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Kickserv

Name: Kickserv
Rating: 4.5 (2 reviews)

By Kickserv

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Highlights : About Kickserv

Two-Way Syncing to QuickBooks

Keeping Customer Contact Records

Sending Invoices

Advanced Scheduling & Calendars

Mobile Access

About Kickserv

Kickserv helps small business owners work in paperless environments, with automated business processes developed to boost the bottom line. The platform includes modules for job management, scheduling, estimates, invoicing, and customer relationship management. A two-way sync with QuickBooks ensures that all of a company’s financial data—including items, contracts, invoices, and payments—is updated in real-time. For plumbers, landscapers, computer repair specialists, and other professionals in service-related industries, Kickserv provides a way for offsite field technicians to work seamlessly alongside onsite support staffers. Kickserv’s mobile interface includes tools for managing schedules, tracking time, and reviewing charges remotely from mobile devices. Advanced features like GPS tracking and automated team status updates also provide value for businesses that need help managing employees who work in the field.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Custom fields and reports

QuickBooks Desktop 2 way sync

Billing & Invoicing

Activity management

Automatic reminders

Calendar management

Client portal

Contact history

Customer accounts

Customer database

Customizable branding

Customizable reporting

Custom email templates

Document imaging

Credit card payments

Email integration

Employee management

Bidding and estimating

Job costing

Opportunity management

QuickBooks integration

Quote management

Real time reporting

SEO management

Third party integration

Time tracking by client

Appointment management

Phone and email support

Electronic signature capture

Prospecting tools

Online booking integration

Availability indicator

Booking management

Self service portal

Benefits

No double Quickbooks entry

GPS Checkins to track employees job activity

Manage appointments, CRM, and scheduling

Store all customer data in one central location

Import and export from and to Excel

Handle leads and assign follow-up reminders

Schedule new opportunities, jobs and tasks directly from calendar

Scheduling with drag-and-drop features

Helps users to follow-up with automatic reminders

Powerful and flexible custom fields and reports

Software works with Outlook, Google Calendar and iPhone

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