#1 most frequent
United States of America
81.3%13 installations of 16
What is Kickserv?
Kickserv is a field service management solution, headquartered in Austin, Texas. It includes features such as dynamic scheduling optimization, invoicing and online payments, and detailed reporting.
Categories & Use Cases
Who Buys & Uses Kickserv
#2 most frequent
Canada
12.5%2 installations of 16
#3 most frequent
India
6.3%1 installation of 16
Best growth tool for small businesses!
Pros
- Dispatch planning
- Mobile applications for techs
- Easy-to-use / Easy-to-learn cloud application
- Customer service support is quick and easy
Cons
- Integration with email marketing
- Advanced searching capabilities (i.e. If I wanted to search for every job I did that had the words "water damage" in their descriptions).
- More ability to customize templates (like adding additional artwork, pictures)
Most Important Features
- Dispatching
- Scheduling
- Workorder and invoicing generation
Return on Investment
- Growth of company - ability to do more jobs with organized systems
- Less time wasted contacting crews and customers - Kickserv automates this!
- We can charge more per job because of the professional looking invoices and online customer communications portal. We stand out from the competition.
Alternatives Considered
Salesforce.com and Zoho CRM
Other Software Used
QuickBooks Online Advanced, Podium, Stripe
Kickserv is a solid offering for a small company looking to facilitate rapid growth!
Pros
- Quickbooks Desktop and Server integration.
- Work task scheduling.
- Digital signature and payment collection.
Cons
- The templates that they have for invoices are not intuitive and need improvement/updating.
- The way that multiple payments (down payment, then balance upon completion) are logged is NOT intuitive. We had to find a few workarounds to ensure the Quickbooks upload didn't mark the client as paid in full, even though they had only paid their down payment.
Return on Investment
- For companies in construction, worksite management, or piece-work or punch-list management needs who are currently running disparate, disconnected systems. Kickserv is among the best at getting them up to speed and running in an all-digital platform... fast.
Alternatives Considered
Buildertrend, Procore, Yardi Voyager, Microsoft To Do (formerly Wunderlist) and Trello
Usability
Other Software Used
Buildertrend, Yardi Voyager, Procore
KickServ helps our Xtreme Team KickButt!
Pros
- The ability to send an estimate to a client that they can review and approve with the click of their mouse is essential
- The ability for the client to securely pay their estimate right from within their invoice online is a huge hit
- The ability for our staff to change an estimate and have it change dynamically for the client at their computer immediately is huge
Cons
- The mobile app needs greater functionality, like signature capture ability and marking the job complete in both areas on the web-based platform (currently, does not mark the check mark as complete on the web)
- The ability to insert additional labor or parts anywhere in the item list instead of having to add them at the end would be really great to keep things organized and clear for both our team and the clients
- It would be really good if an authorized user could retroactively mark start and end times of a job (when a tech forgets to click start or complete out in the field)
Return on Investment
- The reporting (such as Marketing Source and Customer Marketing) has allowed us to know where marketing dollars are being best spent and to reallocate accordingly
- Specifically being able to see what percentage of clients are Repeat Clients as opposed to new really helped our team's morale
- It would however be a huge benefit if the system would automatically move where the client came from (YELP, GOOGLE, CLIENT REFERRAL, etc) to another field and change current source to REPEAT CLIENT when the client comes back
Other Software Used
Adobe Acrobat DC, Apple iCloud
Easy to use KickServ
Pros
- Tech support
- Implementation
- Customer service
- Provides assistance
- Tracks everything a small business needs to have
- Ease of use
Cons
- Some reports
Return on Investment
- Ease of access makes my job easier
- Intergration with Quickbooks Online
Use of KickServ from a end user in the field
Pros
- Organization - keeps everything organized nicely and has several different filters that you can use to view only the information you need.
- Simple website - this was important because you want it to load quickly when you are in the office and on the road.
- Database - keeps track of the things that you enter. This is nice when trying to get information on a product or a price when requested by the customer.
Cons
- Availability - There were several times when the system was down during normal business hours. This was really frustrating as you could imagine.
- Mobile App - This is something they had but did not put a lot of effort into it. While on the road most people would use the site on their phone and the app was missing several things and the mobile site through a browser could be hard to see.
Return on Investment
- Less paperwork
- Better organization
- Timelier information for our customers
- Less piled up work for later
Alternatives Considered
ServiceNow
Other Software Used
Google Drive, OneDrive, Microsoft Application Server