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Close More Business

Manage leads, turn around estimates quickly with digital estimates, and send invoice reminders to make sure you get paid.

Turn more estimates into contracts

It can be frustrating to track down potential customers and take the time to provide an estimate only to lose the job to someone else who responded quicker. Our home service CRM software helps you close more deals by centralizing your leads for quicker follow-up. You will streamline engagement with potential customers through rules-based online scheduling, messaging, and estimates tools, and use a pipeline view of all your estimates to focus on closing jobs. Remove the hassle and close more jobs.

Could not have been done without Kickserv

“The progress we have made in increasing and managing our business would not have been possible without Kickserv. We have realized an increase of 132.04% in the number of jobs."

- Kevin Cline, Alpha Appliance

Capture more leads & respond quicker

Win more deals by being the most responsive vendor providing a professional estimate quickly. Kickserv home service lead management helps you manage inbound inquiries in a centralized inbox, automatically creating new opportunities through online scheduling forms while relying on customer records containing notes on all discussions. Anyone jumping in to respond to inquiries is armed with all the details needed to schedule or provide an estimate.

Simplify appointment scheduling

Take advantage of the option to allow customers to make requests for appointments on your site 24/7. Kickserv home service appointment scheduling software allows customers to visit the customer center during or after regular business hours to request service. Your team will be notified so you can get the job or estimate scheduled and respond to the customer right away so that you don’t miss out on any new opportunities.

Stay on top of communications and avoid frustrations

When potential customers have to play phone tag, follow-up on emails or repeat conversations, they assume the job experience will be frustrating as well. Keep everyone armed and empowered with a view into the customer record and all the discussions and email exchanges that have occurred. You can provide customers access to their customer center where they can view all the messages exchanged, view and approve estimates, make payments and request service.

Turn estimates around quickly for the win

Responding to inquiries and getting an estimate scheduled is key, but now you must quickly produce an estimate to close the job. Kickserv field service estimate software allows you to take all details and easily turn them into professional, itemized estimates delivered via SMS or email. Your customer can view estimates, request changes, and even sign off on the job – all without paper or phone calls.

Keep an eye on open estimates

Quickly scan open estimates to see what has been viewed and needs follow-up to close. With Kickserv’s field service sales software you can see if a customer has viewed an estimate or provided an approval signature. You also can view estimated job dates and stay on top of shifting availability to better manage customer expectations. Our pipeline view helps you stay on top of potential jobs and close more business.

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700+ Reviews
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