The straightforward online software coordinates with QuickBooks. We give a full CRM answer for a service company to deal with all representatives on a solitary timetable. We permit you to make estimates and send them to clients and set follow-up tasks. Once acknowledged they are planned and finished and sent to QB's, so you don't have any double entry.
Founded in 2006, Kickserv is software-as-a-service (SaaS) platform that offers full CRM solutions for businesses of all sizes. The software can be easily integrated with QuickBooks and sync data immediately. Apart from this, the platform enables users to create estimates and send them to customers, set follow-up tasks, and help manage employees on a single calendar. Other features include detailed reporting, mobile access, self-service portal, invoicing and online payments, and customer tracking. Do you plan on using Kickserv too? If yes, follow these steps to get a free trial:
Head over to the Kickserv Field Service Software website and explore the page to understand how to manage invoices and payments, your team’s schedule, estimates, and leads. Once done, click on “14-Day Free Trial”, located in the center of the page (highlighted in transparent orange).
You will be redirected to the signup page, after clicking on “14-Day Free Trial”. Here you will be required to fill out important details regarding your business and contact info to create an account. Therefore, enter your company name, first name, last name, username, email, phone number, and sub-domain in the signup box, located at the right of the page. Once done, click on “Create My Account” and enjoy your 14-day trial.
The basic trial plan will allow you to add two users to your account and manage the software. However, if you need to test all the features and add more users, you can click on “Try for Free” located under each of the pricing plans, i.e. Basic, Standard, and Pro. To understand which alternative works best for you, you can click on “View Full Feature List”.
Now that you feel familiar with the steps mentioned above, obtaining a free trial for Kickserv won’t be a problem.
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Cloudswave Score for Kickserv
Rating based on 14 Critic Reviews
Nicholas Shearer, on GetApp
I own an Appliance Repair Business in the Sacramento Area, and we use this software for scheduling out our service calls and having the technicians manage the jobs out in the field. All i have to say is this software is awesome. We have gone through 3 other software providers in the past 5 years and just none of it compares to Kickserv. They have so many options as well as a client portal which has great features! Their tech support is on top of things and help you get your problems solved fast! Thank you!
Pros : Great features, awesome customer service, great price point, customer portal, great user interface, easy to use and understand, Quickbooks integrates seamlessly, live signature capture, also you can email an estimate over and the customer/client can view the estimate and sign online. (great feature for a mobile business or a business who has customers who would like to think on repairing or purchasing new)
Cons : Mobile app could use some work for iPhone & Android, but their mobile WEB interface is awesome and has so many great features.
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.
Bill L. , on G2 Crowd
What do you like best?
What do you like best?
I can work anywhere!!! We give our customers typed estimates on the spot with detailed descriptions and link to product descriptions. =MORE SALES
What do you dislike?
It has poor built in reporting But we fixed that with their API
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