- What is Kickserv.com
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Kickserv.com?Kickserv is designed for user-friendliness and simplicity to allow employees stay focused in learning sales opportunities and what the customer needs, and not on the technical details how to use this tool. An SaaS CRM tool, Kickserv is ideal for proprietors and small and medium enterprises. This does not mean however that it is not powerful and effective enough for large companies. The vendor services over 50 industries, mostly in home services, such as plumbing, electrical services, computer repair, lawn care, pest control, and landscaping. With just a few clicks, CRM users can effectively handle sales, monitor jobs, produce invoices as well as reports, and plan complicated schedules. Kickserv is perfectly compatible with Android and iOS devices, enabling business owners with flexibility as well as real-time data entry and access on the go. Kickserv lets you integrate with QuickBooks to put accountants in the loop and which can be customized to show your business logo and colors. In our Kickserv reviews we detail the benefits, pricing and more about this software.
Product Quality Score
Main features of Kickserv.com are:
- Job management using time tracking
- Bidding and Estimating
- Customer Portal
- Drag-and-drop features
- Custom fields and reports
- Import as well as export from and to Excel
- QuickBooks Desktop 2 way sync
- Global Search
- Dashboard for quick overview
- Advanced Scheduling and Calendar
- Credit Card Payments
- Mobile Access
- File Attachments
- Custom Email Templates
- QuickBooks Online 2 way sync
- iCal feed for offline access
- Phone and Email Support
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.
- Small business
- Medium business
The following Kickserv.com integrations are currently offered by the vendor:
- Content Rating for Support Center
- Contact Form for Support Center
- API in REST style so you can integrate your apps
Kickserv.com pricing is available in the following plans: