Kickserv vs Workiz

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Our analysts compared Kickserv vs Workiz based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Kickserv Software Tool

Product Basics

KickServ is a cloud-based solution that helps businesses manage bids and estimates, jobs, scheduling, dispatch, invoicing and tasks with a shared online calendar. Its customizable interface monitors and automates various aspects of operational workflows and business processes.

It connects field and administrative staff to clients, enhances customer satisfaction, maximizes productivity, increases sales and improves revenue.
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Workiz is a comprehensive software solution designed to streamline the complexities of Field Service Management. It is particularly well-suited for small to medium-sized businesses in the service sector, such as HVAC, plumbing, and cleaning services, due to its ability to manage tasks efficiently, from scheduling and dispatching to invoicing and payments. One of the key benefits of Workiz is its user-friendly interface, which simplifies the management of day-to-day operations, allowing businesses to focus more on service delivery and less on administrative tasks. Popular features include real-time job tracking, customer communication tools, and detailed reporting, which collectively contribute to improved productivity and customer satisfaction. When compared to similar products, users often highlight Workiz's affordability and the adaptability of its features to a wide range of service industries. Pricing considerations for Workiz typically involve a monthly subscription model, with costs varying based on the number of users and the level of functionality required, making it a flexible option for businesses of different sizes and budgets.

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$47 Monthly, Freemium
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Tailored to your specific needs
$198 Monthly, Freemium
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Gain Operational Visibility: Get a 360-degree view of all critical business activities in real time to manage operations efficiently. 
  • Improve Communication: Communicate seamlessly with technicians, staff members and customers through instant messaging, emails and notifications. 
  • Minimize Paperwork: Minimize paperwork and save time by generating invoices and collecting signatures and payments electronically.  
  • Get Mobile Access: Get a fast and reliable iOS app for communication, invoicing and job management in the field.  
  • Leverage Data and Analytics: Access and analyze business-critical data in real time to make data-driven decisions. 
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  • Easy Job Scheduling, Dispatching and Tracking:  Schedule jobs, dispatch best-matched and nearest available technicians to service locations and track job progress through a central platform. 
  • Faster Payments:  Generate invoices and collect payments instantly in the field. Get paid faster for completed jobs. Backend payment processing is available. 
  • Improved Coordination and Communication:  Communicate and coordinate with staff as well as clients through built-in phone and messaging systems. Send appointments, routes and important information to field staff. Send reminders, trackers, ETAs and relevant documents to clients. 
  • Better Client Management:  Manage client information, location, service history, payments, details and call recordings centrally for easy access and reference. 
  • Increase Revenue:  Users report nearly a 37% increase in revenue when leveraging this system. 
  • Integrations:  Pre-built and third-party integrations through Zapier allow seamless operations across multiple apps and systems. 
  • Mobile Apps:  Android and iOS apps enable field staff, team leaders and managers to get notifications, coordinate with each other, update job progress and collect payment on the go. 
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  • Scheduling: Create and schedule one-time, recurring and maintenance work order requests with a one-click scheduling feature. Assign jobs to field technicians automatically based on factors like competency, distance, service rating and more. 
  • Dispatch and Routing: Send alerts to field technicians about assigned work order requests, along with dispatch directions and route instructions. Routing is synced with GPS tracking to optimize time and fuel costs in real time. 
  • GPS Tracking: Optimize field operations in real time with GPS tracking and get real-time location-based updates for check-in, check-out and status updates. 
  • Time Tracking: Manage employee timesheets for each project, record labor costs for seamless payroll processing and eliminate manual timesheet errors and payment discrepancies. 
  • Electronic Signature: Capture client signatures with touch-enabled devices for approvals, invoices, feedback forms and more. 
  • Estimates: Create and share estimates using pre-built templates.  
  • Invoices: Create and share customizable individual or group invoices using pre-built templates. Track sent invoices for timely payments and follow-up on past due invoices. 
  • Online Payments: Enable instant payments through online card processing. Save customer debit and credit card details for future use.  
  • Expense Tracking: Keep track of single or recurring expenses, along with expense type, description, usage records and vendor information. 
  • Document Management: Capture, store and share images, diagrams, notes, field reports and graphs with back-office staff and clients over job reports. 
  • Service History Management: Maintain and access service history records for each customer along with details like address, order requests, resources used, photos and invoices. 
  • Customer Portal: Let customers submit work order requests, view open jobs, access invoices, pay bills and check service history with a branded customized self-service portal. 
  • Instant Messaging: Share crucial information with field staff using built-in instant messaging. Schedule and send automated SMS reminders to customers for quotes, estimates, invoices, site visits, reviews and feedback. 
  • Integrations: Gain access to automated two-way sync with popular business software such as QuickBooks, Stripe, Xero, Mailchimp, Customer Lobby and more. Plug in custom integrations through an open API. 
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  • Job Scheduling:  Schedule and manage jobs with a drag-and-drop, color-coded calendar. View schedules using filters for days, weeks, months, employee location and availability for maximum efficiency and complete visibility. Allow clients to request services from a business website or social listings through an integrated widget. 
  • Job Management:  Segregate field staff and teams by location for efficient dispatch and scheduling. Track clock-in and clock-out times, progress and current status of the job, pending tasks, and more to competently manage each service order. Manage multiple franchises from a single platform. 
  • Lead Management:  Track leads and job opportunities from various sources. Maintain communication with estimates, quotes and adequate follow-ups to increase conversions. 
  • Team Management:  Assign jobs to best-suited and available field staff. Track staff in real time and optimize routes with live locations and a map overview of jobs. Communicate in real time through SMS and email. 
  • Client Management:  Track, organize and manage client information like contact details, service history, notes, documents and transactions. Avoid data duplicity with client-property matches. Engage clients and prospects through email via MailChimp integration. 
  • Inventory Management:  Build and manage inventory centrally by adding items, assigning brands and categories and taking stock counts. Track inventory items across locations like the main office, warehouse and service vehicles. Manage inventory items in real time and maintain stock levels by setting up reorder points. Filter and search the entire inventory in a few clicks. Log every stock change, usage, return, cancellation and movement of items from one inventory storage location to another. Get usage reports for specific date ranges and time-stamps with a list of used items and their billing amounts across jobs and users. 
  • Online Booking:  Use an online booking widget as a standalone page, or integrate with business websites, social media profiles and listing websites to allow clients to access availability and services while making online bookings. Real-time sync with Workiz Calendar ensures that there are no discrepancies or overlapping of schedules. 
  • Invoicing:  Create estimates, invoices, waiver forms and work orders using readymade templates. These templates are customizable, brandable and shareable with clients over mail. Capture client signatures with touch-enabled devices. All invoices, waiver forms, work orders and transaction receipts are stored for future reference. Integrate with QuickBooks online to keep accounting and financial operations updated. 
  • Online Payments:  Setup WorkizPay to invoice clients and get paid faster in the field. Send payment requests through mail or SMS and get paid in minutes. Powered by WePay, and backed by Chase Bank, processing fees of WorkizPay start at 2.96%. Clients can either physically swipe credit cards or manually enter details for seamless payments. 
  • Phone System:  Log, record and track client calls and add a custom call greeting to improve client satisfaction. Mask phone numbers of clients and field staff to maintain privacy. Send automated appointment reminders, ETA of field staff and payment requests via text. Set up call routing, call flows and enable one-click dialing for robust communication. 
  • Service Chatbot:  Set up and integrate a service chatbot to engage visitors and assist them in inquiring about available services and make online service requests. 
  • User Permissions:  Customize user access to important data and features through permissions based on roles and responsibilities. 
  • Reports:  Accurately get real-time data for every aspect of your business. Use smart filters and date ranges to build dynamic reports. Track and analyze cancelation rates, profits, advertising ROI, sales-based commissions and more at a glance. 
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Product Ranking

#63

among all
Field Service Management Software

#12

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

66
73
86
100
93
97
74
63
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Work Order Management
Customer Management
Billing and Invoicing
Billing and Invoicing
Customer Management
Reporting and Dashboards

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Kickserv
Workiz
+ Add Product + Add Product
Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 86 93 74 69 24 77 81 30 69 71 98 100 97 63 57 80 83 87 30 71 63 78 0 25 50 75 100
88%
0%
12%
100%
0%
0%
89%
0%
11%
100%
0%
0%
75%
0%
25%
63%
0%
37%
71%
0%
29%
57%
0%
43%
25%
0%
75%
88%
0%
12%
73%
0%
27%
82%
0%
18%
78%
0%
22%
89%
0%
11%
25%
0%
75%
25%
0%
75%
71%
0%
29%
71%
0%
29%
75%
0%
25%
67%
0%
33%
100%
0%
0%
75%
0%
25%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

18%
0%
82%
36%
0%
64%

User Sentiment Summary

Great User Sentiment 678 reviews
Excellent User Sentiment 266 reviews
88%
of users recommend this product

Kickserv has a 'great' User Satisfaction Rating of 88% when considering 678 user reviews from 3 recognized software review sites.

92%
of users recommend this product

Workiz has a 'excellent' User Satisfaction Rating of 92% when considering 266 user reviews from 2 recognized software review sites.

5.0 (14)
n/a
4.38 (332)
4.6 (189)
4.4 (332)
4.6 (77)

Awards

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SelectHub research analysts have evaluated Workiz and concluded it earns best-in-class honors for Billing and Invoicing. Workiz stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Billing and Invoicing Award

Synopsis of User Ratings and Reviews

Streamlined Scheduling and Dispatching: Kickserv simplifies the scheduling process, allowing businesses to efficiently manage their technicians and optimize routes for faster service delivery.
Improved Communication: The platform facilitates seamless communication between office staff, technicians, and customers, ensuring everyone stays informed throughout the service lifecycle.
Enhanced Customer Satisfaction: Kickserv empowers businesses to deliver exceptional customer experiences by providing timely updates, online booking options, and convenient payment processing.
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Easy to Use: As many as 94% of users who mention user-friendliness as a deciding criteria laud the software for its ease of use.
Scheduling and Dispatching: Nearly 88% of users who talk about this feature note that it helps them streamline their fleet logistics and optimize for faster service delivery.
Customization: About 84% of users who refer to customization report that the software can be easily customized to fit business requirements.
Customer Support: Approximately 74% of users who talk about customer support recommend the software for its responsive and helpful support.
Accounting and Finance: The software makes it easier to manage invoices, payments and taxes, as noted by 70% of the users who mention accounting and finance capabilities.
User Interface: A simple, intuitive and easy-to-use interface makes Workiz a prefered solution, as reported by nearly 59% of users who refer to the interface.
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Limited Customization: Users express frustration over the inflexibility of Kickserv to accommodate unique business workflows. For example, one user found it difficult to customize the platform to manage the specific equipment maintenance needs of their company.
Reporting Shortcomings: Kickserv's reporting features are perceived as basic and lacking depth. Users desire more comprehensive reporting capabilities to gain deeper insights into their field operations. For instance, a user highlighted the inability to generate reports that analyze technician performance based on specific metrics.
Mobile App Functionality: While Kickserv offers a mobile app, users report limitations in its functionality and user-friendliness. Some users find the app clunky and slow, impacting technician efficiency in the field. For example, a user mentioned difficulties with the app's GPS tracking feature, which hindered their ability to monitor technician location in real-time.
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Mobile Apps: About 86% of users who mention mobile apps report regular lags, glitches and synchronization issues.
QuickBooks Integration: Nearly 67% of users who talk about QuickBooks integration complain that it is erroneous and needs manual inputs.
Inventory Management: Approximately 60% of users who refer to this feature maintain that it is hard to keep track of inventory stock levels and replenishments for tools and equipment.
Integrations: The software offers limited integrations, restricting seamless operations, as noted by up to 67% of users who mention integrations.
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Is your current Field Service Management software giving you a kick in the pants? If so, Kickserv might be the solution you're looking for. Kickserv is a cloud-based platform designed to streamline field service operations, offering features like scheduling, dispatching, tracking, and reporting. It also integrates with popular business systems such as CRM and ERP, providing a comprehensive solution. But how does it stack up against the competition? User reviews from the past year paint a largely positive picture of Kickserv. Many users praise its ease of use and affordability, especially for small to medium-sized businesses. The intuitive interface and straightforward features make it easy for teams to get up and running quickly, without extensive training. The mobile app is a standout feature, allowing technicians to manage jobs, track time, and collect payments on the go. Integration with QuickBooks is another major plus, ensuring seamless financial management. However, some users have reported occasional glitches and limitations in customization options. While Kickserv may not have all the bells and whistles of some higher-end competitors, its simplicity, affordability, and mobile capabilities make it a compelling choice for businesses looking for a reliable and user-friendly Field Service Management solution. Kickserv appears to be best suited for small to medium-sized businesses in service industries such as HVAC, plumbing, electrical, and landscaping. Its core features address the common pain points of these businesses, such as scheduling, dispatching, invoicing, and customer communication. The affordable pricing and scalability make it a practical choice for growing businesses. While larger enterprises with more complex needs may require a more robust solution, Kickserv offers a solid foundation for managing field service operations efficiently and effectively.

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Workiz is an easy-to-use, intuitive and customizable solution that helps field service professionals optimize their operations. Users highly recommend its seamless accounting and finance management, efficient scheduling and robust dispatching. Similarly, customer support is credited for being prompt and helpful. However, the product offers limited integrations. The pre-built QuickBooks integration is glitchy and needs manual inputs. Moreover, the inventory management feature and mobile apps need further improvement.

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Workiz

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