Windows
Communicate effectively with leads, current customers and employees.
"Ease of use for invoices as a template, all invoices look the same for every client. Easy to adjust line items and pricing as needed. Taking pictures within the app has been a great addition. "
— Ryan O.
Have more control and improve your view
Kickserv® organizes and automates your workflow and tasks so that you can focus on getting the job done. Send job reminders to your customers and your employees from anywhere. Categorize all of your leads so you can focus your marketing efforts. And, keep your confidential information private. You can also upload before-and-after photos to share with clients. And, most importantly, our QuickBooks® sync helps you stay on track with your finances and get paid.
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Employee permissions
Control what information employees can see or interact with. There is also a setting that prevents your crew from seeing what prices you charge customers.
Source leads
For each customer, you can click on “Source” and record where they learned about your business. Then Kickserv can break down the numbers by source.
Flexible scheduling
Schedule multiple workers to each job at one time. You can also cancel and reschedule jobs during inclement weather days.
With Kickserv, you can:
Track
your client accounts and make detailed notes
Record
client interactions, payments, and attach documentation to each task
Manage
client interactions, payments, and attach documentation to each task
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 Windows business, Kickserv is your best choice.
Contact us today to start your 14-day free trial.