Marg Kickserv

Nothing is exceptional about Kickserv except the price.

Very difficult to do anything related to pulling reports.

Service Fusion

We are solving efficiency problems.

I CAN KEEP TRACK OF MY INVOICES AND BILLING I CAN SCHEDULE MY TECHS AND EASILY DISPATCH THEM FOR MY PC. I CAN SEND/EMAIL CUSTOMER INVOICES DIRECTLY AND KEEP TRACK OF ACCOUNTS RECIEVABLE

SEARCHING FOR CUSTOMERS IS HORRIBLE A SLIGHT MISPELLING AND YOU CANT FIND VERY BAD SEARCH. MOBILE APP IS TERRIBLE VERY RARELY DISPLAYS ALL CUSTOMERS. SAYS I HAVE THOUSSANDS OF CONTACTS AND WONT DISPLAY THEM. DOES NOT HAVE CAPABILITIES TO TRACK s MY TECHS USING GP.

IF YOUR LOOKING FOR AN IEXPENSIVE PROGRAM FOR INVOICING AND DISPATCHING YOUR TECHS THIS IS OK. DONT EXPECT THIS TO BE YOUR ALL IN ONE.

TRACKING AND BILLING CUSTOMERS

Quickbooks syncing was a must when looking around for a software. Originally we were looking for something to help manage our scheduling. We liked Kickserv's solution for scheduling because it was a visual drag-and-drop approach that enabled our employees to also view the client address and job information. Additionally the invoices and proposals were better looking than Quickbooks and we were able to see if the customer viewed the documents. The sales pipeline tool (Estimate Sent -> Estimate viewed -> Estimate awarded -> Job unscheduled -> Job scheduled -> Job completed is a really great visual to help manage the pipeline of work.

The scheduling is cumbersome in some ways: could not quickly set it up. It seems fast at first but after you do a couple, you realize it isn't that quick. TSheets scheduling is much better at this.

Proposals are not "solidified" after a customer signature which poses an issue. A client can sign a contract, but that does not stop you from being able to alter that contract (accidentally or otherwise which makes the signature area useless. IMO once a contract is signed, it can not be altered, only amended with change orders.

You can not create a customer in KickServ and have it sync back to Quickbooks. This makes it difficult because you have to constantly work in two systems for the single task of creating a proposal.

Kickserv is going to improve, but one thing I fear will not go away is the inability to create customer profiles inside KS that will sync to Quickbooks. I look forward to hearing that they have solved that problem and perhaps joined forces with TSheets to take advantage of their scheduling and time tracking software, for which they have an amazing produc

Business problems needed to be solved: scheduling employees, distribution of job information to employees, managing our pipelin, mobilizing ability to create and send proposals/invoices. We have stopped using KS (only have it now until current contracts created on it have been completed because we realized that TSheets combined with Desktop Version of QB on a laptop was a sufficient answer to our problems. The only benefit I have not replaced with something better is the pipeline management features of KS.

I love the drag and drop feature on the calendar. It makes things easy to move around.

How glitchy the system is. If you click on a job on the calendar to look at it, half the time it thinks you're moving the job.

Do your research.

We are solving our schedule needs with an 8 tech team. I love being able to see all of my tech's schedules at once.

When we evaluated Kickserv, the onboarding process seemed pretty simple. Our data imported easily and quickly.

We were looking for a robust project management tool in addition to the CRM side and this just didn't seem to have it.

There are lots of CRM options out there. Decicing ahead of time what features are "must haves" will help find tghe perfect fit,

We were looking to integrate our production process with our customer management to help streamline the overall operation here. I think Kickserv would have done great at client contact details, but not the project side of things. After giving it a legitimate try for a while, we determined that it wasn't a good fit for us.