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Kickserv: The Field Service Management Solution with Strong CRM Capabilities

FSM solution with scheduling, invoicing, and CRM.

Kickserv is a field service management platform that combines robust job management with strong customer relationship management (CRM) features. Ideal for small to medium-sized service businesses, Kickserv is designed to streamline job scheduling, customer interactions, and invoicing, all within a single platform. It’s particularly valued for its ease of use, affordability, and seamless integration with CRM tools, making it a great choice for businesses looking to enhance both their service operations and customer management.

Key Features:

  • Job Scheduling and Dispatching: Simplify job scheduling with an intuitive drag-and-drop calendar, automated reminders, and real-time updates for both customers and technicians.
  • CRM Integration: Manage customer relationships with built-in CRM features, including contact management, service history tracking, and automated follow-ups.
  • Invoicing and Payments: Create and send invoices directly from the platform, accept payments online, and integrate with QuickBooks for streamlined accounting.
  • Mobile App: Technicians can access job details, update job statuses, and communicate with customers in real-time through the Kickserv mobile app.
  • Estimates and Proposals: Quickly generate estimates and proposals for customers, track approval status, and convert them into jobs with a single click.
  • Reporting and Analytics: Access detailed reports on job performance, financials, and customer satisfaction to make informed business decisions.

Benefits:

  • CRM Integration: Kickserv’s strong CRM capabilities allow businesses to manage customer relationships alongside their service operations, improving customer satisfaction and retention.
  • Ease of Use: The platform’s intuitive interface makes it easy for businesses to get up and running quickly, with minimal training required.
  • Affordability: Kickserv offers a range of pricing plans that cater to different business sizes and needs, making it an affordable option for small to medium-sized businesses.
  • Mobile Accessibility: The mobile app ensures that technicians can stay connected and update job information on the go, improving communication and job completion times.

Strong Suit: Kickserv’s combination of field service management and CRM capabilities makes it an ideal solution for small to medium-sized service businesses that want to streamline their operations while enhancing customer relationships.

Pricing:

  • Lite: $19 per month (includes basic job scheduling and invoicing for small teams)
  • Starter: $59 per month (adds CRM features, estimates, and basic reporting)
  • Business: $149 per month (includes advanced features like project management and custom reporting)
  • Premium: $299 per month (all features, including customizations and priority support)

Considerations:

  • Limited Advanced Features: While Kickserv is robust for small to medium-sized businesses, larger organizations or those with complex needs might require more advanced features or integrations.
  • Customization: Businesses with unique workflows may need additional customization, which might require external support or higher-tier plans.

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Summary: Kickserv is a field service management platform that combines robust job management with strong CRM capabilities. With its ease of use, affordability, and seamless integration with CRM tools, Kickserv is an excellent choice for small to medium-sized service businesses looking to streamline their operations and enhance customer relationships.

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