User Guide

Documentation about Kickserv and best practices for using the application.

Pete McKesson avatar Jonathan Vaught avatar Alex avatar
39 articles in this collection
Written by Pete McKesson, Jonathan Vaught, and Alex

About Kickserv

General information about Kickserv
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Written by Pete McKesson
Updated over a week ago

Kickserv walkthrough (2017)

Brief tutorial and overview of our system to demo how it should work for your business and technicians
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Written by Pete McKesson
Updated over a week ago

Adding photo attachments from the mobile app

How to take photos of your job site in the field, and view PDF attachments
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Written by Jonathan Vaught
Updated over a week ago

How to remove a user

What to do when an employee leaves the company or needs to be removed from Kickserv?
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Written by Pete McKesson
Updated over a week ago

The repeating jobs feature

How the repeating jobs feature works and its scope
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Written by Pete McKesson
Updated over a week ago

Mapping & GPS Check-Ins

We provide a way to have your employees check-in locations and for you to have a visual of where your jobs are located
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Written by Pete McKesson
Updated over a week ago

How to manage the mobile app and invoicing

Creating a new opportunity, dispatching to your field crew's mobile devices, and invoicing your customer
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Written by Pete McKesson
Updated over a week ago

Expense Tracking

Track and report on expenses associated with your jobs. Attach receipts and vendor information.
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Written by Pete McKesson
Updated over a week ago

The Kickserv Portal

Market to your customers and allow online booking
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Written by Pete McKesson
Updated over a week ago

Signature Capture

Need a signature from a customer? Here's how to collect them
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Written by Pete McKesson
Updated over a week ago

Marketing & messages

A host of features to your Kickserv account that allow for easy customer communication and online booking.
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Written by Pete McKesson
Updated over a week ago
Custom Templates

Account

The account object contains information about your company’s Kickserv account
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Written by Pete McKesson
Updated over a week ago

Kickserv supports custom estimate, invoice and work order templates.

These templates are created using HTML and CSS and Liquid.
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Written by Pete McKesson
Updated over a week ago

Charge

The charges object contains information about the charges for the current estimate, invoice, or work order.
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Written by Pete McKesson
Updated over a week ago

Contact

The contact object contains information about the contact for the current estimate, invoice, or work order.
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Written by Pete McKesson
Updated over a week ago

Employee

The employee object contains information about employees of the account.
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Written by Pete McKesson
Updated over a week ago

Event

The event object contains information about a job’s scheduled events (estimate appointments, work, & reminders).
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Written by Pete McKesson
Updated over a week ago

Item

The item object contains information about the item associated with a charge
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Written by Pete McKesson
Updated over a week ago

Job object code

The job object contains information about the job associated with the current estimate, invoice, or work order.
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Written by Pete McKesson
Updated over a week ago

Note

The note object contains information about the notes associated with a given contact or job.
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Written by Pete McKesson
Updated over a week ago

Signature

The signature object contains information about the signature associated with the current estimate or invoice.
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Written by Pete McKesson
Updated over a week ago

Time Entry object code

The time_entry object contains information about the time entries associated with a job.
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Written by Pete McKesson
Updated over a week ago