Kickserv Reviews

This software is VERY EASY TO USE AND LEARN. My company has been using this system (and the SUPPORTING iPHONE APP) for over 8 years. Since our start, we have ALWAYS seen improvements being made behind the scenes like REPORTING FUNCTIONS, ADDITIONAL DATA FIELDS, MAPS, DISPATCHING AND QB SYNCS.

There aren't any prominent cons to kickserv. If I could improve one thing it would be MAKING THE ABILITY TO PULL CUSTOM REPORTS EASIER. Other than that, the reports that are pre-populated give me the information I need when I need it.

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!

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.

Their web site when used on a desktop computer is great for scheduling and dispatching. We use it throughout the day to line up jobs for our technicians. Previously existing customers are easy to find using their search feature. I can add a new job, and then click a button and it sends the technician a text message with the job description and address. The technician can click on the address link and get the GPS coordinates on their smart phone. The workflow is logical and consistent. When things go wrong, they are good about communicating what is happening.

We are really only able to use part of the service. While it is excellent for scheduling, it is not useful for invoicing unless your invoicing needs are very basic. The product is not compatible with Quick Books groups. I don't use their mobile app. I prefer their mobile web site, but recent changes have made their mobile site less useful. Their server sometimes gets overloaded and the software becomes unresponsive. Tech support is inconsistent. Sometimes very helpful. Sometimes condescending. If a customer has an email address, it will automatically send this customer a reminder notice. There is no way to turn this feature on or off. For recurring jobs where we go back to the customer again and again, this is a problem because we don't always schedule the customer on the same day every month. It also gives the customer a link to the customer account center, which we also do not use, since we are unable to use Kickserv's invoicing feature.

While Kickserv continues to make improvements to the service, I frequently find myself frustrated because improvements are often not fully tested, resulting in unpleasant side effects. Example - recent formatting changes have made the scrollable area of their mobile web site very small and difficult to work with. Another change awhile back formatted all of my old customer data in such a way that their addresses would fail to appear in the text messages sent to my technicians. I am having to manually change all of these.

We love the simplicity of it, the work flow is really easy with the unschedule, scheduled, in progress, etc tabs. It keeps the jobs organized. We love that it is capable with our QuickBooks keeping our books stright is very important to us.

The mobile app has had a number of bugs and issues. But we contact customer service and it seems to fix. However we still run into minor issues here and there.

Kickserv has a fairly intuitive layout and search function. Once the customer list is loaded you can view all jobs relating to individual customers, upload photos, set up future service and easily move calls between technicians. This is a great program to start with when moving away from an antiquated platform (paper, Excel, etc).

The downside of Kickserv is the lack of customization. I believe it was originally developed to suit a different industry and while we've found work-arounds for our needs they are still work-arounds and rely on humans remembering the unique procedure .

Super easy to understand and get set up. We were up and running in only 1 day. There's very little training that new users need to use SK.
Extremely flexible - I've been able to easily customize the product to show the things we like to see and to run the way we want it.
Reports - the capabilities of the reports are amazing. You can build just about any report you can imagine.
Price - I get excellent value for the price I pay. Other solutions are thousands and thousands of dollars with little to no support. But SK has flexible pricing so you pay for who you're scheduling.
Support - the support is terrific. You almost always get a live person if you have to call. The help database is a good place to look before calling.
Suggestions - Sidekick is way ahead of the curve when it comes to allowing, considering and implementing customer feedback. I've been very impressed with the ability to provide a suggestion and that I've seen many implemented.

Old data - can be hard to get rid of. I'd like to see a feature where if a user inactivates a custom field, all data in that field on job and customer records can be erased.
Text fields - have a limited number of characters so your jobs and client info have to be concise. You can't write a book for a job order.
Some features don't quite work the way you would expect (timecards) - they don't actually integrate to QB, so it's kind of a teaser and we spent a fair amount of time trying to use the time tracker only to have to go to another solution.

Ease of use for invoices as a template, all invoices look the same for every client. Easy to adjust line items and pricing as needed. Taking pictures within the app has been a great addition.

App is glitchy and doesn't display charges in correct order. If taking a picture with the app, it doesn't save to the phone. Meaning, if signal is lost and the picture doesn't upload the picture is lost. This has led to us making a trip back to re-take a picture that didn't load or save.

I had a vision many years ago to be to one day run my business from one dashboard from anywhere in the world. After many failed attempts with other software, I stumbled upon Kickserv and vision is now a reality.

There is really nothing I don’t like about Kickserv.

Reasonable pricing. Good set of features. Great customer service. We've used this program for at least 10 years.

It's looking better, but still a bit "clunky". Not very intuitive if you're new to the system. Screen views are stretched out and take up a lot of room. You have to scroll a lot to find things. It could be more compact and easier to maneuver. The Android version is the same way - multiple screens to find things. You have to learn all the workarounds to be productive.

I love this software. I have been using it for about ten years. It is easy to use and the customer service is terrific.

Sometimes creating a custom report is a challenge, but I call customer support or start a chat session and I get the issue resolved in a timely fashion.

Kickserv is up and coming. It in implementing most of everything we need to be able to do here at my office.

That there is not tech support available by phone. Sometimes it is easier to explain via phone about issues.

Simple to use, customizable, remote access, simplicity, compatibility, user friendly

sometimes the calendar can be too sensitive, causing jobs to move when just trying to open them.

This software is so easy to use, and gives us excellent flexibility and control over our scheduling. We love it!

Making additions to existing jobs is a little bit cumbersome.

I like the ability to link photos to the jobs. Seeing where all the jobs are on a map is nice. Being able to send a nice invoice to the customers and track it has been great
Also, the link to stripe for the customer has also been very helpful.

The places the jobs and invoices goes needs to be cleaned up. Unless you know what you are exactly looking for they disappear sometimes. The app is not appropriate to use in the field. (no email input) Stripe is cumbersome and not easy to process in the field. The quickbooks feature should be included. The desktop fee is way to expensive.

Really like the credit card customer payment function. Can attach picture of payments by check for proof of payment. "Stripe" is an excellent card processor.

Impossible to get off the "hold" job status. Can't modify the work order or invoice although they look good.

The ease of use on the desktop, adding accounts and information. It really is easy to use.

The functions on the mobile app. I would like it to reflect more like the desk top.

It is a quick software and has all the info that is needed when searching for something. It updates as you do the work so other workers get the info quickly to know what has been switched.

I don't really have anything in mind that I like least on this system. Everything in this system works perfectly for what I need in the job.

Easy to add an appointment and alert the tech

Does not always work or techs have difficulty getting through the email

Love the scheduling

Not enough instruction on how to set up invoice information (some of the fields do not seem to work). Overall documentation needs work as far as more detail information and maybe examples.Would be nice to have something to keep track of how much you charge and collecting money. Would like to click on the Work Order in the calendar view and bring the WO up. Have to exit invoice screen in order to log a payment.

I like the system just wish we could have a lot more options for clients. Texting our customers etc...

So m,any steps to get what you need done

The ease of use is the best part about Kickserv. You can have your team up and running quickly and easily.

Wish it had more customization options. You can add customized fields, but wish there was a way to have an automatic recurring billing option

Makes scheduling my jobs super easy. Keeps my customers informed with automatic email and text messages and also does the same for my team. Easy editing of existing customer and also to create new customer.

Not the ideal platform for logging pipeline deals. It is also difficult to process reports for an individual team member.

What I love about Kickserv is its ease of use and how organized it keeps myself and my fleets of trucks. At all times my crew chiefs can access their most up to date schedule of jobs and no need for me to call them or text them anything.

I also love the consolidation. I can use it to schedule jobs, dispatch crews, collect invoices and payments. It almost does everything that a business would need.

I wish that it also included the ability to send out agreements for signature. That is the only thing missing.

Kickserv's developers are constantly working to improve their software, providing the latest and greatest features, giving our company greater tools for success. Kickserv's technical support is quick to respond to questions and receptive to feature recommendations and requests.

Sometimes I feel like I am spending too much of my time reporting glitches and asking for improvements. It would be nice if these things were caught quicker without causing delays for our company. Overall, most of the issues are resolved quickly once I do report them.

It is a great front-end for our Sales Staff.
The customer portal is a huge tool.
The work order system works well.

Wish there was an inventory feature.
More import options would be nice.