We use it throughout the day to line up jobs for our technicians. Previously existing customers are easy to find using their search feature. I can add a new job, and then click a button and it sends the technician a text message with the job description and address. The technician can click on the address link and get the GPS coordinates on their smart phone. The workflow is logical and consistent. When things go wrong, they are good about communicating what is happening.
We are really only able to use part of the service. While it is excellent for scheduling, it is not useful for invoicing unless your invoicing needs are very basic. The product is not compatible with Quick Books groups. I don't use their mobile app. I prefer their mobile web site, but recent changes have made their mobile site less useful. Their server sometimes gets overloaded and the software becomes unresponsive. Tech support is inconsistent. Sometimes very helpful. Sometimes condescending. If a customer has an email address, it will automatically send this customer a reminder notice.
There is no way to turn this feature on or off. For recurring jobs where we go back to the customer again and again, this is a problem because we don't always schedule the customer on the same day every month. It also gives the customer a link to the customer account center, which we also do not use, since we are unable to use Kickserv's invoicing feature.
While Kickserv continues to make improvements to the service, I frequently find myself frustrated because improvements are often not fully tested, resulting in unpleasant side effects. Example - recent formatting changes have made the scrollable area of their mobile web site very small and difficult to work with. Another change awhile back formatted all of my old customer data in such a way that their addresses would fail to appear in the text messages sent to my technicians. I am having to manually change all of these. The product is simple to use and meets my customer service and scheduling needs for the price of the cloud software but also allows me to customize things without major programming or fees to get somebody else to do it.
I paid for the Boot Camp training and was very worth it just to get things setup and understand the software. It sync's reliably with QuickBooks which has been a problem in the past for our company with other cloud based Customer Service Programs. They feel like my team as they always respond within minutes to hours of my questions or problems I do run in to. I just send them a quick email and they help. Also they are always interested in my recommendations and are also getting feed back frequently from me and making improvements to the software.
One thing that is great is that they provide a portal to the customer so any changes I make to an estimate or schedule or notes can be seen by the customer they only see notes you want them to see. They can be abreast with what is going on with their work order. They also can pay for their invoice right online as well which I love so my customers have more control over their payment needs. I would and have recommended Kickserv to other businesses.
This product does not handle the purchasing side of things which I would love to see. It sounds like they are looking into expanding this software to handle tracking purchases. Right now I just use QuickBooks for this. I also don't like the HTML language which is required for the setup of the invoice, estimates and work orders templates. It is hard to work with being I am not a programmer. I have managed to figure things out on my own with their help site and calling them. Its not a major issue but something I think they can improve on more.
Again the Kickserv Team has been very helpful in anything I try to do or questions I have. We have many customers that have many conveyances that we have to inspect per State requirements. Each has a different State Identification Number to record and track which we use in scheduling. We have to do much coordination between elevator contractors Otis, Schindler, Kone, etc. It's not always easy but Kickserv makes things much more manageable.
Prior to Kickserv, spreadsheets, Word calendars and white boards were used It's so easy to use and functions well for most of our needs. Tags are also very helpful for our needs. The Resource calendar is fantastic too. Sometimes updates made in QB don't seem to come over to Kickserv in a timely manner but I think they usually do eventually. Overall, Kickserv has been a game-changer for us and I'm grateful every day for it's availability.
On my wish list is a feature that will allow me to duplicate contact information of one customer and paste it into that of another. We deal with many management companies who manage several of our customers and I have to re-type their contact info into each shared customer that we have. Reports are a little cumbersome to create but I did work in Salesforce. SUPER review! You have been a very loyal customer for over 3 years!
Thank you. We do thrive on feedback from our customers like you. Your viewpoints were insightful, and I believe they will help others. This software is easy to use and some really great features I like that I can drag appointments from one day to the next if needed. And contact customer service if needed easily.
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Surft die dame am nachbartisch gerade bei handyman cost estimator software, kann jeder, der diese app hat, auch ohne spezielle kenntnisse, den account gleichzeitig nutzen. A single interface connecting makers of service products to those who install and service them. Mobile app that delivers real-time field visibility to better manage quality, costs, and crews for service businesses.
Easy to use software solution that streamlines your company's mobile staff schedule, work order management and customer data management. Affordable, networkable, and user friendly service management, dispatch scheduling, and work order software for Windows. Mobile friendly solution that provides robust dispatching, invoicing, customer tracking, technician tracking, billing and accounting. Youreka is a smart, Salesforce-native forms, assessments, and inspections app that augments sales and service teams' performance.
Web based service management software for companies with 20 to users. Web-based application for invoicing, appointments, dispatch, scheduling, financial reports, inventory, and more.
Offers field service solutions for managing routine service calls, service agreements, advanced project management and more. Provides a cloud-based operations management solution for field centric companies. Schedule jobs, manage customer relationships, and billing support with optional QuickBooks integration.
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Creates custom-built field service management, work order management and scheduling systems for field service businesses. Service and customer management software that extends the functionality of leading accounting packages like QuickBooks. FotoNotes mobile software makes field inspections faster and more accurate for businesses in real estate and construction industries. Smart, flexible paperless forms, Job Scheduling, CRM and Smart Automation all included in one powerful but super simple to use solution. Simple to use job sheet management application.
Includes work order management, project management, scheduling and dispatch management and quoting management. Web-based field service software streamlining scheduling, work orders, communication, CRM, vendors, equipment, invoicing, and more. Connect your mobile workforce, office teams and customers together in a single system for optimum visibility of your operations. Cloud-based tool that connects office to the field. Comes with CRM, planning and scheduling, real time tracking, inventory management.
Deliver your best brand experience in every store. Easy-to-use field service management solution for your mobile workforce drives revenue, efficiency, and customer satisfaction. Web based solution that allows for quick and easy job, task and appointment scheduling for the field service industry.
Job tracking and management software used primarily by maintenance businesses that carry out jobs both on site and in their workshops. Route optimization, paperless delivery, and customer survey for delivery businesses. Integrates with a variety of invoicing systems. Residential business management software with dispatching, customer information, agreement management, invoicing, sales leads and more. Optimize your field service business with mobile apps. Plan, track and manage your mobile workforce and automate all your paperwork.
Scale your business without scaling your paperwork. Award-winning field service management accounting software with dispatching, equipment tracking, scheduling, and more.
Cleaning business software for tracking your clients and getting your marketing done. Modular system for field workforce scheduling and support, job order and task management. Automatic scheduling, dynamic dispatching, forecasting, and multi-vendor management for field service companies. Web-based and mobile app that includes call center, field portal, scheduling and dispatching, billing, and parts management functions.
VisitBasis is an App that helps track and manage field teams in real time. It allows you to ensure that every visit is fulfilled. Fleet tracking, dispatching, mobile forms, timekeeping. Tract Systems is a field service business management platform that brings business owners, employees, customers and resources together.
Flexible and effective tool for managing tasks, processes and employees. Make better decisions with flexible end-to-end mobile solutions, powerful data-driven workflows, easy-to-understand custom reports. Fokussiert auf kommerzielle, industrielle und institutionelle Fremdfirmen. Am besten geeignet für 5 bis 50 Benutzer. Service dispatch software that automates service call tracking, job progress monitoring and integrates with accounting systems.
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Hosted application with integrated work order scheduling, reporting, dispatching, mobile automation, and route management. Manage dispatching, scheduling, inventory, customers, invoicing, and generate reports with this device agnostic solution. Your all in one service company management system for scheduling, customer management and marketing. MobiWork specializes in smartphone and cloud-based mobile workforce solutions for any business with employees in the field such as.
Trimble PULSE allows you to manage, schedule, mobilize and monitor your work, workers, fleet and assets in one place. Field service management solution designed to manage job cards, purchase orders, maintenance contracts, timesheets, and customers. Manage service requests no matter if they are coming from your customers or from inside your enterprise. Service management and dispatch solution that successfully manages routes, customer relationships, contracts, and more.
Work order tracking tool incorporated into shop management solution for field service personnel. Online service software designed to consolidate company service information, reporting, invoicing, correspondence and more. Multi-functional system for companies that deliver technical service and maintenance. Includes integrated contract management. ServicePal makes service contracting paperless and effortless. Schedule, dispatch, invoice and record payments on the iPad.
Job management solution that connects field service technicians with service desk through mobile devices and matches skills to tasks. Web based inspection management with features such as auto-assignments, multiple reports, and order reassignments. Take control of your service business with simplified job scheduling, estimates, invoicing, and CRM tools. Kordata's mobile solutions allow businesses to collect data remotely and transmit it securely through cloud-based software. Skedulo intelligently schedules, dispatches and tracks your mobile workforce, connecting the office and the field in real-time.
Manage all deliveries and tasks from a single dashboard. A cloud-based operations management solution for public works, municipal water, and utilities. End-to-end, analytics, intelligence cloud based platform and set of field data collection mobile apps. A mobile platform that helps companies streamline their field sales by empowering sales people with rich insights and analytics. Inkling drives labor efficiency with a mobile-first enablement platform for deskless workforces.
MS Dynamics based software that combines sales management, customer service, field mobility, and equipment tracking functionality.
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An all-round scheduling solution for mobile workforces. Field service delivery solution that provides dispatch center, technician portal, mapping, and real-time GPS tracking functionality. Best-of breed field service management and operational software including GPS, Mobile and advanced scheduling. Assign open tickets to telephone helpdesk or directly to a field service technician. Dispatch software that allows field-based workers to track locations and time, create work orders and capture signatures in the field.
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Software that automates route scheduling, sales and prospect tracking, and financial management for the service industry. Comprehensive solution that manages field service operations, help desks, repair centers, and contracts. Mobile business management system with service scheduling, inventory tracking, and real-time credit card transaction processing. Flexible dispatch and delivery scheduling software that controls work orders, invoicing, route planning, and equipment tracking. Mobile field service automation solution that offers pre-delivery order taking, item sales history, signature and photo capture.
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Field service process management software for large utility, resource and facilities management businesses. Mobile field service automation solution that offers real-time visibility and unified analytics. Professional repair shop software for appliance and electronic service shops, commercial equipment repair, small engine repair and oth.