Kickserv product overview
Designed with the service industry in mind, Kickserv’s Service Management Software has numerous features to simplify business operations. The basic version allows owners to track staff and schedule appointments, invoice, view data on customers, sales, leads and estimates, and accept credit card payments. Also, thanks to Kickserv’s mobile app, all of these functions are accessible from anywhere and on any device.
Pros of Kickserv
Kickserv is designed to sync with QuickBooks Online and QuickBooks Desktop, making all data accessed through Kickserv as complete as possible. QuickBooks integration eliminates the need for entering data twice and allows business owners to purchase fewer QuickBooks licenses.
Cons of Kickserv
Kickserv is not an accounting platform, so they don’t have functions you could do in Quickbooks such as job costing, which is why they offer Quickbooks sync. There are also no marketing features.
Breakdown of core features
Manage jobs from leads through payment without paper, and ensure your tech, dispatcher, and customer has everything they need instantly. See where each job is as it moves from unscheduled to scheduled, in progress to complete.
Create simple or complex schedules, add multiple team members to one event, or add multiple events to any job. Once the schedules are sorted and your team members are in the field, they’ll be able to communicate with you by creating notes, jotting down reminders, or adding attachments directly to the interface. You can even make notes public for your customers to see. Track activities and communications between you and your customer throughout the job, keeping everyone in the know.
Estimates & Invoices
Send invoices to clients and collect online payments with Kickserv’s suite of software solutions. Kickserv can help collect signatures on estimates and invoices and deliver them right to your computer, tablet, laptop, or mobile device. All signature data on the estimate or invoice page will be stored for historical use, creating a paper trail that keeps everyone in the loop. Send invoices directly to clients via email and track when they are received and viewed. You can collect online payments with the help of credit card payment integration.
Kickserv is equipped to handle complete and detailed contact records, which offer at-a-glance summaries of each customer. Quickly find notes on their reason for calling, tips and notes from their last visit, or any special requests they have made. The messaging tools allow you and your team to centrally manage all external communications. Messages can be viewed by customers via email or through their customer portal, where they can quickly and easily respond. Predefined reports give you access to the data that most businesses rely on, such as profit margins, historical invoices, and job history.
(Last updated on 02/02/2022 by Marshall Bright)