User Guide

About Kickserv

General information about Kickserv

Written by Pete McKesson
Updated over a week ago

The Resources Calendar Page

View your calendar by assigned employee

Written by Perla Ureña
Updated over a week ago

How to request time off

Using Kickserv to keep track of time-off requests

Written by Pete McKesson
Updated over a week ago

Custom fields and service types

Custom fields for jobs can be assigned to a specific service type

Written by Jonathan Vaught
Updated over a week ago

Kickserv walkthrough (2017)

Brief tutorial and overview of our system to demo how it should work for your business and technicians

Written by Pete McKesson
Updated over a week ago

Adding photo attachments from the mobile app

How to take photos of your job site in the field, and view PDF attachments

Written by Jonathan Vaught
Updated over a week ago

Kickserv dashboard explained

Your customer flow line in action

Written by Perla Ureña
Updated over a week ago

Delete the Job? Or Cancel the Job?

Your data is the most valuable asset you own, why trash it? Tag it!

Written by Abe Kotara
Updated over a week ago

How to remove a user

What to do when an employee leaves the company or needs to be removed from Kickserv?

Written by Pete McKesson
Updated over a week ago

Time Entry Reporting

Capture your time on a job or task and run a timecard report

Written by Perla Ureña
Updated over a week ago

Mapping & GPS Check-Ins

We provide a way to have your employees check-in locations and for you to have a visual of where your jobs are located

Written by Pete McKesson
Updated over a week ago

How to manage the mobile app and invoicing

Creating a new opportunity, dispatching to your field crew's mobile devices, and invoicing your customer

Written by Pete McKesson
Updated over a week ago

Expense Tracking

Track and report on expenses associated with your jobs. Attach receipts and vendor information.

Written by Pete McKesson
Updated over a week ago

Booking jobs with the Customer Center

Market to your customers and allow online booking

Written by Pete McKesson
Updated over a week ago

Signature Capture

Need a signature from a customer? Here's how to collect them

Written by Pete McKesson
Updated over a week ago

Use tags to quickly categorize

A dynamic alternative to custom fields

Written by Perla Ureña
Updated over a week ago

Request a Payment

Collecting payments up front, for work-in-progress phased payments, or reminders of overdue payment

Written by Jonathan Vaught
Updated over a week ago

How to create a service location customer record

When your customer is a property manager or has multiple addresses what do you do?

Written by Pete McKesson
Updated over a week ago

Sending automatic reminders to customers

automatic email reminders to your customers

Written by Pete McKesson
Updated over a week ago

Repeating Jobs

How the repeating jobs feature works and its scope

Written by Pete McKesson
Updated over a week ago

Attaching a PDF copy of an estimate or invoice

If the customer needs a hard copy for their records, we saved you a step or two

Written by Jonathan Vaught
Updated over a week ago

Estimates: Total Sum

Hiding itemized details in Estimates.

Written by Perla Ureña
Updated over a week ago

Two quick ways to notify your customer

Let your customer know the tech is on his way.

Written by Perla Ureña
Updated over a week ago

Referral Program

Want to refer Kickserv to another business? Our referral partner program rewards you both!

Written by Kyle Barlow
Updated over a week ago

Arrival Windows

Manage customer expectations by giving them an approximate arrival time

Written by Jonathan Vaught
Updated over a week ago

Marketing Home Page

Where your customers can get in touch and request your service

Written by Pete McKesson
Updated over a week ago

Marketing & messages

A host of features to your Kickserv account that allow for easy customer communication and online booking.

Written by Pete McKesson
Updated over a week ago

The Messenger in detail

How to remain in contact with your techs and customers using Kickserv

Written by Pete McKesson
Updated over a week ago

Services (Marketing page)

Building your list of services allows customers to request those services online

Written by Pete McKesson
Updated over a week ago

Messaging Permissions (Marketing page)

Define who has access to messaging and who should be notified of new work requests made through the marketing site

Written by Pete McKesson
Updated over a week ago

The Contact Form

This form embedded or linked from your website will allow your customers to request more work from you

Written by Pete McKesson
Updated over a week ago

Setting up Yelp

Add a booking widget to your Yelp page to allow customers to request services from you

Written by Pete McKesson
Updated over a week ago

Customer Marketing Report

Quickly see how your customers found you

Written by Jonathan Vaught
Updated over a week ago

Productivity Reporting

Track employee contributions to your bottom line, and find your top performers

Written by Jonathan Vaught
Updated over a week ago

Custom Reporting

The basics to custom reporting tool

Written by Pete McKesson
Updated over a week ago

Custom Time Entry Report

How to report your time entries for a specific time range (Premium plans only)

Written by Pete McKesson
Updated over a week ago

Mailchimp Integration

Setup Instructions and FAQ

Written by Kyle Barlow
Updated over a week ago

Start here to learn about QuickBooks® Integration

All about getting connected and syncing with Quickbooks

Written by Pete McKesson
Updated over a week ago

Getting Started with Xero

Learn how to sign up, connect, and configure your Xero add-on.

Written by Jonathan Vaught
Updated over a week ago

QuickBooks and Xero sync updates

Explains settings found in the Quickbooks and Xero settings pages

Written by Jonathan Vaught
Updated over a week ago

Get customer feedback after the job

Our new Podium integration helps you leverage your biggest fans

Written by Jonathan Vaught
Updated over a week ago

LOCALiQ Listings Integration

Get your business found on the web, today

Written by Jonathan Vaught
Updated over a week ago

ReachEdge Integration

Import leads from ReachEdge and keep them synchronized with your Kickserv contact list.

Written by Jonathan Vaught
Updated over a week ago

Developer API

Developer API | Field Service Software by Kickserv

Written by Pete McKesson
Updated over a week ago

Account

The account object contains information about your company’s Kickserv account

Written by Pete McKesson
Updated over a week ago

Kickserv supports custom estimate, invoice and work order templates.

These templates are created using HTML and CSS and Liquid.

Written by Pete McKesson
Updated over a week ago

Charge

The charges object contains information about the charges for the current estimate, invoice, or work order.

Written by Pete McKesson
Updated over a week ago

Contact

The contact object contains information about the contact for the current estimate, invoice, or work order.

Written by Pete McKesson
Updated over a week ago

Employee

The employee object contains information about employees of the account.

Written by Pete McKesson
Updated over a week ago

Event

The event object contains information about a job’s scheduled events (estimate appointments, work, & reminders).

Written by Pete McKesson
Updated over a week ago

Item

The item object contains information about the item associated with a charge

Written by Pete McKesson
Updated over a week ago

Note

The note object contains information about the notes associated with a given contact or job.

Written by Pete McKesson
Updated over a week ago

Job object code

The job object contains information about the job associated with the current estimate, invoice, or work order.

Written by Pete McKesson
Updated over a week ago

Signature

The signature object contains information about the signature associated with the current estimate or invoice.

Written by Pete McKesson
Updated over a week ago

Time Entry object code

The time_entry object contains information about the time entries associated with a job.

Written by Pete McKesson
Updated over a week ago