Kickserv

"Get your DISPTACH house in order"

Commentaires: 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)

Avantages: 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!

Inconvénients: 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.

"Best Service-Based Business Asset!!"

Commentaires: My service-based business is using kickserv both in office and out in the field. It's dispatching feature is perfect when I am scheduling carpet cleaning jobs geographically to lessen drive times. I'm also able to pull reports of which customers we served this time last year so that I can re-connect and try to get them scheduled again. The phone APP is perfect for my teams. They are able to see all of the information they need on jobs scheduled for them during the week. Overall, A++

Avantages: This software is VERY EASY TO USE AND LEARN. My company has been using this system (and the SUPPORTING iPHONE APP) for over 8 years. Since our start, we have ALWAYS seen improvements being made behind the scenes like REPORTING FUNCTIONS, ADDITIONAL DATA FIELDS, MAPS, DISPATCHING AND QB SYNCS.

Inconvénients: There aren't any prominent cons to kickserv. If I could improve one thing it would be MAKING THE ABILITY TO PULL CUSTOM REPORTS EASIER. Other than that, the reports that are pre-populated give me the information I need when I need it.

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

Avantages: 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.

Inconvénients: 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.

"Kickserv Review"

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

Avantages: The ability to store everything together.

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

"Best CRM Platform!!"

Commentaires: -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.

Avantages: -Organization of data and customer list
-Convenient way to calculate weekly, monthly jobs sold.
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Inconvénients: -Sometimes it does not load properly
-Would be great what time notes are added to NOTES section for each tab