Estimates
Keep the back-and-forth to a minimum.
You’re busy. Your customers are busy. That’s why you need a handy solution to streamline scheduling, estimating and signing-off on projects. With Kickserv, you can create and send estimates with a simple text message as well as manage all of your projects in one place. And when you communicate more effectively with your customers, they tend to turn into repeat customers.
Estimate view
We make it easy to schedule a visit, jot down notes, scope out a project, put together an estimate and send it to the customer.
- Provide an itemized list of charges to the estimate
- Get the customer's signature on the estimate before you start the work
- Include additional notes to the estimate as required
Online signature approval
Kickserv can collect digital signatures and deliver them right to your computer, tablet, laptop or phone. Your customer can approve your estimate, request changes, and even sign off on the job – all without paper or phone calls.
- Customers can sign off on the estimate online from their computer
- Get a signature on site through the mobile application
- Signed documentation all stays on file in the customer record
Customer pipeline
With Kickserv, you’ll be able to quickly scan any upcoming work opportunities, whether open, sent, viewed, won or lost. You can also check estimate completion dates, provide more accurate estimates, and stay ahead of potential delays.
- From one screen, view all open opportunities so you can follow-up
- See if a customer has viewed an estimate and/or provided an approval signature
- Use lost opportunities to make improvements
