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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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The right tools for...

  • 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.

Try Kickserv Free for 14 Days

No credit card required.

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