Getting Started

The basics of setting up your account.

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15 articles in this collection
Written by Pete McKesson
2. How to get the basics done

Importing Contacts

How to import contacts from another database
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Written by Pete McKesson
Updated over a week ago

Creating a Contact

Creating contacts in Kickserv is quick and easy. Watch a short video to find out how.
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Written by Pete McKesson
Updated over a week ago

Creating Opportunities & Estimates

Opportunities allow you to track your potential workflow from lead to estimate.
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Written by Pete McKesson
Updated over a week ago

Search

How to find what you're looking for, and fast
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Written by Pete McKesson
Updated over a week ago

Using Our Workflow Estimate Management Software

Opportunities or estimates and how they work
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Written by Pete McKesson
Updated over a week ago

Calendars

Learn the ins and outs of scheduling with the Kickserv calendar and resource view
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Written by Pete McKesson
Updated over a week ago

Adding Notes & Attachments

adding notes and attachments
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Written by Pete McKesson
Updated over a week ago

Dispatch Map

mapping your jobs and check-in from techs
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Written by Pete McKesson
Updated over a week ago

Invoicing and using the mobile app

My recorded webinar demonstrating dispatching an event to a field tech and the tech using their mobile app to manage their event task.
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Written by Pete McKesson
Updated over a week ago

Completing Jobs & Issuing Invoices

The job and invoicing workflow in Kickserv is simple
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Written by Pete McKesson
Updated over a week ago

Recurring Jobs

How to create repeating jobs and events
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Written by Pete McKesson
Updated over a week ago

Reporting, services, custom fields and tagging

This recorded webinar demonstrates how use your services and our custom field and tagging to generate informative reports
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Written by Pete McKesson
Updated over a week ago