Kickserv is a solid offering for a small company looking to facilitate rapid growth!
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
We implemented the Kickserv solution at a natural stone countertop distributor and installer. They used the solution to digitize their processes and improve communication throughout their company. Vendor management, installation and task scheduling were all improved. They also used the digital signing and payment features to reduce purchase friction and improve the overall customer experience.
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.
Likelihood to Recommend
Kickserv is very well suited for companies looking to reduce their reliance on paper-based processes. They are very adept at helping their clients cut over from a paper invoices, spreadsheets and Google calendar into an all-inclusive environment which addresses nearly all of a small business's needs as it relates to digitizing their workflows: CRM and jobsite/work item management.