Kickserv - Avis

The Best Value for the Money

Commentaires : Wonderful experience for over 11 years

Avantages :

The best feature of this product is the customer service. The ease of use and the product.

Inconvénients :

Some limitations on reports. But always found work around

Very easy to use and many functions

Avantages :

The ease of use to quote, schedule, close and invoice jobs is seamless and very easy to learn and teach to our 17 field techs.

Inconvénients :

We are getting into 200 - 2MM size construction jobs and we find the progress billing feature is not yet available

Kickserv Review

Commentaires : Very good

Avantages :

Easy of use. Easy to learn software and interface. And easy to teach new users how to use

Inconvénients :

Subject to phone reception, certain areas do not allow techs to log in/out jobs or upload pictures.

Most intuitive program I’ve used

Commentaires : Nothing but praise for everything and everyone we ever interacted with. 14 years of happiness!

Avantages :

We like the Resources Calendar week at a glance the most. Easy to see where every tech is scheduled, how long each job should take, and color coded by type of job, which we set up. This program is very intuitive to use, with large screens and no tiny fields that fill up a screen that you don’t need or care about using. We’ve been forced to use other big name programs by our franchise, which no one we talked to liked at all, but we always kept Kickserv throughout as our main go to. It’s iPhone easy to use! Skip the CRM that advertised during the Super Bowl. We and everyone we know hated it.

Inconvénients :

The only thing that was a problem was when it stopped syncing to desktop QuickBooks 2009. We didn’t upgrade QB, and had to manually enter sold jobs. It was worth it to us to not have to buy another QB program

Great Software

Commentaires : Just having everything in one place is great! My boss has more experience with account management software and he really likes this one. He likes they are updating their software frequently and adding new features that help us, like the dispatch and map feature.Early on, I talked/chatted with your customer service reps and asked a million questions. They were great and were very patient with me. I haven't had to bother them as much lately, but they are always accessible and helpful.

Avantages :

Easy to use.Easy to change products and prices.Love the reminders option and scheduling option.Love the response time and advice from the team when I ask crazy questions!

Inconvénients :

The mobile part of the software could use some help, from our perspective. We have issues with attachments and being able to view them in the field. We realize that some of our issues could be user error.

Great for starters and small businesses!

Commentaires : Overall, for the price, I am happy. I recommend Kickserv to anyone getting started with their business. Small businesses, especially! I will continue to use Kickserv- they are constantly doing updates to fix little bugs here and there.

Avantages :

This software is user-friendly for the most part. It provides all the basic features you need to schedule, create a work order and assign to employees, invoice customers, and sync to your accounting system.

Inconvénients :

I mostly suggest the technician app be updated. I have found that 100% of my technicians are great at labor work, but not so great at navigating apps and using phones. Maybe even just offering more education/user guides for techs would help. Also, wish there was more of a way to have intercommunication between departments; assign tasks to office team, to do lists, etc

Incredible tool for most tradespeople

Commentaires : Overall it is a fantastic product, with an even better customer service team. Again, it was painful to use at first, but now that I’ve got the hang of it (and hundreds of projects under my belt) I can’t recommend it enough. It is the perfect solution for my business.

Avantages :

Access to all of my clients and their project status from anywhere. Project scheduling, invoicing, even shopping lists available to me. Fits all of my client types, from homeowners to property management, and flexible for all of the various project types. Kikserv’s customer service team is incredible.

Inconvénients :

Fairy steep learning curve… I’m still discovering new features, and shortcuts. A little ‘clunky’ at times

Fantastic field management software

Commentaires : My construction company uses kickserv to input customers, send estimates, sign contracts, schedule work, invoice and run several useful reports.

Avantages :

Report running features of open estimates and completed jobs. Customer database is great. Recently docusign upped their pricing and we switched to kickserv e-signatures, we expected our homeowners to question the legitimacy but no one has and we have had 0% increase in cancellations since making the switch to the kickserv electronic signatures.

Inconvénients :

Kickserv uses apple maps on mobile which can cause navigation problems at times. You have to make sure your calendar settings are for the full day, not just business hours or you can miss some jobs when moving them on the calendar if you are not careful with the times.

Good product for price.

Avantages :

The ability to keep up a time entries for the team on per job basis

Inconvénients :

Scheduling viewing time entries from the mobile app on a per day basis would be nice instead of having to go to the web browser and pull a report to see

Decent Software; Great Support

Commentaires : We use KickServ to schedule field engineers for analysis and to generate our invoices and estimates. It works well for our current needs, though there are some small functionalities I wish would change. On the bright side, it's always improving - please keep the updates rolling out!

Avantages :

The customer service is excellent. Whenever I have a question, someone gets ahold of me within in an hour (or usually less), and they'll follow up within a day or two to make sure you're doing well. The software is also constantly improving with new upgrades.

Inconvénients :

When using the program with QuickBooks, it doesn't always sync the way I'd like it to. Once a contact is in, I can't edit the contact information, which is a pain when we have multiple customers from the same overall client company. There's always a little tweak here or there that I wish would change. However, the support team usually will assist with any problems.

Best Value for Scheduling/invoicing software

Commentaires : Overall, I have been more than satisfied with Kickserv. I initially navigated the platform pretty easily, along with ample help from the support team. Whenever I experience a problem, I receive help via the chat function from the same customer support members who are quick to provide solutions.

Avantages :

This product makes it easy to store a lot of data for our business including customers, project history, photos of job sites, notes for customers, dispatching crews to jobs, invoicing customers.

Inconvénients :

We experience some software bugs throughout use, which are often resolved with time. If I delete something on accident, there is not an undo button. If we change an estimate for a customer, there is no easy access to old records of past versions of the estimate unless we duplicate them every time we make a change. This can put us in a situation sometimes we are trying to substantiate claims to contractors about original estimates and the changes we made. Sometimes Kickserv will not work at all for a short period of time while our crews are on jobsites trying to upload photos/information or find their next jobsite, though this fairly rare. I wish there was an option to not allow credit card payments for certain invoices such as our contractors who are much larger jobs. Though, we have worked around this with different options such as sending a PDF instead.

#1 in Customer Relationship Management & Dispatching software

Commentaires : Kickserv has streamlined my service-based business. It's easy to use for dispatching and task reminders. It also syncs with my bookkeeping software, google calendar, reputation management software and Stripe.

Avantages :

It is easy to start using the kickserv system, especially since they have such a phenomenal support staff

Inconvénients :

I have used this software for over 8 years and the ONLY thing I still would like to see is a more robust search ability. For example, if I were to look for every job that I did "carpet cleaning," I would get a list (instead of having to pull a report).

Great for One Tech

Commentaires : I enjoy using the product from my desk and the tech doesn't have any complaints from the app.

Avantages :

I like that i can invoice the job with clear notes and history to the clients from my tech. Scheduling is easy.

Inconvénients :

Wish there was a way to alert the tech out of the app. I review a work order and see I need more notes or need him to advise on a part # so that I can quote. I have no way to tell him this other than to copy the notes and email him separately.

Entry level service management software that works well.

Commentaires : It is a solid choice for the price. It makes keeping track of all our jobs possible and is a great step up from paper or spreadsheets. I feel it is priced fairly.

Avantages :

Capturing all the jobs we have on the go, being able to catergorize them by type, and by status (unscheduled, scheduled, in progress, on hold, completed) really helps on the backend to keep invoices moving out.

Inconvénients :

Individual asset/equipment history would definitely be useful.

Kickserv is a still

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.

Great customer service every time!

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.

All Fixed Appliance Repair review

Commentaires : Overall, the experience has been very positive. We're happy that we decided on this one.

Avantages :

Real time scheduling, mobile use, files attachments, work order creation

Inconvénients :

Customer portal to request service is cumbersome, bug reporting has become more difficult with the new chat robot. I usually video the issues to better explain the bug. I can't do that any more.

Small company that rapidly grew!

Avantages :

We love the simplicity of it, the work flow is really easy with the unschedule, scheduled, in progress, etc tabs. It keeps the jobs organized. We love that it is capable with our QuickBooks keeping our books stright is very important to us.

Inconvénients :

The mobile app has had a number of bugs and issues. But we contact customer service and it seems to fix. However we still run into minor issues here and there.

Great but still a few glitches

Commentaires : We have been using the program for about a year, and it is for sure better than other programs that we have used in the past. ANd the ease of talking to a real person in tech support is WONDERFUL!
But there are still a few issues we have come across. One is that it only works properly on FireFox, and is the only program I use that actually works on that browser, so I have to have that on all the time just for Kickserv.
Next is that when there is an error, there is no clear explanation as to what the error is. The program seems to tell me that there is an error, but that's it. I literally worked for about a month with tech support because I could not sync any new customers between Kickserv and Quick Books. This made end of the year very frustrating. When it finally started working, I still don't know what was actually the problem.
The last issue I have, is that I can't make the phone/tablet app user friendly for my techs in the field. I need them to be able to adjust more things, change times, add/reschedule jobs etc, and they can't do it. I was hoping this would help so they didn't forget to tell me what needed to be done, but they can't do it from their tablet.

Avantages :

Able to change as needed, and easy to integrate with Quick Books. Easy to contact a real person in tech support.

Inconvénients :

Don't feel that the phone/tablet app is user friendly

Excellent, agile field management software

Commentaires : We've used Kickserv for about a year now, and are pleased with our experience. We run moving and relocation company, and have a lot of part-time workers. Our business model requires a lot from the software, and we've had to get creative to make some features fit for us, but all in all we've not found a better solution for a better price. Some of the aspects that we appreciate include: - Resource view - allows you to see all of your workers at a glance. This is our most crucial page, and it does what it needs to very, very well.
- API interaction allows us to push/pull information from management dashboards that are integrated with other business intelligence data streams.
- Everything is right at your fingertips - easily access jobs, estimates, customers, reports, marketing via the left-hand column. Need to search through it all? You can do that too. Very fast and easy to navigate.
- Full functionality on any device! I can manage my teams from even my phone's browser, anywhere. I can be on a call, processing a credit card, and logging charges and time-tracking all at once - on my mobile device, no less.
-Very customizeable. Change your marketing, your invoices, your estimates, your emails, user permissions, job fields, etc. etc. etc.
- Help is right there in the bottom corner of the screen, with an estimate of when someone will get back to you. I can't say enough about how professional everyone I've spoken with has been, and how personal the customer service is. Some things we hope will continue to improve: - The mobile app in our experience has not been as good as the web page - but you can just use the web version.
- Your workflow experience differs depending on where you start to enter your data, which is slightly confusing. Still, the process is flexible enough to allow you to schedule jobs however you prefer.
- It would be great if Kickserv had a JIRA-type bug tracker that allowed us to submit tickets and see their status, as well as provide attachments, updates and feedback.
- Interaction with third-party software, like Quickbooks or Google Calendar, could be improved. With stellar customer service, and an ever growing feature list, give Kickserv a shot. Overall, its been a solid choice for managing teams in the field, with plenty of flexibility - even for us.

Field Service & Installs - Locksmithing & Security

Commentaires : We can easily see all jobs scheduled for a given day, search open and historic work orders, track the progress on longer jobs and ensure all invoices are created and sent timely. This has cut down on lost paperwork, increased communication, and minimizes the number of support staff needed in the office to keep operations running smoothly.

Avantages :

Kickserv has a fairly intuitive layout and search function. Once the customer list is loaded you can view all jobs relating to individual customers, upload photos, set up future service and easily move calls between technicians. This is a great program to start with when moving away from an antiquated platform (paper, Excel, etc).

Inconvénients :

The downside of Kickserv is the lack of customization. I believe it was originally developed to suit a different industry and while we've found work-arounds for our needs they are still work-arounds and rely on humans remembering the unique procedure .

Pros & Cons of using Kickserv

Commentaires : It keeps our customer history in tact, and that has truly come in handy multiple times.

Avantages :

I like the fact that we can track the history of our customer's and review previous work performed. also, like the fact that we can have a daily view of everything scheduled within that day. The calendar is also helpful in scheduling future jobs, and time management.

Inconvénients :

There isn't an easy uncomplicated way to delete services that are not needed once they are signed on for. I understand the reasoning to keep just anyone from changing services, but it really doesn't have to be where one has to call and sit on phone for a while to get something not needed.

So easy to go paperless

Commentaires : Before Kickserv, we were still using paper invoices. We really wanted to go paperless and this really helped! We also didn't have to tell customers that they needed to call the office to pay with a card. Sometimes they were stuck waiting until I was available to process it for them since it is a small family company

Avantages :

It was great that our HVAC techs plumbers were able to fill out an invoice right at the job and the customer could immediately pay it! The GPS Feature is also great. It helped us to know where our techs were and if they were still running on schedule so we could call customers if we needed to.

Inconvénients :

I found it very easy to use, but some of our less tech savvy techs struggled. The biggest issue we had was when an invoice was done incorrectly and the customer already paid it. Most of the time the customers were pretty understanding, though.

HVAC Company

Commentaires : Great would not trade

Avantages :

Taking payments and history and tech support

Inconvénients :

Nothing I can think of just highly recommend

Satisfied Customer

Commentaires : Love it

Avantages :

It is very easy to use. I love the feature where we can send invoice and payment link through email and text.

Inconvénients :

No complaints. I have not had problems.