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User Guide
User Guide
Documentation about Kickserv and best practices for using the application.
+2
47 articles in this collection
Written by
Pete McKesson,
Jonathan Vaught,
Abe Kotara
and 2 others
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 this week
How to request time off
Using Kickserv to keep track of time-off requests
Written by
Pete McKesson
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
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
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
Jobs
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
Customer Center, Marketing, & Communication
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 this week
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
Reports
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
Integrations
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
Custom Templates
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