Kickserv

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

4.3 /5 (291 reviews) Write a Review!

Kickserv Overview

What is 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.

Kickserv Overview

Pricing

Starting from
$0.00/month

Pricing options

Free Trial
Free
Subscription
Value for money

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 Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

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

Kickserv Reviews

Kickserv Reviews

Overall rating
4.3
/
5
Excellent
161

Very good
94

Average
22

Poor
6

Terrible
8

Value for Money
4.3
Features
4.1
Ease of Use
4.3
Customer Support
4.3
88% recommended this app
Ted S.

Excellent functionality and ease of use

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.


Verified Reviewer

Best Service-Based Business Asset!!

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++


Scott R.

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


Scott N.

Kickserv Review

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


Amir J.

Best CRM Platform!!

-Easy way to download and calculate jobs for accounting.
-Great way to have clear access for everyone in the company to the CRM via the app. The detailed and yet simple organizational process with Kickserv has added tremendous value to us.


Ted S.
Industry: Construction
Company size: 2-10 Employees

Excellent functionality and ease of use

Used Daily for 2+ years
Reviewed on 11/29/2018
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Environmental Services
Company size: 2-10 Employees

Best Service-Based Business Asset!!

Used Daily for 2+ years
Reviewed on 6/10/2020
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Scott R.

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

Used Daily for 2+ years
Reviewed on 6/24/2017
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Scott N.
Industry: Industrial Automation
Company size: 11-50 Employees

Kickserv Review

Used Daily for 1+ year
Reviewed on 7/12/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Amir J.
Industry: Consumer Services
Company size: 2-10 Employees

Best CRM Platform!!

Used Daily for 1+ year
Reviewed on 6/24/2019
Review Source: Capterra

-Easy way to download and calculate jobs for accounting.
-Great way to have clear access for everyone in the company to the CRM via the app. The detailed and yet simple organizational process with Kickserv has added tremendous value to us.

Pros

-Organization of data and customer list
-Convenient way to calculate weekly, monthly jobs sold.
-

Cons

-Sometimes it does not load properly
-Would be great what time notes are added to NOTES section for each tab

Response from Kickserv

Hello Amir,
Thank you for your feedback and EXCELLENT scoring. We have been doing field service work for well over 30 years now. Plus, thank you for your feature request since I was able to submit it within our Product Board.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.4/10
Based on 291 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Kickserv Pricing

Kickserv Pricing

Starting from
$0.00/month
Free Trial
Free
Subscription
Value for money

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

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

Value for Money
4.3/5
Based on 291 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Kickserv Features

Kickserv Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.1/5
Based on 291 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for Kickserv

Additional information for Kickserv

Key features of 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

Benefits

  • 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

  • Kickserv FAQs

    Kickserv FAQs

    Below are some frequently asked questions for Kickserv.

    Q. What type of pricing plans does Kickserv offer?

    Kickserv offers the following pricing plans:

    Starting from: $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

    Q. What are the main features of Kickserv?

    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

    Q. Who are the typical users of Kickserv?

    Kickserv has the following typical customers:

    Small Business, Freelancers, Mid Size Business

    Q. What languages does Kickserv support?

    Kickserv supports the following languages:

    English

    Q. What type of pricing plans does Kickserv offer?

    Kickserv has the following pricing plans:

    Free, Subscription

    Q. Does Kickserv support mobile devices?

    Kickserv supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Kickserv integrate with?

    Kickserv integrates with the following applications:

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

    Q. What level of support does Kickserv offer?

    Kickserv offers the following support options:

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