Kickserv Erfahrungen

Excellent functionality and ease of use

Kommentare: 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.

Vorteile:

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

Nachteile:

There are no issues or downside for my company.

Great for One Tech

Kommentare: I enjoy using the product from my desk and the tech doesn't have any complaints from the app.

Vorteile:

I like that i can invoice the job with clear notes and history to the clients from my tech. Scheduling is easy.

Nachteile:

Wish there was a way to alert the tech out of the app. I review a work order and see I need more notes or need him to advise on a part # so that I can quote. I have no way to tell him this other than to copy the notes and email him separately.

Lack of response to concerns. Converted us to new platform a day early while open.

Kommentare: Our experience with this software was average until the migration from SSK to Kickserv. 1) Our migration was scheduled for the evening of 2/2/17 but instead was run during the morning.
2) This resulted in us not being able to access our entire database for the entire workday. We lost customers and business as a result.
3) The only response we have gotten from Kickserv is "Sorry about the confusion".
4) Responses to issues about the new platform are not helpful and delayed.
5) Cannot upload certain file-types as attachments (Old SSK allowed anything)
6) Editing estimates does not work correctly
7) There are problems with payment capturing in Kickserv. Kickserv seems to ignore some line items.
8) When asked how to permanently complete tasks for re-occurring jobs, the only response I got was "Let me see if I can explain how to do this one".
9) None of our questions or issues have been resolved.

Vorteile:

drag and drop capabilities

Nachteile:

Since switching over to the new platform, there are issues with billing and attaching. Customer support is not helpful

Kickserv Review

Kommentare: Kickserv allows us to go semi paperless and cuts out time from dispatch to accounting.

Vorteile:

The ability to store everything together.

Nachteile:

It did not integrate with QuickBooks Online as we had hoped. It integrates with it, but not everything transfers.

Very easy to use and many functions

Vorteile:

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.

Nachteile:

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

Get your DISPTACH house in order

Kommentare: We have been with Kick Serv through a lot of growing pains. As a "non techy" person, I was very frustrated in the beginning but now have become a believer that THIS IS a great program for our growing business. I am looking forward to see which upgrades are coming for 2019. (Allow techs to search for specific job numbers in the field, colors change as job phases are uploaded with new people assigned to same job, adding the use of our standard quote forms, time sheet management)

Vorteile:

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!

Nachteile:

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.

So easy to go paperless

Kommentare: 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

Vorteile:

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.

Nachteile:

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.

Love this program!

Kommentare: I absolutely love this program and highly recommend it. The best CRM I have ever used, I have over 20 years plus experience with CRM programs so that says a lot.

Vorteile:

This program talks with Everything! Your QB software, and has an app for out in the field. I can do everything start to finish in this program.

Nachteile:

I would love the ability to color-code technicians out in the field on the calendar.

Kickserv

Vorteile:

I like the ease and convenience of the software. It is very user friendly.

Nachteile:

No complaints. We have used the company now 6 years.

Kickserv has alot of potential that our company was not using, support is amazing, just ask!!!

Vorteile:

Very easy to use, many reports available based on data we enter into system. The custom reports are awesome, you can build any that are needed. For a small company, 3 years old that I just started working for 1 year ago, they needed the push to use it to its capacity and we are now getting information out of it that is very valuable for growth.

5 year user of Service Sidekick now KickServ

Kommentare: Service Sidekick was a great product, they now forced all of their customers to Kickserv. They did the changeover at 10am on a weekday when it was scheduled for 10pm. We were down all day and received no apology. The changeover broke several systems. It no longer syncs to quickbooks correctly. When a task is made for someone it no longer tells people who made it and the Kickserv team is basically AFK.

Vorteile:

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

Nachteile:

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.

Plagued with technical issues

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

Kickserv is a still

Vorteile:

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.

Nachteile:

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.

Small company that rapidly grew!

Vorteile:

We love the simplicity of it, the work flow is really easy with the unschedule, scheduled, in progress, etc tabs. It keeps the jobs organized. We love that it is capable with our QuickBooks keeping our books stright is very important to us.

Nachteile:

The mobile app has had a number of bugs and issues. But we contact customer service and it seems to fix. However we still run into minor issues here and there.

Lots of bugs, calendar feature unusable

Kommentare: Horrible

Vorteile:

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

Nachteile:

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

Most intuitive program I’ve used

Kommentare: Nothing but praise for everything and everyone we ever interacted with. 14 years of happiness!

Vorteile:

We like the Resources Calendar week at a glance the most. Easy to see where every tech is scheduled, how long each job should take, and color coded by type of job, which we set up. This program is very intuitive to use, with large screens and no tiny fields that fill up a screen that you don’t need or care about using. We’ve been forced to use other big name programs by our franchise, which no one we talked to liked at all, but we always kept Kickserv throughout as our main go to. It’s iPhone easy to use! Skip the CRM that advertised during the Super Bowl. We and everyone we know hated it.

Nachteile:

The only thing that was a problem was when it stopped syncing to desktop QuickBooks 2009. We didn’t upgrade QB, and had to manually enter sold jobs. It was worth it to us to not have to buy another QB program

Great but still a few glitches

Kommentare: We have been using the program for about a year, and it is for sure better than other programs that we have used in the past. ANd the ease of talking to a real person in tech support is WONDERFUL!
But there are still a few issues we have come across. One is that it only works properly on FireFox, and is the only program I use that actually works on that browser, so I have to have that on all the time just for Kickserv.
Next is that when there is an error, there is no clear explanation as to what the error is. The program seems to tell me that there is an error, but that's it. I literally worked for about a month with tech support because I could not sync any new customers between Kickserv and Quick Books. This made end of the year very frustrating. When it finally started working, I still don't know what was actually the problem.
The last issue I have, is that I can't make the phone/tablet app user friendly for my techs in the field. I need them to be able to adjust more things, change times, add/reschedule jobs etc, and they can't do it. I was hoping this would help so they didn't forget to tell me what needed to be done, but they can't do it from their tablet.

Vorteile:

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

Nachteile:

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

Sidekick Rocks

Kommentare: I probably recommend Sidekick to someone once a week. I've shopped and used other solutions and Sidekick blows them away in performance, features, price, support - across the board. I even recommend it to people who don't need to track resources because it's so flexible, you can use it as a CRM. Overall, 5 out of 5 stars.

Vorteile:

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.

Nachteile:

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.

The best software for new or mid size businesses

Kommentare: I love it. I would recommend to everyone! Very good software.

Vorteile:

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)

Nachteile:

Some features they are on PC but not on mobile.

Pros & Cons of using Kickserv

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

Vorteile:

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.

Nachteile:

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.

Kickserv Review

Kommentare: Overall good experience as a desktop and in field user.

Vorteile:

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.

Nachteile:

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.

Great for the service field

Vorteile:

I like mostly the mobile aspect of this system. It is great that the field reps can see everything on their mobile devices.

Nachteile:

The reports are too complicated to get simple reports.

Kickserv

Vorteile:

I loved the ease at which you could schedule, invoice, send estimates, and basically run the company from your laptop and/or phone.

Nachteile:

The only thing I disliked about the product is getting ahold of the service dept and the sync with Quickbooks.

Good product

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

Vorteile:

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

Nachteile:

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

Best quote building software I have used

Kommentare: The fact it’s easy to use and easy to modify quotes in real time has enabled me to close business on site.

Vorteile:

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.

Nachteile:

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