Opiniones de Kickserv

Excellent functionality and ease of use

Comentarios: Kickserv offers us the opportunity to quickly reschedule and update work orders in real time. The Quikbooks integration saves us time and money because we only enter customer info once.

Puntos a favor:

Kickserv enabled us to scale up the business and offers us excellent tracking for billing, communication, and customer service.

Puntos en contra:

There are no issues or downside for my company.

Servicing Company - Long-time User

Comentarios: Generally very good.

Puntos a favor:

- 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.

Puntos en contra:

- 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.

Kickserv is a great app that I have used for my Piano Service Company.

Puntos a favor:

All inclusive connectivity of all the data needed to run my (Piano Service) business. I consider myself a fairly expert user of kickserv, using it from its early inception, then called ' Service Sidekick'. I am totally on board to help bring it to its fullest potential, so dont take the cons section too hard...I use the system every day, all through the day, and my entire operation depends on this most awesome application.

Puntos en contra:

Software is gradually degrading. Latest update published makes KS sluggish, screen freezes constantly during scrolling. Reports have been altered to the point of useless. Quadruple redundant data entry, creating and closing an event, then a job. No auto fill on repeated fields. Phone numbers require dashes be entered. Format the field for straight 10 digit entry. Area code, city, and state are almost always the same in my service area. Why dont these fields hold and auto fill the last data entered? Internet standard these days is that the state is a 'state' field, only accepting 2 CAP characters in verified state identifiers. No notification if email is successful, and no notice when messages fail. This has caught me with my pants down with customers...( yes customers, not contacts) emailing time sensitive invoices and opportunitys.... guys, they are ESTIMATES, Not opportunitys!! Stripe send a payment received email notification...Awesome. The text is the problem. First words of auto generated notification says Congratulations!. Congratulations? We are small businesses....we take money, every day, all day. It is inapropriate, and smacks of a Condesending viewpoint. Miss labled fields: My customers are my 'customers' , not my 'contacts'. New address verify is great on service address, Why does it not verify billing address? Getting paid is a very important aspect of small business. Makes no sense.

Outstanding Experience with Kickserv - A Must-Have Tool for Businesses!

Comentarios: Overall, I'm very pleased with Kickserv. It's made managing my business a lot easier and I would definitely recommend it to other business owners.

Puntos a favor:

I've been using Kickserv for a few months now and I'm very impressed with how easy it is to use. The user interface is very intuitive and all the features are well laid out, making it simple to use. I especially appreciate how quickly I can create job estimates and invoices, and how quickly I can setup and manage payments. Kickserv really makes my life easier when it comes to managing my business.

Puntos en contra:

While Kickserv does offer a lot of features, I would like it if they had more customization options so I could tailor the system more to my needs. Additionally, the customer support could use some improvement as I've had a few issues that I wasn't able to get an answer to.

Best Value for Scheduling/invoicing software

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

#1 in Customer Relationship Management & Dispatching software

Comentarios: Kickserv has streamlined my service-based business. It's easy to use for dispatching and task reminders. It also syncs with my bookkeeping software, google calendar, reputation management software and Stripe.

Puntos a favor:

It is easy to start using the kickserv system, especially since they have such a phenomenal support staff

Puntos en contra:

I have used this software for over 8 years and the ONLY thing I still would like to see is a more robust search ability. For example, if I were to look for every job that I did "carpet cleaning," I would get a list (instead of having to pull a report).

Best CRM Platform!!

Comentarios: -Easy way to download and calculate jobs for accounting.
-Great way to have clear access for everyone in the company to the CRM via the app. The detailed and yet simple organizational process with Kickserv has added tremendous value to us.

Puntos a favor:

-Organization of data and customer list -Convenient way to calculate weekly, monthly jobs sold. -

Puntos en contra:

-Sometimes it does not load properly -Would be great what time notes are added to NOTES section for each tab

Very easy to use and many functions

Puntos a favor:

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.

Puntos en contra:

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

Quick to learn, Easy to use, Adapt to your needs

Comentarios: We are able to create estimates and work through an ongoing job without it effecting our bookkeeping within Quickbooks Online. Kickserv has allowed us to track our time records in records within the job record, but then only enter one final labor charge within the invoice itself. We are able to keep greater detailed notes about the piece of equipment without them being accessible to the customer.

Puntos a favor:

Synchronization with Quickbooks Online. Basic functions are easy to use. Adaptable to your companies needs with custom fields and reports. Directions/maps are integrated into each customer location for quickly planning your days journey.

Puntos en contra:

You are unable to print report/search results from Kickserv, you are required to export to CSV format. It does not contain an inventory feature within the software.

Kickserv Pros and Cons

Puntos a favor:

I liked how simple Kickserv was to use and understand. The interface was simple to use, and the navigation was simple. The reporting and analytics tools were also extremely beneficial in understanding how my company was performing.

Puntos en contra:

The lack of customization options for reports and the limited invoicing features.

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

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

Puntos a favor:

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.

Puntos en contra:

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.

Regret Paying for the Full Year

Comentarios: We hoped this software would be relieve the stress of scheduling for our business. However, it has been the exact opposite. Initially when trying to sell us the product, we were told the features that we needed were already functioning or in the pipeline. We were told that there would be a follow up with that timeline. After I PAID $1,*** , that never happened. In fact, I was later told that a timeline was hard to provide as software development of certain things take time beacause of bugs. Which makes sense, however why not be HONEST when you were selling me on the program? Secondly, support sucks. We have tried to talk to someone. None of the people we have talked to seem happy to help and act as if we are burdening them. In the last two days, we have left two messages and have not received a call back. When I messaged Josh Anderson asking him when we should expect a call. His reply was: "I am sorry, I don't see a voicemail or message in the queue.
Did you log in to Kickserv and click the bottom right icon and send support a chat?" If I wanted to chat, I already would have. Some other cons: Even in expanded view, when you click on an event on the calendar, it sometimes will move your appointment time for no reason. The calendars don't line up (e.g. if you have given one tech 3 jobs), you have to search through the calendar to find out whos assigned to what. When you click on a job to start time or stop time, it doesnt show the "PLAY" or "JOB COMPLETE" sign until like 15 mins later. Totally throws us off as we have to call clients to let them know team is on the way. This is unacceptable. Biggest regret is paying for the whole year. Now I am stuck with a program that half works and have to deal with people that dont really seem to enjoy their job. BUMMER, however lesson learned. I would highly recommend trying this program first when before committing to any period of time longer than a month.

Plagued with technical issues

Comentarios: I've been using Kickserv for my business for the last month and a half and it has been a nightmare. I was told directly by one of the founders that the programming is old. The customer service is AWFUL. It takes days to get answers back from support. The time on our jobs keeps changing depending on what brower we are using. Information doesn't save when you update. The way that information and control panels are set up are very confusing and obviously outdated. When two days worth of jobs come through to my employees by email, the date is SO TINY compared to the job title that you can barely tell that it's two different days of scheduling AND the times are moved around back or forward by 3 hours!! It took fumbling around with several settings before I could hide pricing from my employees after I had clearly turned off pricing for each employee. That took several days to get a solution from customer support. Now, I'm trying to fix an issue with my quickbooks and sync the old invoices with a new quickbooks account and OMG we can't do that and we have to hand recreate EVERYTHING. What a waste of time and money.

Puntos a favor:

I like that on the app you can see the entire schedule easily as an administrator

Puntos en contra:

All the technical issues and awful customer support who not only take 2-4 days to get back to you but provide not helpful responses and then wait two more days to respond back to you.

Asked for help, via the chat bubble, tech Tina responded within a few hours!

Puntos a favor:

The software is very organized, easy to navigate through, I like that there's more than one way to search for something. I think the Dispatch View is an amazing concept! I am in the service industry and have technicians that I send all over S. OC, having a map right there and not having to switch back and forth with google maps would be wonderful! I really hope they will be able to fully incorporate it into the software. The texting concept is another wonderful idea I recently saw added. A lot of my customers ask for texts because their at work and in meetings etc, so to have this feature fully functional would be another efficient bonus!

Puntos en contra:

There really isn't anything I dislike about this software. Recently, the Kickserv Team had to do a massive switch over, customers from their old software switched over to the new one and it caused problems across the board. However, our business didn't suffer too much and Kickserv's tech team was on a solution right away! I also really appreciated their update blog while they were fixing everything. We also had a problem with syncing to Quickbooks and Quickbooks locking our ability to change contact info from Kickserv. But that's been fixed as well!

All Fixed Appliance Repair review

Comentarios: Overall, the experience has been very positive. We're happy that we decided on this one.

Puntos a favor:

Real time scheduling, mobile use, files attachments, work order creation

Puntos en contra:

Customer portal to request service is cumbersome, bug reporting has become more difficult with the new chat robot. I usually video the issues to better explain the bug. I can't do that any more.

Good experience overall, customer support time is frustrating tho...

Comentarios: We boost productivity big time with this software!

Puntos a favor:

This software offers great functionality and customization, so far has been the one that adapted the most to our requirements. New functionalities are added on weekly basis which is really nice. Price is very accessible for small business. Is easy to use once that you get the grip on it which takes time because some stuff is somehow counter intuitive, I seriously recommend getting the paid support/training sessions otherwise you will get very frustrated. integration with QB and use of credit card payment is solid.

Puntos en contra:

Customer support time is frustrating, they take at least several hours to get back to you then sometimes they will reply and stop answering for another several hours, this made us almost regret our decision when setting up our account. They offer documentation for the software but a lot of topics are mere drafts and do not contain a lot of information. Despite the fact that they answer really slow they are very helpful with the answers provided and you can be sure your problem will get solve 90% of the time or a feature request will be placed. Sometimes the system gets really slow , specially on Monday mornings and end of the month, contacting support and letting them know seems to fix the issue most of the time... The Android app could use some improvement although it has improve a lot in the last 6 months.

Satisfied Customer

Comentarios: I have already shared my positive feeling regarding Service Sidekick with several fellow electricians. All of us have the common need to be able to access our schedule while out working or estimating projects. I feel like i have a much better grasp on my schedule than ever before. I can access the calender in the morning at my desk. Then on my Android or ipad while I'm in my truck or elsewhere.

Puntos a favor:

The ability to view my schedule on my Android phone was the primary reason that I chose Service Sidekick almost two years ago. I'm so glad that I did! Our previous scheduling information could only be accessed while out in the field if the secretary was still at the office or by remote log-in once I got to a computer. With Service Sidekick I am able to pull up my schedule while eating lunch, enter a new job that might have just been called in, then hit the notify tech option. This will send either an email or text to my electrician who can then punch it into his GPS and head that way with a descriptive read out of what he has been tasked to do and all of the customer's pertinent information. The integration with Quickbooks Online works quite well with transferring customer info through a simple sync button. This saves a ton of time when entering a service call.

Puntos en contra:

The only real negative that i have to offer is that when scheduling work for a contractor that will be at an address that is not their home office. Their office address always appears on the printed work order and it can and has caused confusion. Meaning that my guys have shown up at the contractors personal home, embarrassing. There might be a way to simplify it for recurring business partners that work in other places like a remodeling General contractor. Also, with so many features, i feel like i am only skimming the surface of what Service Sidekick is capable of. My New Years resolution is to learn to use it even more effectively.

Not the worst Ive used

Comentarios: It has helped me keep track of customers but painfully so. The only reason I have not switched is because I do not have the time to learn a new program. If all of my complaints are resolved before I have the time to implement a new program I will stay; however, service has yet to make me someone who will recommend people or be loyal to this program.

Puntos a favor:

I like the price point, I like that there is relatively little down time. And I like some of the features the software has

Puntos en contra:

There are several complaints that I have had from day one. First the reporting is terrible, building a report is often a trial and error endeavor. Even after successfully building a report there are time that it just breaks. Seeing the "Ah, Nuts we'll ninja the heck out of that error" leaves me with nightmares. There are simple reports that should come standard that every business should use. Other than the reports, I find that the software was built to fit many businesses which make sense; however, it makes it harder for my specific business to work with a higher functionality. I cant attach cars to work orders instead I have to print it out and highlight it for my guys. There are other issues like this.

Field Service & Installs - Locksmithing & Security

Comentarios: We can easily see all jobs scheduled for a given day, search open and historic work orders, track the progress on longer jobs and ensure all invoices are created and sent timely. This has cut down on lost paperwork, increased communication, and minimizes the number of support staff needed in the office to keep operations running smoothly.

Puntos a favor:

Kickserv has a fairly intuitive layout and search function. Once the customer list is loaded you can view all jobs relating to individual customers, upload photos, set up future service and easily move calls between technicians. This is a great program to start with when moving away from an antiquated platform (paper, Excel, etc).

Puntos en contra:

The downside of Kickserv is the lack of customization. I believe it was originally developed to suit a different industry and while we've found work-arounds for our needs they are still work-arounds and rely on humans remembering the unique procedure .

This software is powerful and keeps me organized.

Comentarios: This software helps my business stay very well organized. My last business I used just an accounting program and had to hire 2 office personnel to run the back end of my business. With this program, I can do my back end with the help of my bookkeeper. I authorized my bookkeeper as admin personnel and from his office he keeps me organized with my quarterly's and end year.

Puntos a favor:

I love that you can do many things with this software, but my favorite is that it keeps in contact with my customer sending out emails the day before I arrive and again on the day of my appointment. Amazing, it has cut down the to almost 0 of customers missing our appointment.

Puntos en contra:

The thing that I do not like is when using from a smart phone in the field, you open the program and a number tasks close down the program and restarts. It never lets you use these tasks. Wish they would fix it so the phone can access the program. Love it if I could email their invoice from smart phone.

Pros & Cons of using Kickserv

Comentarios: It keeps our customer history in tact, and that has truly come in handy multiple times.

Puntos a favor:

I like the fact that we can track the history of our customer's and review previous work performed. also, like the fact that we can have a daily view of everything scheduled within that day. The calendar is also helpful in scheduling future jobs, and time management.

Puntos en contra:

There isn't an easy uncomplicated way to delete services that are not needed once they are signed on for. I understand the reasoning to keep just anyone from changing services, but it really doesn't have to be where one has to call and sit on phone for a while to get something not needed.

So easy to go paperless

Comentarios: Before Kickserv, we were still using paper invoices. We really wanted to go paperless and this really helped! We also didn't have to tell customers that they needed to call the office to pay with a card. Sometimes they were stuck waiting until I was available to process it for them since it is a small family company

Puntos a favor:

It was great that our HVAC techs plumbers were able to fill out an invoice right at the job and the customer could immediately pay it! The GPS Feature is also great. It helped us to know where our techs were and if they were still running on schedule so we could call customers if we needed to.

Puntos en contra:

I found it very easy to use, but some of our less tech savvy techs struggled. The biggest issue we had was when an invoice was done incorrectly and the customer already paid it. Most of the time the customers were pretty understanding, though.

Our experience with the software is good overall.

Comentarios: We can keep track of all the customers/estimates/invoices.

Puntos a favor:

The software is easy to use. It tells you whether a customer saw or not the invoice/estimate. It allows you to see unpaid invoices.

Puntos en contra:

-quick book sync doesn't work right, it makes duplicates of all the customers. -you can not enter different job locations for the same customer, a new customer needs to be created every time there is a new job location

Sandbox with Support

Comentarios: I have enjoyed working with the support team, they have been knowledgeable and engaged. I'm currently using about 40% of the features that I would like to work because I'm still learning and want to ensure quality implementation.

Puntos a favor:

The Kickserv system is very flexible and tailors well with my business. the more I use the Kickserv the more I like it and develop our techniques. Customer support has been attentive and engaged. The responses are quick and helpful, typically getting me back on track or teaching me how to use a feature I have yet to discover.

Puntos en contra:

Because Kickserv is so large and sandbox, it was difficult to learn all the options and tailor them to my unique business. That resulted in a number of personal & classification errors that have muddled my reports and results

Good product

Comentarios: Experience has been good, it has really improved our flow of information in the office.

Puntos a favor:

I like th efunctunality with QB The lead tracking is excellent Technician tracking is great

Puntos en contra:

Custom reports are difficut The app needs better functionality Needs to have abolity to have multiple estimates for same opportunity