Kickserv

Comments: 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)

Pros: 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!

Cons: 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.

Comments: The biggest benefit is efficient use of my time. Being able to schedule multiple technicians and amend the calendar as things change is huge. Our guys have iPads and can access the program anywhere so we're all looking at the same data. It makes us more profitable by not having to take time for them to call in or for the office to call them and wait for them to be able to stop and call back.

Pros: Easy to learn. I'm an older user and not tech proficient. It was very easy. It syncs with QuickBooks which makes my work more efficient. I create invoices in Kickserv and the information is seamlessly transferred. We have color coded our techs so I can easily tell where they are. The map and directions feature makes it easy for our techs on the road to see where the jobs are.

Cons: The only thing I haven't liked is that I can't edit contacts in Kickserv any longer. I have to edit addresses and phone numbers in QuickBooks and I find that the information doesn't sync back, so I end up having incorrect information on clients in Kickserv.

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

Pros: The ability to store everything together.

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

Comments: Easy to use, easy to learn, simple, intuitive (for me).

Pros: I miss using Kickserv for all of our companies. We switched to another customer service software, but we still have Kickserv for one of the companies. For what I do, their customer notifications and ease of use are great. From a financial standpoint, the owner of this company didn't find it robust enough. However, our new software was a NIGHTMARE when it came to tax codes, because in Washington state, each city has a different tax code, rather than one state tax code. More than a year later, our new system is still horrible for integrating taxes. Kickserv has it down to a science.

Cons: I don't have any complaints. For what I do, it was perfect.

Pros: 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.

Cons: 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.