Sobre o Kickserv

Built & Trusted By 1000s of Service Pros! Kickserv offers complete job management and customer relationship management (CRM), scheduling, estimates, mobile access, invoicing, dispatching, and more. Kickserv also synchronizes to QuickBooks Desktop, QuickBooks 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, handymen, carpet cleaning, landscaping and lawn care, painting, pool maintenance, maid service, pest control, roofing, contracting, appliance repair 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.

Attach before and after photos, contracts, forms and other relevant documentation to customer records and send text and email reminders to customers and technicians for upcoming appointments. Technicians can clock in and out right from the mobile app when they arrive and leave a job site. Collect payment and signatures electronically so you get paid right away.

Generate standard and custom reports to see how your business is doing. Track lead sources, see how each technician is performing and more so that you can make decisions on changes you need to make to improve performance.

Preços a partir de:

47,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

Principais benefícios do 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
  • iPhone and Android apps
  • Two-way integration with QuickBooks Desktop and QuickBooks Online
  • Integration with XERO
  • Integration with Mailchimp
  • Integration with Podium
  • Integration with Stripe
  • Integration with Customer Lobby
  • Custom and standard reporting
  • Custom fields and templates
  • Consumidores típicos

    • Autônomos
    • Pequenas empresas (2-50)
    • Médias empresas (51-500)
    • Grandes empresas (500 ou mais)

    Implantação

    • Baseado na nuvem
    • Instalação local

    Mercados

    Austrália, Canadá, Reino Unido, Estados Unidos

    Idiomas

    inglês

    Preços a partir de:

    47,00 US$/mês

    • Versão gratuita
    • Teste Grátis
    • Assinatura

    Imagens

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    Recursos

    Total de recursos do Kickserv: 137

    • API
    • Acesso para Celular
    • Acompanhamento de atividades
    • Agendamento
    • Agendamento automatizado
    • Agendamento de compromissos
    • Agendamento de manutenção
    • Agendamento de recursos
    • Agendamento de tarefas
    • Agendamento de trabalhos
    • Agendamento em tempo real
    • Alertas do celular
    • Alertas por e-mail
    • Alertas/notificações
    • Antecedentes profissionais
    • Aplicativo móvel
    • Armazenamento de arquivos
    • Armazenamento de documentos
    • Arrastar e soltar
    • Assinatura digital
    • Assinatura eletrônica
    • Atualização em tempo real
    • Automação de marketing
    • Banco de dados de contatos
    • Banco de dados do cliente
    • CRM
    • Campos personalizáveis
    • Captura de assinatura por celular
    • Captura de imagem
    • Cobrança e faturamento
    • Coleta de pagamento no campo
    • Compras e recebimento
    • Compromissos recorrentes
    • Confirmação/lembretes
    • Contabilidade
    • Controle de horas
    • Controle de horas e despesas
    • Controles/permissões de acesso
    • Criação de ordem de serviço
    • Custos do trabalho
    • Dados em tempo real
    • Digitalização de documentos
    • Estimativas
    • Formulários eletrônicos
    • Formulários personalizáveis
    • Fotos/imagens
    • GPS
    • Gerenciamento de contatos
    • Gerenciamento de e-mails
    • Gerenciamento de faturas
    • Gerenciamento de pedidos de compra
    • Gestão da comunicação
    • Gestão da disponibilidade
    • Gestão de Comunicações
    • Gestão de clientes
    • Gestão de clientes
    • Gestão de compromissos
    • Gestão de contratos e licenças
    • Gestão de detentos
    • Gestão de equipamentos
    • Gestão de expedição
    • Gestão de funcionários
    • Gestão de itinerários
    • Gestão de lances
    • Gestão de leads
    • Gestão de oportunidades
    • Gestão de pedidos de trabalho
    • Gestão de reservas
    • Gestão de trabalhos
    • Gestão do fluxo de trabalho
    • Gestão financeira
    • Gestão preventiva
    • Gestão técnica
    • Histórico de atendimento
    • Histórico do cliente
    • Imagem de marca personalizável
    • Importação/exportação de dados
    • Indicador de disponibilidade
    • Integração da contabilidade
    • Integração de QuickBooks
    • Integrações de terceiros
    • Layouts de imóveis
    • Lembretes
    • Mapas geográficos
    • Mensagens instantâneas
    • Mobilidade militar e GSA
    • Modelos personalizáveis
    • Monitoramento de pragas
    • Monitoramento de uso de pesticidas
    • Monitoramento do uso de produtos químicos
    • Monitoramento em tempo real
    • Mudanças comerciais
    • Mudanças locais
    • Orçamentos/estimativas
    • Pagamento recorrente
    • Pagamentos eletrônicos
    • Pagamentos móveis
    • Pagamentos online
    • Painel de atividades
    • Para a indústria de encanamento
    • Para empresas de climatização
    • Para empresas de controle de pragas
    • Para empresas de mudança
    • Para instaladores comerciais e/ou industriais
    • Para limpadores de tapetes
    • Para o setor de bricolagem
    • Para serviço de campo
    • Para serviços de zeladoria
    • Pedidos recorrentes
    • Pesquisa e filtro
    • Planejamento de pessoal
    • Portal de autoatendimento
    • Portal do cliente
    • Portal do cliente
    • Processamento de cartões de crédito
    • Processamento de cartões de débito/crédito
    • Processamento de faturas
    • Processamento de pagamentos
    • Questionários e feedback
    • Rastreamento da localização
    • Rastreamento de garantias
    • Rastreamento de interações
    • Rastreamento de trabalho
    • Rastreamento do custo
    • Reagendamento
    • Relatórios e análise de dados
    • Relatórios e estatística
    • Relatórios em tempo real
    • Relatórios personalizáveis
    • Relógio de ponto online
    • Reservas online
    • Roteamento
    • Seguimento de status
    • Sincronização de calendários
    • Tarefas recorrentes
    • Tíquetes de reparação
    • Várias localizações

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    Avaliações

    Classificação geral

    4,4 /5
    (332)
    Relação qualidade/preço
    4,4/5
    Recursos
    4,1/5
    Praticidade
    4,4/5
    Suporte ao cliente
    4,4/5

    Já tem o Kickserv?

    Ajude os compradores de software! As avaliações de programas ajudam outras pessoas a tomarem melhores decisões.

    Exibindo 5 avaliações de 332
    Ted
    Classificação geral
    • Setor: Construção
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Excellent functionality and ease of use

    Avaliado em 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.

    Vantagens

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

    Desvantagens

    There are no issues or downside for my company.

    Resposta do 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!

    Doug
    Classificação geral
    • Setor: Música
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 7.0 /10

    Servicing Company - Long-time User

    Avaliado em 23/11/2021

    Generally very good.

    Generally very good.

    Vantagens

    - 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.

    Desvantagens

    - 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.

    Resposta do KickServ

    Thank you Doug for your continued support and taking the time to leave us some feedback. We greatly appreciate it. Know that your feedback does not fall on deaf ears and we are always working on ways to improve Kickserv.

    Josh
    Classificação geral
    • Setor: Serviços e tecnologia da informação
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 1.0 /10

    Lack of response to concerns. Converted us to new platform a day early while open.

    Avaliado em 16/02/2017

    Our experience with this software was average until the migration from SSK to Kickserv.

    1) Our...

    Our experience with this software was average until the migration from SSK to Kickserv.

    1) Our migration was scheduled for the evening of 2/2/17 but instead was run during the morning.
    2) This resulted in us not being able to access our entire database for the entire workday. We lost customers and business as a result.
    3) The only response we have gotten from Kickserv is "Sorry about the confusion".
    4) Responses to issues about the new platform are not helpful and delayed.
    5) Cannot upload certain file-types as attachments (Old SSK allowed anything)
    6) Editing estimates does not work correctly
    7) There are problems with payment capturing in Kickserv. Kickserv seems to ignore some line items.
    8) When asked how to permanently complete tasks for re-occurring jobs, the only response I got was "Let me see if I can explain how to do this one".
    9) None of our questions or issues have been resolved.

    Vantagens

    drag and drop capabilities

    Desvantagens

    Since switching over to the new platform, there are issues with billing and attaching. Customer support is not helpful

    Resposta do Kickserv

    The experience you had with the migration of your account was very unfortunate. Having your system not available during your working hours is a serious issue and we apologize for that error. We did work with your co-worker on the phone to handle the major issue which was mainly getting the sync working successfully again. To acknowledge some of your comments here we currently don't restrict file types. I have requested for your company to send us any file types that seem to not upload. Also, with the issues of editing estimates and capturing certain line items we are not aware of any issues and appreciate any specific feedback on these issues through the normal lines of support at any time. We will clarify with you on what occurred exactly with your earlier question via our support lines of how to complete tasks for re-occurring jobs.
    We very much appreciate your loyalty with us and hope we can make up for the disruption to your business as we move forward.

    Katielynn
    Classificação geral
    • Setor: Construção
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Best Value for Scheduling/invoicing software

    Avaliado em 23/11/2021

    Overall, I have been more than satisfied with Kickserv. I initially navigated the platform pretty...

    Overall, I have been more than satisfied with Kickserv. I initially navigated the platform pretty easily, along with ample help from the support team. Whenever I experience a problem, I receive help via the chat function from the same customer support members who are quick to provide solutions.

    Vantagens

    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.

    Desvantagens

    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.

    Alternativas consideradas

    ServiceTitan

    Razões para mudar para o Kickserv

    I did a one hour conference call with the ServiceTitan team and the platform seemed like it would be difficult to learn and was extremely expensive. They promised we would save money with the efficiencies the program would provide, but I just did not see it. Many of the functions they provided were completely unnecessary for our business when considering the cost of their service.

    Resposta do KickServ

    Thank you for taking the time to leave us a review, as well as continuing to support us, Katielynn. If you encounter anymore issues, please don't hesitate to reach out. We will be happy to assist you with resolving any issues.

    Richard
    Classificação geral
    • Setor: Serviços meio ambientais
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    #1 in Customer Relationship Management & Dispatching software

    Avaliado em 12/05/2021

    Kickserv has streamlined my service-based business. It's easy to use for dispatching and task...

    Kickserv has streamlined my service-based business. It's easy to use for dispatching and task reminders. It also syncs with my bookkeeping software, google calendar, reputation management software and Stripe.

    Vantagens

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

    Desvantagens

    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).

    Alternativas consideradas

    Salesforce Field Service e Highrise

    Razões para mudar para o Kickserv

    Easy of use with all of the integrations I need to grow my business.

    Resposta do KickServ

    Hello Richard - You have been a fabulous advocate of Kickserv over the years. I'm glade we are helping your business.

    Exibindo 5 avaliações de 332 Leia todas as avaliações

    Perguntas frequentes sobre o Kickserv

    Abaixo estão algumas perguntas frequentes sobre o Kickserv.

    O Kickserv oferece os seguintes planos de pagamento:

    • A partir de: 47,00 US$/mês
    • Modelo de preços: Versão gratuita, Assinatura
    • Avaliação gratuita: Disponível

    A Free Trial is offered on all plans. Free plan: up to 2 Users *must use the internal CC payments feature. Lite plan: up to 5 users $47/month with annual plan ($59/monthly) Standard plan: up to 10 users $95/month with annual plan ($119/monthly) Business plan: up to 20 users $159/month with annual plan ($199/month) unlimited + more features Premium plan: $239/month with annual plan ($299/month) unlimited + ALL features

    Os clientes habituais do Kickserv são:

    Profissional autônomo, 2-10, 11-50

    O Kickserv está nos seguintes idiomas:

    inglês

    O Kickserv é compatível com os seguintes dispositivos:

    Android (celular), iPhone (celular), iPad (tablet)

    O Kickserv se integra com os seguintes aplicativos:

    Dropbox Business, Google Calendar, Google Contacts, Mailchimp, Microsoft Excel, Microsoft Outlook, Podium, QuickBooks, QuickBooks Online Advanced, Quickbooks Online, Stripe, Xero

    O Kickserv oferece as seguintes opções de suporte:

    Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, Bate-papo

    Categorias relacionadas

    Veja todas as categorias de software encontradas para Kickserv.