Professional Services
Track hours and keep up with invoices.
"Kickserv is very user friendly and does exactly what our company needs. Scheduling is a breeze, I can look back and see the history of who went to what job. The reports help us look at the past few years to see if there's a pattern for busy times of year. "
— Carrie S.
Our back-of-office functionality is easy for professional service companies to use
Kickserv® allows you to see every aspect of your bookkeeping and workflow at a glance. Use our mobile app to track hours worked, create detailed estimates and invoices, record expenses and ensure all costs and revenue for the day are accounted for. Send out emails or newsletters to clients and record the most popular sources for incoming leads. You can also create notes and send reminders in our popular calendar tool.
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A two-way sync with QuickBooks®
Kickserv and QuickBooks exchange data in a two-way communication--providing you with a seamless and complete view of your work and finances.
Marketing
Our integration with Mailchimp lets you send marketing emails, newsletters, surveys and more. You can also tag customers and segment your customer base.
Tracking hours
Clock in and clock out on our app and it automatically creates a charge for that time. You can even attach it to a line item in your invoice.
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 Professional Services business, Kickserv is your best choice.
Contact us today to start your 14-day free trial.