What is Kickserv?

Kickserv is a robust field service management platform tailored to businesses looking to enhance customer service, streamline workflow, and simplify scheduling and invoicing. Utilizing automation and intelligent features, it enables companies to efficiently manage customers, assign and track jobs, send estimates and invoices, and facilitate payments directly from within the platform. With integrated mobile capabilities, technicians and business owners can track job progress, collect digital signatures, and process payments onsite using various methods including credit cards and ACH payments.

Kickserv connects seamlessly with widely used tools such as QuickBooks, Stripe, and Mailchimp, centralizing all critical operations and communications. It further improves client experience with features like automated messaging, reminders, and a customer center for real-time tracking and payments. Designed with scalability in mind, Kickserv supports start-ups to large enterprises across multiple industries, promoting efficient operations and enhanced customer engagement.

Features

Customer Management: Track customer history, communications, and job updates
Job Scheduling and Dispatch: Plan, assign, and notify technicians efficiently
Estimates and Invoicing: Generate, send, and manage estimates and invoices, including digital signatures and approvals
Online Payments: Enable credit card and ACH payments, including onsite payments and payment notifications
Mobile App for Field Technicians: Access schedules, process payments, and update job statuses from anywhere
Automated Reminders and Messaging: Send email and text notifications to increase engagement and reduce no-shows
Reporting and Analytics: Access customizable business reports and technician performance analytics
Integrations: Seamlessly connect with QuickBooks, Stripe, Mailchimp, and additional tools
GPS Tracking and Time Tracking: Live technician location tracking and time management
Customizable Templates and Data Fields: Tailor forms, reports and data capture to business needs

Use Cases

Scheduling and dispatching service appointments for plumbing, HVAC, or maintenance businesses
Automating customer communications, reminders, and follow-ups for field services
Creating, approving, and sending estimates and invoices to clients digitally
Collecting payments onsite or online through integrated payment platforms
Tracking technician location and job progress in real time via mobile devices
Generating custom reports for business analytics and operational decision-making
Centralizing and managing customer data, documents, and communication history
Integrating field service operations with accounting and marketing platforms

FAQs

Is there a 1 year contract?

Kickserv offers flexibility with both monthly and annual plans; there is no mandatory one-year contract.
Can I get a refund if I cancel?

Refund policies depend on the subscription plan and timing; users should review terms or contact support for specific refund details.
How can I get the Flex plan for free?

Flex plan users can have their subscription waived by processing a minimum of $2,500 in online payments each month through Kickserv.
Who is considered a user on my account?

A user is defined as any individual who can log into the Kickserv system, such as technicians or administrators.
How can I offset transaction fees?

Kickserv offers programs like Kickserv Kickback, which provides discounts or waives fees when users meet specified online payment processing thresholds.