Kickserv

Excellent functionality and ease of use

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

There are no issues or downside for my company.

Servicing Company - Long-time User

Opmerkingen: Generally very good.

Pluspunten:

- 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.

Minpunten:

- 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.

Pluspunten:

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.

Minpunten:

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.

Best Value for Scheduling/invoicing software

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.