Getting Started

The basics of setting up your account.

15 articles in this collection
Written by Pete McKesson
2. How to get the basics done

Creating a Contact

Creating contacts in Kickserv is quick and easy. Watch a short video to find out how.
Written by Pete McKesson
Updated over a week ago

Creating Opportunities & Estimates

Opportunities allow you to track your potential workflow from lead to estimate.
Written by Pete McKesson
Updated over a week ago

Using Our Workflow Estimate Management Software

Opportunities or estimates and how they work
Written by Pete McKesson
Updated this week

Calendars

Learn the ins and outs of scheduling with the Kickserv calendar and resource view
Written by Pete McKesson
Updated over a week ago

Adding Notes & Attachments

adding notes and attachments
Written by Pete McKesson
Updated over a week ago

Dispatch Map

mapping your jobs and check-in from techs
Written by Pete McKesson
Updated over a week ago

Invoicing and using the mobile app

My recorded webinar demonstrating dispatching an event to a field tech and the tech using their mobile app to manage their event task.
Written by Pete McKesson
Updated over a week ago

Completing Jobs & Issuing Invoices

The job and invoicing workflow in Kickserv is simple
Written by Pete McKesson
Updated over a week ago

Recurring Jobs

How to create repeating jobs and events
Written by Pete McKesson
Updated over a week ago

Reporting, services, custom fields and tagging

This recorded webinar demonstrates how use your services and our custom field and tagging to generate informative reports
Written by Pete McKesson
Updated over a week ago