Kickserv

Kickserv enabled us to scale up the business and offers us excellent tracking for billing, communication, and customer service.

There are no issues or downside for my company.

- As a CRM software, we are able to manage all of our customers, scheduling, invoicing and reporting (not as bookkeeping or Financial Statements) in a generally good way.
- The inter-connectionedness of the various parts of the software makes it easy to navigate from one function to another.
- Although there has been some down time (which can be very difficult because we cannot function), but over the long-term it has not be crucial. Being an online CRM allows me to use any device.
- We are able to save virtually anything (pics, docs, etc.) for future use, which has been crucially important to us.
- The integration with Stripe for payment from our customers is now essential to our processes. It has worked flawlessly, easy to use, and easy to deal with Stripe for various things we need to do, including refunds.
- It works well for both our field service and in-shop jobs. This is crucial because using two systems would be very difficult.
-We are easily able to tailor the Products/Services, pricing, descriptions, to our specific needs - not being locked into some format that we don't like.

- Support is sometimes tedious.
- New features added (if we find out about them at all) can be very disruptive to our processes, and confusing. While some of them make sense in a wider world, they sometimes are baffling and frustrating in our business.
- We have 2 locations (and hope to have many more) and need to have separate systems. Kickserv requires us to use separate browsers for each. How are we going to be able to do that with 5 or 10 locations? And we're finding that some functions (e.g. access to support!) are no longer working on Firefox, one of the best and most popular browsers available. This is a serious problem for us.
- Although a great deal of our business is field work, we do not/cannot use the mobile app with our techs because it is far too limiting. They need to be able to access much more information than what is available to them, and so we have them login through a browser on their phones.
- There are essential functions that we have to do in business that Kickserv has not been able to program into the system (even when we offered to pay big $ to get them). E.g. There are several email templates, and auto sending emails: We need one to be sent as a follow up to Jobs, and another (sent out 6 or 12 months later) to remind people to schedule services . We have to do all of this manually, and would love to find a way to get it done automatically. Summary: Some things are hard to get into the software that other companies would also make good use of.

Taking payments and history and tech support

Nothing I can think of just highly recommend

I love the ease of use and the ability to create a customer account and follow it through from the iniital contact, scheduling an estimate and the actual work itself, keeping track of payments, keeping track of customer services/purchases , downloading customer job information and sending out receipts. For me, who does not a very good memory, the reminder notes is paramount. I refer to them multiple times during a job and these notes have saved me many times because I do a lot of followup and the ability to pull up each day's followup notes is just great. I don't generally tend to miss a beat with my customer service - all because of Kickserv!!

The only think I can think of, based on what I use, is being able to get to the Reminder section as quickly as I want to. If I am in the Job section, I have to go back to the customer name and then go to the Reminder section. Not a BIG deal, just a little glitch.