Tips and Tricks

For unusual situations you may run into every so often

Pete McKesson avatar Jonathan Vaught avatar Abe Kotara avatar +3
32 articles in this collection
Written by Pete McKesson, Jonathan Vaught, Abe Kotara and 3 others

Monthly Newsletters

Extra! Extra! Good reads with your morning coffee!
Shelby Hutchinson avatar
Written by Shelby Hutchinson
Updated over a week ago

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!
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Account Ownership

Policy For Changing Account Owner.
Chris Lott avatar
Written by Chris Lott
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
Pete McKesson avatar
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
Jonathan Vaught avatar
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.
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

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

Additional Contacts

Storing and maintaining multiple points of contacts for a single contact record.
Chris Lott avatar
Written by Chris Lott
Updated over a week ago

How to track mileage

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

Schedule multiple events for one job

Create various events for the same job.
Perla Ureña avatar
Written by Perla Ureña
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
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Filters

Need to sort your data to specific categories? Try using filters!
Abe Kotara avatar
Written by Abe Kotara
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 to manage property managers

Multiple managers at many sites can be managed with Kickserv
Perla Ureña avatar
Written by Perla Ureña
Updated over a week ago

How to manage multiple techs on one job

Assign a different tech for each separate task.
Perla Ureña avatar
Written by Perla Ureña
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
Pete McKesson avatar
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
Pete McKesson avatar
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
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Exporting email list

When it's time to reach out to all of your customers, there's an easy way to extract their information.
Abe Kotara avatar
Written by Abe Kotara
Updated over a week ago

I cannot see my job on the calendar

The calendar default is 6 am to 6 pm in your time zone
Perla Ureña avatar
Written by Perla Ureña
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
Shelby Hutchinson avatar
Written by Shelby Hutchinson
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
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Printing work orders

Have your work orders printed when need it
Perla Ureña avatar
Written by Perla Ureña
Updated over a week ago

Add a second email address to a customer record

How to add additional email addresses for customers
Perla Ureña avatar
Written by Perla Ureña
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

Export your contacts

How to export your contacts from your Kickserv account
Perla Ureña avatar
Written by Perla Ureña
Updated over a week ago