Kickserv

Kickserv

#1 User-Friendly. Complete Scheduling & Job Mgmt Software.

4.3/5 (273 avis)

Kickserv - Présentation

The #1 Software for Service Business Professionals. Our solution offers complete job management and customer relationship management (CRM), scheduling, estimates, shared calendar management, mobile access, invoicing, dispatching, and more. Kickserv also synchronizes to QuickBooks Desktop and Online 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.

Prix

À partir de
59,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, Royaume-Uni, États-Unis

Langues

anglais

Kickserv - Avis

Note globale
4.3/5
88% d'avis positifs
151
Excellent
88
Très bien
20
Moyen
6
Médiocre
8
Horrible
Randall M.
Traduire avec Google Translate

Overall, I like Kickserv. I rely on it for my business, and the product continues to improve.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 25/06/2017
Provenance de l'avis : Capterra

It helps me manage four irrigation service technicians and keep them going where they need to go.

Avantages

Their web site when used on a desktop computer is great for scheduling and dispatching. We use it throughout the day to line up jobs for our technicians. Previously existing customers are easy to find using their search feature. I can add a new job, and then click a button and it sends the technician a text message with the job description and address. The technician can click on the address link and get the GPS coordinates on their smart phone. The workflow is logical and consistent. When things go wrong, they are good about communicating what is happening.

Inconvénients

We are really only able to use part of the service. While it is excellent for scheduling, it is not useful for invoicing unless your invoicing needs are very basic. The product is not compatible with Quick Books groups. I don't use their mobile app. I prefer their mobile web site, but recent changes have made their mobile site less useful. Their server sometimes gets overloaded and the software becomes unresponsive. Tech support is inconsistent. Sometimes very helpful. Sometimes condescending. If a customer has an email address, it will automatically send this customer a reminder notice. There is no way to turn this feature on or off. For recurring jobs where we go back to the customer again and again, this is a problem because we don't always schedule the customer on the same day every month. It also gives the customer a link to the customer account center, which we also do not use, since we are unable to use Kickserv's invoicing feature.

While Kickserv continues to make improvements to the service, I frequently find myself frustrated because improvements are often not fully tested, resulting in unpleasant side effects. Example - recent formatting changes have made the scrollable area of their mobile web site very small and difficult to work with. Another change awhile back formatted all of my old customer data in such a way that their addresses would fail to appear in the text messages sent to my technicians. I am having to manually change all of these.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Jodi G.
Traduire avec Google Translate

Kickserv is a still

Publié le 09/12/2015
Provenance de l'avis : SoftwareAdvice

Avantages

The product is simple to use and meets my customer service and scheduling needs for the price of the cloud software but also allows me to customize things without major programming or fees to get somebody else to do it. I paid for the Boot Camp training and was very worth it just to get things setup and understand the software. It sync's reliably with QuickBooks which has been a problem in the past for our company with other cloud based Customer Service Programs. The vendor has been GREAT! They feel like my team as they always respond within minutes to hours of my questions or problems I do run in to. I just send them a quick email and they help. Also they are always interested in my recommendations and are also getting feed back frequently from me and making improvements to the software. One thing that is great is that they provide a portal to the customer so any changes I make to an estimate or schedule or notes can be seen by the customer (they only see notes you want them to see). They can be abreast with what is going on with their work order. They also can pay for their invoice right online as well which I love so my customers have more control over their payment needs. Also our Kickserv is linked to our website so anytime a customer wants to contact us it creates an OPPORTUNITY in Kickserv for us to follow up on and notifies us via email that we have an interest. I would and have recommended Kickserv to other businesses.

Inconvénients

This product does not handle the purchasing side of things which I would love to see. It sounds like they are looking into expanding this software to handle tracking purchases. Right now I just use QuickBooks for this. I also don't like the HTML language which is required for the setup of the invoice, estimates and work orders templates. It is hard to work with being I am not a programmer. I have managed to figure things out on my own with their help site and calling them. Its not a major issue but something I think they can improve on more. Again the Kickserv Team has been very helpful in anything I try to do or questions I have.

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Sandy S.
Traduire avec Google Translate

Superior Elevator Inspections - We Love Kickserv!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 24/06/2019
Provenance de l'avis : Capterra

We have many customers that have many conveyances that we have to inspect per State requirements. Each has a different State Identification Number to record and track which we use in scheduling. We have to do much coordination between elevator contractors (Otis, Schindler, Kone, etc.), our customer building owners, and our inspectors. It's not always easy but Kickserv makes things much more manageable. Prior to Kickserv, spreadsheets, Word calendars and white boards were used...it was like the Dark Ages. :)

Avantages

It's so easy to use and functions well for most of our needs. I LOVE the Special Instructions section and the clarity it provides in the Overview tab. Tags are also very helpful for our needs. The Resource calendar is fantastic too. Sometimes updates made in QB don't seem to come over to Kickserv in a timely manner but I think they usually do eventually. Overall, Kickserv has been a game-changer for us and I'm grateful every day for it's availability.

Inconvénients

On my wish list is a feature that will allow me to duplicate contact information of one customer and paste it into that of another. We deal with many management companies who manage several of our customers and I have to re-type their contact info into each shared customer that we have. Reports are a little cumbersome to create but I did work in Salesforce.com many years ago and found that to be the case with them too.

Réponse de Kickserv

Hi Sandy,

SUPER review! You have been a very loyal customer for over 3 years! Thank you. We do thrive on feedback from our customers like you. Your viewpoints were insightful, and I believe they will help others.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Leeann B.
Traduire avec Google Translate

Great customer service every time!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 26/12/2017
Provenance de l'avis : Capterra

Avantages

This software is easy to use and some really great features... I like that I can drag appointments from one day to the next if needed. And contact customer service if needed easily.

Inconvénients

I wish there were more alerts that would come up - such as an alert that will come up when scheduling someone that has an open balance so that we can let the customer know when scheduling, also what would be really helpful is if there was an alert that pops up stating that there is already a scheduled appointment open for that customer to avoid potentially double booking a customer (sometimes a wife will call to schedule and the husband may have already scheduled and it gets confusing). When scheduling multiple days on jobs I wish it didn't go on top of the calendar but blocked out the time. Also wish that there was an alert that would come up if a customer address is already in the database to avoid duplicates. Also, wish that email reminders were able to customize so that we could change time frames as we schedule in 2 hour increments - so we are really not able to use the feature which is one of the reasons we picked this scheduling software over others.

Réponse de Kickserv

Hello Leeann - thank you for your time and feedback. To help avoid duplicate bookings our best practice is to search customers by street address prior to booking. Street addresses are very unique and will display any prior events for that location.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Jeff Q.
Traduire avec Google Translate

Fits our company's needs and overall easy to use.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 10/05/2018
Provenance de l'avis : Capterra

Avantages

It is overall easy to customize to fit our needs. There are many features we use and I'm sure many more we don't. Allowing other employees to view, create notes and have user access is very helpful for our business. Also, the search option is great. When forgetting what address is associated with what customer, the search option is a helpful go-to when looking for a random piece of information.

Inconvénients

I wish it was easier to navigate online "help topics". While the customer service on the phone is great, it would be nice to access online articles. I haven't found them especially helpful. Also, when clicking on a customer and then accessing the jobs in their profile, it has been very frustrating seeing old jobs come up first. I don't want to see 2014 jobs, I'd rather see the ones I'm currently on, being 2018. Making the option to choose a date view and then having KickServ remember my last selection would be very helpful.
In-Progress (for jobs) tab is really confusing. We only use Scheduled or Completed. We have one job in In-Progress (not sure how it got there) and don't know how to move it to Scheduled. This is very confusing and frustrating as we don't use this feature and don't know how to get rid of it. Please get rid of In-Progress or make the option to not use, more accessible.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10

Kickserv - Prix

À partir de
59,00 $US/mois
Types de licence
version d'essai gratuite
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

  • API
  • Champs personnalisables
  • Données en temps réel
  • Gestion des factures
  • Intégration de tiers
  • Rapports en temps réel
  • Rapports personnalisables
  • Suivi des activités
  • Tableau de bord d'activités

  • Audit
  • Gestion de la conformité
  • Gestion des flux de travail
  • Gestion des stocks
  • Importation et exportation de données
  • Monitoring
  • Notifications automatiques
  • Piste d'audit
  • Rapports et statistiques
  • Stockage de documents
  • Suivi de l'inventaire

Plus d'informations sur Kickserv

Kickserv - Principales fonctionnalités

  • Activity dashboard
  • Activity management
  • Activity tracking
  • Appointment management
  • Automatic reminders
  • 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

    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

    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

    version d'essai gratuite: 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
    • Automatic reminders
    • 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