Tips and Tricks

For those sort of unusual situations we may run into once in awhile

Pete McKesson avatar Jonathan Vaught avatar Kyle Barlow avatar
17 articles in this collection
Written by Pete McKesson, Jonathan Vaught, and Kyle Barlow

Rich Text Charge Descriptions

Spice up your job charges with formatting
Jonathan Vaught avatar
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
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How to track mileage

Kickserv can track mileage for your techs
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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
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Written by Pete McKesson
Updated over a week ago

What do the calendar symbols mean?

The wrench, thumb tack, paper folder, and airplane
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How manage your mobile pictures

and share your mobile pictures with your customers
Pete McKesson avatar
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
Pete McKesson avatar
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
Jonathan Vaught avatar
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
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Written by Pete McKesson
Updated over a week ago

How to import customer data

Insight into the details and pitfalls of importing customer data via .csv files
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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
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Written by Pete McKesson
Updated over a week ago

"unsync" an invoice or job

Un-synchronizing an invoice is not a feature
Pete McKesson avatar
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
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How to Change a Job Number

Learn how to edit your job and invoice numbers
Kyle Barlow avatar
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
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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
Pete McKesson avatar
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?
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago