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Informazioni su Kickserv

Software per i servizi esterni, facile da utilizzare e implementare, che automatizza la tua forza lavoro mobile. Gestisci lead, stime, lavori e fatture. Effettua la sincronizzazione con QB.

Ulteriori informazioni su Kickserv

Aspetti positivi:

I like th efunctunality with QB. The lead tracking is excellent.

Aspetti negativi:

Does not work correctly most of the time, confusing to use with too many steps to set up service calls.

Valutazioni di Kickserv

Punteggio medio

Facilità d'uso
4,4
Servizio clienti
4,4
Caratteristiche
4,2
Rapporto qualità-prezzo
4,4

Lo consiglieresti?

8,3/ 10

Kickserv ha una valutazione complessiva di 4,4 stelle su 5, calcolata sulla base di 389 recensioni degli utenti di Capterra.

Hai già usato Kickserv?

Condividi la tua esperienza con altri acquirenti.

Filtra le recensioni (389)

Mike
Director of Operations
Utente LinkedIn Verificato
Servizi ambientali, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

What did we do without Kickserv?

5,0 4 anni fa
Sottotitoli in italiano disponibili nel lettore video
Yvonne
Yvonne
Founder/President (USA)
Utente LinkedIn Verificato
Computer e sicurezza della rete, Lavoratore autonomo
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

The Best Value for the Money

5,0 2 anni fa

Commenti: Wonderful experience for over 11 years

Aspetti positivi:

The best feature of this product is the customer service. The ease of use and the product.

Aspetti negativi:

Some limitations on reports. But always found work around

Jennifer
Operations Manager (USA)
Dispositivi medici, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Great for One Tech

4,0 3 anni fa

Commenti: I enjoy using the product from my desk and the tech doesn't have any complaints from the app.

Aspetti positivi:

I like that i can invoice the job with clear notes and history to the clients from my tech. Scheduling is easy.

Aspetti negativi:

Wish there was a way to alert the tech out of the app. I review a work order and see I need more notes or need him to advise on a part # so that I can quote. I have no way to tell him this other than to copy the notes and email him separately.

Risposta di KickServ

3 anni fa

Thank you for the wonderful review, Jennifer. I know the idea of two way communication within Kickserv, among employees, has been kicked around. I'll be sure to pass the feedback up the ladder. :)

Scott
Owner (USA)
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Kickserv is a great app that I have used for my Piano Service Company.

2,0 8 anni fa

Aspetti positivi:

All inclusive connectivity of all the data needed to run my (Piano Service) business. I consider myself a fairly expert user of kickserv, using it from its early inception, then called ' Service Sidekick'. I am totally on board to help bring it to its fullest potential, so dont take the cons section too hard...I use the system every day, all through the day, and my entire operation depends on this most awesome application.

Aspetti negativi:

Software is gradually degrading. Latest update published makes KS sluggish, screen freezes constantly during scrolling. Reports have been altered to the point of useless. Quadruple redundant data entry, creating and closing an event, then a job. No auto fill on repeated fields. Phone numbers require dashes be entered. Format the field for straight 10 digit entry. Area code, city, and state are almost always the same in my service area. Why dont these fields hold and auto fill the last data entered? Internet standard these days is that the state is a 'state' field, only accepting 2 CAP characters in verified state identifiers. No notification if email is successful, and no notice when messages fail. This has caught me with my pants down with customers...( yes customers, not contacts) emailing time sensitive invoices and opportunitys.... guys, they are ESTIMATES, Not opportunitys!! Stripe send a payment received email notification...Awesome. The text is the problem. First words of auto generated notification says Congratulations!. Congratulations? We are small businesses....we take money, every day, all day. It is inapropriate, and smacks of a Condesending viewpoint. Miss labled fields: My customers are my 'customers' , not my 'contacts'. New address verify is great on service address, Why does it not verify billing address? Getting paid is a very important aspect of small business. Makes no sense.

Risposta di KickServ

8 anni fa

Hello Scott, We agree that April and May were not good months for Kickserv. We are so very sorry. We did correct the couple of issues that were inherited from the massive migration of hundreds of original customers from our legacy platform. We regret not anticipating those issues prior. I would like to clarify some points you made: 1. We do not require dashes in phone numbers fields. 2. We do indicate if an email has failed in your Dashboard > email activity page. 3. Opportunities is a way to make our program more applicable to more people. When you do send out the template it does say estimate. We can help you with how it looks if you need something custom. Let me know. 4. Regarding your comment about the billing address, typically we are not verifying the address so much as we are just indicating on the map where that service address located for routing purposes and driving instructions.

Joan
Cleaning (USA)
Proprietà immobiliari, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Have used for years and very reliable

5,0 3 mesi fa

Commenti: We have used them for years in our Property Management business. Very useful and reliable calendar system

Aspetti positivi:

I love that they are consistent and available. I also like how they set up the calendar. Very attentive when you contact them, especially Abe.

Aspetti negativi:

I really dislike problems with signing in - which occur fairly regularly.

Risposta di KickServ

2 mesi fa

Hello Joan. We really appreciate you taking the time to leave us a review and provide us with valuable feedback. We are sorry you have experienced issues signing in. Have you reported them to the Success Managers? If not, I would recommend you do that so that we can pass along specifics to our development team and they can work on a fix. Thank you for choosing Kickserv.

Doug
General Manager (USA)
Musica, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Servicing Company - Long-time User

4,0 3 anni fa

Commenti: Generally very good.

Aspetti positivi:

- As a CRM software, we are able to manage all of our customers, scheduling, invoicing and reporting (not as bookkeeping or Financial Statements) in a generally good way. - The inter-connectionedness of the various parts of the software makes it easy to navigate from one function to another. - Although there has been some down time (which can be very difficult because we cannot function), but over the long-term it has not be crucial. Being an online CRM allows me to use any device. - We are able to save virtually anything (pics, docs, etc.) for future use, which has been crucially important to us. - The integration with Stripe for payment from our customers is now essential to our processes. It has worked flawlessly, easy to use, and easy to deal with Stripe for various things we need to do, including refunds. - It works well for both our field service and in-shop jobs. This is crucial because using two systems would be very difficult. -We are easily able to tailor the Products/Services, pricing, descriptions, to our specific needs - not being locked into some format that we don't like.

Aspetti negativi:

- Support is sometimes tedious. - New features added (if we find out about them at all) can be very disruptive to our processes, and confusing. While some of them make sense in a wider world, they sometimes are baffling and frustrating in our business. - We have 2 locations (and hope to have many more) and need to have separate systems. Kickserv requires us to use separate browsers for each. How are we going to be able to do that with 5 or 10 locations? And we're finding that some functions (e.g. access to support!) are no longer working on Firefox, one of the best and most popular browsers available. This is a serious problem for us. - Although a great deal of our business is field work, we do not/cannot use the mobile app with our techs because it is far too limiting. They need to be able to access much more information than what is available to them, and so we have them login through a browser on their phones. - There are essential functions that we have to do in business that Kickserv has not been able to program into the system (even when we offered to pay big $ to get them). E.g. There are several email templates, and auto sending emails: We need one to be sent as a follow up to Jobs, and another (sent out 6 or 12 months later) to remind people to schedule services . We have to do all of this manually, and would love to find a way to get it done automatically. Summary: Some things are hard to get into the software that other companies would also make good use of.

Risposta di KickServ

3 anni fa

Thank you Doug for your continued support and taking the time to leave us some feedback. We greatly appreciate it. Know that your feedback does not fall on deaf ears and we are always working on ways to improve Kickserv.

Sarena
Office Manager (USA)
Produzione di apparecchi elettrici/elettronici, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

We love the convience of Kickserv!

5,0 7 mesi fa

Commenti: We have been using Kickserv since 2012, overall we havent hads any problems with it. Kickserv is convient, essential for your business, easy to use, beneficial, efficent and the customner support team is amazing. The design team has also reahed out to us and we love giving our feedback, espically since we are one of Kickserv's 1st customers.

Aspetti positivi:

We love the convience of Kickserv! We love the digital billing, saves us paper, as well as the time tracking for our employees.

Aspetti negativi:

Using the phone system is fairly difficult and laggy. It doesnt have all the fewatures when compared to using on a comptuer, but it does the job.

Risposta di KickServ

6 mesi fa

Hi Sarena, thank you so much for taking the time to leave us a review. We so appreciate all of the feedback and our product team gains so much insight when they talk to customers. It means a lot to us that you're willing to invest your time in helping us improve our product. It's pertinent that we know what our customers need so that we can prioritize updates in the future.

Jesus
Account Manager (USA)
Gestione delle risorse, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Great scheduling program

5,0 3 mesi fa

Commenti: It is a very handy program that is improving at an impress pace.

Aspetti positivi:

I like the ease it is to schedule and move scheduled jobs.

Aspetti negativi:

It is not easy to take a job from the completed status to unscheduled.

Risposta di KickServ

3 mesi fa

Hello Jesus, thank you for taking the time to leave us a review. We are so happy that you enjoy the ease of scheduling. We would welcome any thoughts you have about improving the way that you update a job status from completed to unscheduled. That's not a common requirement for our customers, but if it's something you use frequently, we would like to hear more about your needs in that area. Please send an email to [email protected] with some more information about what you need.

Tarsha
Admin (USA)
Industria alberghiera, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Great Job!

5,0 5 mesi fa

Commenti: Amazing! When I have questions they are always answered in a timely manner

Aspetti positivi:

Easy navigation. The customer service team is great.

Aspetti negativi:

No complaints. Been with the company 4 years.

Risposta di KickServ

4 mesi fa

Hello Tarsha, thank you so much for your review. We appreciate hearing your feedback and thank you for choosing Kickserv! If you have questions for us, or have additional feedback, do not hesitate to reach out. We value your input.

Devin
owner (USA)
Produzione di apparecchi elettrici/elettronici, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

owner

5,0 3 mesi fa

Commenti: really good but I do have problems with taxes matching write with quickbooks

Aspetti positivi:

how simple it works

Aspetti negativi:

the step by step task oiption for workflow

Risposta di KickServ

3 mesi fa

Hello Devin. Thank you for leaving us a review. Please reach out to our Customer Success Team for help with your taxes syncing with QuickBooks. You can start a conversation by clicking on the black chat bubble in the app, or you can send an email to [email protected] and they will get back to you promptly. Thank you for choosing Kickserv!

Michele
Accountant (USA)
Stampa, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Customer Service is Stellar!

5,0 3 mesi fa

Commenti: Extremely favorable experiences for the past five years.

Aspetti positivi:

The customer service department always goes above and beyond

Aspetti negativi:

Like everything about Kickserv. There are no cons.

Risposta di KickServ

3 mesi fa

Hi Michele, thank you for taking the time to leave us a review. I will pass along your compliments to the CS team. They are the best! Thank you for choosing Kickserv and let us know if you have any suggestions for us to improve our product in the future.

Vonnie
President (USA)
Industria edilizia, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Awesome product!! 10!!

5,0 anno scorso

Commenti: I own a contracting business and it is perfect for my business.

Aspetti positivi:

I like the ease of use as well as the customer service.

Aspetti negativi:

I wish I could modify some of the forms. The font is so small many of my customers are older and can’t read it very well.

Risposta di KickServ

anno scorso

Hello Vonnie, thank you so much for taking time out of your schedule to leave us a review. That's excellent feedback about the forms. I'll send this over to our product team for future consideration (perhaps a font selection tool). Please let us know if you need help with anything.

Erica
office (USA)
Industria alberghiera, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

KS Review

4,0 anno scorso

Commenti: It has been a great experience.

Aspetti positivi:

The features that are most important are the maps to better route the techs, its simple, and i hardly ever have any issues.

Aspetti negativi:

there is nothing that i dont like about it.

Risposta di KickServ

anno scorso

Hello Erica, Thank you for taking the time to leave us a review. We know that our users are busy people and we really appreciate it when we get feedback. We are thrilled you are having such a great experience using Kickserv.

Eric
Owner Operator (USA)
Sicurezza pubblica, Lavoratore autonomo
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Good product

5,0 anno scorso

Commenti: Everything has been smooth. We are happy that we chose this product for our business.

Aspetti positivi:

Easy to use user friendly, easy to navigate

Aspetti negativi:

I don't like the notification feature being inaccurate with times. Sometimes it's good other times it's way off

Risposta di KickServ

anno scorso

Hello Eric, Thank you so much for taking the time to leave us a review. We very much appreciate your feedback. If you want to send us some specifics at [email protected] regarding the notifications issue you've experienced, we'd be happy to dive into it further.

Anthony
CEO (USA)
Industria edilizia, 2-10 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Amazin

5,0 anno scorso

Aspetti positivi:

Ease of use is the best feature. Very simple to teach to others

Aspetti negativi:

Nothing really. I like this product a lot

Risposta di KickServ

anno scorso

Hello Anthony, Thank you for leaving us a review. We're so happy that the product is easy for you to use. That's one of our main objectives, to make service simple.

Shane
Owner (Canada)
Servizi ambientali, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Kickserv Kicks Ass

5,0 3 anni fa

Commenti: Excellent product and fast, reliable support.

Aspetti positivi:

Kickserv is easy to use and easy to learn. It has more than enough functionality for my small business and integrates well with the Stripe payment system. The scheduling and calendar feature are extremely useful in daily planning.

Aspetti negativi:

The home page is useless. Some of the reporting functions need work.

Risposta di KickServ

3 anni fa

Shane - that is sort of an unofficial motto "it's that easy". And the fact you are finding that collecting your money is a snap using Stripe is great news. The dashboard of the application is for the owner to manage their Customer flow line (Opportunity > won > job > follow-up > invoicing > to collecting payment). I recommend you write into [email protected] or use your blue message bubble in the app and we can certainly do more training on this with you. Thank you again.

Randall
Owner (USA)
Servizi ambientali, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Overall, I like Kickserv. I rely on it for my business, and the product continues to improve.

4,0 8 anni fa

Commenti: It helps me manage four irrigation service technicians and keep them going where they need to go.

Aspetti positivi:

Their web site when used on a desktop computer is great for scheduling and dispatching. We use it throughout the day to line up jobs for our technicians. Previously existing customers are easy to find using their search feature. I can add a new job, and then click a button and it sends the technician a text message with the job description and address. The technician can click on the address link and get the GPS coordinates on their smart phone. The workflow is logical and consistent. When things go wrong, they are good about communicating what is happening.

Aspetti negativi:

We are really only able to use part of the service. While it is excellent for scheduling, it is not useful for invoicing unless your invoicing needs are very basic. The product is not compatible with Quick Books groups. I don't use their mobile app. I prefer their mobile web site, but recent changes have made their mobile site less useful. Their server sometimes gets overloaded and the software becomes unresponsive. Tech support is inconsistent. Sometimes very helpful. Sometimes condescending. If a customer has an email address, it will automatically send this customer a reminder notice. There is no way to turn this feature on or off. For recurring jobs where we go back to the customer again and again, this is a problem because we don't always schedule the customer on the same day every month. It also gives the customer a link to the customer account center, which we also do not use, since we are unable to use Kickserv's invoicing feature. While Kickserv continues to make improvements to the service, I frequently find myself frustrated because improvements are often not fully tested, resulting in unpleasant side effects. Example - recent formatting changes have made the scrollable area of their mobile web site very small and difficult to work with. Another change awhile back formatted all of my old customer data in such a way that their addresses would fail to appear in the text messages sent to my technicians. I am having to manually change all of these.

Linda
VIRTUAL ADMIN (USA)
Servizi ai consumatori, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Great Software

5,0 2 anni fa

Commenti: Just having everything in one place is great! My boss has more experience with account management software and he really likes this one. He likes they are updating their software frequently and adding new features that help us, like the dispatch and map feature.Early on, I talked/chatted with your customer service reps and asked a million questions. They were great and were very patient with me. I haven't had to bother them as much lately, but they are always accessible and helpful.

Aspetti positivi:

Easy to use.Easy to change products and prices.Love the reminders option and scheduling option.Love the response time and advice from the team when I ask crazy questions!

Aspetti negativi:

The mobile part of the software could use some help, from our perspective. We have issues with attachments and being able to view them in the field. We realize that some of our issues could be user error.

Robbin
Accountant (USA)
Commercio all'ingrosso, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

The best thing we have done for our company

5,0 3 anni fa

Aspetti positivi:

I don't have any specific "pros" to mention about this software, we love everything about it. Kickserv helped us do away with bulky job files, helps us manage weekly timecards for our technicians, gives our customers access to all of their job history and makes life in the office so much easier.

Aspetti negativi:

I have yet to find anything that I do not like about Kickserv.

Risposta di KickServ

3 anni fa

Thank you Robin, for the feedback and stellar review. :)

Braeden
Owner (USA)
Gestione delle risorse, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Simple, affordable work managment software

5,0 3 anni fa

Commenti: I tested several work order managment products before choosing Kickserv as my platfoem. Makes scheduling, timecards, and customer history a non headache for me and my business. Totally love the product!!

Aspetti positivi:

Kickserv is great for customer managment. Easily see past and future work orders for all customers. Love the ability to add attachments to customer profile and work orders. Great database.

Aspetti negativi:

I have no dislikes. I would like to have the ability to select which items are shared per work order via the customer portal.

Risposta di KickServ

3 anni fa

Hey Braeden, 10/10, all the stars, and no dislikes! We are grateful for the review. We are glad to hear that you love our product and that Kickserv is meeting your expectations. When you have some time send me an email at [email protected] so that I can get some more information about your request and we can submit it to our product team as a feature request! Thank you again for your review and for being a part of the Kickserv family.

Sean
Repair Shop Manager (USA)
Servizi di informazione, 11-50 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

2022 Kickserv year in review

5,0 2 anni fa

Commenti: Kickserv has kicked butt. It does almost everything we need. It is easy to use so even new hires are up and running with minimal instruction with regards to the app. The customer service is some of the best I have experienced.

Aspetti positivi:

The ease of use for everyone from administration to the in-the-field techs. And the customer support is simply awesome. I have yet to have a question that was not answered quickly and correctly.

Aspetti negativi:

I wish there was a way for us to track specific product history with regards to sales/service.

Jessie
Business Admin Director (USA)
Servizi ambientali, 1.001-5.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Kickserv is easy to set up and simple to use

5,0 2 anni fa

Commenti: Kickserv has been great for a small business. As we grow, we will need more robust functionality. Overall however it has been easy to train new users, easy to set up and ready to go to suit our needs.

Aspetti positivi:

Kickserv is easy to set up and simple to use

Aspetti negativi:

There is no ability to scale. We have multiple offices and cannot schedule work across regions.

Sophia
Sales, Marketing, & Scheduling (USA)
Industria edilizia, 2-10 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

We use Kickserv EVERYDAY

5,0 3 anni fa

Commenti: It has been great - I like to say I have mastered Kickserv

Aspetti positivi:

It is quite user friendly and if you do not understand something - ask customer support and they will reeply within the hour typically within a couple minutes.

Aspetti negativi:

The cellphone version is still a work in progress - It works great for basic scheduling, but you can't schedule reminders, for instance, other than through a computer.

Risposta di KickServ

3 anni fa

Sophia - we are so glad that Kickserv is holding up to your expectations. We would love to interview you on the phone or maybe just in an email. Email me when you can '[email protected]'. Reference this Capterra review. Thank you

Andrew
Owner (USA)
Industria edilizia, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

The old system service psychic was very useful and user-friendly. The new software is terrible.

1,0 8 anni fa

Commenti: During the service sidekick years, many. During the kick serve years nearly 0 other than scheduling.

Aspetti positivi:

The calendar is the biggest strength of this program. I like being able to use colors for different types of jobs. Also when you move something on the calendar it automatically updates. Our new software does not do that and I miss it. Service psychic used to be very easy to add people into the system and get them scheduled. Kick serve was not. The quick add was a great function when we were at tradeshows or when you're on the phone with a customer.

Aspetti negativi:

The reporting is near worthless. None of the reports are ever accurate, and trying to get someone to help you make them accurate was like banging your head against a wall. The system was incredibly unreliable It is constantly going down. For a web-based system, businesses rely on its functionality during business hours. We had many days of inability to use the system. They're always seem to be some reason why it crashed. The system was much much better when it was service sidekick. We had to build a salesforce software system because it was so dysfunctional. The customer service was also incredibly bad.

Risposta di KickServ

8 anni fa

We migrated hundreds of our original customers from our legacy system to Kickserv starting in April 2017 through May 2017. We inherited some issues that we certainly should have anticipated or planned for. We did find a couple processing issues bringing on all those older accounts so quickly. We have since cleared those problems and added many more resources to handle much more growth. We sincerely apologize to all our loyal customers for enduring those weeks of processing delays.

Greg
Operations Manager (Canada)
Produzione di apparecchi elettrici/elettronici, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Kickserv works

5,0 3 anni fa

Commenti: Fantastic

Aspetti positivi:

Encompasses all aspects require and integrates with accounting software.

Aspetti negativi:

Doesn’t always sync easily with our accounting system.

Risposta di KickServ

3 anni fa

Hey Greg! 10/10 is Fantastic! We are ecstatic to hear that that Kickserv is serving you well! We are more than happy to look into what you are experiencing with your sync to your accounting system. Please send us a support ticket to [email protected] at your earliest convenience. Thank you for taking time to leave us a review and for being a part of the Kickserv family!

Shawn
Owner (USA)
Servizi e tecnologie dell'informazione, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

5 year user of Service Sidekick now KickServ

1,0 8 anni fa

Commenti: Service Sidekick was a great product, they now forced all of their customers to Kickserv. They did the changeover at 10am on a weekday when it was scheduled for 10pm. We were down all day and received no apology. The changeover broke several systems. It no longer syncs to quickbooks correctly. When a task is made for someone it no longer tells people who made it and the Kickserv team is basically AFK.

Aspetti positivi:

I like how easy it used to be to use. If I had to buy the new kickserv I would run away screaming

Aspetti negativi:

Terrible interface. Terrible tech support. Very slow. Incredibly convoluted. First you make a job with charges, then you have to "generate an Invoice" from that job, then you can enter a payment, then after entering that you can mark it paid, then after doing all of that you can mark the job complete. What a nightmare. Customers are syncing to the wrong customers in Quickbooks, which has caused an accounting nightmare.

Risposta di KickServ

8 anni fa

As you mentioned, the upgrade process did not go as planned. Your upgrade was completed later than expected, due to an unforeseen issue with another account's upgrade. We're truly sorry this happened. After the upgrade, we discovered that you had recently changed your QuickBooks sales tax codes, which inadvertently left 97 of your 4997 customers without a proper sales tax code. We reset your sales tax code for those 97 records so that your taxes calculated properly. We worked with you extensively over phone and screen share until we resolved these and other issues to your satisfaction. It sounds like there are some things you don't like about the new interface. We would love to hear more about your concerns and also invite you to a free training session where we can discuss the changes in detail.