Kickserv Erfahrungen

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!

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.

Customer service is the best whenever you need help they are here for you. Easy to manage and very helpful everywhere (office, on a field)

Some features they are on PC but not on mobile.

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.

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.

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.

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

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.

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

Its easy to keep track of all the different jobs.

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

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.

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

I like the calendar, the scheduling and invoicing. I also like the fact that you can recall your customers yearly maintenance appointment by the month. The most important for me is that the technicians when are on call, if the office is closed they have access to Kickserv to check a clients history.

That we had to pay extra for the clients recall. They have since changed that to a lesser monthly fee.

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.

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

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.

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

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

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.

This software is easy to use and some really great features... I like that I can drag appointments from one day to the next if needed. And contact customer service if needed easily.

I wish there were more alerts that would come up - such as an alert that will come up when scheduling someone that has an open balance so that we can let the customer know when scheduling, also what would be really helpful is if there was an alert that pops up stating that there is already a scheduled appointment open for that customer to avoid potentially double booking a customer (sometimes a wife will call to schedule and the husband may have already scheduled and it gets confusing). When scheduling multiple days on jobs I wish it didn't go on top of the calendar but blocked out the time. Also wish that there was an alert that would come up if a customer address is already in the database to avoid duplicates. Also, wish that email reminders were able to customize so that we could change time frames as we schedule in 2 hour increments - so we are really not able to use the feature which is one of the reasons we picked this scheduling software over others.

The calendar and resource views and functionalities are the best features of Kickserv. We have 7 vehicles on the road and we need to know where they are and how each job went. Kickserv allows us to communicate in a cloud based system that all of our techs can access in real-time. When a change is made to the calendar, all office staff can see it. Technicians can leave job notes before they leave the job site, and customers can pay online after they are invoiced by email.
The newer look of KickServ was a real step up from the original Service Sidekick. It has grown with us and continues to get better everyday. It has really begun to feel like we have a real business and we are happy with the way KickServ has grown into theirs as well.

The technicians cannot see the description of charges in the itemized list of charges while using the mobile app on their phones.
Some issues with recurring jobs - I have found that most of the issues get resolved as soon as we mention them to the KickServ customer service team. If there is an answer, the team is willing to try and find it.
When KickServ lags or goes down it slows our company down to a crawl. It was worse before, and only keeps getting better.

Kickserv is great for customer managment. Easily see past and future work orders for all customers. Love the ability to add attachments to customer profile and work orders. Great database.

I have no dislikes. I would like to have the ability to select which items are shared per work order via the customer portal.

The product is simple to use and meets my customer service and scheduling needs for the price of the cloud software but also allows me to customize things without major programming or fees to get somebody else to do it. I paid for the Boot Camp training and was very worth it just to get things setup and understand the software. It sync's reliably with QuickBooks which has been a problem in the past for our company with other cloud based Customer Service Programs. The vendor has been GREAT! They feel like my team as they always respond within minutes to hours of my questions or problems I do run in to. I just send them a quick email and they help. Also they are always interested in my recommendations and are also getting feed back frequently from me and making improvements to the software. One thing that is great is that they provide a portal to the customer so any changes I make to an estimate or schedule or notes can be seen by the customer (they only see notes you want them to see). They can be abreast with what is going on with their work order. They also can pay for their invoice right online as well which I love so my customers have more control over their payment needs. Also our Kickserv is linked to our website so anytime a customer wants to contact us it creates an OPPORTUNITY in Kickserv for us to follow up on and notifies us via email that we have an interest. I would and have recommended Kickserv to other businesses.

This product does not handle the purchasing side of things which I would love to see. It sounds like they are looking into expanding this software to handle tracking purchases. Right now I just use QuickBooks for this. I also don't like the HTML language which is required for the setup of the invoice, estimates and work orders templates. It is hard to work with being I am not a programmer. I have managed to figure things out on my own with their help site and calling them. Its not a major issue but something I think they can improve on more. Again the Kickserv Team has been very helpful in anything I try to do or questions I have.

Easy to learn at first. Sends reminder emails to clients for jobs...

The calendar is buggy. Will repopulate canceled posts on its own. Has a reoccurring scheduling feature that sometime works sometimes doesn’t. Drop clients for no reason. Been working with kickserve for two years and still no solution to these scheduling errors. They cost me money, frustrate clients, and force me to be ever vigilant so that I have to triple check bugs and scheduling. The only reason I am still with these guys is because it’s too time consuming to switch crms.... this is a horrible Crm for a mid sized or small and growing company... walk away

The customer service is excellent. Whenever I have a question, someone gets ahold of me within in an hour (or usually less), and they'll follow up within a day or two to make sure you're doing well. The software is also constantly improving with new upgrades.

When using the program with QuickBooks, it doesn't always sync the way I'd like it to. Once a contact is in, I can't edit the contact information, which is a pain when we have multiple customers from the same overall client company. There's always a little tweak here or there that I wish would change. However, the support team usually will assist with any problems.

Able to change as needed, and easy to integrate with Quick Books. Easy to contact a real person in tech support.

Don't feel that the phone/tablet app is user friendly

Super easy to understand and get set up. We were up and running in only 1 day. There's very little training that new users need to use SK.
Extremely flexible - I've been able to easily customize the product to show the things we like to see and to run the way we want it.
Reports - the capabilities of the reports are amazing. You can build just about any report you can imagine.
Price - I get excellent value for the price I pay. Other solutions are thousands and thousands of dollars with little to no support. But SK has flexible pricing so you pay for who you're scheduling.
Support - the support is terrific. You almost always get a live person if you have to call. The help database is a good place to look before calling.
Suggestions - Sidekick is way ahead of the curve when it comes to allowing, considering and implementing customer feedback. I've been very impressed with the ability to provide a suggestion and that I've seen many implemented.

Old data - can be hard to get rid of. I'd like to see a feature where if a user inactivates a custom field, all data in that field on job and customer records can be erased.
Text fields - have a limited number of characters so your jobs and client info have to be concise. You can't write a book for a job order.
Some features don't quite work the way you would expect (timecards) - they don't actually integrate to QB, so it's kind of a teaser and we spent a fair amount of time trying to use the time tracker only to have to go to another solution.

I miss using Kickserv for all of our companies. We switched to another customer service software, but we still have Kickserv for one of the companies. For what I do, their customer notifications and ease of use are great. From a financial standpoint, the owner of this company didn't find it robust enough. However, our new software was a NIGHTMARE when it came to tax codes, because in Washington state, each city has a different tax code, rather than one state tax code. More than a year later, our new system is still horrible for integrating taxes. Kickserv has it down to a science.

I don't have any complaints. For what I do, it was perfect.

Ease of use for invoices as a template, all invoices look the same for every client. Easy to adjust line items and pricing as needed. Taking pictures within the app has been a great addition.

App is glitchy and doesn't display charges in correct order. If taking a picture with the app, it doesn't save to the phone. Meaning, if signal is lost and the picture doesn't upload the picture is lost. This has led to us making a trip back to re-take a picture that didn't load or save.

When it works. The app is horrible. But, everyone know that already. You really need to hire outside help to figure out how to permanently fix it once and for all. I have put in numerous requests and have even had Customer support representative
out to my house to discuss the problems. He left with a punch list of about 14 things none of which have been fixed to my knowledge.

Taking payments and history and tech support

Nothing I can think of just highly recommend

It is very easy to use. I love the feature where we can send invoice and payment link through email and text.

No complaints. I have not had problems.

This system has been the fastest and most efficient quote building tool I have ever used. The ease of use has allowed for me to efficiently build quotes while on site with customers, and effectively allowed for me to close more deals on site than with any other platform I have used. The fact that everything is done in-platform, from quote building to delivering to customers, simplifies my internal process. It’s also nice to have the audit trail that lets me know if a customer has received and viewed the quotes I have sent out, leading to more effective follow ups.

Everything about this software has suited my needs well, so I really don’t have any complaints.