Main features of Kickserv.com are:
Track your business
Make sure you have your eyes on possible leads, invoices, and jobs. With Kickserv, you can track conversions to payments as well as follow up on technician and job status. Tracking sales opportunities and estimates have also become easier. The CRM tool gives you an easy overview on the progress of your business so you can check and adjust interventions if needed.
Track your jobs
You’ll notice in many Kickserv reviews that one of its benefits is that it can monitor the time work entries by your staff, while overseeing complex job scheduling that involves multiple employees or events. Quickly delegate work to your team members and manage to keep tab on their progress.
Track your schedule
Use the CRM’s drag-and-drop tool to check your work calendar and manage your commitments daily, weekly, or even monthly.
Note attachments enable you to post and share information among team members and ensure communication transparency starting from sales all the way to job delivery.
Send invoices using email and determine when a client has opened the email.
Know your customers
Contact records allow you to make quick lookups to search for related contacts and service locations, create reminders and work follow-ups, and even attach notes for additional information.
Give dynamic estimates
Use the CRM tool’s built-in approval and modification features as well as automated status updates to provide you with accurate estimates, close sales deals with customers, and monitor project progress.
Get dynamic reporting
Take advantage of Kickserv’s built-in reports for work, sales, and invoicing, while giving you the option to customize them.
Manage your CRM tool on the go with its mobile platform. Provide automatic team status updates, create schedules, events and duties, include notes and even see your team’s location using GPS tracker.
Sync with QuickBooks
Keep the accountant updated with QuickBooks Desktop or QuickBooks Online sync. Your data is safe and always up-to-date with contacts, items, and notes in real time.
The following Kickserv.com integrations are currently offered by the vendor:
Kickserv.com pricing is available in the following plans: