Kickserv

Kickserv

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

4.3/5 (291 avaliações)

Resumo do Kickserv

O que é o 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.

Resumo do Kickserv

Preços

A partir de
US$ 59,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Free Trial!
Solo plan: $59/month 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


Recursos do Kickserv

Dispositivos
Porte da empresa
P M G
Mercados
Austrália, Canadá, Reino Unido, Estados Unidos
Idiomas
Inglês

Capturas de tela

Captura de tela do Kickserv: Dashboard
Captura de tela do Kickserv: Dashboard Captura de tela do Kickserv: Invoice Captura de tela do Kickserv: Invoices Captura de tela do Kickserv: Jobs Captura de tela do Kickserv: Opps Captura de tela do Kickserv: Resource - Week Captura de tela do Kickserv: Schedule

Kickserv - Avaliações

Kickserv - Avaliações

Classificação geral
4.3
/
5
Excelente
161

Muito bom
94

Regular
22

Ruim
6

Péssimo
8

Relação qualidade/preço
4.3
Recursos
4.1
Praticidade
4.3
Suporte ao cliente
4.3
88% dos usuários recomendam este app
Cyndi F.

Get your DISPTACH house in order

We have been with Kick Serv through a lot of growing pains. As a "non techy" person, I was very frustrated in the beginning but now have become a believer that THIS IS a great program for our growing business. I am looking forward to see which upgrades are coming for 2019. (Allow techs to search for specific job numbers in the field, colors change as job phases are uploaded with new people assigned to same job, adding the use of our standard quote forms, time sheet management)


Traduzir com Google
Sandy S.

Superior Elevator Inspections - We Love Kickserv!

We have many customers that have many conveyances that we have to inspect per State requirements. Each has a different State Identification Number to record and track which we use in scheduling. We have to do much coordination between elevator contractors (Otis, Schindler, Kone, etc.), our customer building owners, and our inspectors. It's not always easy but Kickserv makes things much more manageable. Prior to Kickserv, spreadsheets, Word calendars and white boards were used...it was like the Dark Ages. :)


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Ruben L.

Great Kickserv

I work with this software everyday and is early simple to use


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Beverly F.

Great product

The biggest benefit is efficient use of my time. Being able to schedule multiple technicians and amend the calendar as things change is huge. Our guys have iPads and can access the program anywhere so we're all looking at the same data. It makes us more profitable by not having to take time for them to call in or for the office to call them and wait for them to be able to stop and call back.


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Scott R.

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


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Cyndi F.
Setor: Construção
Porte da empresa: 2-10 funcionários
Traduzido para Português

Get your DISPTACH house in order

Usado Diariamente durante Mais de dois anos
Avaliado em 01/03/2019
Fonte da avaliação: Capterra

We have been with Kick Serv through a lot of growing pains. As a "non techy" person, I was very frustrated in the beginning but now have become a believer that THIS IS a great program for our growing business. I am looking forward to see which upgrades are coming for 2019. (Allow techs to search for specific job numbers in the field, colors change as job phases are uploaded with new people assigned to same job, adding the use of our standard quote forms, time sheet management)

Vantagens

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!

Desvantagens

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.

Traduzido para Português

Resposta do Kickserv

Hello Cyndi,
Many thanks for the abundance of positive feedback. And as always the suggestions to make our product better and more user friendly is what we thrive on here.

To quickly gather what jobs a technician or tradesman is on go directly to our Jobs index page and use the "assign to" filter.

Ping me back from within the app if you'd like to discuss this idea further. We are here to help.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Sandy S.
Setor: Segurança pública
Porte da empresa: 13-50 funcionários
Traduzido para Português

Superior Elevator Inspections - We Love Kickserv!

Usado Diariamente durante Mais de dois anos
Avaliado em 24/06/2019
Fonte da avaliação: Capterra

We have many customers that have many conveyances that we have to inspect per State requirements. Each has a different State Identification Number to record and track which we use in scheduling. We have to do much coordination between elevator contractors (Otis, Schindler, Kone, etc.), our customer building owners, and our inspectors. It's not always easy but Kickserv makes things much more manageable. Prior to Kickserv, spreadsheets, Word calendars and white boards were used...it was like the Dark Ages. :)

Vantagens

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.

Desvantagens

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.

Traduzido para Português

Resposta do Kickserv

Hi Sandy,

SUPER review! You have been a very loyal customer for over 3 years! Thank you. We do thrive on feedback from our customers like you. Your viewpoints were insightful, and I believe they will help others.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Ruben L.
Setor: Construção
Porte da empresa: 13-50 funcionários
Traduzido para Português

Great Kickserv

Usado Diariamente durante Mais de um ano
Avaliado em 07/02/2020
Fonte da avaliação: Capterra

I work with this software everyday and is early simple to use

Vantagens

They updated lots of there products which I like there character got updated from 1000 to infinite.

Desvantagens

I can only download 1 picture at a time from my iPhone it would be great if they can allow a select and drag all

Traduzido para Português

Resposta do Kickserv

Ruben - thank you for the great words. That is the effect we want to create with our customers like you. As for selecting multiple pictures you certainly can. Test this on one of your co-worker's phones to verify or use the blue chat bubble to talk to tech support if the problem persists.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Beverly F.
Setor: Construção
Porte da empresa: 2-10 funcionários
Traduzido para Português

Great product

Usado Diariamente durante Mais de dois anos
Avaliado em 16/12/2019
Fonte da avaliação: Capterra

The biggest benefit is efficient use of my time. Being able to schedule multiple technicians and amend the calendar as things change is huge. Our guys have iPads and can access the program anywhere so we're all looking at the same data. It makes us more profitable by not having to take time for them to call in or for the office to call them and wait for them to be able to stop and call back.

Vantagens

Easy to learn. I'm an older user and not tech proficient. It was very easy. It syncs with QuickBooks which makes my work more efficient. I create invoices in Kickserv and the information is seamlessly transferred. We have color coded our techs so I can easily tell where they are. The map and directions feature makes it easy for our techs on the road to see where the jobs are.

Desvantagens

The only thing I haven't liked is that I can't edit contacts in Kickserv any longer. I have to edit addresses and phone numbers in QuickBooks and I find that the information doesn't sync back, so I end up having incorrect information on clients in Kickserv.

Traduzido para Português

Resposta do Kickserv

Hi Beverly,

SUPER review! Thank you for your time and thoughts. Please know that we really do appreciate your company doing business with us for over 5 years! Plus, I emailed you the directions you need to make your contact edits in Kickserv. This way once you sync your contacts to QuickBooks they will override any changes made in QuickBooks.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Scott R.
Traduzido para Português

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

Usado Diariamente durante Mais de dois anos
Avaliado em 24/06/2017
Fonte da avaliação: Capterra

Vantagens

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.

Desvantagens

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.

Traduzido para Português

Resposta do 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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Recomendação do usuário
8.4/10
Baseado em 291 usuários
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Preço do Kickserv

Preço do Kickserv

A partir de
US$ 59,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

Free Trial!
Solo plan: $59/month 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

Free Trial!
Solo plan: $59/month 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

Relação qualidade/preço
4.3/5
Baseado em 291 usuários
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Recursos do Kickserv

Recursos do Kickserv

API
Acompanhamento de atividades
Armazenamento de documentos
Auditoria
Cobrança e faturamento
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de documentos
Gestão de conformidade
Gestão de estoques
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração de terceiros
Monitoramento
Notificações automáticas
Painel de atividades
Rastreamento de estoque
Registro de auditoria
Relatórios e estatística
Relatórios em tempo real
Recursos
4.1/5
Baseado em 291 usuários
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Categorias

Vídeos e Tutoriais

Vídeos e Tutoriais

Mais informações sobre Kickserv

Mais informações sobre Kickserv

Principais recursos do Kickserv

  • 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

Vantagens

  • 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

  • Análise do GetApp

    Análise do GetApp

    From managing employee schedules to sending client estimates and collecting on customer payments, a small business owner’s work is never truly done. Kickserv is a cloud-based CRM application that helps small business owners automate basic business processes to improve the bottom line.

    Built for professionals in service-related industries, Kickserv has developed a way for business owners to keep their offices updated, even while they’re working in the field. Professionals can schedule opportunities and jobs from the office or the field, and they can approve estimates and pay invoices from any connected mobile device. By utilizing mobile tools for invoicing, scheduling, and dispatching, teams are able to stay in-sync regardless of their physical locations.

    Dashboard view.

    O que é o Kickserv?

    Kickserv helps small business owners work in paperless environments, with automated business processes developed to boost the bottom line. The platform includes modules for job management, scheduling, estimates, invoicing, and customer relationship management. A two-way sync with QuickBooks ensures that all of a company’s financial data—including items, contracts, invoices, and payments—is updated in real-time.

    For plumbers, landscapers, computer repair specialists, and other professionals in service-related industries, Kickserv provides a way for offsite field technicians to work seamlessly alongside onsite support staffers. Kickserv’s mobile interface includes tools for managing schedules, tracking time, and reviewing charges remotely from mobile devices. Advanced features like GPS tracking and automated team status updates also provide value for businesses that need help managing employees who work in the field.

    Jobs in progress.

    Principais recursos do Kickserv

    Two-Way Syncing to QuickBooks

    Kickserv provides a seamless way for its users to keep their accounts up-to-date across multiple platforms, thanks to a two-way QuickBooks Online and QuickBooks Desktop sync. This feature enables businesses to ensure that all of QuickBooks data—including items, contacts, invoices, and payments—stays updated without repeated manual entry tasks.

    Connect Kickserv to your QuickBooks account to take advantage of the two-way syncing feature. Let Kickserv know whenever you’re ready to sync, and the platform will instantly update your back office. A few of Kickserv’s advanced capabilities include the ability to sync estimates and print invoices from QuickBooks.

    QuickBook sync.

    Keeping Customer Contact Records

    Contact records give businesses a quick summary of each client they’ve done business with, putting important information (like a customer’s phone number or service preferences) at a field technician’s fingertips.

    Create a record for each new client at your company, making sure to include as much relevant information as possible. This information could include phone numbers, email addresses, service addresses, and billing information, along with special notes and attachments that technicians can add while they’re working in the field. When your customer contact records are up-to-date, you’re able to quickly find related contacts and service locations, and set reminders for sales and work follow-ups.

    Customer Contact Record.

    Sending Invoices

    Plenty of business apps provide users with the ability to send invoices, but Kickserv differentiates itself with its advanced invoice tracking capabilities. In addition to sending invoices via email, businesses can track the delivery of those invoices to their customers. This feature lets businesses know when customers have viewed the invoices they sent.

    To generate a new invoice, click the Invoices tab and select the client you’re billing. Kickserv lets you enter custom items, descriptions, and prices. You can also include taxes on your invoices. You have the option to email the invoice or download it to send via USPS. Once a payment has been received, return to the Invoices tab to mark the invoice as paid.

    Invoice view.

    Advanced Scheduling & Calendars

    Color-coded calendars help support staffers and field technicians quickly see what appointments and meetings are scheduled for the coming week or month. Classic calendar features allow for drag-and-drop appointments, and dynamic calendar filtering.

    Decide for yourself whether to view a daily, weekly, or monthly calendar. Color-coded features let you see which field technicians have the busiest schedules, and which types of service calls are most in demand. This information is especially useful when you’re managing an entire workforce, since it’s possible to review employee availability and reschedule appointments by simply dragging and dropping events into place.

    Weekly calendar view.

    Mobile Access

    Kickserv provides field technicians with mobile access on a 24/7 basis. This allows employees and managers to remain on the same page whether they’re working inside or outside the office. Through the mobile app, technicians can check estimates, schedules, team statuses, jobs, and opportunities. They can also track time, attach notes, documents, and images to jobs, and they can share their location through GPS tracking.

    Kickserv mobile app for field workers

    Integrações do Kickserv

    Kickserv integrates with QuickBooks, which eliminates the need for businesses to do double entry with completed invoices. Kickserv also provides an iCal feed, which enables users to subscribe to all of their scheduled events from other personal calendars, including Outlook and Google.

    Preço do Kickserv

    Businesses have three pricing plans to choose from when using Kickserv. The company charges $49 for five users, $99 for 10 users, and $199 for 20 users. Businesses with more than 20 employees are encouraged to select the Enterprise plan, which is sold at $50 per every five users. Integration with QuickBooks is an additional $50.

    Resumo do Kickserv

    • Helps service professionals keep their businesses running smoothly.

    • Automates business processes to increase the bottom line.

    • iOS application is available for mobile users.

    • Schedule opportunities from the office or the field.

    • Approve estimates and pay invoices from a mobile device.

    Perguntas frequentes sobre o Kickserv

    Perguntas frequentes sobre o Kickserv

    Abaixo estão algumas perguntas frequentes sobre o Kickserv.

    P: Que tipo de planos o Kickserv oferece?

    O Kickserv oferece os seguintes planos de pagamento:

    A partir de: US$ 59,00/mês

    Modelo de preços: Assinatura

    Teste Grátis: Disponível

    Free Trial! Solo plan: $59/month 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

    P: Quais são os principais recursos do Kickserv?

    O Kickserv oferece os seguintes recursos:

    • 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

    P: Quem costuma usar o Kickserv?

    Os clientes habituais do Kickserv são:

    Autônomos, Empresas de médio porte, Pequenas empresas

    P: Em que idioma o Kickserv está?

    O Kickserv está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Kickserv oferece?

    O Kickserv tem os seguintes planos de preços:

    Assinatura

    P: O Kickserv é compatível com disponíveis móveis?

    O Kickserv é compatível com os seguintes dispositivos:

    Android, iPhone, iPad

    P: O Kickserv se integra com quais outros aplicativos?

    O Kickserv se integra com os seguintes aplicativos:

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

    P: Que nível de suporte o Kickserv oferece?

    O Kickserv oferece as seguintes opções de suporte:

    FAQs, Fórum, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo