Kickserv Reviews

The Best Value for the Money

Comments: Wonderful experience for over 11 years

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

Great for small businesses

Comments: All in all, I'm happy with this system. When I run into issues, I am confident that I can get it resolved quickly.

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.

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

Comments: 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.

Pros:

drag and drop capabilities

Cons:

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

Great for One Tech

Comments: I enjoy using the product from my desk and the tech doesn't have any complaints from the app.

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.

Servicing Company - Long-time User

Comments: Generally very good.

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.

Best Value for Scheduling/invoicing software

Comments: 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.

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.

Very easy to use and many functions

Pros:

The ease of use to quote, schedule, close and invoice jobs is seamless and very easy to learn and teach to our 17 field techs.

Cons:

We are getting into 200 - 2MM size construction jobs and we find the progress billing feature is not yet available

We love the convience of Kickserv!

Comments: We have been using Kickserv since 2012, overall we havent hads any problems with it. Kickserv is convient, essential for your business, easy to use, beneficial, efficent and the customner support team is amazing. The design team has also reahed out to us and we love giving our feedback, espically since we are one of Kickserv's 1st customers.

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.

Great Job!

Comments: Amazing! When I have questions they are always answered in a timely manner

Pros:

Easy navigation. The customer service team is great.

Cons:

No complaints. Been with the company 4 years.

More contacts, more management!

Pros:

Efficient with contact info and large database.

Cons:

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

Review

Comments: So far it is working very well for what we do on a daily basis.

Pros:

Mobile app for techs while in the field.

Cons:

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

Most intuitive program I’ve used

Comments: Nothing but praise for everything and everyone we ever interacted with. 14 years of happiness!

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

Love your software

Comments: Can't say enough great things about Kickserv. We sing your praises to our friends, family, clients and other contractors. Keep up the great work.

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.

Overall, I like Kickserv. I rely on it for my business, and the product continues to improve.

Comments: It helps me manage four irrigation service technicians and keep them going where they need to go.

Pros:

Their web site when used on a desktop computer is great for scheduling and dispatching. We use it throughout the day to line up jobs for our technicians. Previously existing customers are easy to find using their search feature. I can add a new job, and then click a button and it sends the technician a text message with the job description and address. The technician can click on the address link and get the GPS coordinates on their smart phone. The workflow is logical and consistent. When things go wrong, they are good about communicating what is happening.

Cons:

We are really only able to use part of the service. While it is excellent for scheduling, it is not useful for invoicing unless your invoicing needs are very basic. The product is not compatible with Quick Books groups. I don't use their mobile app. I prefer their mobile web site, but recent changes have made their mobile site less useful. Their server sometimes gets overloaded and the software becomes unresponsive. Tech support is inconsistent. Sometimes very helpful. Sometimes condescending. If a customer has an email address, it will automatically send this customer a reminder notice. There is no way to turn this feature on or off. For recurring jobs where we go back to the customer again and again, this is a problem because we don't always schedule the customer on the same day every month. It also gives the customer a link to the customer account center, which we also do not use, since we are unable to use Kickserv's invoicing feature. While Kickserv continues to make improvements to the service, I frequently find myself frustrated because improvements are often not fully tested, resulting in unpleasant side effects. Example - recent formatting changes have made the scrollable area of their mobile web site very small and difficult to work with. Another change awhile back formatted all of my old customer data in such a way that their addresses would fail to appear in the text messages sent to my technicians. I am having to manually change all of these.

ssk review

Comments: For the price, support it fills a need. The team is always there for us, and been a user for 11/12 years and no real issues to complain.

Pros:

costs, not overly complicated to work, basic and works for our needs been client for years and referred more then i can remember and no one ever complains. great team

Cons:

the scheduling , no automation on follow ups for leads, sync issues at times w QB, lack of feature rich apps others offer- like invoicing, logic scheduling ( type in area and auto tells whos in area when) any connection with vech tracking and no way to sync with phone system

Fantastic field management software

Comments: My construction company uses kickserv to input customers, send estimates, sign contracts, schedule work, invoice and run several useful reports.

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.

My pocket assistant...

Comments: Kickserv helps me solve a problem or answer a question daily, whether it's using it to read the estimate or navigate to my appointment.

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.

2022 Kickserv year in review

Comments: Kickserv has kicked butt. It does almost everything we need. It is easy to use so even new hires are up and running with minimal instruction with regards to the app. The customer service is some of the best I have experienced.

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.

Kickserv is easy to set up and simple to use

Comments: Kickserv has been great for a small business. As we grow, we will need more robust functionality. Overall however it has been easy to train new users, easy to set up and ready to go to suit our needs.

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.

Kickserv

Pros:

I loved the ease at which you could schedule, invoice, send estimates, and basically run the company from your laptop and/or phone.

Cons:

The only thing I disliked about the product is getting ahold of the service dept and the sync with Quickbooks.

Excellent, agile field management software

Comments: We've used Kickserv for about a year now, and are pleased with our experience. We run moving and relocation company, and have a lot of part-time workers. Our business model requires a lot from the software, and we've had to get creative to make some features fit for us, but all in all we've not found a better solution for a better price. Some of the aspects that we appreciate include: - Resource view - allows you to see all of your workers at a glance. This is our most crucial page, and it does what it needs to very, very well.
- API interaction allows us to push/pull information from management dashboards that are integrated with other business intelligence data streams.
- Everything is right at your fingertips - easily access jobs, estimates, customers, reports, marketing via the left-hand column. Need to search through it all? You can do that too. Very fast and easy to navigate.
- Full functionality on any device! I can manage my teams from even my phone's browser, anywhere. I can be on a call, processing a credit card, and logging charges and time-tracking all at once - on my mobile device, no less.
-Very customizeable. Change your marketing, your invoices, your estimates, your emails, user permissions, job fields, etc. etc. etc.
- Help is right there in the bottom corner of the screen, with an estimate of when someone will get back to you. I can't say enough about how professional everyone I've spoken with has been, and how personal the customer service is. Some things we hope will continue to improve: - The mobile app in our experience has not been as good as the web page - but you can just use the web version.
- Your workflow experience differs depending on where you start to enter your data, which is slightly confusing. Still, the process is flexible enough to allow you to schedule jobs however you prefer.
- It would be great if Kickserv had a JIRA-type bug tracker that allowed us to submit tickets and see their status, as well as provide attachments, updates and feedback.
- Interaction with third-party software, like Quickbooks or Google Calendar, could be improved. With stellar customer service, and an ever growing feature list, give Kickserv a shot. Overall, its been a solid choice for managing teams in the field, with plenty of flexibility - even for us.

Kickserv works

Comments: Fantastic

Pros:

Encompasses all aspects require and integrates with accounting software.

Cons:

Doesn’t always sync easily with our accounting system.

5 year user of Service Sidekick now KickServ

Comments: Service Sidekick was a great product, they now forced all of their customers to Kickserv. They did the changeover at 10am on a weekday when it was scheduled for 10pm. We were down all day and received no apology. The changeover broke several systems. It no longer syncs to quickbooks correctly. When a task is made for someone it no longer tells people who made it and the Kickserv team is basically AFK.

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.

Pleased with the App

Pros:

Its easy to keep track of all the different jobs.

Cons:

It's limited on what you can do on the mobile app versus the desktop version.

Great Product with Excellent Support

Comments: Overall, my experience has been stellar. I would recommend this product for a number of reasons.

Pros:

I like the interface. It is intuitive while user friendly.

Cons:

Still waiting for a dark mode. Also, there was a quasi-recent change where it was decided to get rid of the slots for multiple phone numbers. This change impacted our business directly. We were able to work around it, but it is still less than ideal.