Kickserv's platform is user friendly and easy to learn. The drag and drop calendar features allows dispatchers/administration to manage jobs throughout the day. Assigning technicians and communication information on the go to our technicians is easy. We use the one click function to notify techs of jobs. We can add internal notes, notes to be shared with customers, add charges, attach documents, and more live within jobs.
Our technicians our updated of relevant information by being able to access jobs assigned to them through the app. They manage many aspects of the job through the app from navigating to the site, adding time entries, charges, adding parts, adding work notes, obtaining customer signatures and more.
It syncs with quickbooks allowing estimates and invoices to be accounted for easily in our accounting system.
We use the time tracking functions to pull employee hours for payroll so you can see how many hours each tech spent on each job site.
There are "tags" you can create to classify job statuses or create specialized reports.
It acts as a customer database and has many tools for communicating instantly with customers.
The platform is online and live making every change in real time and giving more people access to accurate information constantly.
The kickserv help staff is available from the chat function inside the platform to answer questions, trouble shoot, and even listen to input on special features you would like to see.
Our overall experience with Kickserv has been very positive and we love the service for our business.
The Quickbooks sync function could be better, the system created additional invoices with their own identifiable number in addition to the synced quickbooks invoice number that doesn't translate. So if you use the Quickbooks function it's impossible as far as we can tell that you use kickserv for sales numbers. It also makes the customer portal function weird because it shows multiple payment transactions. There is no function in the customer portal to search for things by date or job number, it just shows as one big list. We currently don't give customers access to the customer portal because we can't figure out how to make it cleaner.
If using with Quickbooks immediately sync from the beginning and always create invoices and estimates from kickserv and then sync to QB.
Managing techs in real time is a huge plus for us. Also giving everyone live information is extremely relevant to our fast paced industry. It's ease of use saves us time on training. The security functions make it easy to set up levels of access to information making sure sensitive information is secure.