Kickserv vs Wintac

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Our analysts compared Kickserv vs Wintac 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
Wintac 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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Wintac is an on-premise business management tool that organizes, automates and tracks all aspects of the service industry. Combining key pieces of relevant and popular offerings in the industry, it manages everything from scheduling and dispatching, inventory management, customer information management, work order management to invoicing and accounting.

It eliminates paperwork and saves time while optimizing information and business processes for maximum productivity and optimized efficiency. Its one-time license fee makes it one of the most affordable options on the market.
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$47 Monthly, Freemium
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Tailored to your specific needs
$3,145 One-Time
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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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  • Organized Information and Processes:  Organize contacts, work orders, service history, accounting and operations seamlessly on a central platform. 
  • Accessibility:  Get remote and offline access with iOS and Android apps to manage work on-the-go. 
  • Automation:  Automate multiple business aspects such as marketing, sales, communication and accounting to save time and boost revenue. 
  • User Friendliness:  Access easy-to-use tools to manage business operations efficiently. 
  • Integrations:  Integrate with leading business software to synchronize data and expedite work. 
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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:  Track & schedule service jobs. Assign jobs to most suitable and nearest available field staff for efficient scheduling and quick service delivery. Create flexible schedules for all available services, work orders and field staff members. 
  • Dispatch Management: Dispatch Management: Get live locations of field staff for real-time dispatch. Send optimized routes, track arrival and send live updates and notifications to customers for a better customer experience. 
  • Work Order Management:  Create, update and manage work orders for one-time and recurring jobs, including details like addresses, issues, materials required, field staff assigned, estimates, checklists and more. 
  • Contact Management:  Manage, organize, segment and communicate with all contacts, including leads, prospects, clients, vendors, field staff and back-office employees, from a central location. 
  • Sales Management:  Track and manage leads. Ensure targeted communication and quick response rates for conversion. Send estimates and proposals using readymade customizable templates. 
  • Inventory Management:  Track, update and manage inventory items for multiple locations and vendors. Get built-in support for inventory barcode scanning and label printing. 
  • Accounting:  Manage unlimited accounts receivable and accounts payable through seamless integration with accounting tools such as QuickBooks, Peachtree, Timberline and more. 
  • Billing:  Manage over the counter sales along with an integrated billing system. Generate automated invoices based on service agreement terms. Track partial payments, dues and overpayments to manage finances efficiently. 
  • Equipment and Agreement Tracking:  Track equipment location, details and history through electronic serialization. Manage warranties and agreements with reminders for renewal. 
  • Dashboard:  Get a visual overview and analytical insights into key business operations with a drag-and-drop widget-based dashboard. 
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Product Ranking

#63

among all
Field Service Management Software

#7

among all
Field Service Management Software

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Analyst Rating Summary

66
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86
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93
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74
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Kickserv
Wintac
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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 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

18%
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82%
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User Sentiment Summary

Great User Sentiment 678 reviews
Great User Sentiment 701 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.

84%
of users recommend this product

Wintac has a 'great' User Satisfaction Rating of 84% when considering 701 user reviews from 2 recognized software review sites.

5.0 (14)
n/a
n/a
2.7 (11)
4.38 (332)
n/a
4.4 (332)
4.2 (690)

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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Functionality: The system offers robust scheduling tools for everyday operations and keeps track of dispatches and customer databases for easy access. It is easy to navigate, manages multiple inventories and keeps track of vehicles, noted 81% of users who talked about the product’s functionality.
Cost: The product is affordable for small and growing businesses as it is offered on a flat-rate and doesn’t incur monthly charges, said nearly 75% of reviewers that talked about cost.
Invoice: Nearly 72% of users that mentioned invoicing noted that the system generates professional invoices and is good for billing purposes.
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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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Cloud-Based: The system is not in sync with its competitors as it is only offered as an on-premise solution, which makes it difficult to access remotely, said nearly 83% of the reviewers.
CRM: Nearly 78% of users that spoke about CRM support noted that the system lacks basic CRM functionalities like lead management and tools to communicate with customers outside of the system.
Mobile App: The product doesn’t offer a mobile application to make it accessible from internet-connected devices, said nearly 74% of the reviewers who talked about its accessibility.
Reporting: Nearly 86% of users that mentioned reporting said that it is cumbersome to generate reports like lead sources, sales and service rates to extract valid data on an organization’s operations.
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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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Wintac offers an easy-to-use software suite that eliminates the hassle of dealing with several tools while solving everyday business management problems. It organizes inventory, customer databases and vehicles. However, the product is dated, not cloud-based and is difficult to access remotely. It has a clunky user interface, requires a steep learning curve to get acquainted to its features and doesn’t offer automatic updates. It also lacks GPS tracking, a mobile application and has sluggish customer support.

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Screenshots

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