Kickserv

Kickserv

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

4.3/5 (292 reviews)

Kickserv Overview

What is 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 Overview

Pricing

Starting from
US$59.00/month

Pricing options

Free Trial
Subscription
Value for money

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 Features

Devices
Business size
S M L
Markets
Australia, Canada, United Kingdom, United States
Supported Languages
English

Screenshots

Kickserv screenshot: Dashboard
Kickserv screenshot: Dashboard Kickserv screenshot: Invoice Kickserv screenshot: Invoices Kickserv screenshot: Jobs Kickserv screenshot: Opps Kickserv screenshot: Resource - Week Kickserv screenshot: Schedule

Kickserv Reviews

Kickserv Reviews

Overall rating
4.3
/
5
Excellent
162

Very good
94

Average
22

Poor
6

Terrible
8

Value for Money
4.3
Features
4.1
Ease of Use
4.3
Customer Support
4.3
88% recommended this app
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)


Scott N.

Kickserv Review

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


Josh B.

Lack of response to concerns. Converted us to new platform a day early while open.

Our experience with this software was average until the migration from SSK to Kickserv.

1) Our migration was scheduled for the evening of 2/2/17 but instead was run during the morning.
2) This resulted in us not being able to access our entire database for the entire workday. We lost customers and business as a result.
3) The only response we have gotten from Kickserv is "Sorry about the confusion".
4) Responses to issues about the new platform are not helpful and delayed.
5) Cannot upload certain file-types as attachments (Old SSK allowed anything)
6) Editing estimates does not work correctly
7) There are problems with payment capturing in Kickserv. Kickserv seems to ignore some line items.
8) When asked how to permanently complete tasks for re-occurring jobs, the only response I got was "Let me see if I can explain how to do this one".
9) None of our questions or issues have been resolved.


Ruben L.

Great Kickserv

I work with this software everyday and is early simple to use


Amir J.

Best CRM Platform!!

-Easy way to download and calculate jobs for accounting.
-Great way to have clear access for everyone in the company to the CRM via the app. The detailed and yet simple organizational process with Kickserv has added tremendous value to us.


Cyndi F.
Industry: Construction
Company size: 2-10 Employees

Get your DISPTACH house in order

Used Daily for 2+ years
Reviewed on 1/03/2019
Review Source: 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)

Pros

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!

Cons

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.

Response from 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Scott N.
Industry: Industrial Automation
Company size: 13-50 Employees

Kickserv Review

Used Daily for 1+ year
Reviewed on 12/07/2019
Review Source: Capterra

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

Pros

The ability to store everything together.

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Josh B.
Industry: Information Technology & Services
Company size: 13-50 Employees

Lack of response to concerns. Converted us to new platform a day early while open.

Used Daily for 2+ years
Reviewed on 16/02/2017
Review Source: Capterra

Our experience with this software was average until the migration from SSK to Kickserv.

1) Our migration was scheduled for the evening of 2/2/17 but instead was run during the morning.
2) This resulted in us not being able to access our entire database for the entire workday. We lost customers and business as a result.
3) The only response we have gotten from Kickserv is "Sorry about the confusion".
4) Responses to issues about the new platform are not helpful and delayed.
5) Cannot upload certain file-types as attachments (Old SSK allowed anything)
6) Editing estimates does not work correctly
7) There are problems with payment capturing in Kickserv. Kickserv seems to ignore some line items.
8) When asked how to permanently complete tasks for re-occurring jobs, the only response I got was "Let me see if I can explain how to do this one".
9) None of our questions or issues have been resolved.

Pros

drag and drop capabilities

Cons

Since switching over to the new platform, there are issues with billing and attaching. Customer support is not helpful

Response from Kickserv

The experience you had with the migration of your account was very unfortunate. Having your system not available during your working hours is a serious issue and we apologize for that error. We did work with your co-worker on the phone to handle the major issue which was mainly getting the sync working successfully again. To acknowledge some of your comments here we currently don't restrict file types. I have requested for your company to send us any file types that seem to not upload. Also, with the issues of editing estimates and capturing certain line items we are not aware of any issues and appreciate any specific feedback on these issues through the normal lines of support at any time. We will clarify with you on what occurred exactly with your earlier question via our support lines of how to complete tasks for re-occurring jobs.
We very much appreciate your loyalty with us and hope we can make up for the disruption to your business as we move forward.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Ruben L.
Industry: Construction
Company size: 13-50 Employees

Great Kickserv

Used Daily for 1+ year
Reviewed on 7/02/2020
Review Source: Capterra

I work with this software everyday and is early simple to use

Pros

They updated lots of there products which I like there character got updated from 1000 to infinite.

Cons

I can only download 1 picture at a time from my iPhone it would be great if they can allow a select and drag all

Response from Kickserv

Ruben - thank you for the great words. That is the effect we want to create with our customers like you. As for selecting multiple pictures you certainly can. Test this on one of your co-worker's phones to verify or use the blue chat bubble to talk to tech support if the problem persists.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Amir J.
Industry: Consumer Services
Company size: 2-10 Employees

Best CRM Platform!!

Used Daily for 1+ year
Reviewed on 24/06/2019
Review Source: Capterra

-Easy way to download and calculate jobs for accounting.
-Great way to have clear access for everyone in the company to the CRM via the app. The detailed and yet simple organizational process with Kickserv has added tremendous value to us.

Pros

-Organization of data and customer list
-Convenient way to calculate weekly, monthly jobs sold.
-

Cons

-Sometimes it does not load properly
-Would be great what time notes are added to NOTES section for each tab

Response from Kickserv

Hello Amir,
Thank you for your feedback and EXCELLENT scoring. We have been doing field service work for well over 30 years now. Plus, thank you for your feature request since I was able to submit it within our Product Board.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.4/10
Based on 292 user ratings
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Kickserv Pricing

Kickserv Pricing

Starting from
US$59.00/month
Free Trial
Subscription
Value for money

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

Value for Money
4.3/5
Based on 292 user ratings
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Kickserv Features

Kickserv Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customisable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.1/5
Based on 292 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Kickserv

Additional information for Kickserv

Key features of 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

Benefits

  • 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

  • GetApp Analysis

    GetApp Analysis

    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.

    What is 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 Main Features

    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 Integrations

    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 Pricing

    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 Bottom Line

    • 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 FAQs

    Kickserv FAQs

    Below are some frequently asked questions for Kickserv.

    Q. What type of pricing plans does Kickserv offer?

    Kickserv offers the following pricing plans:

    Starting from: US$59.00/month

    Pricing model: Subscription

    Free Trial: Available

    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. What are the main features of Kickserv?

    Kickserv offers the following features:

    • 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. Who are the typical users of Kickserv?

    Kickserv has the following typical customers:

    Freelancers, Mid Size Business, Small Business

    Q. What languages does Kickserv support?

    Kickserv supports the following languages:

    English

    Q. What type of pricing plans does Kickserv offer?

    Kickserv has the following pricing plans:

    Subscription

    Q. Does Kickserv support mobile devices?

    Kickserv supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Kickserv integrate with?

    Kickserv integrates with the following applications:

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

    Q. What level of support does Kickserv offer?

    Kickserv offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials