Kickserv product overview
Kickserv is a field service management software that provides approachable and affordable tools, so owners can take control of their business and save time and money. The solution is user-friendly and accessible from the office or on the go, simplifying services.
With integrations including QuickBooks Desktop and Online, XERO, Stripe, Mailchimp, Customer Lobby, and Podium, Kickserv brings all the tools to manage the business efficiently. Its mobile application allows managers to keep track of technicians and send them notifications out in the field so they can stay focused on the job at hand.
Pros of Kickserv
- It syncs with QuickBooks Online and QuickBooks Desktop, maximizing the data accessed through the platform.
- Its QuickBooks integration eliminates entering data twice and allows business owners to purchase fewer QuickBooks licenses.
Cons of Kickserv
- Kickserv is not an accounting platform and therefore doesn’t offer job cost and inventory management features. However, the software’s Quickbooks integration makes these functionalities available.
Breakdown of core features
The software allows organizations to manage jobs from leads through payment without paper and ensure the tech, dispatcher, and customer have everything they need. Managers can see where each job is as it moves from unscheduled to scheduled, in progress to complete.
Additionally, managers can create simple or complex schedules, add multiple team members to one event, or add numerous events to any job. Once the schedules are sorted and team members are in the field, they’ll be able to communicate with managers by creating notes, jotting down reminders, or adding attachments directly to the customer record. Businesses can also make notes public for their customers to see. Kickserv lets users track activities and communications between the organization and its customers throughout the job, keeping everyone in the know.
Estimates and invoices
With Kickserv, businesses can send invoices to customers and collect online payments. The software collects signatures on estimates and invoices and delivers them right to the computer, tablet, laptop, or phone. All signature data on the estimate or invoice will be stored for historical use, creating a digital trail that keeps everyone in the loop. Organizations can send invoices directly to customers via email and track when they are received and viewed. Moreover, field service businesses can collect online payments with credit card payment integration.
Kickserv provides complete and detailed contact records that present at-a-glance summaries of each customer. Users can find notes on the customer’s reason for calling, tips and notes from their last visit, or any special requests they have made. Customers can view messages via email or their customer portal, where they can respond. Furthermore, messaging tools allow teams to manage all external communications centrally.
Kickserv’s predefined reports give access to the data that most businesses rely on, such as profit margins, historical invoices, and job history.
(Last updated on 06/17/2022 by Liz Laurente-Ticong)