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Tips and Tricks
Tips and Tricks
For those sort of unusual situations we may run into once in awhile
+2
24 articles in this collection
Written by
Pete McKesson,
Jonathan Vaught,
Abe Kotara
and 2 others
Monthly Newsletters
Extra! Extra! Good reads with your morning coffee!
Written by
Kyle Barlow
Updated yesterday
How do I respond to reviews from my Directory Listings Dashboard?
Learn how to review and submit responses to customer reviews, all in in one place from your Kickserv Directory Listings Dashboard!
Written by
Pete McKesson
Updated over a week ago
How to create an Opportunity using our API
Steps using Kickserv's API to patch an opportunity status on a job
Written by
Pete McKesson
Updated over a week ago
Updating templates that use custom fields
If you had custom fields in templates prior to October 28, make these changes
Written by
Jonathan Vaught
Updated over a week ago
Managing estimate options to your customers
Giving bids or estimates can have options your customer can chose or decline. Here is how to provide options on your Kickserv estimates.
Written by
Pete McKesson
Updated over a week ago
Rich Text Charge Descriptions
Spice up your job charges with formatting
Written by
Jonathan Vaught
Updated over a week ago
How to create web browser shortcuts for your desktop
Get to your Kickserv log in page faster
Written by
Pete McKesson
Updated over a week ago
Additional Contacts
Storing and maintaining multiple points of contacts for a single contact record.
Written by
Chris Lott
Updated over a week ago
How to track mileage
Kickserv can track mileage for your techs
Written by
Pete McKesson
Updated over a week ago
Error importing job from QuickBooks: Job number has already been taken
QuickBooks Online sync resolution with job numbers the same
Written by
Pete McKesson
Updated over a week ago
Filters
Need to sort your data to specific categories? Try using filters!
Written by
Abe Kotara
Updated over a week ago
What do the calendar symbols mean?
The wrench, thumb tack, paper folder, and airplane
Written by
Pete McKesson
Updated over a week ago
How manage your mobile pictures
and share your mobile pictures with your customers
Written by
Pete McKesson
Updated over a week ago
Using reminders to follow-up and follow through
Go paperless and manage all aspects of your work within Kickserv
Written by
Pete McKesson
Updated over a week ago
Adjusting the order of your charges
How to rearrange those job charges to best suit you and your customers
Written by
Jonathan Vaught
Updated over a week ago
How to manage estimates and invoices to multiple addresses
Sending estimates to the work site and then having to send the invoice to another address can be solved with Kickserv
Written by
Pete McKesson
Updated over a week ago
Import customer data by .csv file
Details and pitfalls of importing customer data via .csv to create service locations and populate custom fields while importing data
Written by
Pete McKesson
Updated over a week ago
Do we need to request a W-9 from Kickserv ®?
The facts of the W-9 and 1099-MISC
Written by
Pete McKesson
Updated over a week ago
"unsync" an invoice or job
Un-synchronizing an invoice is not a feature
Written by
Pete McKesson
Updated over a week ago
How to create a shortcut on your mobile phone or device for Kickserv
shortcuts on your iPhone or Android phone
Written by
Pete McKesson
Updated over a week ago
How to Change a Job Number
Learn how to edit your job and invoice numbers
Written by
Kyle Barlow
Updated over a week ago
Managing Estimates Viewed and Emails
Following-up and following through on estimates or opportunities given at the appropriate date and time
Written by
Pete McKesson
Updated over a week ago
Why does my browser slow down when I enter text into a Kickserv form?
Check your browser autofill settings
Written by
Pete McKesson
Updated over a week ago
Changing both your password and username
Forgot your username or password or just want to change your password for your Kickserv profile?
Written by
Pete McKesson
Updated over a week ago