Kickserv

#1 Most User-Friendly Software to Run a Service Business

About Kickserv

Built & Trusted By 1000s of Service Pros! Kickserv offers complete job management and customer relationship management (CRM), scheduling, estimates, scheduling, mobile access, invoicing, dispatching, and more. Kickserv also synchronizes to QuickBooks Desktop and Online and Xero so users don't have to do double entry with the aim of saving time and money.

Kickserv is designed to be suitable for plumbers, HVAC, computer repair, electricians, handyman, carpet cleaning, landscaping and lawn care, maid service, pest control, and many more industries. Kickserv helps manage bids and estimates, jobs, scheduling, dispatch, invoicing, and tasks with a shared online calendar where you can complete jobs. If you use Quickbooks we have a seamless 2-way integration with no double entry.

With one glance, users can see how their business is performing. With Kickserv, leads, jobs, and invoices are all at the user's fingertips. With the help of Kickserv's automated statuses users can easily stay on top of all their work. From closing a lead and managing a team, to collecting payments from customers, Kickserv will help businesses run smoothly with tools that are easy for the entire team to use.

Key benefits of Kickserv

  • No double Quickbooks entry
  • GPS Checkins to track employees job activity
  • Manage appointments, CRM, and scheduling
  • Store all customer data in one central location
  • Import and export from and to Excel
  • Handle leads and assign follow-up reminders
  • Schedule new opportunities, jobs and tasks directly from calendar
  • Scheduling with drag-and-drop features
  • Helps users to follow-up with automatic reminders
  • Powerful and flexible custom fields and reports
  • Software works with Outlook, Google Calendar and iPhone

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, United Kingdom, Australia

    Supported Languages

    English

    Images

    Dashboard
    Invoice
    Invoices
    Jobs
    Opps
    Resource - Week
    Schedule
    View 8 more
    Kickserv video
    Kickserv screenshot: Dashboard Kickserv screenshot: Invoice Kickserv screenshot: Invoices Kickserv screenshot: Jobs Kickserv screenshot: Opps Kickserv screenshot: Resource - Week Kickserv screenshot: Schedule

    Features

    Total features of Kickserv: 53

    • API
    • Accounting Integration
    • Accounting Management
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Appointment Management
    • Availability Indicator
    • Billing & Invoicing
    • Booking Management
    • Chat
    • Client Portal
    • Contact History
    • Cost Estimating
    • Custom Fields
    • Customer Accounts
    • Customer Database
    • Customisable Branding
    • Customisable Reporting
    • Customisable Templates
    • Document Imaging
    • Drag & Drop Interface
    • Electronic Payments
    • Electronic Signature Capture
    • Email Integration
    • Employee Management
    • Estimating
    • Filtered Views
    • GPS
    • Invoice Management
    • Invoice Processing
    • Job Costing
    • Job Management
    • Job Scheduling
    • Job Tracking
    • Lead Assignment
    • Mobile Alerts
    • Multiple Format Support
    • Online Booking Integration
    • Opportunity Management
    • Progress Tracking
    • Prospecting Tools
    • QuickBooks Integration
    • Quote Management
    • ROI Analytics
    • Real Time Data
    • Real Time Reporting
    • Receiving
    • SEO Management
    • Search Functionality
    • Secure Data Storage
    • Self Service Portal
    • Third Party Integration

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    Reviews

    Overall rating

    4.3 /5
    (291)
    Value for Money
    4.3/5
    Features
    4.1/5
    Ease of Use
    4.3/5
    Customer Support
    4.3/5

    Already have Kickserv?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 291
    Ted S.
    Overall rating
    • Industry: Construction
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Excellent functionality and ease of use

    Reviewed on 29/11/2018

    Kickserv offers us the opportunity to quickly reschedule and update work orders in real time. The...

    Kickserv offers us the opportunity to quickly reschedule and update work orders in real time. The Quikbooks integration saves us time and money because we only enter customer info once.

    Pros

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

    Cons

    There are no issues or downside for my company.

    Response from Kickserv

    Thank you Ted. Your loyalty and willingness to take a moment to give us feedback is worth a lot to us. I hope it also helps others.
    Cheers!

    Verified Reviewer
    Overall rating
    • Industry: Environmental Services
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Best Service-Based Business Asset!!

    Reviewed on 10/6/2020

    My service-based business is using kickserv both in office and out in the field. It's dispatching...

    My service-based business is using kickserv both in office and out in the field. It's dispatching feature is perfect when I am scheduling carpet cleaning jobs geographically to lessen drive times. I'm also able to pull reports of which customers we served this time last year so that I can re-connect and try to get them scheduled again. The phone APP is perfect for my teams. They are able to see all of the information they need on jobs scheduled for them during the week. Overall, A++

    Pros

    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.

    Cons

    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.

    Response from Kickserv

    Thank you very much!

    Ruben L.
    Overall rating
    • Industry: Construction
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Amazing Software

    Reviewed on 29/12/2020

    Overall this software has gotten way better and way easier for me to do my contracts and upload my...

    Overall this software has gotten way better and way easier for me to do my contracts and upload my information

    Pros

    Can upload multiple photos at the same time, make them shareable and also can save notes

    Cons

    In the beginning it wouldn’t allow me to upload multiple photos

    Scott R.
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Kickserv is a great app that I have used for my Piano Service Company.

    Reviewed on 24/6/2017

    Pros

    All inclusive connectivity of all the data needed to run my (Piano Service) business. I consider myself a fairly expert user of kickserv, using it from its early inception, then called ' Service Sidekick'. I am totally on board to help bring it to its fullest potential, so dont take the cons section too hard...I use the system every day, all through the day, and my entire operation depends on this most awesome application.

    Cons

    Software is gradually degrading. Latest update published makes KS sluggish, screen freezes constantly during scrolling. Reports have been altered to the point of useless.
    Quadruple redundant data entry, creating and closing an event, then a job.
    No auto fill on repeated fields.
    Phone numbers require dashes be entered. Format the field for straight 10 digit entry.
    Area code, city, and state are almost always the same in my service area. Why dont these fields hold and auto fill the last data entered? Internet standard these days is that the state is a 'state' field, only accepting 2 CAP characters in verified state identifiers.
    No notification if email is successful, and no notice when messages fail. This has caught me with my pants down with customers...( yes customers, not contacts) emailing time sensitive invoices and opportunitys.... guys, they are ESTIMATES, Not opportunitys!!
    Stripe send a payment received email notification...Awesome.
    The text is the problem. First words of auto generated notification says Congratulations!.
    Congratulations? We are small businesses....we take money, every day, all day. It is inapropriate, and smacks of a Condesending viewpoint.

    Miss labled fields: My customers are my 'customers' , not my 'contacts'. New address verify is great on service address, Why does it not verify billing address? Getting paid is a very important aspect of small business. Makes no sense.

    Response from Kickserv

    Hello Scott,
    We agree that April and May were not good months for Kickserv. We are so very sorry. We did correct the couple of issues that were inherited from the massive migration of hundreds of original customers from our legacy platform. We regret not anticipating those issues prior.
    I would like to clarify some points you made:
    1. We do not require dashes in phone numbers fields.
    2. We do indicate if an email has failed in your Dashboard > email activity page.
    3. Opportunities is a way to make our program more applicable to more people. When you do send out the template it does say estimate. We can help you with how it looks if you need something custom. Let me know.
    4. Regarding your comment about the billing address, typically we are not verifying the address so much as we are just indicating on the map where that service address located for routing purposes and driving instructions.

    Scott N.
    Overall rating
    • Industry: Industrial Automation
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Kickserv Review

    Reviewed on 12/7/2019

    Kickserv allows us to go semi paperless and cuts out time from dispatch to accounting.

    Kickserv allows us to go semi paperless and cuts out time from dispatch to accounting.

    Pros

    The ability to store everything together.

    Cons

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

    Showing 5 reviews of 291 Read all reviews

    Kickserv FAQs

    Below are some frequently asked questions for Kickserv.

    Kickserv offers the following pricing plans:

    • Starting from: US$0.00/month
    • Pricing model: Free, Subscription
    • Free Trial: Available

    Free Trial on all plans Free plan: up to 2 Users Starter plan: $99/month (or $79/month with annual plan) up to 5 Users Business plan: $199/month (or $159/month with annual plan) unlimited + more features Premium plan: $299/month (or $239/month with annual plan) unlimited + ALL features

    Kickserv offers the following features:

    • Activity dashboard
    • Activity management
    • Activity tracking
    • Appointment management
    • Availability indicator
    • Bidding and estimating
    • Billing & Invoicing
    • Booking management
    • Chat
    • Client portal
    • Contact history
    • Cost estimating
    • Credit card payments
    • Custom email templates
    • Custom fields
    • Custom fields and reports
    • Customer accounts
    • Customer database
    • Customizable branding
    • Customizable reporting
    • Document imaging
    • Drag-and-drop features
    • Electronic signature capture
    • Email integration
    • Email invoices
    • Employee management
    • Estimating
    • File attachments
    • Filtered views
    • GPS
    • Global search
    • Invoice processing
    • Job costing
    • Job scheduling
    • Job tracking
    • Lead assignment
    • Mobile access
    • Online booking integration
    • Opportunity management
    • Phone and email support
    • Progress tracking
    • Prospecting tools
    • QuickBooks Desktop 2 way sync
    • QuickBooks integration
    • Quote management
    • ROI analytics
    • Real time data
    • Real time reporting
    • Receiving
    • SEO management
    • Self service portal
    • Shared calendar
    • Third party integration
    • Time tracking by client

    Kickserv has the following typical customers:

    Small Business, Freelancers, Mid Size Business

    Kickserv supports the following languages:

    English

    Kickserv supports the following devices:

    Android, iPhone, iPad

    Kickserv integrates with the following applications:

    Dropbox Business, Google Calendar, Microsoft Excel, Microsoft Outlook, QuickBooks Online, QuickBooks Online, QuickBooks Online Advanced, Stripe, Xero, Xero

    Kickserv offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

    Related categories

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