HVAC & Mechanical
Schedule recurring appointments, create professional estimates, and allow customers to request service.
"Kickserv is very easy to use. You can see the schedule and make changes quickly and easily. Highly recommend. "
— Toni D.
Streamline your HVAC & Mechanical business operations
Kickserv® lets you store and manage the details of every job for easy access. Use our planner tool to see which employee is at what job and our calendar to see who is working on certain days, so you can schedule jobs more efficiently. Your techs can create estimates and invoices and request payments, all from their mobile phone. You can also set up reminders to be sent out automatically to customers.
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Manage your business like a pro with the #1-rated software for service professionals.
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Customer management
Your clients can log into the Customer Center where they can request service online, reschedule an appointment, pay an invoice, and leave notes for the technician.
Job tagging
Customize tags to help you organize, categorize and segment your data. You can easily identify upcoming jobs by the date or filter your jobs by the type of service offered.
Placing a job on hold
You can place a job on hold status while waiting for parts to get ordered and shipped. We even have a payment tool that allows you to accept a deposit on your mobile device before you order the parts.
With Kickserv, you can:
Track
your client accounts and make detailed notes
Record
client interactions, payments, and attach documentation to each task
Manage
your workflow and schedule employees
Sync
your payments and costs to QuickBooks™
Analyze
your marketing and website analytics
Make
more dynamic estimates on the go
Invoice
clients and send reminders
24/7
support and resources
Kickserv is 100% customizable to meet your needs and can be accessed securely from any mobile device. When you need rock-solid record keeping and effective task management for your HVAC & Mechanical business, Kickserv is your best choice.
Contact us today to start your 14-day free trial.