How to use reminders to manage your tasks

better follow-up and follow through

Hello this is Pete your Kickserv Client success guy

I’m going to demonstrate how the reminders can help you manage your tasks for all aspects of your jobs and opportunities.

  • ·How to go paperless in your office?

  • ·How to have all your job-related information in Kickserv so you can access them all the time from anywhere you have internet?


So, here we have an outstanding estimate. In addition to creating an event to create the estimate for the customer I may have a need to call or write my customer about the pending work or I may have some paper work that needs to be submitted or a staff person to meet with about the work later in the week. 

I will use reminders in the estimate or job to assist me with following through with these tasks.

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