Tips and Tricks

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