TrustRadius Insights for Kickserv are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Efficient Estimate Management: Several users have found the ability to send estimates to clients and have them reviewed and approved with a simple click to be essential and efficient. This feature saves time, improves communication, and streamlines the estimation process.
Secure Online Payments: Many users appreciate the secure online payment feature of Kickserv, which allows clients to pay their estimates directly from their invoices. This convenient feature enhances the client experience by providing a seamless payment process while ensuring security for both parties.
Cost-Effective Solution for Small Businesses: Some users have mentioned that Kickserv is a cost-effective option for small field service and construction companies. The software offers integrated credit card processing through Stripe, eliminating the need for separate payment gateways and reducing costs associated with payment processing.
We use KickServ (Formerly Service Sidekick) to house our client information, produce estimates/work-orders/invoices, process payments, produce marketing reports. Out techs use the mobile app out in the field to complete their work orders, upload photos, collect client agreement to change orders and job satisfaction. We could not run our business without it, and it gives us a clear edge. Or clients love the ability to approve the estimates and/or request estimate modifications at any time of the day. They also love the online client portal for housing their past jobs and job photos, and making payments (again any time of the day or night). Our Realtor clients value it for the ability to share with their clients and other agents involved in the real estate transaction when repairs have been requested.
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)
Likelihood to Recommend
We use KickServ for nearly every aspect of our operation and cannot think of a scenario when it is "inappropriate" or "less appropriate". It is the backbone of our operation and is used for everything from data gathering to estimates to invoices to payments and accounts receivables to reports to tracking to storage of photos and past invoices. Better searching abilities would be good instead of having to create tags for things we don't know we are going to need later.
[It's being used for] scheduling, dispatch, and billing. Being able to access an up to date schedule on any device is immensely helpful. Customers appreciate being able to view and pay invoices online.
Pros
Easy scheduling
Easy billing
Field techs can access info on jobs
Cons
Home page layout
QuickBooks syncing
Easier to create custom invoices
Likelihood to Recommend
[It's] well suited for most service companies that have multiple technicians and many jobs.
Kickserv is our CRM and Field-service management platform. It generates our estimates/work orders/invoices/receipts, manages our jobs, runs our credit cards (at a very low rate). It has allowed us to grow and save money and time. Yes, there are a few aspects of the software that we had to customize or work around, but overall Kickserv has been a huge help.
Pros
Cheapest cloud-based SaaS CRM software I could find, but perfect for our small field service (small construction) company.
Kickserv has paid for itself with its low-rate integrated credit card processing through Stripe.
The price and capabilities perfect for our small field service company (3 office staff, 3 employees in the field, and a few subcontractors)
I love how the customer portal works.
It has saved us massive amounts of time and headache over our previous system.
Cons
I expect the dispatch/mapping module would be difficult to use with more than 7-8 field technicians
The API needs to be updated and documented (though I think I'm one of the very few people who use it)
There's no offline capability; field-techs have to have a cell or wifi signal to use it.
Likelihood to Recommend
Perfect for Field-service companies (remodel, landscaping, lawn services, carpet cleaning, etc.) with about 2-20 employees and 1-10 job-sites per day.
We use Kickserv for our HVAC service company. Kickserv is easy to use and very robust for the price. The customer service is the best I've ever experienced.
Pros
Customer Service: Customer Service is easily reached with an on screen prompt and is usually answered within the hour.
Constant Improvement: Kickserv is constantly improving their product.
Ease of use: The Dashboard is easy to understand and easy to use.
Cons
I would like to see more fields syncing with Quickbooks (such as time and class)
Likelihood to Recommend
Kickserv is well suited for the service maintenance and repair industry.