Kickserv Reviews

Kickserv enabled us to scale up the business and offers us excellent tracking for billing, communication, and customer service.

There are no issues or downside for my company.

This product makes it easy to store a lot of data for our business including customers, project history, photos of job sites, notes for customers, dispatching crews to jobs, invoicing customers.

We experience some software bugs throughout use, which are often resolved with time. If I delete something on accident, there is not an undo button. If we change an estimate for a customer, there is no easy access to old records of past versions of the estimate unless we duplicate them every time we make a change. This can put us in a situation sometimes we are trying to substantiate claims to contractors about original estimates and the changes we made. Sometimes Kickserv will not work at all for a short period of time while our crews are on jobsites trying to upload photos/information or find their next jobsite, though this fairly rare. I wish there was an option to not allow credit card payments for certain invoices such as our contractors who are much larger jobs. Though, we have worked around this with different options such as sending a PDF instead.

Desktop functionality. Lets us prepare things that iOS and iPad os can not.

No landscape mode on iPad os. This makes the user experience almost not worth using on a iPad.

- As a CRM software, we are able to manage all of our customers, scheduling, invoicing and reporting (not as bookkeeping or Financial Statements) in a generally good way.
- The inter-connectionedness of the various parts of the software makes it easy to navigate from one function to another.
- Although there has been some down time (which can be very difficult because we cannot function), but over the long-term it has not be crucial. Being an online CRM allows me to use any device.
- We are able to save virtually anything (pics, docs, etc.) for future use, which has been crucially important to us.
- The integration with Stripe for payment from our customers is now essential to our processes. It has worked flawlessly, easy to use, and easy to deal with Stripe for various things we need to do, including refunds.
- It works well for both our field service and in-shop jobs. This is crucial because using two systems would be very difficult.
-We are easily able to tailor the Products/Services, pricing, descriptions, to our specific needs - not being locked into some format that we don't like.

- Support is sometimes tedious.
- New features added (if we find out about them at all) can be very disruptive to our processes, and confusing. While some of them make sense in a wider world, they sometimes are baffling and frustrating in our business.
- We have 2 locations (and hope to have many more) and need to have separate systems. Kickserv requires us to use separate browsers for each. How are we going to be able to do that with 5 or 10 locations? And we're finding that some functions (e.g. access to support!) are no longer working on Firefox, one of the best and most popular browsers available. This is a serious problem for us.
- Although a great deal of our business is field work, we do not/cannot use the mobile app with our techs because it is far too limiting. They need to be able to access much more information than what is available to them, and so we have them login through a browser on their phones.
- There are essential functions that we have to do in business that Kickserv has not been able to program into the system (even when we offered to pay big $ to get them). E.g. There are several email templates, and auto sending emails: We need one to be sent as a follow up to Jobs, and another (sent out 6 or 12 months later) to remind people to schedule services . We have to do all of this manually, and would love to find a way to get it done automatically. Summary: Some things are hard to get into the software that other companies would also make good use of.

I like that i can invoice the job with clear notes and history to the clients from my tech. Scheduling is easy.

Wish there was a way to alert the tech out of the app. I review a work order and see I need more notes or need him to advise on a part # so that I can quote. I have no way to tell him this other than to copy the notes and email him separately.

Capturing all the jobs we have on the go, being able to catergorize them by type, and by status (unscheduled, scheduled, in progress, on hold, completed) really helps on the backend to keep invoices moving out.

Individual asset/equipment history would definitely be useful.

Kickserv is easy to use and easy to learn. It has more than enough functionality for my small business and integrates well with the Stripe payment system. The scheduling and calendar feature are extremely useful in daily planning.

The home page is useless. Some of the reporting functions need work.

Ease of use. We looked at several options and Kickserv has the best quality for the price. We use the product differently than intended. The color coding intended for services we use for our technicians. I look at the calendar and I can see where each one is by the color. We do use some colors for services such as active jobs or jobs on hold. Kickserv integrates smoothly with QuickBooks online which saves a lot of time and work. We do our invoicing in Kickserv and it syncs with QB immediately.

I can't think of anything right now that I'd change.

Synchronization with Quickbooks Online.
Basic functions are easy to use.
Adaptable to your companies needs with custom fields and reports.
Directions/maps are integrated into each customer location for quickly planning your days journey.

You are unable to print report/search results from Kickserv, you are required to export to CSV format.
It does not contain an inventory feature within the software.

This product was very Convenient...thank you [SENSITIVE CONTENT]

Stipe fee are too much ....other than the I love it

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.

The product is simple to use and meets my customer service and scheduling needs for the price of the cloud software but also allows me to customize things without major programming or fees to get somebody else to do it. I paid for the Boot Camp training and was very worth it just to get things setup and understand the software. It sync's reliably with QuickBooks which has been a problem in the past for our company with other cloud based Customer Service Programs. The vendor has been GREAT! They feel like my team as they always respond within minutes to hours of my questions or problems I do run in to. I just send them a quick email and they help. Also they are always interested in my recommendations and are also getting feed back frequently from me and making improvements to the software. One thing that is great is that they provide a portal to the customer so any changes I make to an estimate or schedule or notes can be seen by the customer (they only see notes you want them to see). They can be abreast with what is going on with their work order. They also can pay for their invoice right online as well which I love so my customers have more control over their payment needs. Also our Kickserv is linked to our website so anytime a customer wants to contact us it creates an OPPORTUNITY in Kickserv for us to follow up on and notifies us via email that we have an interest. I would and have recommended Kickserv to other businesses.

This product does not handle the purchasing side of things which I would love to see. It sounds like they are looking into expanding this software to handle tracking purchases. Right now I just use QuickBooks for this. I also don't like the HTML language which is required for the setup of the invoice, estimates and work orders templates. It is hard to work with being I am not a programmer. I have managed to figure things out on my own with their help site and calling them. Its not a major issue but something I think they can improve on more. Again the Kickserv Team has been very helpful in anything I try to do or questions I have.

It's so easy to use and functions well for most of our needs. I LOVE the Special Instructions section and the clarity it provides in the Overview tab. Tags are also very helpful for our needs. The Resource calendar is fantastic too. Sometimes updates made in QB don't seem to come over to Kickserv in a timely manner but I think they usually do eventually. Overall, Kickserv has been a game-changer for us and I'm grateful every day for it's availability.

On my wish list is a feature that will allow me to duplicate contact information of one customer and paste it into that of another. We deal with many management companies who manage several of our customers and I have to re-type their contact info into each shared customer that we have. Reports are a little cumbersome to create but I did work in Salesforce.com many years ago and found that to be the case with them too.

This software is easy to use and some really great features... I like that I can drag appointments from one day to the next if needed. And contact customer service if needed easily.

I wish there were more alerts that would come up - such as an alert that will come up when scheduling someone that has an open balance so that we can let the customer know when scheduling, also what would be really helpful is if there was an alert that pops up stating that there is already a scheduled appointment open for that customer to avoid potentially double booking a customer (sometimes a wife will call to schedule and the husband may have already scheduled and it gets confusing). When scheduling multiple days on jobs I wish it didn't go on top of the calendar but blocked out the time. Also wish that there was an alert that would come up if a customer address is already in the database to avoid duplicates. Also, wish that email reminders were able to customize so that we could change time frames as we schedule in 2 hour increments - so we are really not able to use the feature which is one of the reasons we picked this scheduling software over others.

It is overall easy to customize to fit our needs. There are many features we use and I'm sure many more we don't. Allowing other employees to view, create notes and have user access is very helpful for our business. Also, the search option is great. When forgetting what address is associated with what customer, the search option is a helpful go-to when looking for a random piece of information.

I wish it was easier to navigate online "help topics". While the customer service on the phone is great, it would be nice to access online articles. I haven't found them especially helpful. Also, when clicking on a customer and then accessing the jobs in their profile, it has been very frustrating seeing old jobs come up first. I don't want to see 2014 jobs, I'd rather see the ones I'm currently on, being 2018. Making the option to choose a date view and then having KickServ remember my last selection would be very helpful.
In-Progress (for jobs) tab is really confusing. We only use Scheduled or Completed. We have one job in In-Progress (not sure how it got there) and don't know how to move it to Scheduled. This is very confusing and frustrating as we don't use this feature and don't know how to get rid of it. Please get rid of In-Progress or make the option to not use, more accessible.

The calendar and resource views and functionalities are the best features of Kickserv. We have 7 vehicles on the road and we need to know where they are and how each job went. Kickserv allows us to communicate in a cloud based system that all of our techs can access in real-time. When a change is made to the calendar, all office staff can see it. Technicians can leave job notes before they leave the job site, and customers can pay online after they are invoiced by email.
The newer look of KickServ was a real step up from the original Service Sidekick. It has grown with us and continues to get better everyday. It has really begun to feel like we have a real business and we are happy with the way KickServ has grown into theirs as well.

The technicians cannot see the description of charges in the itemized list of charges while using the mobile app on their phones.
Some issues with recurring jobs - I have found that most of the issues get resolved as soon as we mention them to the KickServ customer service team. If there is an answer, the team is willing to try and find it.
When KickServ lags or goes down it slows our company down to a crawl. It was worse before, and only keeps getting better.

The software is very organized, easy to navigate through, I like that there's more than one way to search for something. I think the Dispatch View is an amazing concept! I am in the service industry and have technicians that I send all over S. OC, having a map right there and not having to switch back and forth with google maps would be wonderful! I really hope they will be able to fully incorporate it into the software. The texting concept is another wonderful idea I recently saw added. A lot of my customers ask for texts because their at work and in meetings etc, so to have this feature fully functional would be another efficient bonus!

There really isn't anything I dislike about this software. Recently, the Kickserv Team had to do a massive switch over, customers from their old software switched over to the new one and it caused problems across the board. However, our business didn't suffer too much and Kickserv's tech team was on a solution right away! I also really appreciated their update blog while they were fixing everything. We also had a problem with syncing to Quickbooks and Quickbooks locking our ability to change contact info from Kickserv. But that's been fixed as well!

It is easy to start using the kickserv system, especially since they have such a phenomenal support staff

I have used this software for over 8 years and the ONLY thing I still would like to see is a more robust search ability. For example, if I were to look for every job that I did "carpet cleaning," I would get a list (instead of having to pull a report).

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.

Real time scheduling, mobile use, files attachments, work order creation

Customer portal to request service is cumbersome, bug reporting has become more difficult with the new chat robot. I usually video the issues to better explain the bug. I can't do that any more.

This software offers great functionality and customization, so far has been the one that adapted the most to our requirements. New functionalities are added on weekly basis which is really nice. Price is very accessible for small business. Is easy to use once that you get the grip on it which takes time because some stuff is somehow counter intuitive, I seriously recommend getting the paid support/training sessions otherwise you will get very frustrated.
integration with QB and use of credit card payment is solid.

Customer support time is frustrating, they take at least several hours to get back to you then sometimes they will reply and stop answering for another several hours, this made us almost regret our decision when setting up our account. They offer documentation for the software but a lot of topics are mere drafts and do not contain a lot of information. Despite the fact that they answer really slow they are very helpful with the answers provided and you can be sure your problem will get solve 90% of the time or a feature request will be placed.

Sometimes the system gets really slow , specially on Monday mornings and end of the month, contacting support and letting them know seems to fix the issue most of the time...

The Android app could use some improvement although it has improve a lot in the last 6 months.

The ability to store everything together.

It did not integrate with QuickBooks Online as we had hoped. It integrates with it, but not everything transfers.

-Organization of data and customer list
-Convenient way to calculate weekly, monthly jobs sold.
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-Sometimes it does not load properly
-Would be great what time notes are added to NOTES section for each tab

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.

Able to change as needed, and easy to integrate with Quick Books. Easy to contact a real person in tech support.

Don't feel that the phone/tablet app is user friendly