Frequently Asked Questions (FAQs)

Need an answer? Chances are you'll find it here.

Jonathan Vaught avatar Pete McKesson avatar John Hannah avatar +1
47 articles in this collection
Written by Jonathan Vaught, Pete McKesson, John Hannah and 1 other

How can I calculate my profitability?

Using job expenses and reporting to track your costs and profit
Pete McKesson avatar
Written by Pete McKesson
Updated this week

Can I create in-progress or phased payments?

How to request and collect payments for various stages of a project
Pete McKesson avatar
Written by Pete McKesson
Updated this week

How to find resolution to QuickBooks errors

How to locate instructions to resolving your Quickbooks sync error
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Resolving common login issues (Mobile app)

Logging into the mobile app on your phone
Pete McKesson avatar
Written by Pete McKesson
Updated this week

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 manage 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

How does the aging report work

Why don't all my invoices calculate in the aging report?
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Weekly repeat scheduling and invoicing

How to manage a weekly repeating job and invoice from Kickserv
John Hannah avatar
Written by John Hannah
Updated over a week ago

How to update Ship To address from Quickbooks desktop to service address

Changing the address of the customer so it updates your Kickserv account correctly
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How to locate your sub-domain name

What is your sub-domain name for the mobile app?
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
A
Written by Angel Kemper May
Updated over a week ago

Why do I get notified of bounced emails?

How to know if your estimate or invoice didn't reach its destination
Pete McKesson avatar
Written by Pete McKesson
Updated this week

Installing iCal with Outlook or another 3rd party email

Not all email systems accept iCal
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How do taxes work in the U.S.

Calculating taxes on a job
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

What if I receive the "Ah, nuts" error page when trying to login?

Here's how to ninja the heck out of that error.
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How do I add or change my company logo?

Kickserv appears to not let me upload a new logo and continues to use the old one instead
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How do I give a refund with QuickBooks or Xero?

If you sync with QuickBooks or Xero, here's how to manage refunds with Kickserv
Pete McKesson avatar
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

Can I schedule a repeating non-work event?

How to block off a regular time on the calendar that's unavailable for job scheduling
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Can I pause my Kickserv account or put it on hold?

Do you have a seasonal business? Need to take a break to reorganize? We've got you covered
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How do I update my credit card or billing address?

Changing your payment information is easy
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Can I view my Kickserv calendar on a phone or tablet?

There's an app for that!
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

What is a QuickBooks ReceivePayment error and how do I make it go away?

There is an invalid reference to QuickBooks PaymentMethod "Credit Card (Online)" in the SalesReceipt
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

I got an unpaid account notice and the account owner is not available. What should I do?

How to get your Kickserv subscription back up and running
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Can Kickserv accept deposits?

Receiving deposits and down payments for work in progress is simple
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Can I switch from QuickBooks to Xero or vice versa?

Changing or disconnecting accounting integrations
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

I have duplicate contacts. Is there a way to merge or combine them?

Merging customers is simple, but use caution
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

I'm canceling my account. Can I have a refund?

Kickserv's subscription refund policy
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How can my customers book service online?

Taking work requests with the Kickserv Customer Center
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Can I view my Kickserv appointments in Google Calendar?

Setting up Google Calendar integration
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Working with Invoices, Estimates, and Xero

Sync invoices, new charges items, as well as estimates using Xero.
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Resolving common login issues (Website)

Forgot username or password
Pete McKesson avatar
Written by Pete McKesson
Updated this week