Kickserv

Pros

I liked how simple Kickserv was to use and understand. The interface was simple to use, and the navigation was simple. The reporting and analytics tools were also extremely beneficial in understanding how my company was performing.

Cons

The lack of customization options for reports and the limited invoicing features.

Pros

Its intuitive and easy to get started on. The help from customer service was positive as well

Cons

Visually its lacking a bit, sometimes thats okay but compared to how other scheduling and PM tools look, it lacks the luster.

Pros

When I started use everything doing well but every implementation they did is a disaster for clients.

Cons

The error persists! They made a huge change without notifying us.

Pros

I have used other service industry apps and Kickserv is by far the most user-friendly, feature packed app I have found. I hate paperwork and this app makes it basically paperless. Bravo! I would whole heartedly recommend this app to any business in the service industry.

Cons

The app is all server-side, so accessing any data is 100% reliant on having an internet connection. It would be helpful if the data were synced and also kept user-side.

Alternatives Considered

Reasons for Choosing Kickserv

Switched From

Reasons for Switching to Kickserv

Pros

the two boys down is Texas that are tech service for my area. Know there craft, personable. This makes me feal like I'm dealing with a small town mom and pop shop and that keeps me as a customer, Should you guys remove or change people like this. Please let me know and I will kindly take my buisness to an othere venue. thanks
Oh and the product is resonable.

Cons

acount search engine should have search by name, address, type jobs performed, and to account for misspelling.
and flat rate billing or contract billing, that will auto adjust for taxes.

Pros

Kickserv is an amazing tool for to connect the office and techs out in the field. There is a place to keep notes, photos and files.

Cons

I would like to see the app let you change a job into on opportunity.

Pros

I love that they are consistent and available. I also like how they set up the calendar. Very attentive when you contact them, especially Abe.

Cons

I really dislike problems with signing in - which occur fairly regularly.

Pros

I like the ease it is to schedule and move scheduled jobs.

Cons

It is not easy to take a job from the completed status to unscheduled.

Pros

how simple it works

Cons

the step by step task oiption for workflow

Pros

The customer service department always goes above and beyond

Cons

Like everything about Kickserv. There are no cons.

Pros

I like the ease and convenience of the software. It is very user friendly.

Cons

No complaints. We have used the company now 6 years.

Pros

I really enjoy being able to review our customer base, & the ease of billing/payment before we leave.

Cons

The reports could be more user friendly. It's not always the easiest to decifer how I can get just a P/L number for the jobs entered.

Pros

Easy to use user friendly, easy to navigate

Cons

I don't like the notification feature being inaccurate with times. Sometimes it's good other times it's way off

Pros

This software is user-friendly for the most part. It provides all the basic features you need to schedule, create a work order and assign to employees, invoice customers, and sync to your accounting system.

Cons

I mostly suggest the technician app be updated. I have found that 100% of my technicians are great at labor work, but not so great at navigating apps and using phones. Maybe even just offering more education/user guides for techs would help. Also, wish there was more of a way to have intercommunication between departments; assign tasks to office team, to do lists, etc

Pros

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

Cons

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.

Alternatives Considered

Reasons for Switching to Kickserv

Pros

Kickserv makes it easy to create customer databases, work orders, schedule repairs and invoice customers. It’s the easiest to use that I’ve found and covers everything that a new business needs on a day-today basis.

Cons

There is no ability to log cash or check payments in the free version.

Pros

I liked the fact that the browser I'm able to control all my jobs in one place. I'm able to go to the kickserv and go to my customer and go right to his address and maps to the residence as well as press on the phone number and it call right from the customers information.

Cons

The one thing I don't like is that the app and the web browser is inconsitence with one another

Pros

Report running features of open estimates and completed jobs. Customer database is great. Recently docusign upped their pricing and we switched to kickserv e-signatures, we expected our homeowners to question the legitimacy but no one has and we have had 0% increase in cancellations since making the switch to the kickserv electronic signatures.

Cons

Kickserv uses apple maps on mobile which can cause navigation problems at times. You have to make sure your calendar settings are for the full day, not just business hours or you can miss some jobs when moving them on the calendar if you are not careful with the times.

Pros

Kickserv is a very user friendly product I had no experience with prior to my current position. Without Kickserv, the learning curve would have been much...curvier. This allowed me quickly find which projects I needed to collect on and which ones I could start immediately. I could also refer to my contact list and projects so I didn't have to rely on paper files or memory.

Cons

I would like it to be more automated on calls and emails made through Kickserv to capture the email or conversation and last touch.

Pros

The ease of use for everyone from administration to the in-the-field techs. And the customer support is simply awesome. I have yet to have a question that was not answered quickly and correctly.

Cons

I wish there was a way for us to track specific product history with regards to sales/service.

Pros

Kickserv is easy to set up and simple to use

Cons

There is no ability to scale. We have multiple offices and cannot schedule work across regions.

Pros

It is quite user friendly and if you do not understand something - ask customer support and they will reeply within the hour typically within a couple minutes.

Cons

The cellphone version is still a work in progress - It works great for basic scheduling, but you can't schedule reminders, for instance, other than through a computer.

Pros

The calendar is the biggest strength of this program. I like being able to use colors for different types of jobs. Also when you move something on the calendar it automatically updates. Our new software does not do that and I miss it. Service psychic used to be very easy to add people into the system and get them scheduled. Kick serve was not. The quick add was a great function when we were at tradeshows or when you're on the phone with a customer.

Cons

The reporting is near worthless. None of the reports are ever accurate, and trying to get someone to help you make them accurate was like banging your head against a wall. The system was incredibly unreliable It is constantly going down. For a web-based system, businesses rely on its functionality during business hours. We had many days of inability to use the system. They're always seem to be some reason why it crashed. The system was much much better when it was service sidekick. We had to build a salesforce software system because it was so dysfunctional. The customer service was also incredibly bad.

Pros

Encompasses all aspects require and integrates with accounting software.

Cons

Doesn’t always sync easily with our accounting system.

Pros

I like how easy it used to be to use. If I had to buy the new kickserv I would run away screaming

Cons

Terrible interface. Terrible tech support. Very slow. Incredibly convoluted. First you make a job with charges, then you have to "generate an Invoice" from that job, then you can enter a payment, then after entering that you can mark it paid, then after doing all of that you can mark the job complete. What a nightmare.

Customers are syncing to the wrong customers in Quickbooks, which has caused an accounting nightmare.

Pros

It works perfectly for my business. It is simple and easy to use, and the customer support is excellent.

Cons

The reporting function is not intuitive at all. The filter section is very difficult to use, mainly because the values and formats the last field are based on the way KS is designed, and there is no way to know what they are.

Alternatives Considered

Reasons for Switching to Kickserv

Pros

We love the convience of Kickserv! We love the digital billing, saves us paper, as well as the time tracking for our employees.

Cons

Using the phone system is fairly difficult and laggy. It doesnt have all the fewatures when compared to using on a comptuer, but it does the job.

Pros

Easy navigation. The customer service team is great.

Cons

No complaints. Been with the company 4 years.

Pros

Kickserv is great for organization of my business needs and user friendly. I like that my data is safe and what I want to share with employees and customers I can easily do.

Cons

I'd like it to have a section for inventory and correct numbers with multiple items and tax.

Pros

I like the ease of use as well as the customer service.

Cons

I wish I could modify some of the forms. The font is so small many of my customers are older and can’t read it very well.

Pros

This product is very light and not cumbersome like many others.

Cons

The concept of jobs and tasks is confusing for new users.

Pros

How each part of kickserv works together without much issues.

Cons

The way services and items is set up. That could have been a lot better. If you search up something you should have been able to tick witch items to add so you don't need to search up 10 times for the same thing to add 10 similar items.

Pros

At Emerald Yards we like all the features it comes with.

Cons

I can do without the inporting / exporting of data.

Pros

Ease of notifying clients and techs of jobs scheduled.

Cons

There isnt anything that is disliked about Kickserv.

Pros

How easily you can look up your customer, whether by account number, last name, address. You cant go wrong.

Cons

At this point I have not come across any snags, and when I do I use the HELP button which is great.

Pros

The features that are most important are the maps to better route the techs, its simple, and i hardly ever have any issues.

Cons

there is nothing that i dont like about it.

Pros

Ease of appointments and overall layout of the calendar makes using the appointments end of the program easy.

Cons

We back all of our info into Quickbooks. You can not start an estimate in kickserv and sync it to QB. Only invoicing can be synced. If you do an invoice and sync it in kickserv, you can not make a change to the invoice on the kickserv side.

Pros

It's very easy to use. The pricing was is great for a company just starting up.

Cons

There are some features specific I wish were available.

Pros

Mobile app for techs while in the field.

Cons

Image upload with bad service is slow but that’s only with bad service.

Pros

Efficient with contact info and large database.

Cons

A lot to figure out, with so many tools really got lost in the software.

Pros

Ease of use is the best feature. Very simple to teach to others

Cons

Nothing really. I like this product a lot

Pros

We like the Resources Calendar week at a glance the most. Easy to see where every tech is scheduled, how long each job should take, and color coded by type of job, which we set up. This program is very intuitive to use, with large screens and no tiny fields that fill up a screen that you don’t need or care about using. We’ve been forced to use other big name programs by our franchise, which no one we talked to liked at all, but we always kept Kickserv throughout as our main go to. It’s iPhone easy to use! Skip the CRM that advertised during the Super Bowl. We and everyone we know hated it.

Cons

The only thing that was a problem was when it stopped syncing to desktop QuickBooks 2009. We didn’t upgrade QB, and had to manually enter sold jobs. It was worth it to us to not have to buy another QB program

Pros

Easy to use.Easy to change products and prices.Love the reminders option and scheduling option.Love the response time and advice from the team when I ask crazy questions!

Cons

The mobile part of the software could use some help, from our perspective. We have issues with attachments and being able to view them in the field. We realize that some of our issues could be user error.

Pros

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.

Cons

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

Alternatives Considered

Reasons for Choosing Kickserv

Reasons for Switching to Kickserv

Pros

We absolutely love your software and it has transformed our business. Our customers love the professionalism we provide through the software.

Cons

Can't say there is anything we don't really love about the software. I do feel we are using a very small portion of the software and would love to learn more of its possibilities.

Pros

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

Cons

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.

Alternatives Considered

Reasons for Switching to Kickserv

Pros

- 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.

Cons

- 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.

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Switching to Kickserv

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.

Pros

The best feature of this product is the customer service. The ease of use and the product.

Cons

Some limitations on reports. But always found work around