Kickserv is a SaaS CRM designed for simplicity to let your employees stay focus learning sales opportunities and customer needs, not on how to use the tool. It is ideal for proprietors and SMEs, but is powerful enough for large enterprises. The vendor boasts of servicing over fifty industries, mainly in home service, such as, electrical services, plumbing, computer repair, landscape and lawn care, and pest control.
With a few clicks users can manage sales, track jobs, create invoices and reports, and plan complex schedules.
It is compatible with iOS and Android devices, giving you flexibility and real-time data access and entry on the go. Kickserv also integrates well with QuickBooks to put your accountant in the loop and can be customized to reflect your business logo and colors.
Show MoreTrack your business
Keep your eye on leads, jobs and invoices and monitor conversions to payments. Follow up job and technician status. Track estimates and sales opportunities. Kickserv gives you a quick overview on the status of your business so you can make interventions, if needed.
Track your jobs
Monitor time entries by staff, while managing complex job scheduling involving multiple employees or events. Quickly assign work to team members and keep tab on their progress.
Track your schedule
Use the drag-and-drop tool to filter calendar and manage your daily, weekly, monthly commitments.
Track communications
Note attachments allow you to keep your team members posted and guarantee communication transparency from sales to job delivery.
Track payments
Send invoices via email and know when a customer has opened the email.
Know your customers
Contact records provide quick lookups to find related contacts and service locations, set reminders and work follow-ups and attach notes for additional customer information.
Give dynamic estimates
Use the built-in approval and modification features and automated status updates to deliver accurate estimates; close deals with customer approvals and track project progress.
Get dynamic reporting
Enjoy Kickserv’s built-in reports for sales, work and invoicing, while having the option to customize them.
Get mobile
Manage your CRM on the go with Kickserv mobile platform. Automate team status updates, enter schedules, events and charges, attach notes and even check team’s location with GPS tracker.
Sync with QuickBooks
Keep your accountant updated with QuickBooks Online or QuickBooks Desktop sync. Your data is secure and always updated with items, contacts, and notes in real time.
Show MoreBecause companies have distinct business demands, it is practical that they steer clear of going for a one-size-fits-all, ideal software product. Regardless, it would be futile to pinpoint such application even among widely used software products. The best thing to do is to shortlist the several essential aspects that entail consideration including critical features, budget, skill levels of the users, company size, etc. The second step is, you should conduct the product research exhaustively. Browse over some Kickserv analyses and explore the other applications in your shortlist in detail. Such all-encompassing research ascertain you stay away from ill-fitting applications and choose the one that includes all the function your company requires.
Position of Kickserv in our main categories:
Kickserv is one of the top 200 CRM Software products
Kickserv is one of the 50 Employee Scheduling Software products
If you are considering Kickserv it might also be sensible to check out other subcategories of CRM Software gathered in our base of SaaS software reviews.
Since each company has particular business needs, it is advisable for them to refrain from searching for a one-size-fits-all perfect software application. Needless to say, it would be futile to try to find such a platform even among popular software applications. The intelligent thing to do would be to catalog the various vital factors that require consideration such as key features, budget, skill levels of employees, company size etc. Then, you should do your research thoroughly. Read some Kickserv CRM Software reviews and check out each of the other apps in your shortlist in detail. Such in-depth groundwork can make sure you discard ill-fitting platforms and zero in on the system that presents all the features you need for business success.
Kickserv Pricing Plans:
$47 per month
$119 per month
$199 per month
$299 per month
Kickserv Pricing Plans:
Free Trial
Lite
$47 per month
Standard
$119 per month
Business
$199 per month
Premium
$299 per month
Kickserv offers five packages to match staff size from proprietorship to enterprise level. Terms are on a month-to-month setup that you can cancel anytime with no contract to tie you up. All plans include standard features, including: business and time tracking; job management; advanced scheduling; notes attachments; and job charges.
We are aware that when you make a decision to buy a CRM Software it’s vital not only to see how experts rank it in their reviews, but also to discover if the actual people and businesses that purchased it are genuinely happy with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Kickserv reviews across a wide range of social media sites. The data is then featured in a simple to understand format revealing how many customers had positive and negative experience with Kickserv. With that information at hand you should be ready to make an informed business choice that you won’t regret.
Devices Supported
Deployment
Language Support
Pricing Model
Customer Types
API in REST style to integrate your own apps
QuickBooks® Online & Desktop
Stripe
Mailchimp
Podium
Kickserv average rating:
Overall impression
Customer Support
Value for Money
Ease of Use
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ADD A REVIEWThe most favorable review
PROS: This application is very easy to use that our company didn't have any trouble quickly adapting to it. Since we started using Kickserv, we were able to carry out every registration within the company which provides us with a lot of control over the information regarding our business and our clients. And with the various billing options it offers, our company can serve our customers better.
CONS: Perhaps the only criticism we can point out for this product is that when we tried its mobile version, it's not as capable and efficient compared to when using it on desktop. It would be truly amazing if we can use an optimized mobile app since it would allow both our clients and our staff to save a lot of time.
The least favorable review
PROS: I love the easy to use interface. All the CRM features and options are placed in a sensible manner. Everything is organized nicely which makes the software easy to navigate. On mobile devices, the icons are on the side which makes them easily accessible on the small screen.
CONS: The vendor should develop the app for use on mobile devices. The mobile site is not easily navigable when you access it on your mobile phone. The website also has issues now and then and these are especially annoying when they happen during business hours.
More reviews from 14 actual users:
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Ideal application for service businesses
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PROS: I love that Kickserv is so easy to use. It is simple to create invoices, estimates, and customers. I can schedule jobs, employee time off and other calendar events easily. The estimate approval process is a big benefit as is the QuickBooks integration. Kickserv has become an indispensable tool for us.
CONS: A major drawback is there is no iOS app and the mobile site is more complex to navigate compared to the desktop version. Another glitch is the charge type is not displayed on invoices and estimates. It would be great to show whether the charge is per pound or each.
A really great tool that deserves 5 stars!
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PROS: I was able to take this tool on a test-drive for as long as 15 days. We decided to subscribe to it because it offers a reliable platform to which we can manage our business (especially when it comes to sending out invoices) as well as our customers.
CONS: Their customer service reps are quite slow to respond whenever we file for bugs and issues. Also, this tool works best on a PC. I would not recommend you to use this on your mobile as it can be quite slow.
Best field service management app in the market
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PROS: I appreciate the excellent customer support they provide. The vendor listens keenly to customer feedback and constantly adds new features to improve the system. The app is very reliable as there is negligible downtime. We use Kickserv to run our plumbing business smoothly.
CONS: There is a minor issue with Quickbooks Online sync where contact names are repeated on the invoices. I wish the app offered real time GPS for technicians. I understand the vendor is working on these issues and will rectify them shortly.
Kickserv helps me streamline my processes.
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PROS: This tool is every manager’s dream. Not only does it help you stay on top of your work processes, but it also helps you establish a bond with your customers too. The interface is very easy to understand, and it integrates smoothly with all the other platforms that I manage. Now with all of my data synced smoothly across all platforms, I can confidently manage my business online. To top this all off, my workers on the field can communicate better with my staff here at the office.
CONS: I have nothing but positive feedback for this tool. All of its features are well utilized in my company.
A CRM that covers all my needs
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PROS: Out of all the CRMs I've encountered, Kickserv might be the most efficient. It's very user-friendly, helpful in attracting as well as keeping clients, and handy for doing regular follow-up activities. Also, the product's 14-day free trial aids us to develop better. One function that I find really useful is the calendar option because it enables me to always be on top of everything with only a single glance.
CONS: We find that the product's mobile version is quite slow. The support seems tedious and highly irregular as well. There are also very limited options for customizing reports and there are various instances when the given updates seem inefficient.
The platform keeps improving
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PROS: The software seems difficult initially, but as you use it for a sales cycle you understand that the vendor has done a good job. We are a service business and I love the user-friendly interface as well as easy scheduling and dispatching. The best part of the software is it is easy to follow the information flow from the beginning to the end of a sales cycle.
CONS: The major drawback is the software lacks search fields and reports. I wish I had the ability to search more fields and generate more reports.
Best management software system
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PROS: I like that our customers can communicate with us easily using the app. I own a small company and use Kickserv to store customer info and schedule appointment for service or estimate. Email is an important part of my work. After I schedule an appointment, the system notifies the customer 24 hours before the appointment. It sends me my appointment schedule for the day at 6 am and also sends me an alert an hour before an appointment. The same goes for all employees I add to the program.
CONS: The only drawback is we have to manually input customer info. It’s hard to get a customer’s email as they don’t like to divulge this info. I wish the system sent an email to the customer at the end of the day about a newly scheduled appointment and the appointment time and date. I have to go outside the system to send this email.
Kickserv might be simple but it delivers
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: This application is very easy to use that our company didn't have any trouble quickly adapting to it. Since we started using Kickserv, we were able to carry out every registration within the company which provides us with a lot of control over the information regarding our business and our clients. And with the various billing options it offers, our company can serve our customers better.
CONS: Perhaps the only criticism we can point out for this product is that when we tried its mobile version, it's not as capable and efficient compared to when using it on desktop. It would be truly amazing if we can use an optimized mobile app since it would allow both our clients and our staff to save a lot of time.
Kickserv is a very impressive tool that has been of great use to our business
Read full review >Overall impression
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Value for Money
Ease of Use
PROS: Before, our staff suffers from a lack of organization when carrying out their individual works and it was disastrous. But when we started using Kickserv, many things have changed for the better and we were able to achieve more. The system for online payment, for example, is really excellent. Right now, this product is a must-have tool for us when working on a problem.
CONS: There is nothing about this software that we could complain about because it has done wonders for our company. Thanks to this, we have attracted a lot of good clients and are receiving great feedback from them as well.
Excellent software
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: I love the easy to use interface. All the CRM features and options are placed in a sensible manner. Everything is organized nicely which makes the software easy to navigate. On mobile devices, the icons are on the side which makes them easily accessible on the small screen.
CONS: The vendor should develop the app for use on mobile devices. The mobile site is not easily navigable when you access it on your mobile phone. The website also has issues now and then and these are especially annoying when they happen during business hours.
Kickserv is a great product
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: I like that Kickserv is easy to use and accessible. Our technicians use it in the field to update info using their mobile device. We can see the changes they make instantly in the office. We can update the details of the job and they can see it in the field immediately. The app is great for our business as it helps us to stay updated on all jobs, keeps everyone in the loop, and provides a good overview of our business. It stores all the info we need in a single place and we don’t have to re-enter a part number or contact. All these details are added to the job.
CONS: Sometimes, the website goes down but the customer support agents inform us about the issue and quickly resolve it. I wish we could add our own templates and edit them. Right now, we have to use Kickserv’s templates and they don’t look professional. Finally, technicians find it hard to use the mobile app. They prefer using the website on their mobile devices.
Exceeds our expectations
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PROS: The following are plus points: Open API that allows us to develop our own code to integrate with the cloud-based app, it offers all that we need, consistent development of product, affordable subscription and credit card processing charge through Stripe, Integration with Quickbooks and Google Maps, friendly and helpful support agents, and finally, well-designed cloud-based service management program.
CONS: The following are minus points: Rigid automatic event triggers – you can use the API to add these features, no inventory/location management, no offline mode, slow internet connection can affect the cloud-based system. I use VB and MS Access to automate many things. I suffered a major problem when a Quickbooks file got corrupted, so take care to take a backp of your Quickbooks files after each sync. I recommend you to use Quickbooks Online.
Top class customer support enhances the product
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PROS: I love that Kickserv is easy to use and adapt for our business. There are multiple customization options. We invested in this system to keep estimates away from the books. The solution integrates easily with Quickbooks Online Plus which saves me the time I was spending on double entry.
CONS: My big grouse is Kickserv is not offered for truck fleet management. It’d be wonderful if we could integrate the solution with Mitchell fleet maintenance concepts. Another drawback is you have to use the mouse a lot to work on the forms. This is an issue mainly on desktops and it doesn’t matter a lot if you use a mobile device.
Awesome software
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Ease of Use
PROS: We are an expanding small business and we were using multiple processes and software for our work. We found Kickserv on the net and haven’t looked back. The system delivers what we need and is very user friendly. Our employees have easily adapted to the software. We are based in the UK and we find Kickserv an apt choice for our work. The platform is easy to use and yet robust. The customer support is great and the solution saves us plenty of time that we now spend on more important tasks. I could keep singing the praises but have run out of space here.
CONS: We have just started using the software so I don’t have any major complaints.
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Ideal application for service businesses
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
A really great tool that deserves 5 stars!
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Best field service management app in the market
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Kickserv helps me streamline my processes.
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
A CRM that covers all my needs
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
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