Kickserv Features
Before the Job (4)
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Calendar
Uses the calendar tool to determine field workers who are free for the job.
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Dispatch
Notifies field service workers of their upcoming assignments.
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Roles
Allows users to see tasks according to permissions and roles.
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Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (10)
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Location
Tracks employee location to ensure timeliness.
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Employee Communication
Enables communication within the app from manager to field service employee.
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Behavior Monitoring
Monitors behavior in the field.
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Client Notifications
Notifies clients, should any delays or mishaps occur.
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Field Sales
Includes some ability to serve as a sales and ordering application.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Location
Manage and support multiple locations
Payment Collection in the Field
Swipe a credit card or manually process payments while with the customer in the field
After the Job (6)
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Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
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Billing & Invoicing
Create, manage, and send invoices or bills to customers
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Reports
Alter the layout and content of reports
Customer Management (3)
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Self-Service Portals
Provides a customer portal to allow self-service service requests and ticket tracking.
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Customer Profiles
Stores key customer information in a CRM database.
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Communication Tools
Offers SMS and/or email communications to update customers on job status.
Service Management (4)
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Field Scheduling
Offers scheduling tools to support field dispatch for on-site repairs.
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Ticketing
Manages ticket intake and queue for repair and service jobs, including technician assignment and status tracking.
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File Attachment
Allows documents and images to be attached to repair orders.
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Estimates and Invoicing
Generates estimates and invoice documents for customers.
Business Management (19)
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Multi-site Management
Manages multiple repair shop locations in one central interface.
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Point of Sale
Processes customer payments and handles receipting for repair and service jobs.
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KPI Tracking and Reporting
Stores financial, labor, and business data to monitor revenue, average job times, and other key performance indicators.
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Contract Management
Assists with corporate contracts for managed service agreements
Intake Management
Activities related to the initial admission of a charge into the organization's care
Inventory Management
Track and manage inventory levels to maintain proper supply
Document Management
Store, manage, and track all electronic documents in a centralized location
Barcode/Label Management
Print and scan barcode or labels
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Contact Management
Manage, organize, and store contact information
Receipt Management
Upload, track, and submit receipts in a central database
Repair Tracking
Allows service businesses to track ongoing repairs
Status Tracking
Track the status over time for a request, process, asset, or transaction
Warranty Tracking
Track the duration and expiration of warranty as well as any obligations under that warranty
Task Management
Create, manage and track all task activities and progression
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Generative AI (2)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Additional Functionality (209)
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Checklists
An itemized to do list that can be edited as tasks are completed
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Parts Management
Track parts inventory levels and manage re-stocking
Service History
Track work performed and resources used for past customers, sites, or assets
Residential Properties
For residential properties
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Purchase Order Management
Create, send, and track purchase orders and their statuses
Mobile Access
Access software remotely via mobile devices
Dispatch Management
Manage sending personnel and resources to a site as needed
Task Scheduling
Track and manage the scheduling of tasks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Technician Management
Oversee technicians and track their assigned work orders
Status Tracking
Track the status over time for a request, process, asset, or transaction
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Management
Manage and track all job information and associated tasks
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Reporting
Active reporting of data and metrics
Commercial Properties
Designed to serve commercial properties
Real-Time Data
Receive data and information in real time
Historical Reporting
Information, data and reports that are being tracked over time
Contract/License Management
Track, store, and access client contracts or licenses
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Workflow Management
Create, design and manage workflows for repetitive tasks
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Inventory Management
Track and manage inventory levels to maintain proper supply
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
Routing
Plan daily routes to optimize employee scheduling and provide directions
Forms Management
Store, manage and track all forms in a centralized location
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Documentation Management
Manage product specific documents in a categorized order
File Storage
Store and access documents, forms, and photos in one centralized place
Electronic Signature
Digitally sign online documents
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
Resource Allocation
Assign available resources to various projects and tasks
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Quotes/Estimates
Generate quotes or estimates for customers
Scheduling
Plan availability and assign specific time slots for tasks and resources
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Online Time Clock
Track/log the amount of time employees worked per job using a timer
Workforce Management
A set of processes to optimize the productivity of its employees
Activity Tracking
Track and document all activities across devices, networks, and other systems
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Branding
Add customized logos and colors to align with company branding
Price and Cost Calculations
Calculate rule-based prices for a product/service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Equipment Tracking
Track the location of specific equipment at all times
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Secure Data Storage
Securely stores data to prevent data loss or breaches
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Real-Time Updates
Receive system updates as soon as any changes are made
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Chat/Messaging
Communicate using direct chat or messages within the system
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Electronic Payments
Electronically collect payments for goods or services
Customer History
Access previous interactions or concerns to maintain customer relationships
Inventory Control
Monitor product stock levels
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Driver ETA
Generate estimated arrival times for drivers to keep back office or customers informed
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Customer Management
Store and organize information about customers and previous interactions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Work Order Creation
Create a new work order
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Recurring Appointments
Schedule repeating appointments based on a duration of time
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Electronic Payments
Electronically collect payments for goods or services
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Estimating
Estimate expected cost based on various factors before a project begins
Data Import/Export
Import and export data to and from software applications
Repair Tickets
Organize repair tickets, track progress, severity, and repair history
Mobile Alerts
Notifications via mobile devices
File Recovery
Recover lost, deleted, or damaged files
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Branding
Add customized logos and colors to align with company branding
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Electronic Signature
Digitally sign online documents
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Location
Manage and support multiple locations
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Workflow Management
Create, design and manage workflows for repetitive tasks
Online Booking
Book meetings and appointments through a website or digital platform
Dispatch Management
Manage sending personnel and resources to a site as needed
Customizable Forms
Customize contracts and forms to collect specific information
Multi-Location
Manage and support multiple locations
Customer History
Access previous interactions or concerns to maintain customer relationships
Electronic Payments
Electronically collect payments for goods or services
Equipment Tracking
Track the location of specific equipment at all times
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Mobile Access
Access software remotely via mobile devices
Electronic Signature
Digitally sign online documents
Accounting Integration
Integrate with a third-party accounting system
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Inventory Management
Track and manage inventory levels to maintain proper supply
Routing
Plan daily routes to optimize employee scheduling and provide directions
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Activity Tracking
Track and document all activities across devices, networks, and other systems
For Carpet Cleaners
Designed to be used by carpet cleaning businesses
Timesheet Management
Track the amount of time spent on a job or task
Quotes/Estimates
Generate quotes or estimates for customers
Customizable Fields
Customize data fields to support various needs and use cases
Email Management
Manage, store and organize emails within the system or via third-party apps
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
SMS Messaging
Send messages via SMS
Customizable Reports
Alter the layout and content of reports
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Scheduling
Plan availability and assign specific time slots for tasks and resources
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Data
Receive data and information in real time
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Job Management
Manage and track all job information and associated tasks
For Field Service
Intended to be used by field service companies
Customer Management
Store and organize information about customers and previous interactions
Mobile Alerts
Notifications via mobile devices
Service History
Track work performed and resources used for past customers, sites, or assets
API
Application programming interface that allows for integration with other systems/databases
Recurring Appointments
Schedule repeating appointments based on a duration of time
Customizable Branding
Add customized logos and colors to align with company branding
Credit Card Processing
Accept and process credit card transactions
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Weight Calculations
Customer Portal
A website or login for customers to access information
Transportation Management
Organize and track the physical movement of goods from one location to another
Inventory Management
Track and manage inventory levels to maintain proper supply
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Job Costing
Calculate total itemized costs, including initial costs and any changes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Storage
Store and organize documents in a centralized system
Customizable Reports
Alter the layout and content of reports
Forecasting
Form predictions based on past and present data/trends
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Order Processing
Send / receive, process, and execute orders
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customer Management
Store and organize information about customers and previous interactions
Contract/License Management
Track, store, and access client contracts or licenses
Timesheet Management
Track the amount of time spent on a job or task
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Production Tracking
Track the production of materials and items over certain periods or seasons
Harvest Management
Ability that lets agricultural producers streamline tree harvest operations
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Forest Industry
Designed to be used by the forest industry
Supplier Management
Manage all supplier data and operations
Site Design
Job Management
Manage and track all job information and associated tasks
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Real-Time Data
Receive data and information in real time
Risk Assessment
Initiate collection and analysis of known risks
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Pricing Management
Tool used to determine accurate pricing and product eligibility for borrowers
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Customizable Fields
Customize data fields to support various needs and use cases
Routing
Plan daily routes to optimize employee scheduling and provide directions
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Geographic Maps
Visualize locations on a map
API
Application programming interface that allows for integration with other systems/databases
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Collection
Process of gathering, measuring, and analyzing accurate data
Summary Reports
Cost Accounting
Analyzing and tracking the costs associated with producing goods and services
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Activity Tracking (1)
Activity Tracking
Track and document all activities across devices, networks, and other systems
API (1)
API
Application programming interface that allows for integration with other systems/databases
Calendar Management (1)
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reporting & Statistics (1)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
AI Copilot (1)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Workflow Management (1)
Workflow Management
Create, design and manage workflows for repetitive tasks
Customer Database (1)
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Reports (1)
Customizable Reports
Alter the layout and content of reports
Job Tracking (1)
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Inventory Management (1)
Inventory Management
Track and manage inventory levels to maintain proper supply
CRM (1)
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Electronic Payments (1)
Electronic Payments
Electronically collect payments for goods or services
Customizable Templates (1)
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Activity Dashboard (1)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Electronic Signature (1)
Electronic Signature
Digitally sign online documents
Scheduling (1)
Scheduling
Plan availability and assign specific time slots for tasks and resources
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reminders (1)
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Drag & Drop (1)
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Mobile Access (1)
Mobile Access
Access software remotely via mobile devices
Customer History (1)
Customer History
Access previous interactions or concerns to maintain customer relationships
Real-Time Reporting (1)
Real-Time Reporting
Active reporting of data and metrics
Employee Management (1)
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Client Portal (1)
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
SMS Messaging (1)
SMS Messaging
Send messages via SMS
Quotes/Estimates (1)
Quotes/Estimates
Generate quotes or estimates for customers
Billing & Invoicing (1)
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Work Order Management (1)
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Email Management (1)
Email Management
Manage, store and organize emails within the system or via third-party apps
Fleet Management (1)
Fleet Management
Management of commercial motor vehicles for work-related purposes
Multi-Location (1)
Multi-Location
Manage and support multiple locations
Dispatch Management (1)
Dispatch Management
Manage sending personnel and resources to a site as needed
Accounting Integration (1)
Accounting Integration
Integrate with a third-party accounting system
Job Management (1)
Job Management
Manage and track all job information and associated tasks
Technician Management (1)
Technician Management
Oversee technicians and track their assigned work orders
GPS (1)
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Job Scheduling (1)
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Property Layouts (1)
Property Layouts
Analyze floor plans to generate workflow
Mobile Signature Capture (1)
Mobile Signature Capture
Capture signatures via mobile devices
Pest Activity Tracking (1)
Pest Activity Tracking
Manage inventory based on different requirements of individual work orders
Pesticide Usage Tracking (1)
Pesticide Usage Tracking
Track the amount of pesticide inventory used on jobs
Routing (1)
Routing
Plan daily routes to optimize employee scheduling and provide directions
For Pest Control Companies (1)
For Pest Control Companies
Intended to be used by pest control companies
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