Sign-Up and Plan Selection: Users begin by choosing a pricing tier that fits their business size and needs—from free plans to premium options.
Account Setup: Basic setup includes entering company details, service offerings, and user roles. This can be done in minutes for smaller teams.
Data Migration: Businesses can import customer lists, job histories, and financial data. This step may require assistance and varies in duration.
QuickBooks Integration: Kickserv offers built-in integration with QuickBooks Online and Desktop (Desktop integration costs extra), which may take a few hours to configure properly.
Training and Onboarding: Kickserv provides support resources and optional training. Onboarding typically takes a few days depending on team size and complexity.
Go-Live: Once setup and training are complete, businesses can begin using Kickserv for scheduling, invoicing, and customer management.
Customisation
Custom Tags, Colors & Icons: Helps organize jobs and customers visually.
Custom Data Fields: Available in Standard and higher plans, allowing businesses to track unique information relevant to their operations.
Custom Reports: Enables creation of tailored reports for performance tracking and analytics.
Custom Templates: Available in Business and Premium plans for personalized estimates, invoices, and communications.
Embeddable Contact Forms: Lets businesses collect service requests directly from their website.
Automated Email & Text Reminders: Improves customer engagement and reduces no-shows.
Monthly Subscription Fees: Plans range from free to $250/month depending on features and user count.
QuickBooks Desktop Integration: Costs an additional $50/month.
Credit Card Processing Fees: As low as 2.9% + $0.30 per transaction.
Customization, Data Migration, and Training: May incur extra charges depending on scope and support level.
Support Charges: Basic support is included, but advanced or personalized support may be billed separately.
Training
Self-Service Resources: Kickserv offers a knowledge base with articles, guides, and FAQs to help users get started and troubleshoot issues.
Live Chat Support: Available for real-time assistance during business hours.
Email Support: Users can submit tickets for more complex issues or follow-up questions.
Onboarding Help: Personalized onboarding assistance is available, especially for paid plans.
QuickBooks Integration Support: Dedicated help for syncing with QuickBooks Online or Desktop.
Community Engagement: Users can follow Kickserv’s social media and changelog for tips, updates, and feature announcements.
Security Measures
Hosting on AWS: Kickserv stores data on Amazon Web Services, ensuring high availability and robust infrastructure security.
SSL Encryption: All web pages and data transmissions are secured using Secure Sockets Layer (SSL).
Encrypted Passwords: User passwords are encrypted and inaccessible even to Kickserv employees.
SSH Protocol Access: Terminal access to servers uses secure SSH with public/private key authentication.
Daily Backups: Data is backed up daily via AWS snapshots and restorable snapshots that allow recovery within minutes.
Redundant Storage: User files are encrypted and stored in AWS S3, a redundant cloud-based system.
Firewall and Port Restrictions: Server instances are firewalled with restricted access to necessary ports and IPs.
Application-Level Security: Includes secure source-code management via GitHub and strict password policies.
Updates
Regular Updates: Kickserv releases updates frequently to improve functionality and fix bugs.
Changelog Access: Users can view all recent updates via the changelog section in their account or at changelog.
User Notifications: Updates are communicated through the platform interface and social media.
Issue Tracking: Kickserv monitors outages and performance issues via platforms like IsDown, ensuring quick response to service disruptions.
Data Ownership and Portability
Customer Ownership: Customers retain full ownership of their personal and business data processed through Kickserv.
Data Portability: Kickserv allows customers to export their data, supporting portability in case of migration or termination of service.
Data Processing Agreement (DPA): Kickserv’s DPA outlines roles and responsibilities regarding personal data, ensuring that Kickserv acts as a processor on behalf of the customer.
Breach Protocols: In case of a personal data breach, Kickserv is obligated to notify affected parties and take corrective action.
Encryption and Access Control: Data is encrypted and access is restricted to authorized personnel only.
Scaling Up / Down
Flexible Plans: Kickserv offers multiple pricing tiers—FLEX, START, GROW, BOOST, BUSINESS, and PREMIUM—allowing businesses to scale based on user count and feature needs.
No Long-Term Commitment: Users can upgrade or downgrade plans at any time through their account settings.
Feature Access: Higher-tier plans unlock advanced features like custom templates, live GPS tracking, and advanced reporting.
User Management: Businesses can add or remove users as needed, with pricing adjusted accordingly.
The terms & conditions for contract renewal and cancellation
Monthly Billing: Kickserv operates on a monthly subscription model, with automatic renewal unless canceled.
Cancellation Policy: Users can cancel at any time via their account dashboard. There are no cancellation fees.
No Refunds for Partial Months: If canceled mid-cycle, service continues until the end of the billing period, but refunds are not issued for unused time.
QuickBooks Desktop Integration Fee: If subscribed, this feature incurs an additional $50/month and must be canceled separately.
Data Retention Post-Cancellation: Kickserv may retain data for a limited time after cancellation for backup and legal compliance purposes.
Compliance
GDPR: Kickserv complies with the EU’s General Data Protection Regulation, ensuring lawful processing and protection of personal data.
Standard Contractual Clauses: Kickserv uses EU-approved clauses for cross-border data transfers.
Data Subject Rights: Users can request access, correction, or deletion of their personal data under GDPR provisions.
Security Protocols: Kickserv employs secure hosting (AWS), SSL encryption, daily backups, and firewall protections to meet data security standards.
