When it comes to managing and growing your service-oriented business, there just aren’t enough hours in the day. If you add in a family and/or any sort of personal life, it can seem virtually impossible to do it all. However, you’re not alone. In fact, there are over 28.8 million small businesses —and business owners — spread across the U.S. struggling to find time just like you.
And it’s this monumental struggle that drove the smart folks over at Kickserv to offer a viable solution. Kickserv is a powerfully robust Relationship Management (CRM) and field service platform designed to help you work smarter — not harder. This way, you can grow your business like a pro while still finding time to enjoy the fruits of your labor.
Below is our review. We tested this software taking full advantage of a free trial and testing out many of the features.
Table of Contents
- What Is Kickserv?
- Which Industries Is Kickserv Most Suitable For?
- Getting Started with Kickserv
- Kickserv Offers Accessibility Across Devices
- Making Business Management Easier with Automation
- Grow Like a Pro with Kickserv Marketing
- Key Kickserv Features
- Accounting QuickBooks and Xero Integrations
- Kickserv Pros & Cons
- Customer Support
- Overall Rating
What Is Kickserv?
KickServ is an innovative field service CRM platform designed to help you grow and manage your business. This intuitive and relatively easy-to-use platform places various tools at your fingertips. As a cloud-based, mobile solution, KickServ lets you and your team to do business from wherever you are — as long as you have access to the internet and a compatible connected device. What can Kickserv do? In a nutshell, you can:
- Grow your business with powerful marketing tools,
- Manage and deepen client relationships,
- Create employee schedules
- Create appointment schedules
- Use GPS to keep tabs on employees
- Quickly create work proposals
- Send invoices and collect payments
- And much more
If you have field technicians or employees, they can log in to use Kickserv as well. Kickserv is a comprehensive platform built by service businesses for service businesses.
Which Industries Is Kickserv Most Suitable For?
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Kickserv is designed for anyone from freelancers to contractors to service organization owners. Some of the most common businesses who use Kickserv include:
- Moving companies
- Pet service providers
- Property management companies
- Plumbing companies
- Spa, pool, and hot tub repair companies
- Locksmith and safe companies
- Handyman and maintenance companies
- Limo and shuttle service providers
- Real estate and mortgage companies
- Landscaping, tree, and irrigation
- HVAC and duct cleaning
- Home security companies
- Financial services companies
- Accounting and CPAs
- IT and computer services
- Janitorial and cleaning
- Masonry and chimney
- Boat service providers
- Appliance and repair
Getting Started with Kickserv
Getting started with Kickserv is easy — thanks mounds of support and assistance. The Welcome to Kickserv video offers a comprehensive overview of the key features of the platform. And for a more detailed explanation of each section, the Getting Started Guide offers several helpful articles that walk you through every step. If you need more support, you can opt for an actual Expert Training Bootcamp and Tota Live Chat.
Kickserv Offers Accessibility Across Devices
Whether you’re working on your laptop, Mac, Amazon Fire tablet, Android smartphone, or virtually any other device, Kickserv lets you manage your business like a pro. You can use the Kickserv URL and web app for a fast and robust experience while on your laptop, desktop, or Mac.
You can also take Kickserv with you on the road by using the app. Available on Google Play for Android and the Apple Store for iOS devices, the mobile app offers a trimmed down version, but includes the essentials. Unfortunately, there currently isn’t an app available for Amazon devices, but you can still access the web app through your browser.
Making Business Management Easier with Automation
Kickserv is loaded with multiple automation features designed to help you work smarter. For example, when you win a bid and change the status in the system, it will automatically convert the lead to a job without you having to take any additional steps. This is a proven way to save time and reduce the number of errors.
One really powerful automation tool designed to save you significant time is the ability to create email templates for Estimates, Invoices, and even Customer Reminders. You specify the message and Kickserv will automatically deliver it to your customer’s email address.
Grow Like a Pro with Kickserv Marketing
As a business owner, you have a lot of stuff vying for your attention, but never enough time in the day. And even though you know marketing your business is critical, finding the time and understanding to do it right is often easier said than done.
Because of this, Kickserv has several integrated marketing features designed to help you grow. For starters, you can build your local page with your business logo, address, background images, service radius, company hours, and other information in a matter of minutes.
Adding new services to your page is easy and only takes a minute or two. This way, you can effortlessly broaden your reach as you add or remove services to your offering. And with the simple click of a radio button, you can allow your clients to schedule online appointments.
The Customer Center
As an added bonus, Kickserv creates an individualized Customer Center for your clients.
Once they log in, they’ll be able to view their history with your business, including estimates, invoices, previous work, and more.
Improve Your Reach
With Kickserv, you can increase your business presence and visibility in the places that matter the most with Listings and Reputation Management. It allows you to create a robust local marketing plan by listing your business in the most visited directories. Best of all, Kickserve has a team of local experts who consistently review and optimize your listings based on performance.
The majority of businesses have no idea how and even if their marketing efforts work. The Client Center carefully tracks your digital marketing leads, so you can know which sources are delivering ROI.
Key Kickserv Features
Kickserv includes a full suite of features to help you manage and grow your business with ease. Some of the key features are listed below.
When you log into Kickserv, you’ll land on the Dashboard — your central command center. Here you can access a 30-day snapshot of your business with one-click access to Events, Opportunities, Jobs, Invoices, and more. From the Dashboard, you can also watch videos as well as select your Kickserv plan.
Kickserv makes managing your jobs easy from the proposal process through completion. Best of all, you can do it without harming a single tree — paperless. Because of the automation capabilities of Kickserv, you can rest easier knowing customers, employees, and technicians will have access to everything they need. Kickserv is engineered to help you bolster every aspect of your business from estimations to invoicing.
Kickserv simplifies the management of teams of all sizes! It offers a range of employee management features that can help ensure employees have a balanced schedule to reduce costly employee downtime. For example, you can use the integrated GPS feature to schedule home appointments in the closest proximity to make sure you’re setting your team up for success and keeping costs low. And when it comes to making changes, the drag-and-drop functionality is nothing short of golden! In a matter of moments, you can complex schedules, simple schedules, add more than one team member to a particular event, or add several events to a single job.
Communicating with Your Team
Regardless of how you run your business, Kickserv can help you coordinate your team members. And they can communicate with you by adding attachments directly to the platform and creating notes. You can even use the system to improve communication between you and your customers.
Converting Leads to Customers
Kickserv makes it easy for you to grow and acquire new customers with an improved quote process. Every estimate allows your customers to approve or modify the proposal. By opening an impersonalized, two-way line of communication, Kickserv will help you close more leads. And when the prospect is ready, they can quickly say “Yes” with nothing more than a touch of a button.
After you and your client have agreed on a price, Kickserv makes scheduling and on-site surveillance easy. It offers a GPS check-in feature that allows you to know which job your technician is working on. Anytime your employees use the mobile app to begin a job, their location is automatically transmitted. This means you’ll be able to pinpoint their location on a map and know when a job is completed at a moment’s notice.
Your Color-Coded, Dynamic Calendar
Kickserv simplifies complex scheduling by offering you access to tags, filters, colors, drag-and-drop functionality as well as custom icons to make the most difficult tasks easy. With the platform’s dynamic calendar capabilities, you an easily oversee an entire field team’s schedule. For instance, you can manage your employees’ month, week, or day as well as color-code certain types of appointments to allow quick and intuitive viewing.
With Kickserv, you’ll have the power to create invoices from the field, collect live signatures, and collect payments in the palm of your hand. For example, after you or a technician has completed work on a project, you will be able to send invoices directly to your clients’ email and know when they are viewed. Through Kickserv, you’ll have the ability to accept credit card payments, so you can say goodbye to handling cash or checks. This way you can collect invoices quicker and stay on the right side of cash flow issues.
Managing Your Customers
When you visit a customer’s home, it’s impossible for you to remember everything, which means you’re probably forgetting key details that can help you deepen the relationship. However, Kickserv is first a CRM that’s designed to help you to learn your customers on a deeper level to gain powerful insight.
You can easily create detailed and complete customer profiles, so you will have a quick, at-a-glance summaries of every customer. You and/or your employees can even take pictures and upload to the customer file. Need to leave notes for a technician or set reminders? No problem! Kickserv allows you to do this and much more!
The Customer Center
Everyone wants a place they can call home. And Kickserv empowers you to give your customers exactly what they want — a personalized and centralized home where they can access account information. While it offers inherent benefits for the customer, this means fewer phone calls regarding billing, administrative, or even scheduling matters for you. Instead, customers can log in and self-serve their way to a solution. The Customer Center allows them to perform a vast range of tasks including:
- Schedule new appointments,
- View job history,
- Send you direct messages,
- Modify, view, and approve estimates;
- And manage payments
Using Insights to Make Better Decisions
Any business owner will agree that better insights lead to better decisions. However, accessing the data to create these insights is often easier said than done. And many small business owners do not have the time or knowledge to create reports from insights — until now. Kickserv offers business owners access to a range of powerful, predefined reports.
These reports will present the data most businesses systematically rely on, such as job history, invoice history, and profit margins. And if you have a specific report you’re looking to create, you can develop a custom report to meet your needs.
Kickserv offers powerful integration solutions for Online Payments, QuickBooks, Xero, ReachEdge Sync, and Listings & Reputation Management. In addition, you can integrate with:
- Microsoft Outlook
- Google Calendar
- Microsoft Excel
- Google Contacts
Accounting QuickBooks and Xero Integrations
You can keep your accounts seamlessly up to date with two-way Xero and QuickBooks (Online and Desktop) integrations. These accounting integrations will help you with invoicing, collecting payments, and pinpointing sales trends.
At the same time, Xero and QuickBooks integrations can help ensure your workers are paid on time while ensuring prompt and accurate delivery of invoices and estimates. Most importantly, Kickserv’s two-way sync integration means you can spend less time managing the books and more time focusing on growth.
Kickserv Pros & Cons
Kickserv is a powerful, robust, and dynamic platform designed to help small business owners grow more efficiently. You’ll have access to the type of CRMs and insights used by large multi-billion dollar corporations. The upside to this platform is virtually limitless because it offers small to medium-sized business owners a formidable way to manage virtually every aspect of their business. A few key pros include:
- Easy to use
- Real time data
- Real time reporting
- Customizable reporting
- Custom Fields
- Activity Tracking
- Activity Dashboard
Cons to Using Kickserv
When it comes to finding the potential cons for Kickserv, the speed and capability of the mobile app need some work. Specifically, uploading files, images and attachments from the field can be very slow. Another downside to the platform is the lack of an inventory management system. If your business involves inventory, Kickserv may leave you looking for an additional solution.
While the platform is excellent for sending invoices and accepting payment, it currently doesn’t support the tracking of your purchases. It would be nice if the program evolved to include purchases, so you could truly have a more holistic picture of your business financials.
Another major detractor is creating your own invoice and estimate templates. Simply put, you’ll need to know a bit about HTML to effectively create your own estimates and invoice templates.
If you have a problem, the Kickserv team offers a range of ways for you to find a solution. For starters, they offer a healthy volume of articles and solutions through the help center. You can simply search a keyword and find various articles on the topic. In addition, Kickserve offers:
- Email support
- Live chat
- Phone support
- Living training
- Value for Money
- Customer Support
When it comes to usability and ease of use, Kickserv is simple and relatively streamlined. Most functions are very intuitive and can be completed with a few clicks of a button. However, I noticed two problems with the platform’s ease of use. The first issue is the mobile app functionality. At times it can be slow and not as robust as the laptop or desktop experience.
The second issue — and probably most important — is the process of creating estimate templates and invoices. Instead of requiring the user to know HTML, Kickserv would be infinitely easier to use if there was a templated builder or guide. Even though business owners can access support for assistance, doing so requires time — a commodity many people are already short on.
Value for Money (5/5)
Because there are no one-size-fits-all solutions, Kickserve offers four different accounts starting at $59.00 for a solo account. Small teams with up to five users can use this powerful platform for as little as $99.00 per month on the Starter Plan, while the Premium account with an unlimited number of users and access to advanced features is $299.00 a month. The Business Plan offers unlimited user accounts and is $199.00 per month. You can save 20% by paying your fees yearly and most plans will require a one-time $49 set up fee.
In addition, you can further customize your account and experience with access to a range of addons.
Customer Support (5/5)
If you have a question, the Kickserv team is quick to provide answers. Undoubtedly, one of the fastest and most comprehensive solutions is the Kickserv Help Center! Here you can access volumes of advice, tips, and best practices directly from the Kickserv team. And if you have a specific question or need help, you can use the online support or phone support for fast answers.
Kickserv is unique in the vast number of features it offers compared to similar platforms. It allows you to seamlessly manage virtually every facet of your business from a single, easy-to-use interface.