or the field, and they can approve estimates and pay invoices from any connected mobile device. By utilizing mobile tools for invoicing, scheduling, and dispatching, teams are able to stay in-sync regardless of their physical locations.

    Dashboard view.

    Description du logiciel Kickserv

    Kickserv helps small business owners work in paperless environments, with automated business processes developed to boost the bottom line. The platform includes modules for job management, scheduling, estimates, invoicing, and customer relationship management. A two-way sync with QuickBooks ensures that all of a company’s financial data—including items, contracts, invoices, and payments—is updated in real-time.

    For plumbers, landscapers, computer repair specialists, and other professionals in service-related industries, Kickserv provides a way for offsite field technicians to work seamlessly alongside onsite support staffers. Kickserv’s mobile interface includes tools for managing schedules, tracking time, and reviewing charges remotely from mobile devices. Advanced features like GPS tracking and automated team status updates also provide value for businesses that need help managing employees who work in the field.

    Jobs in progress.

    Kickserv - Principales fonctionnalités

    Two-Way Syncing to QuickBooks

    Kickserv provides a seamless way for its users to keep their accounts up-to-date across multiple platforms, thanks to a two-way QuickBooks Online and QuickBooks Desktop sync. This feature enables businesses to ensure that all of QuickBooks data—including items, contacts, invoices, and payments—stays updated without repeated manual entry tasks.

    Connect Kickserv to your QuickBooks account to take advantage of the two-way syncing feature. Let Kickserv know whenever you’re ready to sync, and the platform will instantly update your back office. A few of Kickserv’s advanced capabilities include the ability to sync estimates and print invoices from QuickBooks.

    QuickBook sync.

    Keeping Customer Contact Records

    Contact records give businesses a quick summary of each client they’ve done business with, putting important information (like a customer’s phone number or service preferences) at a field technician’s fingertips.

    Create a record for each new client at your company, making sure to include as much relevant information as possible. This information could include phone numbers, email addresses, service addresses, and billing information, along with special notes and attachments that technicians can add while they’re working in the field. When your customer contact records are up-to-date, you’re able to quickly find related contacts and service locations, and set reminders for sales and work follow-ups.

    Customer Contact Record.

    Sending Invoices

    Plenty of business apps provide users with the ability to send invoices, but Kickserv differentiates itself with its advanced invoice tracking capabilities. In addition to sending invoices via email, businesses can track the delivery of those invoices to their customers. This feature lets businesses know when customers have viewed the invoices they sent.

    To generate a new invoice, click the Invoices tab and select the client you’re billing. Kickserv lets you enter custom items, descriptions, and prices. You can also include taxes on your invoices. You have the option to email the invoice or download it to send via USPS. Once a payment has been received, return to the Invoices tab to mark the invoice as paid.

    Invoice view.

    Advanced Scheduling & Calendars

    Color-coded calendars help support staffers and field technicians quickly see what appointments and meetings are scheduled for the coming week or month. Classic calendar features allow for drag-and-drop appointments, and dynamic calendar filtering.

    Decide for yourself whether to view a daily, weekly, or monthly calendar. Color-coded features let you see which field technicians have the busiest schedules, and which types of service calls are most in demand. This information is especially useful when you’re managing an entire workforce, since it’s possible to review employee availability and reschedule appointments by simply dragging and dropping events into place.

    Weekly calendar view.

    Mobile Access

    Kickserv provides field technicians with mobile access on a 24/7 basis. This allows employees and managers to remain on the same page whether they’re working inside or outside the office. Through the mobile app, technicians can check estimates, schedules, team statuses, jobs, and opportunities. They can also track time, attach notes, documents, and images to jobs, and they can share their location through GPS tracking.

    Kickserv mobile app for field workers

    Kickserv - Intégrations

    Kickserv integrates with QuickBooks, which eliminates the need for businesses to do double entry with completed invoices. Kickserv also provides an iCal feed, which enables users to subscribe to all of their scheduled events from other personal calendars, including Outlook and Google.

    Kickserv - Prix

    Businesses have three pricing plans to choose from when using Kickserv. The company charges $49 for five users, $99 for 10 users, and $199 for 20 users. Businesses with more than 20 employees are encouraged to select the Enterprise plan, which is sold at $50 per every five users. Integration with QuickBooks is an additional $50.

    Kickserv - Résumé

    • Helps service professionals keep their businesses running smoothly.

    • Automates business processes to increase the bottom line.

    • iOS application is available for mobile users.

    • Schedule opportunities from the office or the field.

    • Approve estimates and pay invoices from a mobile device.

    Kickserv - FAQ

    Kickserv - FAQ

    Voici quelques-unes des questions fréquentes sur Kickserv.

    Q. Quels sont les types de licence disponibles pour Kickserv ?

    Types de licences disponibles pour Kickserv :

    À partir de: 59,00 $US/mois

    Type de licence: Abonnement

    Essai gratuit: Disponible

    Free Trial! Solo plan: $59/month up to 2 Users Starter plan: $99/month (or $79/month with annual plan) up to 5 Users Business plan: $199/month (or $159/month with annual plan) unlimited + more features Premium plan: $299/month (or $239/month with annual plan) unlimited + ALL features

    Q. Quelles sont les principales fonctionnalités du logiciel Kickserv ?

    Fonctionnalités du logiciel Kickserv :

    • Activity dashboard
    • Activity management
    • Activity tracking
    • Appointment management
    • Availability indicator
    • Bidding and estimating
    • Billing & Invoicing
    • Booking management
    • Chat
    • Client portal
    • Contact history
    • Cost estimating
    • Credit card payments
    • Custom email templates
    • Custom fields
    • Custom fields and reports
    • Customer accounts
    • Customer database
    • Customizable branding
    • Customizable reporting
    • Document imaging
    • Drag-and-drop features
    • Electronic signature capture
    • Email integration
    • Email invoices
    • Employee management
    • Estimating
    • File attachments
    • Filtered views
    • GPS
    • Global search
    • Invoice processing
    • Job costing
    • Job scheduling
    • Job tracking
    • Lead assignment
    • Mobile access
    • Online booking integration
    • Opportunity management
    • Phone and email support
    • Progress tracking
    • Prospecting tools
    • QuickBooks Desktop 2 way sync
    • QuickBooks integration
    • Quote management
    • ROI analytics
    • Real time data
    • Real time reporting
    • Receiving
    • SEO management
    • Self service portal
    • Shared calendar
    • Third party integration
    • Time tracking by client

    Q. Qui utilise Kickserv ?

    Utilisateurs habituels du logiciel Kickserv :

    Auto-entrepreneurs, Entreprises de taille moyenne, PME

    Q. Dans quelles langues Kickserv est-il disponible ?

    Langues dans lesquelles Kickserv est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Kickserv ?

    Types de licences disponibles pour Kickserv:

    Abonnement

    Q. Kickserv prend-il en charge les appareils mobiles ?

    Appareils pris en charge par Kickserv :

    Android, iPhone, iPad

    Q. Avec quelles applications Kickserv peut-il s'intégrer ?

    Applications s'intégrant à Kickserv :

    Dropbox, Google Calendar, Microsoft Excel, Microsoft Outlook, QuickBooks, QuickBooks Online, QuickBooks Online, Stripe, Xero, Xero

    Q. Quelles sont les ressources d'aide disponibles pour Kickserv ?

    Ressources d'aide disponibles pour Kickserv :

    FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo