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CRM field service management

Published 10/22/2014 and rated Ratingstars4 4 out of 5 stars
by AppAppeal Editor
What can you use the app for?

Kickserv is a CRM application with a complete host of job management features for the field service industry. The software caters to the needs of service providers of any kind who work in the field - from plumbers to carpet cleaners - providing a one-stop solution for scheduling, invoicing, accounting, contact management and business reporting. The mobile capabilities offered by Kickserv mean offsite workers can keep up-to-date on jobs and carry out tasks on-the-go - from making appointments to generating estimates.

Kickserv offers the full range of features expected from any field service management app or CRM solution. The main features of the software fall under the categories of Scheduling, Invoicing & Billing, Contact Management, Accounting Integration, Sales & Estimates, and Reporting. The accounting integration is provided through a 2-way sync with Quickbooks Online or Desktop. Customers can also be given access to Kickserv to track job statuses and submit requests.

The advanced features of Kickserv include a time tracking tool; a drag-and-drop, color-coded appointment calendar; and a resource calendar among other advanced scheduling tools. The app can be used to create branded estimates, and invoices that can be paid online. You can use the CRM features of Kickserv to track all your client job, payments, and contact details, as well as to set reminders, and add notes or attachments. The reporting tools in Kickserv offer a better understanding of your business performance.

Kickserv screenshot
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What is the history and popularity of the app?

Kickserv’s inception can be traced back to 1994, when founder Todd Eccles came up with the idea of a desktop software to help his family’s plumbing business grow. Originally called ServiceSidekick, the desktop software was developed into a cloud application in 2012 and renamed Kickserv. Kickserv’s customers have migrated from the former ServiceSidekick to the cloud app, with many using the software for several years. The Kickserv website features a large list of customer testimonials and case studies.

What are the differences to other apps?

Kickserv is a product that has been in development for many years, always with the same focus - to help field service companies streamline their daily business practises. For this reason, Kickserv has developed into more than just a CRM, offering a way to manage all areas of your business - from creating estimates and invoices, to scheduling staff and resources, and sharing job details, documents and notes. Kickserv also offers a way for users to keep their accounts in order with a complete 2-way sync between the app and Quickbooks.

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How does the web app look and feel to use?

Kickserv launched a new design in the summer of 2014 to improve the general feel and usability of the app. Upon logging in, Kickserv provides a dashboard that gives you a summary of all won, completed and paid opportunities, jobs scheduled or in progress, and the status of all invoices and estimates. The home screen also shows quick links to the most recent activity. The sidebar navigation on the left of the homepage provides a quick way to access each of Kickserv’s main features. Keyboard shortcuts can also be used to launch certain tasks.

How does the registration process work?

To sign-up for Kickserv’s free 14-day trial you need to click on the blue “Sign Up” button on the top right-hand side of each page on the website. You then need to enter your company name, full name, email, a username and a subdomain. An account will then be created for you to try Kickserv. No credit card is required to avail of the free trial.

What does it cost to use the application?

Kickserv is offered through 4 different pricing packages that scale depending on the number of users. The first plan, “Basic Lite”, is offered at $29/ month and caters for 2 users. The second plan, “Basic”, is offered at $49/ month and allows for 5 users. The next plan is the “Plus” plan which costs $99/month for 10 users, and the final plan includes 20 users and costs $199 per month. The Quickbooks integration is offered at an additional $50/month.

Who would you recommend the application to?

Kickserv was built as a solution to meet the everyday needs of field service companies. The app serves over 50 industries including plumbing, HVAC, landscaping, carpet cleaning, computer technicians, electricians, security, maid services and automotive repair. The app is suitable for any business whose staff work both on-site and off-site and use mobile devices. Kickserv is a solution geared towards SMBs, whose staff number less than 50.

  • Dashboard showing a summary of all business activities - including invoices, jobs, opportunities and schedules
  • Create branded estimates and allow customers to approve estimates online
  • Create custom-designed invoices and provide customers with the ability to pay online
  • Access job summary pages - including job location with live map view, schedule, charges, time tracking, notes & attachments
  • Drag-and-drop, colour-coded calendar for scheduling events, jobs, meeting and resources
  • Reports on sales & marketing, work, and finance; as well as the ability to create custom reports
  • 2-way sync with Quickbooks Online and Desktop to keep all invoice, payment and contact history up-to-date

Kickserv video

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Kickserv pricing

Cheapest plan (per month) : $29.00
Most expensive plan (per month) : $199.00




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